CIK 1730386
RETIREMENT INCOME SOLUTIONS, INC
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| EFIV | SPDR SERIES TRUST | 15K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 28K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 21K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 22K | $500K+ | SH |
| BKLC | BNY MELLON ETF TRUST | 7K | $500K+ | SH |
| XME | SPDR SERIES TRUST | 9K | $500K+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 3K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| KO | COCA COLA CO | 11K | $500K+ | SH |
| URTH | ISHARES INC | 4K | $500K+ | SH |
| DBEF | DBX ETF TR | 15K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| IUSG | ISHARES TR | 4K | $500K+ | SH |
| SHY | ISHARES TR | 8K | $500K+ | SH |
| BJUN | INNOVATOR ETFS TRUST | 14K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ECL | ECOLAB INC | 2K | $500K+ | SH |
| IWP | ISHARES TR | 5K | $500K+ | SH |
| IEI | ISHARES TR | 5K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 8K | $500K+ | SH |
| SPAB | SPDR SERIES TRUST | 24K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 12K | $500K+ | SH |
| EAGG | ISHARES TR | 12K | $500K+ | SH |
| DSI | ISHARES TR | 4K | $500K+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 12K | $500K+ | SH |
| EDIV | SPDR INDEX SHS FDS | 14K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 10K | $500K+ | SH |
| EFAX | SPDR INDEX SHS FDS | 11K | $500K+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 14K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 8K | $500K+ | SH |
| ZAUG | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| EMXC | ISHARES INC | 7K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 37K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |