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 |
|---|---|---|---|---|---|---|---|---|---|
| Innovator S&P 500 PWR Buffer ETF May | COM | 101 | $416,848 | 13,244 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares Core S&P US Growth ETF | CORE S&P US GWT | 102 | $416,400 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Honeywell Intl Inc | COM | 103 | $400,756 | 1,911 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SALESFORCE INC | COM | 104 | $397,341 | 1,510 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
