RETIREMENT WEALTH SOLUTIONS LLC 13F Portfolio
RETIREMENT WEALTH SOLUTIONS LLC runs RETIREMENT WEALTH SOLUTIONS LLC and currently holds 898 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $189.25M. Their top holdings are VOO, IVV, VEA, DYNF, IVW. The top five represent 43.8% of reported portfolio weight. RETIREMENT WEALTH SOLUTIONS LLC ranks #929 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RETIREMENT WEALTH SOLUTIONS LLC initiated 3 new positions. They added to 66 existing positions. They trimmed 22 positions. Their current best-performing preview position is MRNA with returns of +174.95%.
Portfolio Value
$189.25M
Alpha Score
19.8
#929 of 1000
Holdings
898
RETIREMENT WEALTH SOLUTIONS LLC Current 13F Holdings
Reported holdings from RETIREMENT WEALTH SOLUTIONS LLC's latest SEC 13F filing, ranked by portfolio weight.
898 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 14.62% | $538.91 | $715.51 | +32.77% | Trimmed -0.92% |
 IVV ISHARES TR | 12.55% | $637.60 | $781.99 | +22.65% | Added +2.13% |
 VEA VANGUARD TAX-MANAGED FDS | 7.96% | $47.83 | $70.36 | +47.09% | Trimmed -0.48% |
 DYNF BLACKROCK ETF TRUST | 4.54% | $55.56 | $70.40 | +26.71% | Added +8.18% |
 IVW ISHARES TR | 4.13% | $109.56 | $145.24 | +32.57% | Added +9.02% |
 BNDX VANGUARD CHARLOTTE FDS | 3.40% | $48.96 | $46.98 | -4.04% | Added +0.63% |
 VWO VANGUARD INTL EQUITY INDEX F | 3.22% | $44.15 | $59.77 | +35.37% | Trimmed -1.58% |
 BSV VANGUARD BD INDEX FDS | 3.11% | $77.46 | $76.38 | -1.39% | Trimmed -0.62% |
 IVE ISHARES TR | 3.05% | $199.75 | $233.04 | +16.67% | Added +4.07% |
 IUSB ISHARES TR | 2.85% | $45.38 | $44.14 | -2.73% | Added +23.51% |
Showing 1-10 of 898