Retirement Wealth Solutions LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Marshfield, WI
CIK
0002044741
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 435 123,949 VOO, VEA, IVV, BNDX 13F-HR 4/8/2025 000204474125000002
Q4 2024 439 118,276 VOO, VEA, IVV, BNDX 13F-HR 1/15/2025 000204474125000001