Instuitional Investor - Retirement Wealth Solutions Llc
Fund Profile
Filing Period:
| Fund Name: | Retirement Wealth Solutions Llc |
| Portfolio Value | $123,949,530 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 42,523 | $21,852,914 | 17.63% | |
| 2. | Vanguard Tax-Managed Fds | 262,779 | $13,357,078 | 10.78% | |
| 3. | IEF | 21,651 | $12,165,862 | 9.82% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 127,360 | $6,217,733 | 5.02% | |
| 5. | VWO | 124,018 | $5,613,033 | 4.53% |
