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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
12
2
0
1
0
0
13
1
0
RETIREMENT INCOME SOLUTIONS INC

Time Period2018-12-31

Total Holdings62

Total Value ($x1000)154,419
Activities
New1

Increased20

Unchanged15

Decreased26

Sold Out8

Top 10 Stock Holdingstotal 81.15%
SPY33.94

MDY12.26

IWF8.16

IVV5.64

RSP5.47

 
IJH5.3

IWD4.77

ACWI2.13

DBEF1.95

LMBS1.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
33.94%
TR UNIT
MDY
12.26%
UTSER1 S&PDCRP
IWF
8.16%
RUS 1000 GRW ETF
IVV
5.64%
CORE S&P500 ETF
RSP
5.47%
GUG S&P500 EQ WT
IJH
5.3%
CORE S&P MCP ETF
IWD
4.77%
RUS 1000 VAL ETF
ACWI
2.13%
MSCI ACWI ETF
DBEF
1.95%
XTRAK MSCI EAFE
LMBS
1.53%
FST LOW MTG ETF
EEM
1.38%
MSCI EMG MKT ETF
AMZN
1.31%
COM
IVW
0.79%
S&P 500 GRWT ETF
EFA
0.74%
MSCI EAFE ETF
IWM
0.71%
RUSSELL 2000 ETF
GLD
0.69%
GOLD SHS
BSCL
0.61%
GUGG BULSH 2021
BSCM
0.55%
GUGG BULSH 2022
BRK.B
0.54%
CL B NEW
BSCK
0.49%
GUG BULL2020 E
BSCN
0.49%
2023 CORP BOND
MMM
0.48%
COM
CMCSA
0.42%
CL A
JNJ
0.42%
COM
MRK
0.41%
COM
AAPL
0.39%
COM
CL
0.35%
COM
BSCJ
0.35%
GUG BULL2019 E
DIS
0.34%
COM DISNEY
VTV
0.33%
VALUE ETF
DBEU
0.33%
DB XTR MSCI EUR
XOM
0.32%
COM
PEP
0.32%
COM
MSFT
0.32%
COM
QQQ
0.31%
UNIT SER 1
ECL
0.3%
COM
IWR
0.29%
RUS MID-CAP ETF
JPM
0.28%
COM
VUG
0.28%
GROWTH ETF
PHO
0.28%
WATER RESOURCE
MCD
0.28%
COM
IVE
0.28%
S&P 500 VAL ETF
AMGN
0.25%
COM
VO
0.24%
MID CAP ETF
GOOGL
0.23%
CAP STK CL A
GOOG
0.22%
CAP STK CL C
PG
0.21%
COM
INTC
0.2%
COM
BSCO
0.2%
BULSHS 2024 CB
DTE
0.19%
COM
KO
0.18%
COM
LNT
0.18%
COM
IBM
0.17%
COM
IWP
0.17%
RUS MD CP GR ETF
VZ
0.16%
COM
ORCL
0.14%
COM
BA
0.14%
COM
IWS
0.14%
RUS MDCP VAL ETF
LRCX
0.14%
COM
IAU
0.12%
ISHARES
MBTF
0.11%
COM
F
0.07%
COM PAR $0.01
GDX
1.11%
GOLD MINERS ETF
ESRX
0.21%
COM
T
0.15%
COM
MO
0.12%
COM
CRM
0.12%
COM
HD
0.12%
COM
MLPI
0.12%
ALERIAN INFRST
GE
0.09%
COM