RETIREMENT INCOME SOLUTIONS, INC
PensionTop Portfolio Positions
61 positions ·
$112,726,646 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
69,780 | $45,380,725 | 40.26% | |
| GLDM |
World Gold Trust
|
129,822 | $12,033,201 | 10.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
13,302 | $7,677,648 | 6.81% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
10,228 | $6,308,221 | 5.60% | |
| AAPL |
Apple Inc.
Technology
|
20,218 | $5,131,126 | 4.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,469 | $3,429,998 | 3.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,492 | $3,110,966 | 2.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,584 | $2,468,415 | 2.19% | |
| MSFT |
Microsoft Corp
Technology
|
6,336 | $2,345,397 | 2.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,884 | $1,732,846 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SLI
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,753 | 53,300 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $238,251 | 53,300 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $179,621 | 53,300 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $104,468 | 53,300 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $92,583 | 72,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $106,434 | 72,900 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $117,369 | 72,900 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $92,375 | 73,900 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $73,927 | 62,650 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $126,553 | 62,650 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $177,299 | 62,650 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $281,925 | 62,650 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $238,070 | 62,650 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $184,817 | 62,650 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $282,532 | 65,250 | Shares | Sole | 2022-11-02 | |
| No 13F history on record for this holder in this stock. | ||||||