The Analysis of RETIREMENT INCOME SOLUTIONS, INC's Holdings


Currently, RETIREMENT INCOME SOLUTIONS, INC holds 165 types of securities in its portfolio with a total value $584.8M. In the most recent quarter, they have increased their positions in SPYM (+35.8K shares, valued at $2.8M), SPMD (+14.2K shares, valued at $810.3K), JPST (+12.6K shares, valued at $640.5K); decreased their positions in IVV (-2.6K shares, valued at $1.8M), IJH (-4.9K shares, valued at $322.3K), SPYX (-5.1K shares, valued at $279.5K); initiated new positions in DFAE (+18.6K shares, valued at $587.4K), ZAUG (+18.8K shares, valued at $498.0K), VLY (+37.1K shares, valued at $393.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST1.7M shares2.21%2025-09-302025-10-14history
JPST J P MORGAN EXCHANGE TRADED F940.3K shares1.36%2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR71.5K shares-0.58%2025-09-302025-10-14history
MINT PIMCO ETF TR415.9K shares0.63%2025-09-302025-10-14history
IVV ISHARES TR61.7K shares-4.07%2025-09-302025-10-14history
SPMD SPDR SERIES TRUST618.1K shares2.35%2025-09-302025-10-14history
IWF ISHARES TR44.0K shares-0.58%2025-09-302025-10-14history
IJH ISHARES TR253.3K shares-1.91%2025-09-302025-10-14history
Sponsored
GLDM WORLD GOLD TR133.6K shares-1.20%2025-09-302025-10-14history
SPYX SPDR SERIES TRUST173.0K shares-2.86%2025-09-302025-10-14history
QQQ INVESCO QQQ TR14.5K shares0.62%2025-09-302025-10-14history
ESGU ISHARES TR49.1K shares-1.46%2025-09-302025-10-14history
RSP INVESCO EXCHANGE TRADED FD T37.2K shares-2.05%2025-09-302025-10-14history
IWB ISHARES TR19.3K shares-3.14%2025-09-302025-10-14history
IWD ISHARES TR33.6K shares-0.63%2025-09-302025-10-14history
JMUB J P MORGAN EXCHANGE TRADED F131.5K shares3.78%2025-09-302025-10-14history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR10.4K shares0.30%2025-09-302025-10-14history
ACWI ISHARES TR39.9K shares-0.24%2025-09-302025-10-14history
AAPL APPLE INC21.3K shares1.28%2025-09-302025-10-14history
FESM FIDELITY COVINGTON TRUST139.0K shares2.69%2025-09-302025-10-14history
VO VANGUARD INDEX FDS14.4K shares0.00%2025-09-302025-10-14history
AMZN AMAZON COM INC18.5K shares2.81%2025-09-302025-10-14history
SPYG SPDR SERIES TRUST34.8K shares-5.37%2025-09-302025-10-14history
XLK SELECT SECTOR SPDR TR12.2K shares0.00%2025-09-302025-10-14history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL6.8K shares3.27%2025-09-302025-10-14history
MSFT MICROSOFT CORP6.2K shares2.43%2025-09-302025-10-14history
IVW ISHARES TR26.3K shares-0.54%2025-09-302025-10-14history
EFA ISHARES TR31.8K shares8.07%2025-09-302025-10-14history
VUG VANGUARD INDEX FDS5.5K shares0.00%2025-09-302025-10-14history
VOO VANGUARD INDEX FDS4.3K shares0.00%2025-09-302025-10-14history
SPYV SPDR SERIES TRUST43.3K shares-2.17%2025-09-302025-10-14history
IWR ISHARES TR24.8K shares1.18%2025-09-302025-10-14history
Sponsored
VTI VANGUARD INDEX FDS7.0K shares0.00%2025-09-302025-10-14history
IVE ISHARES TR10.8K shares3.43%2025-09-302025-10-14history
GOOGL ALPHABET INC8.4K shares2.64%2025-09-302025-10-14history
AVDE AMERICAN CENTY ETF TR25.1K shares31.21%2025-09-302025-10-14history
SCHG SCHWAB STRATEGIC TR56.2K shares0.00%2025-09-302025-10-14history
NVDA NVIDIA CORPORATION9.5K shares3.08%2025-09-302025-10-14history
LLY ELI LILLY & CO2.2K shares0.54%2025-09-302025-10-14history
GOOG ALPHABET INC6.8K shares0.00%2025-09-302025-10-14history
Sponsored
PNOV INNOVATOR ETFS TRUST39.6K shares0.00%2025-09-302025-10-14history
PDEC INNOVATOR ETFS TRUST38.7K shares0.00%2025-09-302025-10-14history
POCT INNOVATOR ETFS TRUST37.6K shares-5.81%2025-09-302025-10-14history
GLD SPDR GOLD TR4.4K shares-7.48%2025-09-302025-10-14history
SMH VANECK ETF TRUST4.7K shares0.00%2025-09-302025-10-14history
JPM JPMORGAN CHASE & CO.4.1K shares0.78%2025-09-302025-10-14history
ORCL ORACLE CORP4.4K shares0.00%2025-09-302025-10-14history
PHO INVESCO EXCHANGE TRADED FD T17.0K shares0.00%2025-09-302025-10-14history
Sponsored
VTV VANGUARD INDEX FDS5.8K shares0.00%2025-09-302025-10-14history
CWI SPDR INDEX SHS FDS28.8K shares-2.13%2025-09-302025-10-14history
VEU VANGUARD INTL EQUITY INDEX F13.9K shares3.70%2025-09-302025-10-14history
PJAN INNOVATOR ETFS TRUST21.5K shares0.00%2025-09-302025-10-14history
EEM ISHARES TR18.3K shares6.68%2025-09-302025-10-14history
XME SPDR SERIES TRUST10.3K shares0.00%2025-09-302025-10-14history
BKLC BNY MELLON ETF TRUST7.5K shares0.00%2025-09-302025-10-14history
XLE SELECT SECTOR SPDR TR10.4K shares0.00%2025-09-302025-10-14history
Sponsored
EFIV SPDR SERIES TRUST13.8K shares-5.25%2025-09-302025-10-14history
VONE VANGUARD SCOTTSDALE FDS2.9K shares0.00%2025-09-302025-10-14history
IWP ISHARES TR5.4K shares0.00%2025-09-302025-10-14history
PG PROCTER AND GAMBLE CO4.9K shares-16.19%2025-09-302025-10-14history
SHY ISHARES TR9.0K shares5.92%2025-09-302025-10-14history
SCHX SCHWAB STRATEGIC TR28.5K shares0.00%2025-09-302025-10-14history
IEI ISHARES TR6.2K shares0.00%2025-09-302025-10-14history
URTH ISHARES INC4.0K shares0.00%2025-09-302025-10-14history
Sponsored
DBEF DBX ETF TR15.4K shares0.00%2025-09-302025-10-14history
KO COCA COLA CO10.6K shares0.00%2025-09-302025-10-14history
IBM INTERNATIONAL BUSINESS MACHS2.5K shares0.00%2025-09-302025-10-14history
VOT VANGUARD INDEX FDS2.4K shares16.31%2025-09-302025-10-14history
JNJ JOHNSON & JOHNSON3.7K shares-2.35%2025-09-302025-10-14history
ECL ECOLAB INC2.5K shares2.62%2025-09-302025-10-14history
IUSG ISHARES TR4.0K shares0.00%2025-09-302025-10-14history
EAGG ISHARES TR13.6K shares-5.50%2025-09-302025-10-14history
Sponsored
BJUN INNOVATOR ETFS TRUST14.1K shares-6.48%2025-09-302025-10-14history
SPEM SPDR INDEX SHS FDS13.8K shares0.00%2025-09-302025-10-14history
IWS ISHARES TR4.5K shares0.00%2025-09-302025-10-14history
VBIL VANGUARD INSTL INDEX FD8.3K shares0.00%2025-09-302025-10-14history
PLTR PALANTIR TECHNOLOGIES INC3.3K shares-8.70%2025-09-302025-10-14history
SPTS SPDR SERIES TRUST20.3K shares-3.31%2025-09-302025-10-14history
DFAE DIMENSIONAL ETF TRUST18.6K sharesnew addition2025-09-302025-10-14history
MRK MERCK & CO INC6.8K shares-22.66%2025-09-302025-10-14history
Sponsored
MGK VANGUARD WORLD FD1.4K shares-2.75%2025-09-302025-10-14history
LRCX LAM RESEARCH CORP4.2K shares-1.81%2025-09-302025-10-14history
ETN EATON CORP PLC1.5K shares4.13%2025-09-302025-10-14history
DSI ISHARES TR4.4K shares0.00%2025-09-302025-10-14history
EDIV SPDR INDEX SHS FDS14.2K shares0.00%2025-09-302025-10-14history
PJUL INNOVATOR ETFS TRUST12.0K shares0.00%2025-09-302025-10-14history
AVGO BROADCOM INC1.6K shares11.45%2025-09-302025-10-14history
EFAX SPDR INDEX SHS FDS10.8K shares5.01%2025-09-302025-10-14history
Sponsored
PAPR INNOVATOR ETFS TRUST13.5K shares0.00%2025-09-302025-10-14history
FBTC FIDELITY WISE ORIGIN BITCOIN5.1K shares16.93%2025-09-302025-10-14history
DIS DISNEY WALT CO4.4K shares0.00%2025-09-302025-10-14history
XLF SELECT SECTOR SPDR TR9.3K shares0.00%2025-09-302025-10-14history
ZAUG INNOVATOR ETFS TRUST18.8K sharesnew addition2025-09-302025-10-14history
VYM VANGUARD WHITEHALL FDS3.4K shares0.00%2025-09-302025-10-14history
AMGN AMGEN INC1.6K shares0.00%2025-09-302025-10-14history
LNT ALLIANT ENERGY CORP6.5K shares0.00%2025-09-302025-10-14history
Sponsored
MCD MCDONALDS CORP1.4K shares0.00%2025-09-302025-10-14history
EMXC ISHARES INC6.4K shares0.00%2025-09-302025-10-14history
DFAX DIMENSIONAL ETF TRUST13.7K shares0.00%2025-09-302025-10-14history
GAMR AMPLIFY ETF TR4.3K shares0.00%2025-09-302025-10-14history
PAUG INNOVATOR ETFS TRUST9.4K shares0.00%2025-09-302025-10-14history
IWM ISHARES TR1.6K shares0.00%2025-09-302025-10-14history
MGV VANGUARD WORLD FD2.9K shares0.00%2025-09-302025-10-14history
VLY VALLEY NATL BANCORP37.1K sharesnew addition2025-09-302025-10-14history
Sponsored
PSEP INNOVATOR ETFS TRUST9.2K shares3.73%2025-09-302025-10-14history
XSW SPDR SERIES TRUST2.0K shares0.00%2025-09-302025-10-14history
COST COSTCO WHSL CORP NEW405 shares6.58%2025-09-302025-10-14history
SPAB SPDR SERIES TRUST14.1K shares-3.06%2025-09-302025-10-14history
HD HOME DEPOT INC897 shares-1.43%2025-09-302025-10-14history
DFAC DIMENSIONAL ETF TRUST9.4K shares0.00%2025-09-302025-10-14history
BJAN INNOVATOR ETFS TRUST6.8K shares0.00%2025-09-302025-10-14history
V VISA INC1.0K shares5.34%2025-09-302025-10-14history
Sponsored
SO SOUTHERN CO3.7K shares0.00%2025-09-302025-10-14history
CRM SALESFORCE INC1.5K shares2.88%2025-09-302025-10-14history
IRM IRON MTN INC DEL3.4K shares0.00%2025-09-302025-10-14history
IEF ISHARES TR3.5K shares-4.24%2025-09-302025-10-14history
DTE DTE ENERGY CO2.4K shares1.52%2025-09-302025-10-14history
VXF VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-14history
VEA VANGUARD TAX-MANAGED FDS5.6K shares5.18%2025-09-302025-10-14history
TSLA TESLA INC747 shares12.33%2025-09-302025-10-14history
Sponsored
XOM EXXON MOBIL CORP2.9K shares0.00%2025-09-302025-10-14history
LMBS FIRST TR EXCHANGE-TRADED FD6.6K shares39.03%2025-09-302025-10-14history
MSTR STRATEGY INC1.0K shares-5.22%2025-09-302025-10-14history
EQAL INVESCO EXCH TRADED FD TR II6.2K shares0.00%2025-09-302025-10-14history
VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-09-302025-10-14history
IWN ISHARES TR1.8K shares2.87%2025-09-302025-10-14history
CINF CINCINNATI FINL CORP1.9K shares0.00%2025-09-302025-10-14history
PMAY INNOVATOR ETFS TRUST7.8K shares0.00%2025-09-302025-10-14history
Sponsored
ESGE ISHARES INC6.9K shares0.00%2025-09-302025-10-14history
SYK STRYKER CORPORATION775 shares-12.23%2025-09-302025-10-14history
GDX VANECK ETF TRUST3.7K sharesnew addition2025-09-302025-10-14history
NFLX NETFLIX INC237 shares7.24%2025-09-302025-10-14history
CFBK CF BANKSHARES INC11.8K shares0.00%2025-09-302025-10-14history
BNOV INNOVATOR ETFS TRUST6.5K shares0.00%2025-09-302025-10-14history
ABBV ABBVIE INC1.2K shares0.00%2025-09-302025-10-14history
BJUL INNOVATOR ETFS TRUST5.4K shares0.00%2025-09-302025-10-14history
Sponsored
SCHA SCHWAB STRATEGIC TR9.4K shares0.00%2025-09-302025-10-14history
BBIO BRIDGEBIO PHARMA INC5.0K shares0.00%2025-09-302025-10-14history
VV VANGUARD INDEX FDS839 shares0.00%2025-09-302025-10-14history
RTX RTX CORPORATION1.5K shares0.00%2025-09-302025-10-14history
MMM 3M CO1.7K shares0.00%2025-09-302025-10-14history
SUSC ISHARES TR10.8K shares0.00%2025-09-302025-10-14history
SUSA ISHARES TR1.9K shares16.99%2025-09-302025-10-14history
META META PLATFORMS INC340 sharesnew addition2025-09-302025-10-14history
Sponsored
SUSB ISHARES TR9.8K sharesnew addition2025-09-302025-10-14history
PANW PALO ALTO NETWORKS INC1.2K shares6.41%2025-09-302025-10-14history
CRBN ISHARES TR1.0K shares0.00%2025-09-302025-10-14history
AXP AMERICAN EXPRESS CO705 shares-5.75%2025-09-302025-10-14history
PM PHILIP MORRIS INTL INC1.4K shares0.00%2025-09-302025-10-14history
XTN SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-10-14history
IAU ISHARES GOLD TR3.2K sharesnew addition2025-09-302025-10-14history
VWO VANGUARD INTL EQUITY INDEX F4.2K shares-13.99%2025-09-302025-10-14history
Sponsored
VB VANGUARD INDEX FDS880 shares2.92%2025-09-302025-10-14history
PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-09-302025-10-14history
FELC FIDELITY COVINGTON TRUST5.9K shares0.00%2025-09-302025-10-14history
WMT WALMART INC2.1K shares0.00%2025-09-302025-10-14history
JEPI J P MORGAN EXCHANGE TRADED F3.7K sharesnew addition2025-09-302025-10-14history
BA BOEING CO972 shares0.00%2025-09-302025-10-14history
CMG CHIPOTLE MEXICAN GRILL INC5.3K shares4.61%2025-09-302025-10-14history
MDYG SPDR SERIES TRUST2.2K sharesnew addition2025-09-302025-10-14history
Sponsored
PBW INVESCO EXCHANGE TRADED FD T7.0K sharesnew addition2025-09-302025-10-14history
IWO ISHARES TR635 sharesnew addition2025-09-302025-10-14history
VOOG VANGUARD ADMIRAL FDS INC460 sharesnew addition2025-09-302025-10-14history
SLI STANDARD LITHIUM LTD53.3K shares0.00%2025-09-302025-10-14history
BTG B2GOLD CORP17.5K shares0.00%2025-09-302025-10-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available