RF

RETIREMENT FINANCIAL SOLUTIONS, LLC

13F
RETIREMENT FINANCIAL SOLUTIONS, LLC
Last update 2025-04-16 38 Stocks (1 new)
Value $165.00 Mil Turnover 0 %
Countries:
Top Holdings: SPLG(10.59%)VO(9.91%)VBR(9.52%)SPSM(9.27%)IEF(8.47%)
Summary Stock Picks Current Portfolio
RETIREMENT FINANCIAL SOLUTIONS... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
266,276
17,510.3
-4.99%
10.590
-0.52%
0.030
+4.91%
+2.55%
68,560.3
 
VO 		Vanguard Mid-Cap ETF
63,366
16,387.9
-14.01%
9.910
-1.47%
0.020
+5.49%
+4.22%
75,998.0
 
VBR 		Vanguard Small Cap Value ETF
84,510
15,743.3
-13.76%
9.520
-1.44%
0.050
+1.67%
-2.62%
27,711.4
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
376,213
15,334.4
-13.59%
9.270
-1.43%
0.140
+0.66%
-6.22%
11,074.2
 
IEF 		iShares 7-10 Year Treasury Bond ETF
146,805
14,000.8
-4.04%
8.470
-0.31%
0.040
-0.09%
+2.76%
34,497.4
 
QQQM 		Invesco NASDAQ 100 ETF
63,063
12,172.2
-14.79%
7.360
-1.24%
0.030
+8.68%
+3.83%
48,643.1
 
EEM 		iShares MSCI Emerging Markets ETF
262,593
11,475.3
-13.18%
6.940
-0.90%
0.070
+6.15%
+12.20%
17,671.3
 
HEDJ 		WisdomTree Europe Hedged Equity Fund
189,792
9,011.3
-15.38%
5.450
-0.81%
0.530
+1.36%
+14.23%
1,790.3
 
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
208,840
8,879.9
-4.17%
5.370
-0.21%
0.150
+1.15%
+2.79%
6,328.7
 
TLT 		iShares 20+ Year Treasury Bond ETF
89,412
8,139.1
-3.30%
4.920
-0.14%
0.020
-4.55%
-0.53%
50,526.5
 

RETIREMENT FINANCIAL SOLUTIONS, LLC's Historical Top Holdings Breakdowns

RETIREMENT FINANCIAL SOLUTIONS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VO 		Vanguard Mid-Cap ETF2025-03-31Reduce
-1.47%
●
251.87 ($268.43) 277.95
$274.05
2.09%
Reduce -14.01%
63,366
-10,322
VBR 		Vanguard Small Cap Value ETF2025-03-31Reduce
-1.44%
●
182.99 ($197.54) 207.75
$191.73
-2.94%
Reduce -13.76%
84,510
-13,480
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2025-03-31Reduce
-1.43%
●
40.03 ($44.05) 46.81
$41.97
-4.72%
Reduce -13.59%
376,213
-59,169
QQQM 		Invesco NASDAQ 100 ETF2025-03-31Reduce
-1.24%
●
192.82 ($209.18) 222.1
$218.16
4.29%
Reduce -14.79%
63,063
-10,945
EEM 		iShares MSCI Emerging Markets ETF2025-03-31Reduce
-0.90%
●
40.81 ($43.44) 45.34
$46.92
8.01%
Reduce -13.18%
262,593
-39,858
HEDJ 		WisdomTree Europe Hedged Equity Fund2025-03-31Reduce
-0.81%
●
43.6 ($47.68) 49.84
$49.94
4.74%
Reduce -15.38%
189,792
-34,496
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Reduce
-0.52%
●
64.88 ($69.16) 72.1
$70.47
1.89%
Reduce -4.99%
266,276
-13,982
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31Reduce
-0.31%
●
91.17 ($93.56) 95.39
$93.51
-0.05%
Reduce -4.04%
146,805
-6,178
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Reduce
-0.22%
●
56.17 ($58.26) 59.71
$56.03
-3.83%
Reduce -5.63%
120,016
-7,166
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2025-03-31Reduce
-0.21%
●
42.38 ($42.91) 43.28
$42.50
-0.96%
Reduce -4.17%
208,840
-9,087

RETIREMENT FINANCIAL SOLUTIONS, LLC Total Holding History ($B)

To

RETIREMENT FINANCIAL SOLUTIONS, LLC's Asset Allocation

To

RETIREMENT FINANCIAL SOLUTIONS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RETIREMENT FINANCIAL SOLUTIONS, LLC's Hypothetical Growth since 2025-03-31

RETIREMENT FINANCIAL SOLUTIONS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RETIREMENT FINANCIAL SOLUTIONS, LLC's Holdings Heat Map

Size field:

RETIREMENT FINANCIAL SOLUTIONS, LLC's Holdings Bubble Chart

RETIREMENT FINANCIAL SOLUTIONS, LLC News

  • 1

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