Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RETIREMENT INCOME SOLUTIONS INC 02-07-2024 12-31-2023 143 402,285,976
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
iShares Core S&P 500 ETF CORE S&P500 ETF 1 $101,913,081 213,372 0.03 0.02 5,647 2.72 12-31-2023
SPDR S&P 500 ETF TR UNIT 2 $39,561,682 83,233 0.01 0.01 -817 -0.97 12-31-2023
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 3 $37,911,071 136,789 0.01 0.01 5,895 4.50 12-31-2023
SPDR S&P 500 ETF PORTFOLIO LR ETF 4 $22,588,908 404,095 0.01 0.01 19,161 4.98 12-31-2023
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