Institutions / RETIREMENT INCOME SOLUTIONS, INC / Holdings
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Retirement Income Solutions, Inc

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS—$1.09M5,7300.2%
SPDR SERIES TRUST—$1.01M15,2840.2%
SPDR INDEX SHS FDS—$1.01M28,1030.2%
INNOVATOR ETFS TRUST—$1.01M21,4000.2%
SELECT SECTOR SPDR TR—$985.5K22,0420.2%
BNY MELLON ETF TRUST—$975.8K7,4600.2%
SPDR SERIES TRUST—$917.8K8,8580.2%
VANGUARD SCOTTSDALE FDS—$886.9K2,8700.2%
ORACLE CORP—$848.1K4,3510.1%
SCHWAB STRATEGIC TR—$765.7K28,4550.1%
LAM RESEARCH CORP—$765.5K4,4720.1%
INTERNATIONAL BUSINESS MACHINES CORP—$761.0K2,5690.1%
COCA COLA CO—$743.5K10,6350.1%
ISHARES INC—$740.3K3,9850.1%
DBX ETF TR—$738.1K15,3410.1%
VANGUARD WORLD FD—$711.2K1,7230.1%
PROCTER & GAMBLE Co—$694.5K4,8460.1%
JOHNSON & JOHNSON—$685.4K3,3120.1%
ISHARES TR—$671.8K4,0000.1%
ISHARES TR—$662.5K7,9990.1%
INNOVATOR ETFS TRUST—$659.2K14,1030.1%
VANGUARD INDEX FDS—$654.0K2,3430.1%
ECOLAB INC.—$648.9K2,4720.1%
ISHARES TR—$647.0K4,7250.1%
ISHARES TR—$646.9K5,4200.1%
Merck & Co., Inc.—$636.5K6,0470.1%
VANGUARD INSTL INDEX FD—$629.4K8,3440.1%
SPDR SERIES TRUST—$617.9K23,9970.1%
Palantir Technologies Inc—$610.9K3,4370.1%
Broadcom Inc.—$592.9K1,7130.1%
INVESCO EXCH TRADED FD TR II—$578.2K2,2860.1%
SPDR INDEX SHS FDS—$571.6K12,2110.1%
ISHARES TR—$571.4K11,9420.1%
ISHARES TR—$565.8K4,3920.1%
INNOVATOR ETFS TRUST—$557.8K12,0130.1%
SPDR INDEX SHS FDS—$554.7K14,1690.1%
SELECT SECTOR SPDR TR—$551.1K10,0620.1%
SPDR INDEX SHS FDS—$531.2K10,5250.1%
INNOVATOR ETFS TRUST—$529.9K13,5450.1%
VANGUARD TAX-MANAGED FDS—$527.0K8,4360.1%
INNOVATOR ETFS TRUST—$502.8K18,8210.1%
VANGUARD WHITEHALL FDS—$494.3K3,4440.1%
ISHARES TR—$490.6K3,4780.1%
AMGEN INC—$486.1K1,4850.1%
J P MORGAN EXCHANGE TRADED F—$481.7K8,9080.1%
ISHARES INC—$479.7K6,6000.1%
Eaton Corp plc—$469.8K1,4750.1%
DIMENSIONAL ETF TRUST—$448.1K13,6910.1%
VALLEY NATIONAL BANCORP—$433.3K37,0970.1%
Walt Disney Co—$423.1K3,7190.1%
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