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| Name: |
RETIREMENT FINANCIAL SOLUTIONS LLC |
| City: |
KNOXVILLE |
| State: |
TN |
| Zip: |
37932 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
7 |
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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 |
|
IEF |
iShares Lehman 7-10 Year Tr... |
7 |
- |
$92.50 |
$13,217,000 |
137,121 |
7.49% |
-476,000 |
-12,379 |
0.049 |
Closed - End Fund - E... |
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SHYG |
Ishares 0 5 Year High Yield... |
10 |
- |
$42.11 |
$7,839,000 |
185,669 |
4.44% |
-7,004,000 |
-176,083 |
0.016 |
N/A |
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SHY |
Ishares Barclays 1-3 Treasu... |
14 |
- |
$81.28 |
$5,000,000 |
60,947 |
2.83% |
-18,000 |
-1,022 |
0.007 |
Closed - End Fund - E... |
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CIU |
iShares Barclays Intermedia... |
16 |
- |
$50.73 |
$3,969,000 |
76,326 |
2.25% |
-2,028,000 |
-46,942 |
0.012 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
38 |
- |
$442.06 |
$354,000 |
865 |
0.2% |
-11,581,000 |
-32,447 |
0 |
Closed - End Fund - Debt |
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SPY |
Standard & Poors Depository... |
40 |
- |
$520.84 |
$321,000 |
675 |
0.18% |
-15,234,000 |
-35,713 |
0 |
Closed - End Fund - E... |
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ETN |
Eaton Corp |
41 |
- |
$330.57 |
$314,000 |
1,305 |
0.18% |
30,000 |
-25 |
0 |
Diversified Machinery |
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