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 |
|---|---|---|---|---|---|---|---|---|---|
| Merck & Co | COM | 51 | $1,043,867 | 9,575 | 0.00 | 0.00 | 231 | 2.47 | 12-31-2023 |
| Vanguard Value ETF | VALUE ETF | 52 | $1,018,245 | 6,811 | 0.00 | 0.00 | -156 | -2.24 | 12-31-2023 |
| SPDR Index S&P Emerging Mkts ETF | PORTFOLIO EMG MK | 53 | $987,585 | 27,890 | 0.00 | 0.00 | 645 | 2.37 | 12-31-2023 |
| SPDR SER TR S&P 500 ESG ETF | S&P 500 ESG ETF | 54 | $940,724 | 20,362 | 0.00 | 0.00 | 2,560 | 14.38 | 12-31-2023 |
