| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SP 500 ETF TR | 4 | Q3 2023 | 15.2% |
| ISHARES TR | 4 | Q3 2023 | 11.3% |
| ISHARES TR | 4 | Q3 2023 | 11.3% |
| INVESCO QQQ TR | 4 | Q3 2023 | 8.0% |
| SPDR SER TR | 4 | Q3 2023 | 7.7% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 7.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 7.5% |
| SPDR SER TR | 4 | Q3 2023 | 5.4% |
| ISHARES TR | 4 | Q3 2023 | 5.0% |
| ISHARES TR | 4 | Q3 2023 | 5.1% |
View RETIREMENT FINANCIAL SOLUTIONS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.