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Retirement Income Solutions, Inc Buys iShares Core S&P 500 ETF, iShares Core S&P …


Investment company Retirement Income Solutions, Inc (Current Portfolio) buys iShares Core S&P 500 ETF, iShares Core S&P Mid-Cap ETF, SPDR Portfolio S&P 500 ETF, SPDR Portfolio S&P 400 Mid Cap ETF, SSGA SPDR S&P 500 Fossil Fuel Free ETF, sells iShares Russell 1000 Value ETF, SPDR Portfolio S&P 500 Value ETF, PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares MSCI Emerging Markets Asia Index Fund, SPDR Gold Shares ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Retirement Income Solutions, Inc. As of 2021Q4, Retirement Income Solutions, Inc owns 103 stocks with a total value of $354 million. These are the details of the buys and sells.

  • New Purchases: SUSA, SPEM, VNQ, ICLN, NUMV, XLU, DIA, PSEP, VEU, PFE, PJUL, VBK, VYM, DHR, VWO,

  • Added Positions: IVV, IJH, SPLG, SPMD, SPYX, IWF, SPY, ACWI, PAPR, POCT, DSI, XLF, JPM, IWM, XSW, VOO, HON, MSFT, PNQI, IWP, PEP, JNJ, IBM, F, IWS, CMCSA,

  • Reduced Positions: IWD, SPYV, GLDM, SPYG, EEMA, GLD, IVE, VUG, EFA, EEM, BSCO, PBW, BSCP, DBEF, LLY, DTE, CL, HBAN, AAPL, LRCX, INTC, VB,

  • Sold Out: MINT, LMBS, T,

For the details of Retirement Income Solutions, Inc’s stock buys and sells,
go to https://www.gurufocus.com/guru/retirement+income+solutions%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Retirement Income Solutions, Inc

  1. iShares Core S&P 500 ETF (IVV) – 186,750 shares, 25.16% of the total portfolio. Shares added by 46.50%

  2. S&P 500 ETF TRUST ETF (SPY) – 96,714 shares, 12.98% of the total portfolio. Shares added by 2.79%

  3. iShares Core S&P Mid-Cap ETF (IJH) – 138,621 shares, 11.08% of the total portfolio. Shares added by 70.50%

  4. iShares Russell 1000 Growth ETF (IWF) – 67,149 shares, 5.80% of the total portfolio. Shares added by 12.69%

  5. SPDR Portfolio S&P 500 ETF (SPLG) – 337,455 shares, 5.32% of the total portfolio. Shares added by 53.71%

New Purchase: MSCI USA ESG Select ETF (SUSA)

Retirement Income Solutions, Inc initiated holding in MSCI USA ESG Select ETF. The purchase prices were between $95.5 and $106.67, with an estimated average price of $102.66. The stock is now traded at around $97.550000. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,979 shares as of 2021-12-31.

New Purchase: SPDR Portfolio Emerging Markets ETF (SPEM)

Retirement Income Solutions, Inc initiated holding in SPDR Portfolio Emerging Markets ETF. The purchase prices were between $40.07 and $43.49, with an estimated average price of $41.91. The stock is now traded at around $41.580000. The impact to a portfolio due to this purchase was 0.18%. The holding were 15,590 shares as of 2021-12-31.

New Purchase: Vanguard Real Estate Index Fund ETF (VNQ)

Retirement Income Solutions, Inc initiated holding in Vanguard Real Estate Index Fund ETF. The purchase prices were between $101.58 and $116.01, with an estimated average price of $108.38. The stock is now traded at around $105.020000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,632 shares as of 2021-12-31.

New Purchase: Nuveen ESG Mid-Cap Value ETF (NUMV)

Retirement Income Solutions, Inc initiated holding in Nuveen ESG Mid-Cap Value ETF. The purchase prices were between $34.29 and $37.08, with an estimated average price of $36.04. The stock is now traded at around $35.380000. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,141 shares as of 2021-12-31.

New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)

Retirement Income Solutions, Inc initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $20.43 and $25.64, with an estimated average price of $22.91. The stock is now traded at around $18.340000. The impact to a portfolio due to this purchase was 0.13%. The holding were 21,419 shares as of 2021-12-31.

New Purchase: Utilities Select Sector SPDR ETF (XLU)

Retirement Income Solutions, Inc initiated holding in Utilities Select Sector SPDR ETF. The purchase prices were between $63.39 and $71.58, with an estimated average price of $67.08. The stock is now traded at around $68.480000. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,289 shares as of 2021-12-31.

Added: iShares Core S&P 500 ETF (IVV)

Retirement Income Solutions, Inc added to a holding in iShares Core S&P 500 ETF by 46.50%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $450.850000. The impact to a portfolio due to this purchase was 7.99%. The holding were 186,750 shares as of 2021-12-31.

Added: iShares Core S&P Mid-Cap ETF (IJH)

Retirement Income Solutions, Inc added to a holding in iShares Core S&P Mid-Cap ETF by 70.50%. The purchase prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $261.480000. The impact to a portfolio due to this purchase was 4.58%. The holding were 138,621 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 ETF (SPLG)

Retirement Income Solutions, Inc added to a holding in SPDR Portfolio S&P 500 ETF by 53.71%. The purchase prices were between $50.24 and $56.16, with an estimated average price of $53.87. The stock is now traded at around $52.790000. The impact to a portfolio due to this purchase was 1.86%. The holding were 337,455 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)

Retirement Income Solutions, Inc added to a holding in SPDR Portfolio S&P 400 Mid Cap ETF by 39.28%. The purchase prices were between $46.53 and $50.84, with an estimated average price of $48.79. The stock is now traded at around $45.950000. The impact to a portfolio due to this purchase was 1.02%. The holding were 257,021 shares as of 2021-12-31.

Added: SSGA SPDR S&P 500 Fossil Fuel Free ETF (SPYX)

Retirement Income Solutions, Inc added to a holding in SSGA SPDR S&P 500 Fossil Fuel Free ETF by 41.07%. The purchase prices were between $105.64 and $118.33, with an estimated average price of $113.44. The stock is now traded at around $110.530000. The impact to a portfolio due to this purchase was 0.98%. The holding were 100,818 shares as of 2021-12-31.

Added: iShares MSCI ACWI Index Fund (ACWI)

Retirement Income Solutions, Inc added to a holding in iShares MSCI ACWI Index Fund by 49.64%. The purchase prices were between $98.5 and $106.18, with an estimated average price of $103.69. The stock is now traded at around $100.890000. The impact to a portfolio due to this purchase was 0.29%. The holding were 29,381 shares as of 2021-12-31.

Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Retirement Income Solutions, Inc sold out a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.51 and $101.8, with an estimated average price of $101.63.

Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Retirement Income Solutions, Inc sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $49.85 and $50.36, with an estimated average price of $50.05.

Sold Out: AT&T Inc (T)

Retirement Income Solutions, Inc sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.

Here is the complete portfolio of Retirement Income Solutions, Inc. Also check out:

1. Retirement Income Solutions, Inc’s Undervalued Stocks

2. Retirement Income Solutions, Inc’s Top Growth Companies, and

3. Retirement Income Solutions, Inc’s High Yield stocks

4. Stocks that Retirement Income Solutions, Inc keeps buyingThis article first appeared on GuruFocus.



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