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Home > Institutional Investor > Retirement Income Solutions, Inc > Profile

Instuitional Investor - Retirement Income Solutions, Inc

Fund Profile
Filing Period:
Fund Name: Retirement Income Solutions, Inc
Portfolio Value $545,020,930
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,622,431 $117,934,509 21.64%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 927,651 $47,013,353 8.63%
3.
Spdr S & P 500 Etf Trust
 SPY 71,881 $44,411,676 8.15%
4.
Pimco Etf Trust
 413,332 $41,554,333 7.62%
5.
Ishares Trust
 IEF 64,346 $39,952,498 7.33%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)