Portfolio (Quarterly) Guide ↗

RETIREMENT INCOME SOLUTIONS, INC

· CIK 0001730386

13F Portfolio $581M AUM 172 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 Added 15 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DIS	DISNEY WALT CO	Communication Services	3,719	$358K	0.06%	SOLD

Sector Allocation

Financial Services 71.9%

Technology 11.5%

Healthcare 4.0%

Communication Services 2.7%

Consumer Cyclical 2.6%

Consumer Defensive 2.5%

Industrials 1.6%

Utilities 1.4%

Basic Materials 0.9%

Energy 0.6%