Retirement Income Solutions, Inc.
CIK:0001730386
Investment Adviser
$585M AUM
165 holdings
Ann Arbor, MI, USA
Retirement Income Solutions, Inc. is an investment advisory firm specializing in retirement planning and wealth management.
Top Buys
S
SPLGSPDR SERIES TRUST+$12.0M
S
SPYSPDR S&P 500 ETF TR+$3.2M
S
SPMDSPDR SERIES TRUST+$2.5M
I
IWFISHARES TR+$1.8M
I
IVVISHARES TR+$1.4M
Top Sells
P
PEPPEPSICO INC-$224.4K
C
CLCOLGATE PALMOLIVE CO-$220.9K
A
AXONAXON ENTERPRISE INC-$211.1K
D
DEDEERE & CO-$203.4K
P
PAVEGLOBAL X FDS-$200.7K
Top Holdings
S
SPLGSPDR SERIES TRUST+22.2%$129.9M
J
JPSTJ P MORGAN EXCHANGE TRADED F+8.2%$47.7M
S
SPYSPDR S&P 500 ETF TR+8.1%$47.6M
M
MINTPIMCO ETF TR+7.2%$41.9M
I
IVVISHARES TR+7.1%$41.3M
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 22.21% | $129.9M | 1,658,222 | $64.85 | $78.34 | +$12.0M |
J JPST | J P MORGAN EXCHANGE TRADED F | 8.16% | $47.7M | 940,277 | $50.68 | $50.73 | +$686.9K |
S SPY | SPDR S&P 500 ETF TR | 8.14% | $47.6M | 71,463 | $281.48 | $666.18 | +$3.2M |
M MINT | PIMCO ETF TR | 7.16% | $41.9M | 415,933 | $100.54 | $100.69 | +$326.0K |
I IVV | ISHARES TR | 7.06% | $41.3M | 61,729 | $429.46 | $669.30 | +$1.4M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+2.1%
SERVICES-PREPACKAGED SOFTWARE
+1.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.0%
ELECTRONIC COMPUTERS
+0.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.7%