$357 Million is the total value of RETIREMENT INCOME SOLUTIONS, INC's 129 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | iShares Core S&P 500 ETFcore s&p500 etf | $89,203,537 | -1.5% | 207,725 | +2.2% | 24.96% | +2.9% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $35,929,661 | -4.5% | 84,050 | -1.0% | 10.05% | -0.1% |
| IJH | Buy | iShares Core S&P Mid-Cap ETFcore s&p mcp etf | $32,638,419 | -1.0% | 130,894 | +3.8% | 9.13% | +3.5% |
| SPLG | Sell | SPDR S&P 500 ETFportfolio lr etf | $19,346,776 | -4.1% | 384,934 | -0.6% | 5.41% | +0.3% |
| IWF | Buy | iShares Russell 1000 Growth ETFrus 1000 grw etf | $15,555,095 | -2.9% | 58,480 | +0.5% | 4.35% | +1.5% |
| SPMD | Sell | SPDR S&P 400 MID CAPportfolio md etf | $10,466,884 | -4.7% | 239,025 | -0.1% | 2.93% | -0.3% |
| SPYX | Sell | SPDR S&P 500 FOSSILspdr s&p500 etf | $10,370,829 | -6.1% | 298,613 | -2.2% | 2.90% | -1.8% |
| IWD | Sell | iShares Russell 1000 Value ETFrus 1000 val etf | $10,170,647 | -4.8% | 66,991 | -1.0% | 2.85% | -0.4% |
| RSP | Buy | Rydex Guggenheim S&P 500 Equal Weight ETFgug s&p 500 eq wt | $7,384,700 | -3.8% | 52,119 | +1.6% | 2.07% | +0.5% |
| IEI | Buy | ISHARES TR 3 7 YR TREAS BD ETF3 7 yr treas bd | $6,552,643 | +18.6% | 57,906 | +20.8% | 1.83% | +24.0% |
| QQQ | Buy | PowerShares QQQ ETFunit ser 1 | $5,419,746 | +3.2% | 15,128 | +6.5% | 1.52% | +8.0% |
| MDY | Sell | SPDR S&P Mid-Cap 400 ETFutser1 s&pdcrp | $5,324,422 | -5.6% | 11,660 | -1.0% | 1.49% | -1.3% |
| IWB | Ishares Russell 1000 ETFrus 1000 etf | $5,180,000 | -3.6% | 22,051 | 0.0% | 1.45% | +0.7% | |
| GLDM | Sell | World Gold TR Minishares ETFswpd gld minis | $5,133,903 | -6.6% | 140,041 | -3.0% | 1.44% | -2.3% |
| VO | Buy | Vanguard Mid-Cap ETFmid cap etf | $4,326,811 | -5.3% | 20,778 | +0.1% | 1.21% | -1.0% |
| IEF | Sell | ISHARES TR 7-10 YR TREAS BD ETF7-10 yr trsy bd | $4,282,199 | -13.2% | 46,754 | -8.4% | 1.20% | -9.2% |
| SHY | Buy | ISHARES 1-3 R TREAS BD ETF1 3 yr treas bd | $3,944,454 | +15.3% | 48,715 | +15.5% | 1.10% | +20.7% |
| SPYV | Sell | SPDR S&P 500 VALUE ETFprtflo s&p500 vl | $3,715,070 | -12.5% | 90,040 | -8.4% | 1.04% | -8.5% |
| ACWI | Buy | iShares MSCI ACWI Index ETFmsci acwi etf | $3,431,823 | -2.6% | 37,153 | +1.2% | 0.96% | +1.8% |
| AAPL | Buy | Apple Inc | $3,263,468 | -11.5% | 19,061 | +0.3% | 0.91% | -7.5% |
| SPYG | Sell | SPDR TR S&P 500 Growthprtflo s&p500 gw | $3,174,740 | -6.8% | 53,555 | -4.1% | 0.89% | -2.6% |
| EFA | Sell | iShares MSCI EAFE ETFmsci eafe etf | $3,084,377 | -8.3% | 44,753 | -3.5% | 0.86% | -4.1% |
| AMZN | Buy | Amazon Com Inc | $2,436,255 | -0.9% | 19,165 | +1.7% | 0.68% | +3.6% |
| IVE | iShares S&P 500 Value ETFs&p 500 val etf | $2,369,598 | -4.6% | 15,403 | 0.0% | 0.66% | -0.3% | |
| XLK | Buy | Select Sector SPDR TRtechnology | $2,301,905 | -3.8% | 14,042 | +2.0% | 0.64% | +0.5% |
| MSFT | Sell | Microsoft Corp | $2,064,689 | -9.3% | 6,539 | -2.1% | 0.58% | -5.1% |
| IWR | iShares Russell Mid-Cap ETFrus mid cp etf | $1,899,251 | -5.2% | 27,426 | 0.0% | 0.53% | -0.9% | |
| BRKB | Sell | Berkshire Hathaway Bcl b new | $1,893,372 | +0.2% | 5,405 | -2.5% | 0.53% | +4.7% |
| IVW | Sell | iShares S&P 500 Growths&p 500 grwt etf | $1,774,473 | -4.9% | 25,935 | -2.0% | 0.50% | -0.4% |
| PDEC | Innovator S&P 500 PwrBuff Decs&p 500 pwr bu | $1,659,162 | -2.8% | 51,272 | 0.0% | 0.46% | +1.5% | |
| VOO | Buy | Vanguard S&P 500 ETF | $1,641,093 | -2.8% | 4,179 | +0.8% | 0.46% | +1.5% |
| EEM | Sell | iShares MSCI Emerging Markets ETFmsci emg mkt etf | $1,583,122 | -5.9% | 41,716 | -1.9% | 0.44% | -1.6% |
| VUG | Buy | Vanguard Growth ETFgrowth etf | $1,382,790 | -1.4% | 5,078 | +2.5% | 0.39% | +3.2% |
| EAGG | Sell | ISHARES TR ESG AWARE U S AGGREGATE BD ETFesg awr us agrgt | $1,377,256 | -9.1% | 30,403 | -5.3% | 0.38% | -4.9% |
| PNOV | Sell | Innovator S&P 500 Pwr Buffers&p 500 power | $1,342,269 | -4.6% | 40,601 | -2.1% | 0.38% | -0.3% |
| VTI | Buy | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFtotal stk mkt | $1,334,572 | +7.1% | 6,283 | +11.0% | 0.37% | +11.7% |
| POCT | Sell | Innovator ETFS TR S&P 500 Power Buffer ETFs&p 500 pwretf | $1,320,806 | -1.9% | 38,893 | -3.3% | 0.37% | +2.8% |
| XLE | Sell | Select Sector SPDR TR Energyenergy | $1,151,569 | +0.5% | 12,740 | -9.7% | 0.32% | +4.9% |
| DSI | IShares MSCI 400 Social ETF | $1,088,370 | -3.3% | 13,369 | 0.0% | 0.30% | +1.3% | |
| PHO | Buy | PowerShares Water Resources ETFwater res port | $1,078,650 | -4.9% | 20,283 | +0.9% | 0.30% | -0.3% |
| SCHG | Schwab Strategic Large Cap Gwthus lcap gr etf | $1,021,716 | -3.0% | 14,050 | 0.0% | 0.29% | +1.4% | |
| GOOGL | Sell | Alphabet Inc Cap Stk Class Acap stk cl a | $991,265 | +9.2% | 7,575 | -0.1% | 0.28% | +14.0% |
| VTV | Buy | Vanguard Value ETFvalue etf | $960,958 | -0.2% | 6,967 | +2.8% | 0.27% | +4.3% |
| MRK | Sell | Merck & Co | $961,965 | -23.4% | 9,344 | -14.1% | 0.27% | -19.9% |
| GLD | SPDR Gold ETF | $951,548 | -3.8% | 5,550 | 0.0% | 0.27% | +0.4% | |
| SPEM | Sell | SPDR Index S&P Emerging Mkts ETFportfolio emg mk | $914,615 | -10.5% | 27,245 | -8.4% | 0.26% | -6.6% |
| LMBS | Buy | FIRST TR LOW DURATION OPPOR ETFfst low oppt eft | $868,224 | +2.7% | 18,379 | +3.7% | 0.24% | +7.5% |
| GOOG | Sell | Alphabet Inc Cap Stk Class Ccap stk cl c | $864,936 | +8.5% | 6,560 | -0.5% | 0.24% | +13.6% |
| PJAN | Buy | Innovator ETFS S&P 500 Buffer - Jans&p 500 power | $850,732 | +27.6% | 24,449 | +28.7% | 0.24% | +33.7% |
| PG | Sell | Proctor & Gamble | $795,666 | -22.1% | 5,455 | -19.0% | 0.22% | -18.6% |
| IWS | Sell | Ishares TR Russell Mid Cap Valuerus mdcp val etf | $786,828 | -8.0% | 7,541 | -3.1% | 0.22% | -3.9% |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETFus lrg cp core | $776,547 | -2.8% | 9,587 | 0.0% | 0.22% | +1.4% | |
| JNJ | Sell | Johnson & Johnson | $767,536 | -9.4% | 4,928 | -3.7% | 0.22% | -5.3% |
| XME | Sell | SPDR SER TR S&P METALS & MNG ETFs&p metals mng | $764,085 | -1.3% | 14,554 | -4.4% | 0.21% | +3.4% |
| EFIV | Buy | SPDR SER TR S&P 500 ESG ETFs&p 500 esg etf | $738,639 | +1.1% | 17,802 | +4.9% | 0.21% | +5.6% |
| XOM | Exxon Mobil Corp | $735,698 | +9.6% | 6,257 | 0.0% | 0.21% | +14.4% | |
| KO | COCA COLA CO | $659,388 | -7.0% | 11,779 | 0.0% | 0.18% | -2.6% | |
| JPM | JP Morgan Chase | $651,140 | -0.3% | 4,490 | 0.0% | 0.18% | +4.0% | |
| VV | VANGUARD LARGE CAP ETFlarge cap etf | $644,994 | -3.5% | 3,296 | 0.0% | 0.18% | +0.6% | |
| PEP | Sell | PepsiCo | $623,122 | -24.5% | 3,678 | -17.5% | 0.17% | -21.3% |
| DBEF | Deutsche MSCI EAFE Hedged Equity ETFxtrack msci eafe | $594,452 | -1.3% | 17,033 | 0.0% | 0.17% | +3.1% | |
| SUSA | Sell | IsharesMSCI USA ESG Select ETFmsci usa esg slc | $578,327 | -8.7% | 6,428 | -5.0% | 0.16% | -4.7% |
| LLY | Lilly Eli & Co | $571,506 | +14.5% | 1,064 | 0.0% | 0.16% | +19.4% | |
| VONE | Vanguard Russell 1000 Indexvng rus1000idx | $569,575 | -3.4% | 2,926 | 0.0% | 0.16% | +0.6% | |
| ESGU | New | ISHARES TR ESG AWARE MSCI USA ETF | $563,366 | – | 5,999 | +100.0% | 0.16% | – |
| IWP | iShares Russell Mid-Cap Growth ETFrus md cp gr etf | $545,542 | -5.5% | 5,972 | 0.0% | 0.15% | -0.6% | |
| CMCSA | Sell | Comcast Corp Acl a | $533,942 | -0.7% | 12,042 | -6.9% | 0.15% | +3.5% |
| VYM | Vanguard Whitehall High Div Yld ETFhigh div yld | $524,969 | -2.6% | 5,081 | 0.0% | 0.15% | +2.1% | |
| TLT | Sell | ISHARES TR BARCLAYS 20 YR TREAS BD ETF20 yr tr bd etf | $512,894 | -47.5% | 5,783 | -39.1% | 0.14% | -45.0% |
| BJUN | Innovator S&P 500 Buffers&p 500 buffer | $498,339 | -2.2% | 15,184 | 0.0% | 0.14% | +2.2% | |
| NUMV | Sell | Nushares ESG Mid Cap Valuenuveen esg midvl | $485,349 | -7.7% | 17,072 | -3.8% | 0.14% | -3.5% |
| URTH | ISHARES INC MSCI WORLD INDEX FDmsci world etf | $478,877 | -3.5% | 3,985 | 0.0% | 0.13% | +0.8% | |
| CL | Colgate-Palmolive | $470,464 | -7.7% | 6,616 | 0.0% | 0.13% | -2.9% | |
| MCD | McDonalds Corp | $465,762 | -11.7% | 1,768 | 0.0% | 0.13% | -7.8% | |
| ECL | Sell | Ecolab | $466,019 | -10.9% | 2,751 | -1.8% | 0.13% | -7.1% |
| ORCL | Oracle Corp | $455,562 | -11.1% | 4,301 | 0.0% | 0.13% | -7.3% | |
| SUSC | ISHARES TR ESG AWARE USD CORPORATE BD ETFesg awre usd etf | $453,000 | -4.3% | 20,818 | 0.0% | 0.13% | 0.0% | |
| NVDA | Buy | NVIDIA CORP | $429,770 | +20.9% | 988 | +17.6% | 0.12% | +26.3% |
| PBW | Buy | Invesco Clean Energywilderhil clan | $421,257 | -17.3% | 13,403 | +5.5% | 0.12% | -13.2% |
| AMGN | Sell | Amgen | $422,222 | +10.5% | 1,571 | -8.7% | 0.12% | +15.7% |
| PAPR | Innovator S&P 500 PWR Buffer | $414,612 | -0.9% | 13,545 | 0.0% | 0.12% | +3.6% | |
| SMH | New | VANECK ETF TR SEMICONDUCTOR ETF | $407,829 | – | 2,813 | +100.0% | 0.11% | – |
| DFAC | Dimensional ETF TR U S Core Equity 2 ETFus core equity 2 | $397,218 | -3.5% | 15,161 | 0.0% | 0.11% | +0.9% | |
| PMAY | Innovator S&P 500 PWR Buffer ETF Mary | $390,963 | -1.1% | 13,244 | 0.0% | 0.11% | +2.8% | |
| ETN | EATON CORPORATION PLC | $383,477 | +6.1% | 1,798 | 0.0% | 0.11% | +10.3% | |
| IUSG | ISHARES TR CORE S&P U S GROWTH ETFcore s&p us gwt | $379,320 | -2.9% | 4,000 | 0.0% | 0.11% | +1.0% | |
| PJUL | Innovator TR Equity Pwr Buffer Julyus eqty pwr buf | $366,285 | -1.5% | 10,869 | 0.0% | 0.10% | +2.0% | |
| DIS | Sell | Walt Disney Company | $362,050 | -12.4% | 4,467 | -3.5% | 0.10% | -9.0% |
| HON | Sell | Honeywell Intl Inc | $353,038 | -42.5% | 1,911 | -35.4% | 0.10% | -39.6% |
| VOE | VANGUARD INDEX FDS MID-CAP VALUE ETFmcap vl idxvip | $354,771 | -5.4% | 2,709 | 0.0% | 0.10% | -1.0% | |
| LRCX | Sell | Lam Research Corp | $345,977 | -12.9% | 552 | -10.7% | 0.10% | -8.5% |
| LNT | Alliant Energy | $315,022 | -7.7% | 6,502 | 0.0% | 0.09% | -3.3% | |
| EMXC | ISHARES INC MSCI EMERGING MKTS EX CHINA ETFmsci emrg chn | $308,149 | -4.1% | 6,184 | 0.0% | 0.09% | 0.0% | |
| IBM | Sell | International Business Machines | $308,800 | -71.5% | 2,201 | -72.9% | 0.09% | -70.3% |
| CFBK | CF BANKSHARES INC | $308,636 | +11.7% | 18,426 | 0.0% | 0.09% | +16.2% | |
| CRM | SALESFORCE INC | $306,198 | -4.0% | 1,510 | 0.0% | 0.09% | +1.2% | |
| Dimensional ETF TR World EX U S Core Equity 2 ETFworld ex us core | $308,321 | -3.4% | 13,691 | 0.0% | 0.09% | +1.2% | ||
| PAUG | New | INNOVATOR ETFS TR U S EQUITY PWR BUFFER ETF - AUGUST | $292,864 | – | 9,432 | +100.0% | 0.08% | – |
| VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETFextend mkt etf | $287,950 | -3.7% | 2,009 | 0.0% | 0.08% | +1.2% | |
| PSEP | Innovator TR Equity Pwr Buffer Septus eqty pwr buf | $285,930 | -0.9% | 8,825 | 0.0% | 0.08% | +3.9% | |
| HD | Home Depot Inc. | $274,966 | -2.7% | 910 | 0.0% | 0.08% | +1.3% | |
| EEMA | Sell | ISHARES INC MSCI EMERGING MKTS ASIA ETFmsci em asia etf | $268,567 | -41.0% | 4,265 | -38.4% | 0.08% | -38.5% |
| DTE | Buy | DTE Energy Co | $269,696 | +20.5% | 2,717 | +33.5% | 0.08% | +25.0% |
| IWM | Buy | IShares TR Russell 2000russell 2000 etf | $266,524 | +2.9% | 1,508 | +9.0% | 0.08% | +8.7% |
| SCHX | Schwab Strategic US Large Capus lrg cap etf | $262,918 | -3.4% | 5,196 | 0.0% | 0.07% | +1.4% | |
| CFST | COMMUNITIES FIRST FINL CORP | $266,125 | +13.3% | 3,858 | 0.0% | 0.07% | +17.5% | |
| VEA | Buy | VANGUARD INTL FD FTSE DEVELOPED MKTS ETFvan ftse dev mkt | $257,773 | +26.3% | 5,896 | +33.4% | 0.07% | +30.9% |
| PJUN | Sell | Innovator S&P 500 Pwr ETF-June | $248,539 | -17.9% | 7,938 | -16.9% | 0.07% | -13.6% |
| IBB | ISHARES TR BIOTECHNOLOGY ETFishares biotech | $250,205 | -3.7% | 2,046 | 0.0% | 0.07% | 0.0% | |
| SO | Sell | SOUTHERN CO COM | $250,661 | -31.3% | 3,873 | -25.4% | 0.07% | -28.6% |
| BJAN | Innovator ETFS Equity Buffer ETF Januaryus eqty bufr jan | $248,260 | -2.6% | 6,757 | 0.0% | 0.07% | +1.5% | |
| IRM | IRON MTN INC | $237,800 | +4.6% | 4,000 | 0.0% | 0.07% | +9.8% | |
| V | Sell | VISA INC | $228,400 | -39.6% | 993 | -37.7% | 0.06% | -36.6% |
| GAMR | Wedbush Video Game Tech ETFwedbush vid game | $229,301 | -11.9% | 4,286 | 0.0% | 0.06% | -8.6% | |
| IEFA | Buy | ISHARES TR CORE MSCI EAFE ETFcore msci eafe | $227,220 | +0.2% | 3,531 | +5.1% | 0.06% | +4.9% |
| VIG | New | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | $224,679 | – | 1,446 | +100.0% | 0.06% | – |
| TMO | Thermo Fisher Scientific | $223,727 | -3.0% | 442 | 0.0% | 0.06% | +1.6% | |
| MMM | Sell | 3M Co | $220,007 | -22.3% | 2,350 | -17.0% | 0.06% | -18.4% |
| XSW | SPDR SER TR S&P COMPUTER SOFTWARE ETF | $216,206 | -4.9% | 1,704 | 0.0% | 0.06% | -1.6% | |
| COST | COSTCO WHOLESALE CORP | $214,685 | +4.9% | 380 | 0.0% | 0.06% | +9.1% | |
| BNOV | INNOVATOR ETFS TR U S EQUITY BUFFER ETF NOVus eqty buf nov | $211,381 | -3.7% | 6,459 | 0.0% | 0.06% | 0.0% | |
| MDYG | SPDR SER TR S&P 400 MID CAP GROWTH ETFs&p 400 mdcp grw | $211,914 | -3.5% | 3,065 | 0.0% | 0.06% | 0.0% | |
| VWO | Buy | Vanguard Intl Equity Emerging Mkts ETFftse emr mkt etf | $207,852 | -2.4% | 5,301 | +1.2% | 0.06% | +1.8% |
| XTN | SPDR SER TR S&P TRANSN ETFs&p transn etf | $208,053 | -10.5% | 2,777 | 0.0% | 0.06% | -6.5% | |
| COP | New | CONOCOPHILLIPS COM | $209,051 | – | 1,745 | +100.0% | 0.06% | – |
| SUSB | Sell | ISHARES TR ESG 1-5 YR CORPORATE BD ETFesg awre 1 5 yr | $204,089 | -29.3% | 8,586 | -28.9% | 0.06% | -26.0% |
| BA | BOEING CO | $201,264 | -9.2% | 1,050 | 0.0% | 0.06% | -5.1% | |
| SLI | STANDARD LITHIUM CP | $178,534 | -36.4% | 62,650 | 0.0% | 0.05% | -33.3% | |
| ZOM | Zomedica Corp | $6,875 | -16.5% | 41,143 | 0.0% | 0.00% | 0.0% | |
| NUMG | Exit | NUSHARES ETF TR ESG MID-CAP GROWTH ETFnuveen esg midcp | $0 | – | -5,141 | -100.0% | -0.05% | – |
| SCHA | Exit | SCHWAB STRATEGIC TR US SMALL-CAP ETFus sml cap etf | $0 | – | -4,598 | -100.0% | -0.05% | – |
| ESGE | Exit | ISHARES INC ESG AWARE MSCI EM ETFesg awr msci em | $0 | – | -6,414 | -100.0% | -0.05% | – |
| XLU | Exit | SELECT SECTOR SPDR TR UTILSsbi int-utils | $0 | – | -3,132 | -100.0% | -0.06% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRIL | $0 | – | -102 | -100.0% | -0.06% | – |
| MA | Exit | MASTERCARD INC CL A | $0 | – | -552 | -100.0% | -0.06% | – |
| MLN | Exit | VANECK ETF TR AMT-FREE LONG MUN INDEX ETFlong muni etf | $0 | – | -12,850 | -100.0% | -0.06% | – |
| VDC | Exit | VANGUARD WORLD VANGUARD CON STAPLES ETFconsum stp etf | $0 | – | -1,213 | -100.0% | -0.06% | – |
| UNP | Exit | UNION PAC CORP COM | $0 | – | -1,206 | -100.0% | -0.07% | – |
| PFE | Exit | PFIZER INC COM | $0 | – | -8,693 | -100.0% | -0.08% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP COM | $0 | – | -3,276 | -100.0% | -0.09% | – |
| BOTZ | Exit | GLOBAL X FDS ROBOTICS & ARTIFICIAL INTELL ETFrbtcs artfl inte | $0 | – | -15,169 | -100.0% | -0.12% | – |
| TY | Exit | TRI CONTL CORP COM | $0 | – | -17,328 | -100.0% | -0.13% | – |
| ABT | Exit | ABBOTT LABS COM | $0 | – | -6,244 | -100.0% | -0.18% | – |
| ABBV | Exit | ABBVIE INC COM | $0 | – | -6,468 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF | 24 | Q3 2023 | 34.4% |
| iShares Core S&P 500 ETF | 24 | Q3 2023 | 25.0% |
| iShares Russell 1000 Growth ETF | 24 | Q3 2023 | 16.8% |
| iShares Core S&P Mid-Cap ETF | 24 | Q3 2023 | 10.5% |
| SPDR S&P Mid-Cap 400 ETF | 24 | Q3 2023 | 14.3% |
| iShares Russell 1000 Value ETF | 24 | Q3 2023 | 8.9% |
| Rydex Guggenheim S&P 500 Equal Weight ETF | 24 | Q3 2023 | 5.5% |
| iShares MSCI ACWI Index ETF | 24 | Q3 2023 | 2.1% |
| Amazon Com Inc | 24 | Q3 2023 | 1.5% |
| Deutsche MSCI EAFE Hedged Equity ETF | 24 | Q3 2023 | 3.5% |
View RETIREMENT INCOME SOLUTIONS, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-16 |
| 13F-HR/A | 2022-06-02 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-04 |
View RETIREMENT INCOME SOLUTIONS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.