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CIK: 0001730386
Total reported value
$580.8M
$580.8M
149 檔
53.3%
In Q4 2024, Retirement Income Solutions, Inc's U.S. equity holdings reached a combined market value of $580.8M, distributed across 149 disclosed stock positions.
During Q4 2024, Retirement Income Solutions, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 32.78% | +0.02% | +23.20% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.00% | -0.02% | +27.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.60% | +0.04% | -2.68% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.25% | +0.05% | +17.30% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.84% | +0.04% | -2.78% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.39% | +0.02% | +12.10% | |
| 7 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.92% | -0.04% | -0.82% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.83% | +0.01% | +37.78% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.01% | -3.60% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.40% | +0.01% | +0.26% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.34% | +0.01% | -4.16% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.32% | +0.01% | -2.17% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.24% | +0.01% | +12.80% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.24% | — | -0.08% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.08% | — | +4.59% | |
| 16 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.99% | +0.01% | — | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.97% | +0.01% | +2.88% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.94% | — | -9.75% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.29% | -1.32% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | -0.01% | -4.36% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | — | +7.18% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | +0.01% | -1.83% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | — | +8.65% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | — | -8.64% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | +8.74% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.01% | — | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.45% | +0.01% | +2.31% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | +0.01% | -5.87% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | — | +0.70% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | — | -4.41% | |
| 33 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.33% | +0.01% | — | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.32% | +0.01% | +300.00% | |
| 35 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.31% | -0.01% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | — | — | |
| 37 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.01% | -3.54% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.01% | -1.64% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | +5.98% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | — | -1.87% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.23% | +0.01% | +6.30% | |
| 42 | PHO | Invesco Water Resources ETF | ETF-Other | 0.23% | +0.01% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | — | +1.86% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | -4.75% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.20% | — | -68.52% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.01% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.19% | +0.01% | -9.23% | |
| 48 | AVDE | Avantis International Equity | ETF-Other | 0.19% | -0.01% | +162.99% | |
| 49 | VONE | Vanguard Russell 1000 | ETF-Other | 0.18% | +0.01% | +17.67% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.18% | +0.01% | -4.21% |
According to official SEC Form 13F filings, Retirement Income Solutions, Inc reported a total U.S. public equity portfolio value of $580.8M across 149 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, SPY) accounted for 53.3% of total reported equity market value during Q4 2024.
During Q4 2024, Retirement Income Solutions, Inc's top holdings by market value included IVV (32.8%)、IJH (11.0%)、SPY (8.6%). The largest single position, IVV, represented 32.8% of total portfolio value.
In Q4 2024, Retirement Income Solutions, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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