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CIK: 0001730386
Total reported value
$580.8M
$580.8M
158 檔
50.1%
At the close of Q2 2025, Retirement Income Solutions, Inc disclosed equity holdings valued at approximately $580.8M, spread across 158 reported holdings.
During Q2 2025, 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 21.64% | +0.05% | +79.70% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 8.63% | +0.04% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.15% | +0.04% | -0.69% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 7.62% | +0.04% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.33% | +0.02% | -71.23% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.03% | +0.02% | +60.38% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.45% | +0.04% | -4.09% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.94% | -0.02% | -65.77% | |
| 9 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.66% | -0.04% | -6.83% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.63% | +0.01% | +0.25% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.46% | +0.01% | -0.79% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.27% | +0.01% | +6.50% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.24% | +0.01% | -0.89% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.24% | +0.01% | -29.07% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.20% | +0.01% | -5.93% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.15% | -0.01% | +0.37% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.08% | — | -2.76% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.94% | +0.01% | +0.67% | |
| 19 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.79% | +0.01% | -17.56% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.79% | — | -1.26% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | — | -2.25% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | -0.29% | -1.12% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | -0.01% | -3.59% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.01% | +9.78% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | — | -2.08% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | — | +2.29% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | — | +1.28% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | +0.01% | -12.94% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | -8.03% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.01% | — | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | — | -10.50% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | +0.01% | -2.76% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | — | +11.92% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | — | -0.21% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | — | +3.54% | |
| 36 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.30% | +0.01% | -3.36% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.30% | +0.01% | -2.15% | |
| 38 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.29% | -0.01% | — | |
| 39 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.01% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.01% | +1.90% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | — | -3.29% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | +2.72% | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.26% | -0.01% | +49.65% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.24% | +0.01% | -2.68% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.01% | — | |
| 46 | PHO | Invesco Water Resources ETF | ETF-Other | 0.22% | +0.01% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | -2.27% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | — | -3.74% | |
| 49 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.18% | -0.01% | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.18% | -0.06% | — |
According to official SEC Form 13F filings, Retirement Income Solutions, Inc reported a total U.S. public equity portfolio value of $580.8M across 158 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, JPST, SPY) accounted for 50.1% of total reported equity market value during Q2 2025.
During Q2 2025, Retirement Income Solutions, Inc's top holdings by market value included SPYM (21.6%)、JPST (8.6%)、SPY (8.2%). The largest single position, SPYM, represented 21.6% of total portfolio value.
In Q2 2025, 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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