RETIREMENT FINANCIAL SOLUTIONS, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationknoxville, TN
- CIK0001962532
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
37 | $185.45M | KRE, VO, VBR, KRE | 13F-HR | Jan 31, 2025 | 000196253225000001 | ||
40 | $228.39M | KRE, QQQM, SPYV, VBR | 13F-HR | Oct 29, 2024 | 000196253224000005 | ||
40 | $212.49M | KRE, QQQM, SPYV, VO | 13F-HR | Aug 5, 2024 | 000196253224000003 | ||
40 | $194.54M | KRE, SPYV, VBR, QQQM | 13F-HR | May 10, 2024 | 000196253224000002 | ||
47 | $176.50M | KRE, KRE, SPYV, VBR | 13F-HR | Jan 18, 2024 | 000196253224000001 | ||
40 | $148.33M | SPY, SHYG, NDQ, SPYV | 13F-HR | Oct 20, 2023 | 000198604223000019 | ||
34 | $145.55M | SPY, SHYG, IEF, NDQ | 13F-HR | Jul 18, 2023 | 000196253223000002 | ||
31 | $125.80M | SPY, SHYG, IEF, NDQ | 13F-HR | Apr 26, 2023 | 000196253223000001 | ||
277 | $117.71M | SPY, IEF, SHYG, SPYV | 13F-HR | Jan 18, 2023 | 000175496023000028 |