Instuitional Investor - Retirement Financial Solutions, Llc
Fund Profile
Filing Period:
Fund Name: | Retirement Financial Solutions, Llc |
Portfolio Value | $165,377,556 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 266,276 | $17,510,330 | 10.59% | |
2. | Vanguard Index Fds - MID CAP ETF | 63,366 | $16,387,857 | 9.91% | |
3. | Vanguard Index Fds - SM CP VAL ETF | 84,510 | $15,743,295 | 9.52% | |
4. | Spdr Ser Tr - PORTFOLIO S&P600 | 376,213 | $15,334,438 | 9.27% | |
5. | IEF | 146,805 | $14,000,752 | 8.47% |