$164 Billion is the total value of RETIREMENT INCOME SOLUTIONS, INC's 66 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | Berkshire Hathaway Bcl b new | $841,000,000 | – | 4,218 | +100.0% | 0.51% | – |
| CMCSA | New | Comcast Corp Acl a | $637,000,000 | – | 18,650 | +100.0% | 0.39% | – |
| GOOGL | New | Alphabet Inc Cap Stk Class Acap stk cl a | $358,000,000 | – | 346 | +100.0% | 0.22% | – |
| IVE | New | iShares S&P 500 Value ETFs&p 500 val etf | $329,000,000 | – | 3,007 | +100.0% | 0.20% | – |
| DTE | New | DTE Energy | $262,000,000 | – | 2,511 | +100.0% | 0.16% | – |
| ECL | New | Ecolab | $216,000,000 | – | 1,575 | +100.0% | 0.13% | – |
| BA | New | Boeing | $204,000,000 | – | 621 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-30
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 | 2024-05-03 |
| 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 |
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.