RFS
Retirement Financial Solutions LLC Portfolio
Invests via Retirement Financial Solutions LLC | Managed by Retirement Financial Solutions LLC, AE Wealth Management LLC
Invests via Retirement Financial Solutions LLC
Managed by Retirement Financial Solutions LLC, AE Wealth Management LLC
Automatically Tracked
Company Profile
Retirement Financial Solutions LLC operates as a specialized advisory firm focused on retirement planning services. Leveraging extensive expertise in personal finance and pension strategies, it caters primarily to individuals and corporations seeking optimized solutions for long-term financial security. This organization stands out through its personalized service model that adapts to the unique needs of clients navigating retirement complexities. Positioned strategically within the financial services sector, it combines regulatory knowledge with market insights, facilitating informed decisions in wealth management related to retirement assets.
Retirement Financial Solutions LLC operates as a specialized advisory firm focused on retirement planning services. Leveraging extensive expertise in personal finance and pension strategies, it caters primarily to individuals and corporations seeking optimized solutions for long-term financial security. This organization stands out through its personalized service model that adapts to the unique needs of clients navigating retirement complexities. Positioned strategically within the financial services sector, it combines regulatory knowledge with market insights, facilitating informed decisions in wealth management related to retirement assets.
Investment Philosophy & Strategy
At Retirement Financial Solutions LLC, the core strategy is defined by a commitment to enhancing clients' retirement outcomes through customized financial strategies. The firm prioritizes deep engagement with both individuals and corporate entities to deliver tailored solutions that address diverse retirement challenges. Expertise in regulatory frameworks enables this advisory practice to navigate complex landscapes effectively, providing insights that empower informed decision-making. By focusing on long-term financial stability, it positions itself as a trusted partner for those seeking clarity and support in their retirement planning journey.
At Retirement Financial Solutions LLC, the core strategy is defined by a commitment to enhancing clients' retirement outcomes through customized financial strategies. The firm prioritizes deep engagement with both individuals and corporate entities to deliver tailored solutions that address diverse retirement challenges. Expertise in regulatory frameworks enables this advisory practice to navigate complex landscapes effectively, providing insights that empower informed decision-making. By focusing on long-term financial stability, it positions itself as a trusted partner for those seeking clarity and support in their retirement planning journey.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.67%
Gain -0.02%
Monthly
0.81%
Yearly
10.23%
Drawdown
12.18%
$384.66M
Equity
Holdings
$384.66M
Investment
$340.28M
$82.7M
Profit -$79,703.66
Realized
$38.32M
Unrealized
$44.37M
Dividends
$15.39M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$79,703.66
Win %
80%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$119,426.98
Win %
80%
This Month
Compared to last month
Gain
-0.04%
Profit
-$153,070.88
Win %
80%
This Year
Compared to last year
Gain
3.15%
Profit
$13.68M
Win %
80%
TSLA Tesla, Inc.
+1.82%
+$4,236.96 
TXN Texas Instruments Inc
+1.35%
+$4,172.76 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$146,406.18 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$11,635.84 
AVSC Avantis U.S. Small Cap Equity ETF
+1.01%
+$267,563.5 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$3,828 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,875.64 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$253,206.76 
VNQ Vanguard Real Estate ETF
+0.92%
+$14,895.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$111,900.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$136,437.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$4,207.19 
QQA Invesco QQQ Income Advantage ETF
+0.87%
+$3,594.11 
MOO VanEck Agribusiness ETF
+0.85%
+$90,703.14 
RWL Invesco S&P 500 Revenue ETF
+0.81%
+$52,310.61 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$2,751.5 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.78%
+$76,567.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$135,052.35 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$89,192.39 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$92,621.28 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$43,073.94 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$52,400.68 
AVUS Avantis U.S. Equity ETF
+0.65%
+$275,498.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$3,829.54 
VOO Vanguard S&P 500 ETF
+0.55%
+$11,896.66 
VONE Vanguard Russell 1000 ETF
+0.43%
+$3,591.73 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$906.96 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$57,832.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$27,550.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$5,482.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$47,341.8 
MGC Vanguard Mega Cap ETF
+0.38%
+$49,129.7 
XOM Exxon Mobil Corporation
+0.28%
+$758.47 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$2,010.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$60,567.32 
BP BP p.l.c. Sponsored ADR
+0.23%
+$467.8 
NVDA NVIDIA Corporation
+0.16%
+$1,048.96 
IAUM iShares Gold Trust Micro
+0.1%
+$1,110 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$713.12 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$2,252.3 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$68.92 
BPRE
0%
$0 
IBM International Business Machines Corporation
-0.95%
-$3,215.54 
ETH Grayscale Ethereum Mini Trust ETF
-0.94%
-$5,541.6 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.47%
-$49,368.33 
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$16,985.5 
AMLP Alerian MLP ETF
-0.34%
-$2,535.84 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$47,761.2 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.19%
-$479.93 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$20,020.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$565.38 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,824.92 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.02%
-$4,557.69 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 371/763 48% | Profit Factor 14.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $489,470.82 |
| Average Win $239,560.49 | Best Trade (Jun 15) $6.23M | Sharpe Ratio -10.98 |
| Average Loss -$15,767.37 | Worst Trade (Jun 14) -$812,205.88 | Z-Score -8.17 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 1d | Expectancy $108,382.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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