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Home > Institutional Investor > Retirement Wealth Solutions Llc > Profile

Instuitional Investor - Retirement Wealth Solutions Llc

Fund Profile
Filing Period:
Fund Name: Retirement Wealth Solutions Llc
Portfolio Value $158,242,944
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 41,294 $25,896,876 16.37%
2.
Vanguard Tax-Managed Fds
 246,011 $15,368,332 9.71%
3.
Ishares Trust
 IEF 20,155 $13,804,972 8.72%
4.
Vanguard Intl Equity Index Funds
 VWO 120,731 $6,490,494 4.1%
5.
Blackrock Etf Trust
 102,723 $6,246,563 3.95%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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