The Analysis of RETIREMENT INCOME SOLUTIONS, INC's Holdings
Currently, RETIREMENT INCOME SOLUTIONS, INC holds 170 types of securities in its portfolio with a total value $589.6M. In the most recent quarter, they have increased their positions in SPYM (+139.8K shares, valued at $11.2M), SPMD (+84.5K shares, valued at $4.9M), DFAE (+93.5K shares, valued at $3.0M); decreased their positions in JPST (-226.0K shares, valued at $11.4M), MINT (-88.1K shares, valued at $8.8M), IVV (-6.1K shares, valued at $4.2M); initiated new positions in QQQM (+2.3K shares, valued at $578.2K), JBND (+8.9K shares, valued at $481.7K), TMO (+408 shares, valued at $236.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST1.8M shares8.43%2025-12-312026-01-27
SPY SPDR S&P 500 ETF TR70.4K shares-1.52%2025-12-312026-01-27 SPMD SPDR SERIES TRUST702.6K shares13.68%2025-12-312026-01-27 IVV ISHARES TR55.6K shares-9.86%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F714.2K shares-24.04%2025-12-312026-01-27 MINT PIMCO ETF TR327.8K shares-21.19%2025-12-312026-01-27 IWF ISHARES TR42.7K shares-3.01%2025-12-312026-01-27 IJH ISHARES TR233.4K shares-7.86%2025-12-312026-01-27 GLDM WORLD GOLD TR131.5K shares-1.53%2025-12-312026-01-27 SPYX SPDR SERIES TRUST173.1K shares0.05%2025-12-312026-01-27 ESGU ISHARES TR54.3K shares10.72%2025-12-312026-01-27 JMUB J P MORGAN EXCHANGE TRADED F142.4K shares8.27%2025-12-312026-01-27 IWD ISHARES TR32.0K shares-4.80%2025-12-312026-01-27 IWB ISHARES TR17.3K shares-10.49%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR10.3K shares-0.92%2025-12-312026-01-27 ACWI ISHARES TR41.0K shares2.79%2025-12-312026-01-27 AAPL APPLE INC20.5K shares-3.68%2025-12-312026-01-27 FESM FIDELITY COVINGTON TRUST143.5K shares3.23%2025-12-312026-01-27 VO VANGUARD INDEX FDS14.0K shares-2.58%2025-12-312026-01-27 AMZN AMAZON COM INC17.4K shares-5.99%2025-12-312026-01-27 AVDE AMERICAN CENTY ETF TR47.3K shares88.47%2025-12-312026-01-27 DFAE DIMENSIONAL ETF TRUST112.1K shares501.68%2025-12-312026-01-27 SPYG SPDR SERIES TRUST33.8K shares-3.01%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR23.2K shares89.77%2025-12-312026-01-27 IVW ISHARES TR26.3K shares-0.16%2025-12-312026-01-27 MSFT MICROSOFT CORP6.4K shares4.61%2025-12-312026-01-27 EFA ISHARES TR31.8K shares0.07%2025-12-312026-01-27 VUG VANGUARD INDEX FDS5.5K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC8.4K shares0.49%2025-12-312026-01-27 SPYV SPDR SERIES TRUST42.8K shares-1.24%2025-12-312026-01-27 IWR ISHARES TR25.0K shares0.97%2025-12-312026-01-27 VTI VANGUARD INDEX FDS7.0K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC6.8K shares0.12%2025-12-312026-01-27 IVE ISHARES TR9.9K shares-8.52%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR61.6K shares9.62%2025-12-312026-01-27 NVDA NVIDIA CORPORATION9.9K shares3.82%2025-12-312026-01-27 LLY ELI LILLY & CO1.6K shares-26.39%2025-12-312026-01-27 PNOV INNOVATOR ETFS TRUST39.6K shares0.00%2025-12-312026-01-27 POCT INNOVATOR ETFS TRUST35.9K shares-4.65%2025-12-312026-01-27 SMH VANECK ETF TRUST4.2K shares-10.78%2025-12-312026-01-27 GLD SPDR GOLD TR3.7K shares-15.61%2025-12-312026-01-27 PDEC INNOVATOR ETFS TRUST29.7K shares-23.19%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.4.0K shares-3.56%2025-12-312026-01-27 EEM ISHARES TR22.8K shares24.66%2025-12-312026-01-27 VEU VANGUARD INTL EQUITY INDEX F16.6K shares19.53%2025-12-312026-01-27 PHO INVESCO EXCHANGE TRADED FD T16.2K shares-4.94%2025-12-312026-01-27 VTV VANGUARD INDEX FDS5.7K shares-0.49%2025-12-312026-01-27 EFIV SPDR SERIES TRUST15.3K shares10.42%2025-12-312026-01-27 CWI SPDR INDEX SHS FDS28.1K shares-2.52%2025-12-312026-01-27 PJAN INNOVATOR ETFS TRUST21.4K shares-0.40%2025-12-312026-01-27 XLE SELECT SECTOR SPDR TR22.0K shares112.31%2025-12-312026-01-27 BKLC BNY MELLON ETF TRUST7.5K shares0.00%2025-12-312026-01-27 XME SPDR SERIES TRUST8.9K shares-14.41%2025-12-312026-01-27 VONE VANGUARD SCOTTSDALE FDS2.9K shares0.00%2025-12-312026-01-27 ORCL ORACLE CORP4.4K shares-0.80%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR28.5K shares0.00%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS2.6K shares3.17%2025-12-312026-01-27 KO COCA COLA CO10.6K shares0.00%2025-12-312026-01-27 URTH ISHARES INC4.0K shares0.00%2025-12-312026-01-27 DBEF DBX ETF TR15.3K shares-0.69%2025-12-312026-01-27 MGK VANGUARD WORLD FD1.7K shares21.85%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO4.8K shares-1.46%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON3.3K shares-11.44%2025-12-312026-01-27 IUSG ISHARES TR4.0K shares0.00%2025-12-312026-01-27 SHY ISHARES TR8.0K shares-11.51%2025-12-312026-01-27 BJUN INNOVATOR ETFS TRUST14.1K shares0.00%2025-12-312026-01-27 VOT VANGUARD INDEX FDS2.3K shares-0.76%2025-12-312026-01-27 ECL ECOLAB INC2.5K shares0.00%2025-12-312026-01-27 IWP ISHARES TR4.7K shares-12.77%2025-12-312026-01-27 IEI ISHARES TR5.4K shares-12.52%2025-12-312026-01-27 VBIL VANGUARD INSTL INDEX FD8.3K shares0.00%2025-12-312026-01-27 SPAB SPDR SERIES TRUST24.0K shares70.45%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC3.4K shares3.62%2025-12-312026-01-27 BROADCOM INC BROADCOM INC1.7K shares6.00%2025-12-312026-01-27 QQQM INVESCO EXCH TRADED FD TR II2.3K sharesnew addition2025-12-312026-01-27 SPEM SPDR INDEX SHS FDS12.2K shares-11.25%2025-12-312026-01-27 EAGG ISHARES TR11.9K shares-12.42%2025-12-312026-01-27 DSI ISHARES TR4.4K shares0.00%2025-12-312026-01-27 PJUL INNOVATOR ETFS TRUST12.0K shares0.00%2025-12-312026-01-27 EDIV SPDR INDEX SHS FDS14.2K shares0.00%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR10.1K shares8.60%2025-12-312026-01-27 EFAX SPDR INDEX SHS FDS10.5K shares-2.34%2025-12-312026-01-27 PAPR INNOVATOR ETFS TRUST13.5K shares0.00%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS8.4K shares50.51%2025-12-312026-01-27 ZAUG INNOVATOR ETFS TRUST18.8K shares0.00%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS3.4K shares0.00%2025-12-312026-01-27 IWS ISHARES TR3.5K shares-23.53%2025-12-312026-01-27 AMGN AMGEN INC1.5K shares-5.47%2025-12-312026-01-27 JBND J P MORGAN EXCHANGE TRADED F8.9K sharesnew addition2025-12-312026-01-27 EMXC ISHARES INC6.6K shares3.29%2025-12-312026-01-27 DFAX DIMENSIONAL ETF TRUST13.7K shares0.00%2025-12-312026-01-27 VLY VALLEY NATL BANCORP37.1K shares0.00%2025-12-312026-01-27 DIS DISNEY WALT CO3.7K shares-15.84%2025-12-312026-01-27 LNT ALLIANT ENERGY CORP6.5K shares0.00%2025-12-312026-01-27 PAUG INNOVATOR ETFS TRUST9.4K shares0.00%2025-12-312026-01-27 FBTC FIDELITY WISE ORIGIN BITCOIN5.3K shares4.07%2025-12-312026-01-27 MGV VANGUARD WORLD FD2.9K shares0.00%2025-12-312026-01-27 IWM ISHARES TR1.6K shares0.00%2025-12-312026-01-27 PSEP INNOVATOR ETFS TRUST9.2K shares0.00%2025-12-312026-01-27 V VISA INC1.1K shares6.31%2025-12-312026-01-27 GAMR AMPLIFY ETF TR4.3K shares0.00%2025-12-312026-01-27 XOM EXXON MOBIL CORP3.1K shares6.53%2025-12-312026-01-27 CRM SALESFORCE INC1.4K shares-2.80%2025-12-312026-01-27 DFAC DIMENSIONAL ETF TRUST9.4K shares0.00%2025-12-312026-01-27 BJAN INNOVATOR ETFS TRUST6.8K shares0.00%2025-12-312026-01-27 XSW SPDR SERIES TRUST2.0K shares0.00%2025-12-312026-01-27 ESGE ISHARES INC7.6K shares9.79%2025-12-312026-01-27 TSLA TESLA INC747 shares0.00%2025-12-312026-01-27 VXF VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-27 LMBS FIRST TR EXCHANGE-TRADED FD6.6K shares0.00%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW378 shares-6.67%2025-12-312026-01-27 SPTS SPDR SERIES TRUST11.1K shares-45.30%2025-12-312026-01-27 EQAL INVESCO EXCH TRADED FD TR II6.2K shares0.00%2025-12-312026-01-27 SO SOUTHERN CO3.7K shares0.00%2025-12-312026-01-27 GDX VANECK ETF TRUST3.7K shares0.00%2025-12-312026-01-27 IWN ISHARES TR1.8K shares0.00%2025-12-312026-01-27 CINF CINCINNATI FINL CORP1.9K shares0.00%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-12-312026-01-27 DTE DTE ENERGY CO2.4K shares1.42%2025-12-312026-01-27 HD HOME DEPOT INC908 shares1.23%2025-12-312026-01-27 PMAY INNOVATOR ETFS TRUST7.8K shares0.00%2025-12-312026-01-27 MMM 3M CO1.8K shares11.49%2025-12-312026-01-27 BNOV INNOVATOR ETFS TRUST6.5K shares0.00%2025-12-312026-01-27 IEF ISHARES TR2.9K shares-17.43%2025-12-312026-01-27 SYK STRYKER CORPORATION794 shares2.45%2025-12-312026-01-27 IRM IRON MTN INC DEL3.4K shares0.00%2025-12-312026-01-27 RTX RTX CORPORATION1.5K shares-2.01%2025-12-312026-01-27 BBIO BRIDGEBIO PHARMA INC3.6K shares-28.02%2025-12-312026-01-27 BJUL INNOVATOR ETFS TRUST5.4K shares0.00%2025-12-312026-01-27 ABBV ABBVIE INC1.2K shares0.00%2025-12-312026-01-27 SCHA SCHWAB STRATEGIC TR9.4K shares0.00%2025-12-312026-01-27 VV VANGUARD INDEX FDS839 shares0.00%2025-12-312026-01-27 MCD MCDONALDS CORP862 shares-40.10%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO695 shares-1.42%2025-12-312026-01-27 XTN SPDR SERIES TRUST2.8K shares0.00%2025-12-312026-01-27 SUSC ISHARES TR10.8K shares0.00%2025-12-312026-01-27 WMT WALMART INC2.2K shares8.20%2025-12-312026-01-27 SUSB ISHARES TR9.8K shares0.07%2025-12-312026-01-27 SLI STANDARD LITHIUM LTD53.3K shares0.00%2025-12-312026-01-27 TMO THERMO FISHER SCIENTIFIC INC408 sharesnew addition2025-12-312026-01-27 PM PHILIP MORRIS INTL INC1.5K shares1.11%2025-12-312026-01-27 PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-12-312026-01-27 VB VANGUARD INDEX FDS880 shares0.00%2025-12-312026-01-27 PANW PALO ALTO NETWORKS INC1.2K shares5.85%2025-12-312026-01-27 FELC FIDELITY COVINGTON TRUST5.9K shares0.00%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F4.2K shares0.00%2025-12-312026-01-27 SUSA ISHARES TR1.6K shares-14.57%2025-12-312026-01-27 COF CAPITAL ONE FINL CORP919 sharesnew addition2025-12-312026-01-27 BA BOEING CO1.0K shares5.04%2025-12-312026-01-27 MDYG SPDR SERIES TRUST2.3K shares4.87%2025-12-312026-01-27 NFLX NETFLIX INC2.3K shares866.24%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F3.7K shares0.00%2025-12-312026-01-27 PBW INVESCO EXCHANGE TRADED FD T6.8K shares-3.01%2025-12-312026-01-27 IWO ISHARES TR635 shares0.00%2025-12-312026-01-27 VOOG VANGUARD ADMIRAL FDS INC460 shares0.00%2025-12-312026-01-27 TY TRI CONTL CORP6.2K sharesnew addition2025-12-312026-01-27 IBB ISHARES TR1.2K sharesnew addition2025-12-312026-01-27 IBDU ISHARES TR8.5K sharesnew addition2025-12-312026-01-27 IBDT ISHARES TR7.9K sharesnew addition2025-12-312026-01-27 BTG B2GOLD CORP17.5K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available