Retirement Income Solutions, Inc Incresed Positions in Q2 2025

Retirement Income Solutions, Inc

  • $535 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
720K
+ 79.7%
$58.41 - $72.69 $42M - $52.3M
1.62M $118M
SPMD
Spdr Portfolio

ETFs
227K
+ 60.38%
$44.89 - $54.38 $10.2M - $12.4M
604K $32.8M
MSFT
Microsoft Corp

Technology
135
+ 2.29%
$354.56 - $497.45 $47.9K - $67.2K
6.02K $2.99M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.32K
+ 6.5%
$152.93 - $181.74 $354K - $421K
38K $6.9M
AVDE
American Centy ETF Tr Avantis

ETFs
6.35K
+ 49.65%
$59.32 - $74.36 $377K - $472K
19.1K $1.42M
ACWI
Ishares Msci Acwi ETF

ETFs
265
+ 0.67%
$103.59 - $128.6 $27.5K - $34.1K
40K $5.15M
GLDM
World Gold Trust

ETFs
337
+ 0.25%
$58.96 - $67.97 $19.9K - $22.9K
135K $8.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
334
+ 1.28%
$82.96 - $110.1 $27.7K - $36.8K
26.5K $2.91M
NVDA
Nvidia Corp

Technology
172
+ 1.9%
$94.31 - $157.99 $16.2K - $27.2K
9.22K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
749
+ 11.92%
$243.75 - $303.93 $183K - $228K
7.03K $2.14M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.19K
+ 29.06%
$32.61 - $38.62 $104K - $123K
14.2K $540K
IBM
International Business Machines Corp

Technology
99
+ 4.14%
$221.03 - $294.78 $21.9K - $29.2K
2.49K $734K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.01K
+ 7.44%
$47.24 - $58.55 $47.8K - $59.3K
14.6K $855K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.76K
+ 6.57%
$19.6 - $24.44 $34.4K - $42.9K
28.5K $695K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.14K
+ 10.53%
$37.66 - $43.85 $43.1K - $50.2K
12K $526K
XSW
Spdr S&P Software & Services E

ETFs
120
+ 6.46%
$141.65 - $189.82 $17K - $22.8K
1.98K $375K
PJAN
Innovator U.S. Equity Power Bu

ETFs
86
+ 0.4%
$38.7 - $44.05 $3.33K - $3.79K
21.5K $946K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
35
+ 0.34%
$38.59 - $47.36 $1.35K - $1.66K
10.3K $486K
SYK
Stryker Corp

Healthcare
71
+ 8.74%
$337.37 - $395.63 $24K - $28.1K
883 $349K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
14
+ 0.2%
$30.87 - $39.17 $432 - $548
6.95K $272K
SCHA
Schwab Strategic Tr Us Small C

ETFs
184
+ 2.0%
$20.42 - $25.3 $3.76K - $4.66K
9.38K $237K
MMM
3 M CO

Industrials
50
+ 3.12%
$126.09 - $154.15 $6.3K - $7.71K
1.65K $251K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
101
+ 2.18%
$48.5 - $49.35 $4.9K - $4.98K
4.74K $233K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
36
+ 0.42%
$82.21 - $83.12 $2.96K - $2.99K
8.53K $707K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
583
+ 9.78%
$483.48 - $539.8 $282K - $315K
6.54K $3.18M
KO
Coca Cola CO

Consumer Defensive
68
+ 0.64%
$68.37 - $73.9 $4.65K - $5.03K
10.6K $752K
ABBV
Abb Vie Inc.

Healthcare
41
+ 3.57%
$170.16 - $206.27 $6.98K - $8.46K
1.19K $220K
PEP
Pepsico Inc

Consumer Defensive
68
+ 4.17%
$128.02 - $151.37 $8.71K - $10.3K
1.7K $224K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
465
+ 0.37%
$48.46 - $50.2 $22.5K - $23.3K
127K $6.29M
PG
Procter & Gamble CO

Consumer Defensive
232
+ 4.12%
$157.66 - $172.39 $36.6K - $40K
5.87K $934K
LLY
Eli Lilly & CO

Healthcare
76
+ 3.54%
$713.71 - $898.95 $54.2K - $68.3K
2.22K $1.73M
JNJ
Johnson & Johnson

Healthcare
15
+ 0.39%
$146.36 - $159.82 $2.2K - $2.4K
3.83K $585K
Activity Summary
Buys All Purchases 53 New Holdings 20 Increased Positions 33 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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