Instuitional Investor - Retirement Financial Solutions, Llc
Fund Profile
Filing Period:
Fund Name: | Retirement Financial Solutions, Llc |
Portfolio Value | $161,227,333 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 251,615 | $18,289,973 | 11.34% | |
2. | Vanguard Index Fds - MID CAP ETF | 57,312 | $16,037,744 | 9.95% | |
3. | Vanguard Index Fds - SM CP VAL ETF | 77,029 | $15,021,534 | 9.32% | |
4. | Spdr Series Trust - PORTFOLIO S&P600 | 346,251 | $14,750,282 | 9.15% | |
5. | IEF | 139,478 | $13,357,700 | 8.29% |