Retirement Financial Solutions, LLC Incresed Positions in Q3 2024

Retirement Financial Solutions, LLC

  • $228 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
1.92K
+ 2.0%
$179.99 - $201.6 $345K - $387K
97.9K $19.6B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.12K
+ 1.68%
$41.02 - $46.01 $292K - $328K
430K $19.6B
VO
Vanguard Mid Cap ETF

ETFs
1.38K
+ 1.9%
$237.84 - $263.83 $329K - $365K
74.2K $19.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.22K
+ 1.42%
$48.51 - $52.86 $253K - $276K
373K $19.7B
EEM
Ishares Msci Emerging Markets

ETFs
4.46K
+ 1.76%
$40.42 - $46.7 $180K - $208K
258K $11.8B
IEF
Ishares Barclays

ETFs
1.99K
+ 1.29%
$92.67 - $99.14 $185K - $197K
156K $15.3B
TLT
Ishares Barclays 20+ Year Trea

ETFs
696
+ 0.75%
$89.91 - $101.33 $62.6K - $70.5K
93.1K $9.13B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.7K
+ 1.93%
$54.98 - $59.51 $148K - $161K
143K $8.48B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
703
+ 0.72%
$178.94 - $207.0 $126K - $146K
98.9K $19.9B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.32K
+ 2.44%
$41.95 - $43.42 $223K - $231K
224K $9.71B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
681
+ 0.83%
$50.85 - $53.88 $34.6K - $36.7K
82.9K $4.45B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
86
+ 2.68%
$475.2 - $527.7 $40.9K - $45.4K
3.3K $1.74B
VOE
Vanguard Mid Cap Value Index F

ETFs
55
+ 1.07%
$149.02 - $167.67 $8.2K - $9.22K
5.21K $873M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
192
+ 0.36%
$81.31 - $83.29 $15.6K - $16K
53.9K $4.48B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 1.05%
$405.19 - $478.57 $6.48K - $7.66K
1.54K $708M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
67
+ 0.43%
$58.03 - $65.37 $3.89K - $4.38K
15.7K $1.02B
KO
Coca Cola CO

Consumer Defensive
33
+ 0.41%
$62.69 - $73.01 $2.07K - $2.41K
8.05K $578M
VONE
Vanguard Russell 1000 ETF

ETFs
16
+ 0.66%
$234.0 - $260.07 $3.74K - $4.16K
2.44K $635M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.33%
$255.18 - $283.2 $1.53K - $1.7K
1.82K $515M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
732
+ 1.84%
$16.42 - $18.12 $12K - $13.3K
40.5K $731M
ETN
Eaton Corp PLC

Industrials
3
+ 0.27%
$272.52 - $333.02 $818 - $999
1.1K $364M
SRLN
Ssga Active Trust

ETFs
310
+ 1.88%
$40.93 - $41.85 $12.7K - $13K
16.8K $703M
NVDA
Nvidia Corp

Technology
109
+ 3.22%
$98.91 - $134.91 $10.8K - $14.7K
3.49K $424M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
192
+ 1.24%
$44.66 - $49.15 $8.57K - $9.44K
15.7K $740M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
578
+ 1.38%
$27.93 - $29.14 $16.1K - $16.8K
42.3K $1.19B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
577
+ 2.36%
$26.82 - $30.58 $15.5K - $17.6K
25K $705M
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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