RETIREMENT FINANCIAL SOLUTIONS, LLC
Q1 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
38
- Value ($000)
$165,378
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001962532
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $17.51M | 11 % | 266,276 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $16.39M | 10 % | 63,366 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $15.74M | 10 % | 84,510 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $15.33M | 9 % | 376,213 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $14.00M | 9 % | 146,805 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $12.17M | 7 % | 63,063 | ||
EEM ISHARES TR | MSCI EMG MKT ETF | 464287234 | $11.48M | 7 % | 262,593 | ||
HEDJ WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | $9.01M | 5 % | 189,792 | ||
SHYG ISHARES TR | 0-5YR HI YL CP | 46434V407 | $8.88M | 5 % | 208,840 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $8.14M | 5 % | 89,412 |
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