RETIREMENT INCOME SOLUTIONS, INC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$438M
Signature - Title
John B. Goff - MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
Location
Ann Arbor, MI
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT INCOME SOLUTIONS, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT INCOME SOLUTIONS, INC reported 146 stock holdings with total value $438M as of Q3 2024. Top holdings included IVV, SPY, IJH, SPLG, and IWF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 146 $438M +$5.97M -$4.34M +$1.63M IVV, SPY, IJH, SPLG, IWF 13F-HR 11/8/2024, 10:50 AM
Q2 2024 141 $414M +$8.46M -$45.4M -$36.9M IVV, SPY, IJH, SPLG, IWF 13F-HR 8/1/2024, 04:52 PM
Q1 2024 156 $441M +$43.5M -$7.93M +$35.6M IVV, SPY, IJH, SPLG, IWF 13F-HR 5/3/2024, 08:30 AM
Q4 2023 143 $402M +$35.1M -$26M +$9.13M IVV, SPY, IJH, SPLG, IWF 13F-HR 2/8/2024, 09:08 AM
Q3 2023 129 $357M +$7.83M -$10.3M -$2.43M IVV, SPY, IJH, SPLG, IWF 13F-HR 11/1/2023, 03:15 PM
Q2 2023 139 $374M +$11.7M -$3.81M +$7.93M IVV, SPY, IJH, SPLG, IWF 13F-HR 7/28/2023, 01:04 PM
Q1 2023 134 $343M +$28.3M -$12M +$16.3M IVV, SPY, IJH, SPLG, IWF 13F-HR 5/5/2023, 12:33 PM
Q4 2022 120 $315M +$40.3M -$19.6M +$20.7M IVV, SPY, IJH, SPLG, IWF 13F-HR 2/8/2023, 03:47 PM
Q3 2022 111 $279M +$13.9M -$5.24M +$8.61M IVV, SPY, IJH, SPLG, IWF 13F-HR 11/2/2022, 09:44 AM
Q2 2022 112 $281M +$22.2M -$45M -$22.7M IVV, SPY, IJH, SPLG, IWF 13F-HR 8/16/2022, 03:49 PM
Q1 2022 115 $362M +$17.4M -$16.8M +$638K IVV, SPY, IJH, IWD, SPLG Restatement 6/2/2022, 04:31 PM
Q4 2021 111 $374M +$73.2M -$24M +$49.2M IVV, SPY, IJH, IWF, SPLG 13F-HR 2/4/2022, 03:40 PM
Q3 2021 99 $299M +$10M -$2.1M +$7.94M IVV, SPY, IWD, IJH, IWF 13F-HR 11/4/2021, 09:51 AM
Q2 2021 100 $292M +$32.4M -$51.4M -$19M IVV, SPY, IWD, IJH, IWF 13F-HR 7/29/2021, 12:04 PM
Q1 2021 94 $290M +$6.3M -$5.6M +$702K IVV, SPY, IWF, IJH, SPLG 13F-HR 5/13/2021, 09:30 AM
Q4 2020 91 $276M +$39.5M -$11.3M +$28.2M IVV, SPY, IWF, IJH, SPLG 13F-HR 2/12/2021, 08:51 AM
Q3 2020 77 $226M +$6.34M -$35.3M -$28.9M SPY, IVV, IWF, MINT, GLDM 13F-HR 11/12/2020, 09:09 AM
Q2 2020 79 $237M +$43.8M -$21.1M +$22.6M SPY, IWF, IVV, MINT, IJH 13F-HR 8/6/2020, 09:08 AM
Q1 2020 73 $178M +$7.09M -$21M -$14M SPY, IVV, IWF, IJH, MDY 13F-HR 5/11/2020, 01:28 PM
Q4 2019 77 $240M +$56.1M -$16.9M +$39.2M SPY, IVV, IWF, IJH, MDY 13F-HR 2/6/2020, 04:03 PM
Q3 2019 72 $187M +$3.63M -$5.2M -$1.57M SPY, IWF, MDY, IVV, IJH 13F-HR 10/25/2019, 12:21 PM
Q2 2019 68 $188M +$15.9M -$8.35M +$7.53M SPY, MDY, IWF, IJH, IVV 13F-HR 7/23/2019, 11:49 AM
Q1 2019 68 $175M +$3.36M -$2.9M +$463K SPY, MDY, IWF, IVV, RSP 13F-HR 5/13/2019, 09:28 AM
Q4 2018 62 $154M +$5.68M -$5.29M +$390K SPY, MDY, IWF, IVV, RSP 13F-HR 1/30/2019, 10:54 AM
Q3 2018 69 $178M +$6.51M -$1.79M +$4.72M SPY, MDY, IWF, IJH, IVV 13F-HR 11/1/2018, 02:42 PM
Q2 2018 69 $164M +$8.9M -$13.1M -$4.24M SPY, MDY, IWF, IJH, RSP 13F-HR 7/26/2018, 01:03 PM
Q1 2018 66 $164M +$6.16M -$10.9M -$4.71M SPY, MDY, IWF, IJH, RSP 13F-HR 4/30/2018, 03:53 PM
Q4 2017 72 $170M $0 $0 SPY, MDY, IWF, IJH, RSP 13F-HR 2/6/2018, 02:52 PM