RETIREMENT INCOME SOLUTIONS, INC: 13F holdings

CIK 17303862026Q2

Positions172
Reported value$580.8m
Filed2026-08-03

Change since last quarter

Positions172 (-1 vs prior quarter)
Reported value$580.8m (-0.7%)

Top 10 holdings

SecuritySharesValueWeight
SPYM SPDR SERIES TRUST1,849,918$141.6m24.4%
SPY STATE STR SPDR S&P 500 ETF T69,678$45.3m7.8%
SPMD SPDR SERIES TRUST714,469$42.3m7.3%
JPST J P MORGAN EXCHANGE TRADED F718,740$36.4m6.3%
IVV ISHARES TR54,870$35.8m6.2%
MINT PIMCO ETF TR346,949$34.9m6.0%
IWF ISHARES TR42,222$18.0m3.1%
IJH ISHARES TR230,999$15.6m2.7%
GLDM WORLD GOLD TR129,822$12.0m2.1%
SPYX SPDR SERIES TRUST164,718$8.7m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1730386")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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