RETIREMENT FINANCIAL SOLUTIONS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$185M
Signature - Title
Torian Johnson - Director, Compliance Services
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT FINANCIAL SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT FINANCIAL SOLUTIONS, LLC reported 37 stock holdings with total value $185M as of Q4 2024. Top holdings included SPSM, VO, VBR, SPLG, and QQQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 37 $185M +$6.01M -$45.1M -$39.1M SPSM, VO, VBR, SPLG, QQQM 13F-HR 1/31/2025, 01:26 PM
Q3 2024 40 $228M +$3.08M -$819K +$2.26M SPLG, QQQM, SPYV, VBR, VO 13F-HR 10/29/2024, 12:51 PM
Q2 2024 40 $212M +$18.6M -$768K +$17.8M SPLG, QQQM, SPYV, VO, SPSM 13F-HR 8/5/2024, 02:24 PM
Q1 2024 40 $195M +$13.3M -$4.03M +$9.26M SPLG, SPYV, VBR, QQQM, VO 13F-HR 5/10/2024, 04:36 PM
Q4 2023 47 $177M +$55.8M -$41.4M +$14.3M SPLG, SPSM, SPYV, VBR, VO 13F-HR 1/18/2024, 12:57 PM
Q3 2023 38 $148M +$27.4M -$17.9M +$9.52M SPY, SHYG, IEF, QQQ, SPYV 13F-HR 10/20/2023, 03:07 PM
Q2 2023 34 $146M +$16.4M -$1.15M +$15.2M SPY, SHYG, IEF, QQQ, SPYV 13F-HR 7/18/2023, 12:57 PM
Q1 2023 31 $126M +$12.7M -$9.83M +$2.83M SPY, SHYG, IEF, QQQ, SPYV 13F-HR 4/26/2023, 11:08 AM
Q4 2022 277 $118M $0 $0 SPY, IEF, SHYG, SPYV, VBR 13F-HR 1/18/2023, 05:08 PM