RETIREMENT INCOME SOLUTIONS, INC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$477.9M

Holdings

146

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (146 positions)

StockValue
IVVISHARES TR
$125.7M
SPYMSPDR SER TR
$59.4M
IJHISHARES TR
$44.0M
SPYSPDR S&P 500 ETF TR
$40.5M
SPMDSPDR SER TR
$19.3M
IWFISHARES TR
$16.7M
SPYXSPDR SER TR
$8.7M
ESGUISHARES TR
$8.6M
GLDMWORLD GOLD TR
$8.3M
NDQINVESCO QQQ TR
$6.8M
IWDISHARES TR
$6.8M
JMUBJ P MORGAN EXCHANGE TRADED F
$6.3M
RSPINVESCO EXCHANGE TRADED FD T
$6.2M
IWBISHARES TR
$6.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$5.7M
FESMFIDELITY COVINGTON TRUST
$4.8M
AAPLAPPLE INC
$4.7M
ACWIISHARES TR
$4.6M
VOVANGUARD INDEX FDS
$3.8M
AMZNAMAZON COM INC
$3.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.2M
SPYGSPDR SER TR
$3.1M
EFAISHARES TR
$2.8M
XLKSELECT SECTOR SPDR TR
$2.6M
SPYVSPDR SER TR
$2.5M
IVWISHARES TR
$2.4M
VOOVANGUARD INDEX FDS
$2.4M
MSFTMICROSOFT CORP
$2.2M
IWRISHARES TR
$2.1M
VUGVANGUARD INDEX FDS
$2.0M
IVEISHARES TR
$2.0M
LLYELI LILLY & CO
$1.8M
VTIVANGUARD INDEX FDS
$1.7M
POCTINNOVATOR ETFS TRUST
$1.6M
PNOVINNOVATOR ETFS TRUST
$1.5M
PDECINNOVATOR ETFS TRUST
$1.5M
SCHGSCHWAB STRATEGIC TR
$1.4M
GQ9SPDR GOLD TR
$1.4M
GOOGLALPHABET INC
$1.2M
PHOINVESCO EXCHANGE TRADED FD T
$1.1M
GOOGALPHABET INC
$1.1M
VTVVANGUARD INDEX FDS
$1.0M
JPMJPMORGAN CHASE & CO.
$1.0M
XLESELECT SECTOR SPDR TR
$1.0M
SMHVANECK ETF TRUST
$1.0M
NVDANVIDIA CORPORATION
$981K
PGPROCTER AND GAMBLE CO
$960K
PJANINNOVATOR ETFS TRUST
$887K
VONEVANGUARD SCOTTSDALE FDS
$857K
AVDEAMERICAN CENTY ETF TR
$848K
BKLCBNY MELLON ETF TRUST
$793K
MRKMERCK & CO INC
$792K
IEIISHARES TR
$781K
EAGGISHARES TR
$777K
EEMISHARES TR
$777K
KOCOCA COLA CO
$757K
EFIVSPDR SER TR
$727K
DBEFDBX ETF TR
$710K
SHYISHARES TR
$703K
SPEMSPDR INDEX SHS FDS
$650K
IWPISHARES TR
$636K
JNJJOHNSON & JOHNSON
$633K
ORCLORACLE CORP
$613K
BJUNINNOVATOR ETFS TRUST
$611K
ECLECOLAB INC
$611K
URTHISHARES INC
$610K
IBMINTERNATIONAL BUSINESS MACHS
$595K
DSIISHARES TR
$590K
SCHXSCHWAB STRATEGIC TR
$590K
XMESPDR SER TR
$579K
IWSISHARES TR
$573K
IUSGISHARES TR
$508K
XLFSELECT SECTOR SPDR TR
$507K
VOTVANGUARD INDEX FDS
$497K
AMGNAMGEN INC
$489K
PAPRINNOVATOR ETFS TRUST
$483K
MGKVANGUARD WORLD FD
$458K
MCDMCDONALDS CORP
$454K
IEFISHARES TR
$445K
VYMVANGUARD WHITEHALL FDS
$444K
EFAXSPDR INDEX SHS FDS
$439K
PJULINNOVATOR ETFS TRUST
$437K
DISDISNEY WALT CO
$436K
DTEDTE ENERGY CO
$419K
LNTALLIANT ENERGY CORP
$418K
DFACDIMENSIONAL ETF TRUST
$407K
CRMSALESFORCE INC
$401K
EDIVSPDR INDEX SHS FDS
$392K
ETNEATON CORP PLC
$389K
XOMEXXON MOBIL CORP
$372K
MGVVANGUARD WORLD FD
$369K
COSTCOSTCO WHSL CORP NEW
$359K
DFAXDIMENSIONAL ETF TRUST
$359K
PAUGINNOVATOR ETFS TRUST
$356K
FBTCFIDELITY WISE ORIGIN BITCOIN
$354K
EMXCISHARES INC
$352K
IWMISHARES TR
$352K
VVISA INC
$348K
SUSCISHARES TR
$340K
PSEPINNOVATOR ETFS TRUST
$339K
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