Instuitional Investor - Retirement Wealth Solutions Llc
Fund Profile
Filing Period:
| Fund Name: | Retirement Wealth Solutions Llc |
| Portfolio Value | $152,158,566 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 41,373 | $25,336,198 | 16.65% | |
| 2. | Vanguard Tax-Managed Fds | 250,189 | $14,991,321 | 9.85% | |
| 3. | IEF | 19,033 | $12,738,564 | 8.37% | |
| 4. | VWO | 120,273 | $6,516,410 | 4.28% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 124,546 | $6,160,030 | 4.05% |
Hedge Fund Resource Center 
