Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2024 | 11.3% |
ISHARES TR | 7 | Q2 2024 | 11.3% |
SPDR SER TR | 7 | Q2 2024 | 8.4% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 8.4% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 8.3% |
SPDR SER TR | 7 | Q2 2024 | 6.4% |
ISHARES TR | 7 | Q2 2024 | 5.0% |
ISHARES TR | 7 | Q2 2024 | 5.1% |
INVESCO EXCH TRADED FD TR II | 7 | Q2 2024 | 3.6% |
WISDOMTREE TR | 7 | Q2 2024 | 2.9% |
View RETIREMENT FINANCIAL SOLUTIONS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-05 |
13F-HR | 2024-05-10 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-20 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-18 |
View RETIREMENT FINANCIAL SOLUTIONS, LLC'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.