RF

RETIREMENT FINANCIAL SOLUTIONS, LLC

13F
RETIREMENT FINANCIAL SOLUTIONS, LLC
Last update 2024-10-29 40 Stocks (1 new)
Value $228.00 Mil Turnover 1 %
Countries:
Top Holdings: SPLG(8.89%)QQQM(8.70%)SPYV(8.63%)VBR(8.60%)VO(8.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
RETIREMENT FINANCIAL SOLUTIONS... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
300,655
20297.260
-0.77%
8.890
-0.07%
0.040
+11.89%
+25.56%
50700.782
 
QQQM 		Invesco NASDAQ 100 ETF
98,941
19872.390
+0.72%
8.700
+0.06%
0.060
+13.59%
+25.23%
36519.156
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
372,926
19712.860
+1.42%
8.630
+0.12%
0.080
+8.69%
+15.57%
25091.280
 
VBR 		Vanguard Small Cap Value ETF
97,860
19648.540
+2.00%
8.600
+0.17%
0.060
+13.87%
+17.32%
29948.962
 
VO 		Vanguard Mid-Cap ETF
74,232
19584.710
+1.90%
8.580
+0.16%
0.030
+13.66%
+18.98%
66472.053
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
430,183
19577.620
+1.68%
8.570
+0.14%
0.160
+14.28%
+14.55%
12849.787
 
IEF 		iShares 7-10 Year Treasury Bond ETF
155,947
15301.440
+1.29%
6.700
+0.09%
0.040
-3.73%
-3.19%
32970.140
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
168,834
14003.070
-0.61%
6.130
-0.04%
0.050
+14.32%
+34.51%
32406.121
 
EEM 		iShares MSCI Emerging Markets ETF
257,891
11826.880
+1.76%
5.180
+0.09%
0.060
+3.12%
+8.22%
17703.502
 
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
223,600
9708.720
+2.44%
4.250
+0.10%
0.160
+1.46%
+1.89%
6064.521
 

RETIREMENT FINANCIAL SOLUTIONS, LLC's Historical Top Holdings Breakdowns

RETIREMENT FINANCIAL SOLUTIONS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VBR 		Vanguard Small Cap Value ETF2024-09-30Add
+0.17%
●
179.99 ($192.23) 201.6
$211.24
9.89%
Add 2%
97,860
1,919
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.16%
●
237.84 ($251.14) 263.83
$276.77
10.21%
Add 1.9%
74,232
1,384
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2024-09-30Add
+0.14%
●
41.02 ($43.93) 46.01
$48.31
9.97%
Add 1.68%
430,183
7,120
HEDJ 		WisdomTree Europe Hedged Equity Fund2024-09-30Add
+0.13%
●
41.58 ($44.17) 46.45
$42.88
-2.92%
Add 4.92%
136,655
6,402
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Add
+0.12%
●
48.51 ($50.89) 52.86
$53.92
5.95%
Add 1.42%
372,926
5,218
AHR 		American Healthcare REIT Inc2024-09-30New Buy
+0.10%
●
14.76 ($19.48) 26.45
$25.91
33.01%
New holding
8,973
8,973
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2024-09-30Add
+0.10%
●
41.95 ($42.73) 43.43
$43.04
0.73%
Add 2.44%
223,600
5,324
EEM 		iShares MSCI Emerging Markets ETF2024-09-30Add
+0.09%
●
40.42 ($43.12) 46.7
$43.47
0.81%
Add 1.76%
257,891
4,458
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+0.09%
●
92.67 ($96.67) 99.14
$93.35
-3.43%
Add 1.29%
155,947
1,991
PECO 		Phillips Edison & Co Inc2024-09-30Sold Out
-0.09%
●
32.1 ($35.68) 38.93
$39.03
9.39%
Sold Out
0
-6,127

RETIREMENT FINANCIAL SOLUTIONS, LLC Total Holding History ($B)

To

RETIREMENT FINANCIAL SOLUTIONS, LLC's Asset Allocation

To

RETIREMENT FINANCIAL SOLUTIONS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RETIREMENT FINANCIAL SOLUTIONS, LLC's Hypothetical Growth since 2024-09-30

RETIREMENT FINANCIAL SOLUTIONS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RETIREMENT FINANCIAL SOLUTIONS, LLC's Holdings Heat Map

Size field:

RETIREMENT FINANCIAL SOLUTIONS, LLC's Holdings Bubble Chart

RETIREMENT FINANCIAL SOLUTIONS, LLC News

  • 1

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