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  Name: RETIREMENT FINANCIAL SOLUTIONS LLC
  City: KNOXVILLE
  State: TN
  Zip: 37932
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $176,504,000
  Total Value Change : $28,176,000
  Securities Held Change : 9
   
All Securities Held : 47
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 35
  Unchanged Positions : 1
  Decreased Positions : 7

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 1 New $61.27 $15,765,000 282,016 8.93% 15,765,000 282,016 0.031    Closed - End Fund - E...
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 6 New $0.00 $13,460,000 79,860 7.63% 13,460,000 79,860 0.089    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 11 New $90.12 $7,681,000 77,676 4.35% 7,681,000 77,676 0.007    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 44 New $178.51 $209,000 802 0.12% 209,000 802 0    Aerospace/Defense - M...

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