13F Filings for Retirement Wealth Solutions LLC (CIK: 2044741)

View the most recent portfolio holdings disclosed by Retirement Wealth Solutions LLC in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS)42.05K $23.89M 17.44%Decreased 473 (1.0%, $2.03M)
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT)255.88K $14.59M 10.65%Decreased 6.90K (2.0%, $1.23M)
IVV - ISHARES TR(Class: CORE SP500 ETF)18.39K $11.42M 8.34%Decreased 3.26K (15.0%, $745.74K)
BNDX - VANGUARD CHARLOTTE FDS(Class: TOTAL INT BD ETF)123.90K $6.13M 4.48%Decreased 3.46K (2.0%, $83.37K)
VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF)122.62K $6.06M 4.43%Decreased 1.40K (1.0%, $451.57K)
BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND)68.18K $5.37M 3.92%Decreased 2.27K (3.0%, $149.29K)
DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT)76.80K $4.18M 3.05%Increased 3.94K (5.0%, $629.75K)
N/A - ISHARES TR(Class: EAFE VALUE ETF)64.45K $4.09M 2.99%Increased 19.05K (41.0%, $1.42M)
IVW - ISHARES TR(Class: SP 500 GRWT ETF)35.78K $3.94M 2.88%Decreased 682 (1.0%, $554.60K)
N/A - ISHARES TR(Class: MSCI USA QLT FCT)20.36K $3.72M 2.72%Increased 1.50K (7.0%, $498.87K)
IUSB - ISHARES TR(Class: CORE TOTAL USD)73.17K $3.38M 2.47%Increased 4.87K (7.0%, $235.30K)
VXF - VANGUARD INDEX FDS(Class: EXTEND MKT ETF)17.36K $3.35M 2.44%Decreased 202 (1.0%, $320.19K)
IVE - ISHARES TR(Class: SP 500 VAL ETF)15.86K $3.10M 2.26%Increased 2.42K (18.0%, $538.94K)
VMBS - VANGUARD SCOTTSDALE FDS(Class: MTG-BKD SECS ETF)53.15K $2.46M 1.80%Decreased 1.87K (3.0%, $85.11K)
BIV - VANGUARD BD INDEX FDS(Class: INTERMED TERM)31.03K $2.40M 1.75%Decreased 1.08K (3.0%, $59.18K)
BLV - VANGUARD BD INDEX FDS(Class: LONG TERM BOND)33.73K $2.35M 1.71%Decreased 1.04K (3.0%, $103.30K)
IEMG - ISHARES INC(Class: CORE MSCI EMKT)38.32K $2.30M 1.68%Increased 16.21K (73.0%, $1.11M)
AGG - ISHARES TR(Class: CORE US AGGBD ET)22.40K $2.22M 1.62%Increased 807 (3.0%, $86.11K)
MUB - ISHARES TR(Class: NATIONAL MUN ETF)21.14K $2.21M 1.61%Increased 123 (0.0%, $7.34K)
N/A - ISHARES TR(Class: EAFE GRWTH ETF)17.82K $2M 1.46%Increased 710 (4.0%, $284.91K)
OEF - ISHARES TR(Class: SP 100 ETF)6.32K $1.92M 1.40%Increased 1.39K (28.0%, $588.54K)
THRO - BLACKROCK ETF TRUST(Class: ISHARES US THEMA)53.66K $1.91M 1.39%Increased 32.16K (149.0%, $1.23M)
IYW - ISHARES TR(Class: U.S. TECH ETF)9.76K $1.69M 1.23%Decreased 478 (4.0%, $253.22K)
N/A - ISHARES TR(Class: CORE MSCI EAFE)15.68K $1.31M 0.96%Decreased 1.79K (10.0%, $12.98K)
MSFT - MICROSOFT CORP(Class: COM)2.63K $1.31M 0.95%Decreased 32 (1.0%, $308.40K)