Instuitional Investor - Retirement Wealth Solutions Llc
Fund Profile
Filing Period:
| Fund Name: | Retirement Wealth Solutions Llc |
| Portfolio Value | $118,276,952 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 44,868 | $23,954,689 | 20.25% | |
| 2. | Vanguard Tax-Managed Fds | 261,758 | $12,441,349 | 10.51% | |
| 3. | IEF | 20,953 | $12,222,539 | 10.33% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 123,446 | $5,990,831 | 5.06% | |
| 5. | BND | 67,042 | $5,160,924 | 4.36% |
