Instuitional Investor - Retirement Wealth Solutions Llc
Fund Profile
Filing Period:
| Fund Name: | Retirement Wealth Solutions Llc |
| Portfolio Value | $136,981,529 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 42,050 | $23,885,690 | 17.44% | |
| 2. | Vanguard Tax-Managed Fds | 255,882 | $14,587,818 | 10.65% | |
| 3. | IEF | 18,393 | $11,420,123 | 8.34% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 123,902 | $6,134,366 | 4.48% | |
| 5. | VWO | 122,616 | $6,064,607 | 4.43% |
