Retirement Income Solutions, Inc Purchases in Q4 2024

Retirement Income Solutions, Inc

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
52K
+ 23.2%
$570.51 - $610.59 $29.7M - $31.7M
276K $162M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
187K
+ 27.26%
$61.68 - $67.87 $11.6M - $12.7M
875K $54.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
66.2K
+ 17.3%
$66.77 - $71.52 $4.42M - $4.74M
449K $31M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
19.3K
+ 37.78%
$124.61 - $133.96 $2.4M - $2.58M
70.3K $9.06M
SPMD
Spdr Portfolio

ETFs
23.4K
+ 12.1%
$54.13 - $59.56 $1.27M - $1.39M
217K $11.9M
AAPL
Apple Inc.

Technology
941
+ 4.59%
$221.69 - $259.02 $209K - $244K
21.4K $5.37M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.99K
+ 12.8%
$174.22 - $187.62 $695K - $749K
35.2K $6.16M
AVDE
American Centy ETF Tr Avantis

ETFs
9.31K
+ 162.99%
$60.9 - $66.69 $567K - $621K
15K $921K
PLTR
Palantir Technologies Inc.

Technology
5.3K
New
$36.46 - $82.38 $193K - $437K
5.3K $400K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.08K
+ 8.65%
$94.43 - $105.47 $197K - $220K
26.2K $2.66M
BNDX
Vanguard Total International B

ETFs
6.04K
New
$48.91 - $50.61 $295K - $306K
6.04K $296K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.93K
New
$44.04 - $49.49 $261K - $293K
5.93K $260K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
375
+ 8.74%
$521.84 - $558.82 $196K - $210K
4.67K $2.52M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.2K
New
$192.71 - $203.05 $231K - $243K
1.2K $232K
MGK
Vanguard Mega Cap Growth ETF

ETFs
603
+ 67.3%
$316.94 - $357.88 $191K - $216K
1.5K $514K
VEA
Vanguard Ftse Developed Market

ETFs
4.78K
+ 89.62%
$47.57 - $52.44 $227K - $250K
10.1K $483K
XLF
Financial Sector Spdr

ETFs
3.63K
+ 59.86%
$44.89 - $51.34 $163K - $186K
9.69K $468K
NVDA
Nvidia Corp

Technology
503
+ 5.98%
$117.0 - $148.88 $58.9K - $74.9K
8.91K $1.2M
VONE
Vanguard Russell 1000 ETF

ETFs
507
+ 17.67%
$257.18 - $277.76 $130K - $141K
3.38K $900K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.43K
+ 7.18%
$51.09 - $55.27 $226K - $245K
66.1K $3.38M
BKD
Brookdale Senior Living Inc.

Healthcare
22.7K
New
$4.93 - $6.68 $112K - $152K
22.7K $114K
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.2K
+ 300.0%
$25.93 - $105.3 $1.09M - $4.44M
56.2K $1.57M
IWM
Ishares Russell 2000 ETF

ETFs
451
+ 34.35%
$216.13 - $242.4 $97.5K - $109K
1.76K $389K
EEM
Ishares Msci Emerging Markets

ETFs
3.71K
+ 26.37%
$41.82 - $47.36 $155K - $176K
17.8K $743K
XSW
Spdr S&P Software & Services E

ETFs
155
+ 9.1%
$156.76 - $204.72 $24.3K - $31.7K
1.86K $351K
IWR
Ishares Russell Mid Cap ETF

ETFs
569
+ 2.31%
$87.25 - $95.52 $49.6K - $54.4K
25.2K $2.23M
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.7%
$280.04 - $302.45 $12.3K - $13.3K
6.33K $1.83M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
282
+ 6.3%
$238.25 - $261.28 $67.2K - $73.7K
4.76K $1.15M
ACWI
Ishares Msci Acwi ETF

ETFs
1.14K
+ 2.88%
$117.05 - $123.03 $134K - $141K
40.8K $4.79M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.12K
+ 20.84%
$34.83 - $38.05 $73.8K - $80.6K
12.3K $433K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
10.5K
New
$1.38 - $4.81 $14.4K - $50.4K
10.5K $46K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
14
+ 0.35%
$129.96 - $144.97 $1.82K - $2.03K
4.01K $559K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 3.54%
$873.59 - $994.69 $11.4K - $12.9K
380 $348K
AGNC
Agnc Investment Corp.

Real Estate
2.87K
+ 27.34%
$9.21 - $10.59 $26.5K - $30.4K
13.4K $123K
IWN
Ishares Russell2000 Val ETF

ETFs
81
+ 4.74%
$162.69 - $181.35 $13.2K - $14.7K
1.79K $293K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
666
+ 12.59%
$55.45 - $61.08 $36.9K - $40.7K
5.96K $330K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.6K
+ 100.0%
$25.33 - $51.16 $116K - $235K
9.2K $237K
Lam Research Corp
4.3K
New
N/A
4.3K $0
Fidelity Covington Trust
152K
New
N/A
152K $0
Blackrock ETF Trust Ii
4.47K
New
N/A
4.47K $0
GLDM
World Gold Trust

ETFs
349
+ 0.26%
$50.76 - $55.23 $17.7K - $19.3K
134K $6.95M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
141
+ 0.87%
$40.97 - $42.66 $5.78K - $6.02K
16.4K $678K
VTV
Vanguard Value ETF

ETFs
109
+ 1.86%
$168.32 - $181.87 $18.3K - $19.8K
5.98K $1.01M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
424
+ 4.92%
$39.65 - $43.4 $16.8K - $18.4K
9.04K $360K
DTE
Dte Energy CO

Utilities
26
+ 0.88%
$117.04 - $129.77 $3.04K - $3.37K
2.98K $360K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
21
+ 0.32%
$33.39 - $37.66 $701 - $791
6.49K $216K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 139.72%
$22.4 - $68.28 $349K - $1.06M
26.7K $618K
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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