Portfolio (Quarterly)
Guide ↗
RETIREMENT INCOME SOLUTIONS, INC
· CIK 0001730386| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | Healthcare | 794 | $279K | 0.05% | SOLD |
| 2 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 408 | $236K | 0.04% | SOLD |
| 3 | PANW | PALO ALTO NETWORKS INC | Technology | 1,230 | $227K | 0.04% | SOLD |
| 4 | COF | CAPITAL ONE FINL CORP | Financial Services | 919 | $223K | 0.04% | SOLD |
| 5 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,000 | $214K | 0.04% | SOLD |
| 6 | IWO | ISHARES TR | — | 635 | $205K | 0.04% | SOLD |
| 7 | VOOG | VANGUARD ADMIRAL FDS INC | — | 460 | $205K | 0.04% | SOLD |
| 8 | TY | TRI CONTL CORP | Financial Services | 6,213 | $203K | 0.03% | SOLD |
| 9 | IBDU | ISHARES TR | — | 8,548 | $200K | 0.03% | SOLD |
| 10 | IBDT | ISHARES TR | — | 7,858 | $200K | 0.03% | SOLD |
Sector Allocation
Financial Services
69.4%
Technology
11.3%
Communication Services
4.7%
Healthcare
3.9%
Consumer Cyclical
3.9%
Consumer Defensive
2.4%
Industrials
1.5%
Utilities
1.4%
Basic Materials
0.8%
Energy
0.5%