The Analysis of RETIREMENT FINANCIAL SOLUTIONS, LLC's Holdings
Currently, RETIREMENT FINANCIAL SOLUTIONS, LLC holds 47 types of securities in its portfolio with a total value $341.6M. In the most recent quarter, they have increased their positions in AVUS (+333.2K shares, valued at $37.2M), QQQM (+69.4K shares, valued at $17.5M), DIA (+35.4K shares, valued at $17.0M); decreased their positions in HEDJ (-160.7K shares, valued at $8.5M), JEPI (-108.5K shares, valued at $6.2M), EDV (-20.3K shares, valued at $1.3M); initiated new positions in AVUS (+333.2K shares, valued at $37.2M), QQQM (+69.4K shares, valued at $17.5M), DIA (+35.4K shares, valued at $17.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR333.2K sharesnew addition2025-12-312026-02-13
AVSC AMERICAN CENTY ETF TR369.9K shares31.67%2025-12-312026-02-13 AVUV AMERICAN CENTY ETF TR213.0K shares33.72%2025-12-312026-02-13 SPYM SPDR SERIES TRUST269.9K shares22.16%2025-12-312026-02-13 SPMD SPDR SERIES TRUST372.0K shares32.24%2025-12-312026-02-13 VGLT VANGUARD SCOTTSDALE FDS315.4K shares89.19%2025-12-312026-02-13 QQQM INVESCO EXCH TRADED FD TR II69.4K sharesnew addition2025-12-312026-02-13 IEF ISHARES TR180.5K shares62.21%2025-12-312026-02-13 DIA SPDR DOW JONES INDL AVERAGE35.4K sharesnew addition2025-12-312026-02-13 QQQJ INVESCO EXCH TRADED FD TR II443.9K shares31.13%2025-12-312026-02-13 VWO VANGUARD INTL EQUITY INDEX F292.9K shares34.55%2025-12-312026-02-13 SCHD SCHWAB STRATEGIC TR487.4K shares53.87%2025-12-312026-02-13 MGC VANGUARD WORLD FD46.1K sharesnew addition2025-12-312026-02-13 AVEM AMERICAN CENTY ETF TR143.1K sharesnew addition2025-12-312026-02-13 RSPA INVESCO ACTIVELY MANAGED EXC183.2K sharesnew addition2025-12-312026-02-13 SPYG SPDR SERIES TRUST54.8K sharesnew addition2025-12-312026-02-13 RWL INVESCO EXCH TRADED FD TR II50.8K sharesnew addition2025-12-312026-02-13 VGSH VANGUARD SCOTTSDALE FDS98.9K shares64.16%2025-12-312026-02-13 EPS WISDOMTREE TR81.7K sharesnew addition2025-12-312026-02-13 SPYV SPDR SERIES TRUST100.5K sharesnew addition2025-12-312026-02-13 SHYG ISHARES TR103.2K shares53.57%2025-12-312026-02-13 IGIB ISHARES TR81.5K shares51.30%2025-12-312026-02-13 EDV VANGUARD WORLD FD67.0K shares-23.29%2025-12-312026-02-13 VNQ VANGUARD INDEX FDS16.9K shares131.36%2025-12-312026-02-13 VCIT VANGUARD SCOTTSDALE FDS16.0K shares61.23%2025-12-312026-02-13 IAUM ISHARES GOLD TR30.3K shares22.25%2025-12-312026-02-13 VXUS VANGUARD STAR FDS16.1K shares1.81%2025-12-312026-02-13 VOE VANGUARD INDEX FDS5.4K shares1.02%2025-12-312026-02-13 VONE VANGUARD SCOTTSDALE FDS2.5K shares0.28%2025-12-312026-02-13 ETH GRAYSCALE ETHEREUM MINI TR E26.7K sharesnew addition2025-12-312026-02-13 ALPS ETF TR ALPS ETF TR15.8K shares128.37%2025-12-312026-02-13 DBMF LITMAN GREGORY FDS TR26.1K shares104.51%2025-12-312026-02-13 VTI VANGUARD INDEX FDS1.9K shares0.54%2025-12-312026-02-13 NVDA NVIDIA CORPORATION3.2K shares-13.84%2025-12-312026-02-13 VO VANGUARD INDEX FDS1.5K sharesnew addition2025-12-312026-02-13 SIVR ABRDN SILVER ETF TRUST6.5K sharesnew addition2025-12-312026-02-13 VBR VANGUARD INDEX FDS2.0K sharesnew addition2025-12-312026-02-13 QQA INVESCO ACTIVELY MANAGED EXC7.1K sharesnew addition2025-12-312026-02-13 BCI ABRDN ETFS17.4K sharesnew addition2025-12-312026-02-13 SPSM SPDR SERIES TRUST6.9K sharesnew addition2025-12-312026-02-13 TSLA TESLA INC582 sharesnew addition2025-12-312026-02-13 HEDJ WISDOMTREE TR4.4K shares-97.36%2025-12-312026-02-13 JEPI J P MORGAN EXCHANGE TRADED F3.9K shares-96.55%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available