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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 51 | $1,495,124 | 41,188 | 0.00 | 41,188 | +Inf | 06-30-2024 | |
| ALPHABET INC | CAP STK CL A | 52 | $1,489,258 | 8,176 | 0.00 | 0.00 | 252 | 3.18 | 06-30-2024 |
| Innovator S&P 500 Pwr Buffer | S&P 500 POWER | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 54 | $1,416,802 | 14,050 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
