The Analysis of RETIREMENT FINANCIAL SOLUTIONS, LLC's Holdings
Currently, RETIREMENT FINANCIAL SOLUTIONS, LLC holds 39 types of securities in its portfolio with a total value $163.7M. In the most recent quarter, they have increased their positions in SPMD (+281.3K shares, valued at $16.1M), AVSC (+280.9K shares, valued at $16.1M), AVUV (+159.3K shares, valued at $15.9M); decreased their positions in SHYG (-130.0K shares, valued at $5.6M), IEF (-28.2K shares, valued at $2.7M), SPYM (-30.7K shares, valued at $2.4M); initiated new positions in SPMD (+281.3K shares, valued at $16.1M), AVSC (+280.9K shares, valued at $16.1M), AVUV (+159.3K shares, valued at $15.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST220.9K shares-12.21%2025-09-302025-10-22
SPMD SPDR SERIES TRUST281.3K sharesnew addition2025-09-302025-10-22 AVSC AMERICAN CENTY ETF TR280.9K sharesnew addition2025-09-302025-10-22 AVUV AMERICAN CENTY ETF TR159.3K sharesnew addition2025-09-302025-10-22 QQQJ INVESCO EXCH TRADED FD TR II338.5K sharesnew addition2025-09-302025-10-22 VWO VANGUARD INTL EQUITY INDEX F217.7K sharesnew addition2025-09-302025-10-22 IEF ISHARES TR111.3K shares-20.21%2025-09-302025-10-22 VGLT VANGUARD SCOTTSDALE FDS166.7K sharesnew addition2025-09-302025-10-22 SCHD SCHWAB STRATEGIC TR316.8K sharesnew addition2025-09-302025-10-22 HEDJ WISDOMTREE TR165.1K shares-2.85%2025-09-302025-10-22 JEPI J P MORGAN EXCHANGE TRADED F112.4K shares-0.81%2025-09-302025-10-22 EDV VANGUARD WORLD FD87.3K sharesnew addition2025-09-302025-10-22 VGSH VANGUARD SCOTTSDALE FDS60.2K sharesnew addition2025-09-302025-10-22 IGIB ISHARES TR53.8K shares-26.20%2025-09-302025-10-22 SHYG ISHARES TR67.2K shares-65.91%2025-09-302025-10-22 VOO VANGUARD INDEX FDS3.2K shares2.67%2025-09-302025-10-22 SAIC SCIENCE APPLICATIONS INTL CO15.6K shares0.00%2025-09-302025-10-22 AAPL APPLE INC4.7K shares-6.50%2025-09-302025-10-22 VXUS VANGUARD STAR FDS15.8K shares0.49%2025-09-302025-10-22 IAUM ISHARES GOLD TR24.8K sharesnew addition2025-09-302025-10-22 VOE VANGUARD INDEX FDS5.3K shares0.53%2025-09-302025-10-22 VCIT VANGUARD SCOTTSDALE FDS10.0K sharesnew addition2025-09-302025-10-22 VONE VANGUARD SCOTTSDALE FDS2.5K shares0.28%2025-09-302025-10-22 NVDA NVIDIA CORPORATION3.7K shares1.22%2025-09-302025-10-22 VNQ VANGUARD INDEX FDS7.3K shares-7.05%2025-09-302025-10-22 VTI VANGUARD INDEX FDS1.8K shares0.33%2025-09-302025-10-22 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-0.72%2025-09-302025-10-22 KO COCA COLA CO8.2K shares0.90%2025-09-302025-10-22 ETN EATON CORP PLC971 shares0.00%2025-09-302025-10-22 DBMF LITMAN GREGORY FDS TR12.8K shares2.53%2025-09-302025-10-22 QYLD GLOBAL X FDS20.2K shares3.09%2025-09-302025-10-22 MSFT MICROSOFT CORP631 shares0.00%2025-09-302025-10-22 AMLP ALPS ETF TR6.9K shares-4.75%2025-09-302025-10-22 XOM EXXON MOBIL CORP2.6K shares-21.73%2025-09-302025-10-22 GLD SPDR GOLD TR813 shares-78.98%2025-09-302025-10-22 SYY SYSCO CORP2.9K shares-28.90%2025-09-302025-10-22 IBIT ISHARES BITCOIN TRUST ETF3.1K sharesnew addition2025-09-302025-10-22 FBRT FRANKLIN BSP RLTY TR INC18.0K shares0.77%2025-09-302025-10-22 PKST PEAKSTONE REALTY TRUST10.8K shares-2.90%2025-09-302025-10-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available