RETIREMENT INCOME SOLUTIONS, INC holdings history

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201 is the total number of securities RETIREMENT INCOME SOLUTIONS, INC has owned. The longest RETIREMENT INCOME SOLUTIONS, INC has owned a single stock is 24 quarters.

RETIREMENT INCOME SOLUTIONS, INC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF24249.70%20.07%34.35%Q4 2017Q3 202324
IVV iShares Core S&P 500 ETF24242.52%15.26%24.96%Q4 2017Q3 202324
IWF iShares Russell 1000 G...24243.95%8.55%16.75%Q4 2017Q3 202324
IJH iShares Core S&P Mid-C...24243.18%6.88%10.49%Q4 2017Q3 202324
MDY SPDR S&P Mid-Cap 400 ETF24241.49%6.00%14.28%Q4 2017Q3 202324
IWD iShares Russell 1000 V...24242.04%4.04%8.92%Q4 2017Q3 202324
RSP Rydex Guggenheim S&P 5...24242.06%3.46%5.47%Q4 2017Q3 202324
ACWI iShares MSCI ACWI Inde...24240.57%1.14%2.13%Q4 2017Q3 202324
AMZN Amazon Com Inc24240.48%1.01%1.48%Q4 2017Q3 202324
DBEF Deutsche MSCI EAFE Hed...24240.16%0.96%3.50%Q4 2017Q3 202324
IVW iShares S&P 500 Growth24240.49%0.90%1.58%Q4 2017Q3 202324
VO Vanguard Mid-Cap ETF24240.19%0.86%1.76%Q4 2017Q3 202324
QQQ PowerShares QQQ ETF24240.19%0.85%1.59%Q4 2017Q3 202324
EEM iShares MSCI Emerging ...24240.24%0.73%1.57%Q4 2017Q3 202324
AAPL Apple Inc24240.37%0.69%0.99%Q4 2017Q3 202324
EFA iShares MSCI EAFE ETF24240.16%0.55%0.92%Q4 2017Q3 202324
GLD SPDR Gold ETF24240.26%0.53%0.94%Q4 2017Q3 202324
MSFT Microsoft Corp24240.15%0.49%0.68%Q4 2017Q3 202324
IWR iShares Russell Mid-Ca...24240.16%0.46%0.71%Q4 2017Q3 202324
VUG Vanguard Growth ETF24240.24%0.36%0.54%Q4 2017Q3 202324
JNJ Johnson & Johnson24240.22%0.33%0.45%Q4 2017Q3 202324
PHO PowerShares Water Reso...24240.26%0.31%0.36%Q4 2017Q3 202324
MRK Merck & Co24240.18%0.31%0.41%Q4 2017Q3 202324
PEP PepsiCo24240.17%0.30%0.60%Q4 2017Q3 202324
VTV Vanguard Value ETF24240.20%0.29%0.44%Q4 2017Q3 202324
MMM 3M Co24240.06%0.27%0.60%Q4 2017Q3 202324
CL Colgate-Palmolive24240.13%0.27%0.40%Q4 2017Q3 202324
DIS Walt Disney Company24240.10%0.25%0.37%Q4 2017Q3 202324
MCD McDonalds Corp24240.10%0.23%0.43%Q4 2017Q3 202324
PG Proctor & Gamble24240.14%0.23%0.32%Q4 2017Q3 202324
JPM JP Morgan Chase24240.12%0.21%0.31%Q4 2017Q3 202324
IWP iShares Russell Mid-Ca...24240.15%0.19%0.22%Q4 2017Q3 202324
AMGN Amgen24240.10%0.18%0.37%Q4 2017Q3 202324
GOOG Alphabet Inc Cap Stk C...24240.10%0.17%0.26%Q4 2017Q3 202324
IBM International Business...24240.07%0.16%0.34%Q4 2017Q3 202324
LNT Alliant Energy24240.09%0.14%0.19%Q4 2017Q3 202324
LRCX Lam Research Corp24240.08%0.13%0.22%Q4 2017Q3 202324
ORCL Oracle Corp24240.09%0.12%0.15%Q4 2017Q3 202324
IVE iShares S&P 500 Value ETF23230.20%0.51%0.86%Q1 2018Q3 202323
BRKB Berkshire Hathaway B23230.37%0.47%0.54%Q1 2018Q3 202323
CMCSA Comcast Corp A23230.13%0.31%0.49%Q1 2018Q3 202323
ECL Ecolab23230.13%0.22%0.35%Q1 2018Q3 202323
GOOGL Alphabet Inc Cap Stk C...23230.10%0.18%0.28%Q1 2018Q3 202323
IWM IShares TR Russell 200012100.07%0.31%0.70%Q4 2017Q3 202322
HD Home Depot Inc.1910.08%0.13%0.41%Q4 2017Q3 202322
BSCN Claymore Guggenheim Bu...21210.08%0.36%0.56%Q4 2017Q4 202221
DTE DTE Energy Company1470.06%0.13%0.19%Q1 2018Q3 202321
LMBS First TR Low Duration ...1460.11%1.15%2.91%Q2 2018Q3 202320
BSCM Claymore Guggenheim Bu...20200.16%0.38%0.57%Q4 2017Q3 202220
IWS Ishares TR Russell Mid...1280.10%0.19%0.45%Q2 2018Q3 202320
POCT Innovator ETFS TR S&P ...19190.36%0.56%0.89%Q1 2019Q3 202319
INTC Intel Corp19190.08%0.17%0.28%Q4 2017Q2 202219
XLK Select Sector Spider18180.10%0.42%0.64%Q2 2019Q3 202318
BSCO Invesco BulletShares 2...18180.14%0.35%0.54%Q3 2018Q4 202218
VZ Verizon Communications1710.08%0.13%0.20%Q4 2017Q2 202218
SPYG SPDR TR S&P 500 Growth17170.16%1.52%2.70%Q3 2019Q3 202317
XOM Exxon Mobil Corp.910.07%0.25%0.58%Q4 2017Q3 202317
SPLG SPDR S&P 500 ETF16160.59%3.91%5.41%Q4 2019Q3 202316
SPYX SPDR S&P 500 FOSSIL16160.26%2.46%3.45%Q4 2019Q3 202316
SPMD SPDR S&P 400 MID CAP16160.42%2.29%3.48%Q4 2019Q3 202316
SPYV SPDR S&P 500 VALUE ETF16160.70%1.39%2.81%Q4 2019Q3 202316
VOO VANGUARD S&P 500 ETF16160.26%0.36%0.46%Q4 2019Q3 202316
PNOV INNOVATOR S&P 500 PWR ...16160.18%0.28%0.42%Q4 2019Q3 202316
CRM Salesform.com910.08%0.10%0.15%Q3 2018Q3 202316
IWB Ishares Russell 1000 ETF15150.11%1.71%2.20%Q1 2020Q3 202315
BSCL Claymore Guggenheim Bu...15150.12%0.46%0.61%Q4 2017Q2 202115
BJUN Innovator S&P 500 Buffer15150.14%0.19%0.30%Q1 2020Q3 202315
F Ford Motor Company1140.03%0.06%0.10%Q4 2017Q2 202215
GLDM World Gold TR Minishar...14141.44%2.15%3.60%Q2 2020Q3 202314
GAMR Wedbush Video Game Tec...14140.06%0.20%0.36%Q2 2020Q3 202314
VONE Vanguard Russell 1000 ...14140.16%0.18%0.23%Q2 2020Q3 202314
PJAN Innovator ETFS S&P 500...1130.11%0.17%0.24%Q1 2020Q3 202314
TMO THERMO FISHER SCIENTIF...14140.06%0.08%0.10%Q2 2020Q3 202314
VTI Vanguard Total Stock M...530.08%0.15%0.37%Q4 2017Q3 202313
T AT&T Inc.540.07%0.12%0.19%Q4 2017Q3 202113
VWO Vanguard Intl Equity I...850.06%0.12%0.19%Q1 2019Q3 202313
IBB ISHARES TR BIOTECHNOLO...760.07%0.12%0.21%Q2 2020Q3 202313
PDEC INNOVATOR S&P 500 PWR ...12120.17%0.50%0.63%Q4 2020Q3 202312
PBW Invesco Clean Energy ETF12120.12%0.27%0.47%Q4 2020Q3 202312
SCHG SCHWAB STRATEGIC LARGE...12120.15%0.21%0.29%Q4 2020Q3 202312
LLY Lilly Eli & Co12120.09%0.12%0.16%Q4 2020Q3 202312
HON Honeywell Intl Inc12120.07%0.11%0.18%Q4 2020Q3 202312
SCHX Schwab Strategic US La...12120.07%0.08%0.09%Q4 2020Q3 202312
BSCK Claymore Guggenheim Bu...11110.35%0.42%0.49%Q4 2017Q2 202011
KO COCA COLA CO620.10%0.19%0.24%Q4 2017Q3 202311
BA BOEING CO830.06%0.11%0.15%Q1 2018Q3 202311
IAU Ishares Gold Trust11110.08%0.10%0.12%Q4 2018Q2 202111
XSW SPDR S&P Computer Soft...830.06%0.10%0.12%Q2 2020Q3 202311
PSEP Innovator TR Equity Pw...830.08%0.09%0.12%Q4 2019Q3 202311
DBEU Deutsche X-Trackers MS...10100.12%0.26%0.37%Q4 2017Q1 202010
DSI IShares MSCI 400 Socia...10100.07%0.23%0.32%Q2 2021Q3 202310
BSCP Invesco Bulletshares 2...10100.10%0.22%0.37%Q3 2020Q4 202210
PMAY Innovator S&P 500 PWR ...10100.10%0.12%0.16%Q2 2021Q3 202310
PAPR Innovator S&P 500 PWR ...10100.11%0.12%0.13%Q2 2021Q3 202310
PJUN Innovator S&P 500 Pwr ...10100.07%0.11%0.14%Q2 2021Q3 202310
CINF CINCINNATI FINL CORP610.06%0.08%0.12%Q2 2019Q1 202310
Zomedica Pharmaceuticals10100.00%0.00%0.01%Q2 2019Q3 202110
EEMA ISHARES MSCI EMERGING ...630.07%0.24%0.45%Q4 2020Q3 20239
XTN SPDR S&P Transn630.06%0.07%0.08%Q4 2020Q3 20239
GMBL ESPORTS ENTMT GROUP990.00%0.02%0.08%Q4 2020Q4 20229
SPEM SPDR Index S&P Emergin...880.11%0.23%0.41%Q4 2021Q3 20238
NUMV Nushares ESG Mid Cap V...880.12%0.16%0.19%Q4 2021Q3 20238
PNQI Invesco NASDAQ Interne...880.09%0.15%0.19%Q2 2020Q1 20228
SUSA IsharesMSCI USA ESG Se...880.07%0.14%0.20%Q4 2021Q3 20238
VYM Vanguard Whitehall Hig...880.07%0.14%0.36%Q4 2021Q3 20238
SMH Vaneck Semiconductor ETF710.11%0.12%0.13%Q1 2021Q3 20238
PJUL Innovator TR Equity Pw...880.06%0.09%0.11%Q4 2021Q3 20238
SCHA Schwab Strategic US Sm...620.05%0.07%0.09%Q4 2020Q2 20238
XLE Select Sector SPDR TR ...770.31%0.41%0.55%Q1 2022Q3 20237
TLT ISHARES TR BARCLAYS 20...430.14%0.29%0.38%Q2 2020Q3 20237
EFIV SPDR SER TR S&P 500 ES...770.08%0.17%0.27%Q1 2022Q3 20237
VEA VANGUARD INTL FD FTSE ...310.06%0.12%0.18%Q4 2017Q3 20237
MBTF MBT Financial Corp770.10%0.11%0.12%Q4 2017Q2 20197
BJAN Innovator ETFS Equity ...770.07%0.07%0.08%Q1 2022Q3 20237
ZOM Zomedica Corp770.00%0.00%0.00%Q1 2022Q3 20237
MINT Pimco Enhanced Active ETF660.64%2.26%6.28%Q2 2020Q3 20216
SHY ISHARES 1-3 R TREAS B...660.28%1.01%1.47%Q2 2022Q3 20236
BKLC BNY MELLON US LARGE CA...660.21%0.43%0.77%Q2 2022Q3 20236
BSCJ Claymore Guggenheim Bu...660.30%0.32%0.34%Q4 2017Q1 20196
XLU SELECT SECTOR SPDR TR ...510.06%0.18%0.32%Q4 2021Q2 20236
VV VANGUARD LARGE CAP ETF660.09%0.15%0.18%Q2 2022Q3 20236
VOE VANGUARD INDEX FDS MID...660.08%0.13%0.21%Q2 2022Q3 20236
PFE PFIZER INC COM310.06%0.10%0.15%Q3 2019Q2 20236
SUSB ISHARES TR ESG 1-5 YR ...660.06%0.10%0.14%Q2 2022Q3 20236
XLF Select Sector SPDR TR660.07%0.09%0.12%Q3 2021Q4 20226
SO SOUTHERN CO COM420.07%0.09%0.11%Q3 2019Q3 20236
IEI ISHARES TR 3 7 YR TREA...550.12%1.28%1.83%Q3 2022Q3 20235
NEE NEXTERA ENERGY INC COM320.08%0.18%0.25%Q4 2017Q1 20235
MO Altria Group Inc.410.12%0.16%0.28%Q4 2017Q1 20195
DFAC Dimensional ETF TR U S...550.11%0.13%0.18%Q3 2022Q3 20235
TSLA TESLA Inc550.09%0.10%0.12%Q4 2020Q4 20215
Dimensional ETF TR Wor...550.08%0.09%0.09%Q3 2022Q3 20235
SLI STANDARD LITHIUM CP550.05%0.07%0.10%Q3 2022Q3 20235
IEFA ISHARES TR CORE MSCI E...410.06%0.07%0.07%Q2 2022Q3 20235
BNOV Innovator TR Equity Pw...320.06%0.06%0.06%Q4 2021Q3 20235
IEF ISHARES TR 7-10 YR TRE...440.86%1.20%1.44%Q4 2022Q3 20234
EAGG ISHARES TR ESG AWARE U...440.17%0.34%0.42%Q4 2022Q3 20234
XME SPDR SER TR S&P METALS...440.21%0.25%0.33%Q4 2022Q3 20234
ABBV ABBVIE INC COM310.06%0.23%0.33%Q1 2022Q2 20234
UNP Union Pacific Corp310.07%0.21%0.63%Q4 2017Q2 20234
ESRX Express Scripts Holding440.18%0.20%0.21%Q4 2017Q3 20184
MLPI UBS Alerian MLP Infras...440.12%0.13%0.15%Q4 2017Q3 20184
GE General Electric440.09%0.12%0.20%Q4 2017Q3 20184
VEU Vanguard Int Equ All W...440.08%0.08%0.09%Q4 2021Q3 20224
VB Vanguard Index Small Cap440.06%0.07%0.08%Q1 2021Q4 20214
MDYG SPDR SER TR S&P 400 MI...440.06%0.06%0.06%Q4 2022Q3 20234
ABT ABBOTT LABS COM330.18%0.19%0.21%Q4 2022Q2 20233
URTH ISHARES INC MSCI WORLD...330.13%0.13%0.14%Q1 2023Q3 20233
TY TRI CONTL CORP COM330.13%0.13%0.14%Q4 2022Q2 20233
VDC VANGUARD WORLD VANGUAR...210.06%0.13%0.22%Q2 2022Q2 20233
CVX CHEVRON CORP110.06%0.12%0.16%Q4 2017Q1 20233
SUSC ISHARES TR ESG AWARE U...330.11%0.12%0.13%Q1 2023Q3 20233
IUSG ISHARES TR CORE S&P U ...330.10%0.10%0.11%Q1 2023Q3 20233
ETN EATON CORPORATION PLC330.09%0.10%0.11%Q1 2023Q3 20233
EFAX SPDR Index MSCI Fossil...330.08%0.10%0.13%Q1 2022Q3 20223
NVDA NVIDIA CORP330.06%0.09%0.12%Q1 2023Q3 20233
RTX RAYTHEON TECHNOLOGIES ...330.08%0.09%0.09%Q4 2022Q2 20233
CFBK CF BANKSHARES INC330.07%0.09%0.10%Q1 2023Q3 20233
EMXC ISHARES INC MSCI EMERG...330.09%0.09%0.09%Q1 2023Q3 20233
VXF VANGUARD INDEX FDS VAN...330.08%0.08%0.08%Q1 2023Q3 20233
V VISA INC330.06%0.08%0.10%Q1 2023Q3 20233
CFST COMMUNITIES FIRST FINL...330.06%0.07%0.07%Q1 2023Q3 20233
IRM IRON MTN INC330.06%0.06%0.07%Q1 2023Q3 20233
HBAN Huntington Bacshares330.05%0.06%0.06%Q2 2021Q4 20213
PDBC INVESCO COMMODITY OPTI...220.55%0.75%0.94%Q2 2022Q3 20222
VNQ Vanguard REIT ETF110.12%0.13%0.14%Q4 2017Q4 20212
PNC PNC Financial Services...220.12%0.12%0.12%Q4 2017Q1 20182
DIA SPDR Dow Jones Ind Ave...220.09%0.09%0.09%Q4 2021Q1 20222
VOT VANGUARD MID-CAP GROWT...220.08%0.09%0.09%Q2 2022Q3 20222
VBK Vanguard Index Small C...220.06%0.07%0.07%Q4 2021Q1 20222
ESGE ISHARES INC ESG AWARE ...110.05%0.06%0.08%Q1 2022Q2 20232
NUMG NUSHARES ETF TR ESG MI...110.05%0.06%0.07%Q1 2022Q2 20232
COP CONOCOPHILLIPS COM110.06%0.06%0.06%Q4 2022Q3 20232
COST COSTCO WHOLESALE CORP220.06%0.06%0.06%Q2 2023Q3 20232
GDX VanEck Vectors Gold Mi...111.11%1.11%1.11%Q3 2018Q3 20181
CMS CMS Energy110.93%0.93%0.93%Q4 2017Q4 20171
ADP Automatic Data Processing110.56%0.56%0.56%Q4 2017Q4 20171
UNH UnitedHealth Group110.28%0.28%0.28%Q4 2017Q4 20171
PM Philip Morris Internat...110.26%0.26%0.26%Q4 2017Q4 20171
BSCI Claymore Guggenheim Bu...110.20%0.20%0.20%Q4 2017Q4 20171
PII Polaris Industries110.16%0.16%0.16%Q4 2017Q4 20171
ESGU ISHARES TR ESG AWARE M...110.16%0.16%0.16%Q3 2023Q3 20231
TCF TCF Financial Corp110.15%0.15%0.15%Q4 2017Q4 20171
WMT Walmart110.12%0.12%0.12%Q3 2019Q3 20191
CDK CDK Global Holdings110.12%0.12%0.12%Q4 2017Q4 20171
ICLN IShares Global Clean E...110.12%0.12%0.12%Q4 2021Q4 20211
BOTZ GLOBAL X FDS ROBOTICS ...110.12%0.12%0.12%Q2 2023Q2 20231
AGG ISHARES CORE US AGGREG...110.11%0.11%0.11%Q2 2022Q2 20221
HDV ISHARES TR CORE HIGH D...110.10%0.10%0.10%Q4 2022Q4 20221
FRME FIRST MERCHANTS CORP110.08%0.08%0.08%Q4 2019Q4 20191
PAUG INNOVATOR ETFS TR U S ...110.08%0.08%0.08%Q3 2023Q3 20231
TT TRANE TECHNOLOGIES PLC...110.07%0.07%0.07%Q4 2022Q4 20221
SDG IShares MSCI Global Su...110.07%0.07%0.07%Q1 2022Q1 20221
VIG VANGUARD SPECIALIZED F...110.06%0.06%0.06%Q3 2023Q3 20231
DE Deere & Co110.06%0.06%0.06%Q1 2022Q1 20221
MLN VANECK ETF TR AMT-FREE...110.06%0.06%0.06%Q2 2023Q2 20231
MUB ISHARES TR NATL MUN BD...110.06%0.06%0.06%Q1 2023Q1 20231
SPDW SPDR Index Port Develo...110.06%0.06%0.06%Q1 2022Q1 20221
MA MASTERCARD INC CL A110.06%0.06%0.06%Q2 2023Q2 20231
CMG CHIPOTLE MEXICAN GRIL110.06%0.06%0.06%Q2 2023Q2 20231
DHR Danaher Corp110.06%0.06%0.06%Q4 2021Q4 20211
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The securities at the top of the list , including SPDR S&P 500 ETF, iShares Core S&P 500 ETF, and iShares Russell 1000 Growth ETF, are the highest-conviction holdings of RETIREMENT INCOME SOLUTIONS, INC.

The conviction is calculated by counting the number of quarters a security has been reported by RETIREMENT INCOME SOLUTIONS, INC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that RETIREMENT INCOME SOLUTIONS, INC owns currently or has owned in the past.