Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT INCOME SOLUTIONS INC | 08-01-2024 | 06-30-2024 | 141 | 413,915,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORP | COM | 101 | $497,285 | 467 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 102 | $492,177 | 2,144 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMGEN INC | COM | 103 | $490,859 | 1,571 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 104 | $469,470 | 13,545 | 0.00 | 13,545 | +Inf | 06-30-2024 |
