Notify me when RETIREMENT INCOME SOLUTIONS, INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 170 | $589,616,080 | +$29,595,237 | -$34,630,090 | -$5,034,853 | SPYM, SPY, SPMD, IVV, JPST | 13F-HR | 27 Jan 2026, 14:27 |
| Q3 2025 | 165 | $584,815,252 | +$10,500,859 | -$5,709,526 | +$4,791,333 | SPLG, JPST, SPY, MINT, IVV | 13F-HR | 14 Oct 2025, 10:13 |
| Q2 2025 | 158 | $545,020,930 | +$161,842,094 | -$140,454,667 | +$21,387,427 | SPLG, JPST, SPY, MINT, IVV | 13F-HR | 15 Jul 2025, 09:32 |
| Q1 2025 | 146 | $477,922,676 | +$47,807,356 | -$43,744,200 | +$4,063,156 | IVV, SPLG, IJH, SPY, SPMD | 13F-HR | 06 May 2025, 13:47 |
| Q4 2024 | 149 | $495,576,108 | +$63,095,808 | -$9,954,360 | +$53,141,448 | IVV, IJH, SPY, SPLG, IWF | 13F-HR | 31 Jan 2025, 10:34 |
| Q3 2024 | 146 | $437,734,659 | +$5,968,345 | -$4,341,105 | +$1,627,240 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 08 Nov 2024, 10:50 |
| Q2 2024 | 141 | $413,915,329 | +$8,461,811 | -$45,360,135 | -$36,898,324 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 01 Aug 2024, 16:52 |
| Q1 2024 | 156 | $440,988,619 | +$43,513,304 | -$7,930,565 | +$35,582,739 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 03 May 2024, 08:30 |
| Q4 2023 | 143 | $402,285,976 | +$35,083,427 | -$25,953,456 | +$9,129,971 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 08 Feb 2024, 09:08 |
| Q3 2023 | 129 | $357,372,884 | +$7,831,695 | -$10,257,527 | -$2,425,832 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 01 Nov 2023, 15:15 |
| Q2 2023 | 139 | $373,597,961 | +$11,745,192 | -$3,814,086 | +$7,931,106 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 28 Jul 2023, 13:04 |
| Q1 2023 | 134 | $342,926,400 | +$28,283,303 | -$11,970,655 | +$16,312,648 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 05 May 2023, 12:33 |
| Q4 2022 | 120 | $314,855,875 | +$40,335,645 | -$19,589,211 | +$20,746,434 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 08 Feb 2023, 15:47 |
| Q3 2022 | 111 | $278,619,000 | +$13,852,255 | -$5,238,459 | +$8,613,796 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 02 Nov 2022, 09:44 |
| Q2 2022 | 112 | $280,634,000 | +$22,245,391 | -$44,980,814 | -$22,735,423 | IVV, SPY, IJH, SPLG, IWF | 13F-HR | 16 Aug 2022, 15:49 |
| Q1 2022 | 115 | $361,906,000 | +$17,391,860 | -$16,753,682 | +$638,178 | IVV, SPY, IJH, IWD, SPLG | Restatement | 02 Jun 2022, 16:31 |
| Q4 2021 | 111 | $374,043,000 | +$73,178,932 | -$24,012,912 | +$49,166,020 | IVV, SPY, IJH, IWF, SPLG | 13F-HR | 04 Feb 2022, 15:40 |
| Q3 2021 | 99 | $298,617,000 | +$10,044,855 | -$2,104,327 | +$7,940,528 | IVV, SPY, IWD, IJH, IWF | 13F-HR | 04 Nov 2021, 09:51 |
| Q2 2021 | 100 | $292,343,000 | +$32,443,114 | -$51,394,083 | -$18,950,969 | IVV, SPY, IWD, IJH, IWF | 13F-HR | 29 Jul 2021, 12:04 |
| Q1 2021 | 94 | $290,243,000 | +$6,298,844 | -$5,597,230 | +$701,614 | IVV, SPY, IWF, IJH, SPLG | 13F-HR | 13 May 2021, 09:30 |
| Q4 2020 | 91 | $275,935,612 | +$39,479,182 | -$11,292,189 | +$28,186,993 | IVV, SPY, IWF, IJH, SPLG | 13F-HR | 12 Feb 2021, 08:51 |
| Q3 2020 | 77 | $225,735,000 | +$6,344,056 | -$35,293,854 | -$28,949,798 | SPY, IVV, IWF, MINT, GLDM | 13F-HR | 12 Nov 2020, 09:09 |
| Q2 2020 | 79 | $236,950,000 | +$43,765,346 | -$21,142,597 | +$22,622,749 | SPY, IWF, IVV, MINT, IJH | 13F-HR | 06 Aug 2020, 09:08 |
| Q1 2020 | 73 | $178,202,000 | +$7,091,986 | -$21,042,047 | -$13,950,061 | SPY, IVV, IWF, IJH, MDY | 13F-HR | 11 May 2020, 13:28 |
| Q4 2019 | 77 | $240,336,000 | +$56,114,749 | -$16,933,026 | +$39,181,723 | SPY, IVV, IWF, IJH, MDY | 13F-HR | 06 Feb 2020, 16:03 |
| Q3 2019 | 72 | $187,438,000 | +$3,633,140 | -$5,202,137 | -$1,568,997 | SPY, IWF, MDY, IVV, IJH | 13F-HR | 25 Oct 2019, 12:21 |
| Q2 2019 | 68 | $187,613,000 | +$15,874,093 | -$8,347,094 | +$7,526,999 | SPY, MDY, IWF, IJH, IVV | 13F-HR | 23 Jul 2019, 11:49 |
| Q1 2019 | 68 | $174,526,000 | +$3,362,405 | -$2,899,285 | +$463,120 | SPY, MDY, IWF, IVV, RSP | 13F-HR | 13 May 2019, 09:28 |
| Q4 2018 | 62 | $154,419,000 | +$5,677,435 | -$5,287,743 | +$389,692 | SPY, MDY, IWF, IVV, RSP | 13F-HR | 30 Jan 2019, 10:54 |
| Q3 2018 | 69 | $178,494,000 | +$6,505,648 | -$1,787,292 | +$4,718,356 | SPY, MDY, IWF, IJH, IVV | 13F-HR | 01 Nov 2018, 14:42 |
| Q2 2018 | 69 | $164,203,000 | +$8,898,100 | -$13,139,873 | -$4,241,773 | SPY, MDY, IWF, IJH, RSP | 13F-HR | 26 Jul 2018, 13:03 |
| Q1 2018 | 66 | $163,823,000 | +$6,157,971 | -$10,869,375 | -$4,711,404 | SPY, MDY, IWF, IJH, RSP | 13F-HR | 30 Apr 2018, 15:53 |
| Q4 2017 | 72 | $170,393,000 | $0 | $0 | $0 | SPY, MDY, IWF, IJH, RSP | 13F-HR | 06 Feb 2018, 14:52 |