Instuitional Investor - Retirement Wealth Solutions Llc
Fund Profile
Filing Period:
| Fund Name: | Retirement Wealth Solutions Llc |
| Portfolio Value | $158,627,453 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 41,364 | $24,716,978 | 15.58% | |
| 2. | IEF | 24,088 | $15,734,315 | 9.92% | |
| 3. | Vanguard Tax-Managed Fds | 221,243 | $14,177,261 | 8.94% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 134,796 | $6,476,927 | 4.08% | |
| 5. | Blackrock Etf Trust | 105,631 | $6,145,600 | 3.87% |
Hedge Fund Resource Center 
