RI

Retirement Income Solutions, Inc

13F
Retirement Income Solutions, Inc
Last update 2025-05-06 146 Stocks (8 new)
Value $478.00 Mil Turnover 10 %
Countries:
Top Holdings: IVV(26.29%)SPLG(12.42%)IJH(9.21%)SPY(8.47%)SPMD(4.03%)
Summary Stock Picks Current Portfolio
Retirement Income Solutions, I... 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
IVV 		iShares Core S&P 500 ETF
223,649
125,668.6
-18.95%
26.290
-6.21%
0.020
+4.84%
+2.50%
590,847.5
 
SPLG 		SPDR Portfolio S&P 500 ETF
902,832
59,370.2
+101.06%
12.420
+6.24%
0.090
+3.85%
+1.52%
67,869.5
 
IJH 		iShares Core S&P Mid-Cap ETF
754,344
44,015.9
-13.77%
9.210
-1.52%
0.050
+3.26%
-1.61%
93,458.5
 
SPY 		SPDR S&P 500 ETF Trust
72,384
40,490.9
-0.44%
8.470
-0.04%
0.010
+4.84%
+2.45%
612,287.8
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
376,561
19,272.4
+73.71%
4.030
+1.71%
0.160
+3.24%
-1.69%
12,741.3
 
IWF 		iShares Russell 1000 Growth ETF
46,167
16,670.4
-2.67%
3.490
-0.10%
0.020
+7.09%
+0.60%
106,357.4
 
SPYX 		SSGA SPDR S&P 500 Fossil Fuel Free ETF
191,130
8,744.2
-3.26%
1.830
-0.06%
0.440
+4.96%
+2.50%
2,139.6
 
ESGU 		iShares MSCI USA ESG Optimized ETF
70,173
8,554.8
-0.20%
1.790
0%
0.070
+4.21%
+1.10%
13,405.2
 
GLDM 		SPDR Gold MiniShares Trust
134,884
8,348.0
+0.92%
1.750
+0.02%
0.060
+15.27%
+27.76%
15,207.7
 
QQQ 		INVESCO QQQ Trust
14,497
6,797.9
-0.90%
1.420
-0.01%
0.000
+7.66%
+2.81%
333,923.9
 

Retirement Income Solutions, Inc's Historical Top Holdings Breakdowns

Retirement Income Solutions, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Add
+6.24%
●
64.88 ($69.16) 72.1
$69.76
0.87%
Add 101.06%
902,832
453,791
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-6.21%
●
554.06 ($590.51) 615.85
$595.98
0.93%
Reduce -18.95%
223,649
-52,297
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2025-03-31Add
+1.71%
●
50.21 ($54.51) 57.73
$53.58
-1.71%
Add 73.71%
376,561
159,786
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Reduce
-1.52%
●
57.21 ($62.1) 65.8
$61.14
-1.55%
Reduce -13.77%
754,344
-120,498
JMUB 		JPMorgan Municipal ETF2025-03-31New Buy
+1.32%
●
49.69 ($50.25) 50.78
$49.27
-1.95%
New holding
126,238
126,238
SPYV 		SPDR Portfolio S&P 500 Value ETF2025-03-31Reduce
-0.17%
●
49.78 ($51.86) 53.19
$51.25
-1.17%
Reduce -25.09%
49,491
-16,578
VO 		Vanguard Mid-Cap ETF2025-03-31Reduce
-0.16%
●
251.87 ($268.43) 277.95
$272.13
1.38%
Reduce -16.68%
14,720
-2,946
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Reduce
-0.15%
●
80.05 ($87.3) 92.39
$91.41
4.71%
Reduce -18.13%
38,183
-8,453
IWF 		iShares Russell 1000 Growth ETF2025-03-31Reduce
-0.10%
●
360.07 ($394.62) 417.26
$403.56
2.27%
Reduce -2.67%
46,167
-1,265
FESM 		Fidelity Enhanced Small Cap ETF2025-03-31Add
+0.08%
●
29.17 ($32.04) 34.06
$31.36
-2.12%
Add 8.17%
164,160
12,398

Retirement Income Solutions, Inc Total Holding History ($B)

To

Retirement Income Solutions, Inc's Asset Allocation

To

Retirement Income Solutions, Inc Past Portfolios

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

Top Ranked Articles

  • 1

Retirement Income Solutions, Inc's Hypothetical Growth since 2025-03-31

Retirement Income Solutions, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Retirement Income Solutions, Inc's Holdings Heat Map

Size field:

Retirement Income Solutions, Inc's Holdings Bubble Chart

Retirement Income Solutions, Inc News

  • 1

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