RETIREMENT INCOME SOLUTIONS, INC - Portfolio overview

RETIREMENT INCOME SOLUTIONS, INC has 181 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 19.86%
2. SPLG - SPDR SERIES TRUST, 18.13%
3. SPY - STATE STR SPDR S&P 500 ETF T, 6.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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