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Patrick Gall

@Retirement Wealth Solutions Llc

Latest period2024 - Q4ReportedManaged Assets$118.277MTotal holdings439
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Wealth Solutions Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 439 positions.

Assets under management

The assets under management (AUM) of Retirement Wealth Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 118.277M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Patrick Gall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
New Position
20.26%
$23.955M
44,868 shares@ $533.9 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
10.52%
$12.441M
261,758 shares@ $47.53 avg price
IVVIshares Tr
Recent Activity
New Position
10.34%
$12.223M
20,953 shares@ $583.34 avg price
BNDXVanguard Charlotte Fds
Recent Activity
New Position
5.07%
$5.991M
123,446 shares@ $48.53 avg price
BSVVanguard Bd Index Fds
Recent Activity
New Position
4.37%
$5.161M
67,042 shares@ $76.99 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
4.23%
$5.001M
116,821 shares@ $42.82 avg price
VXFVanguard Index Fds
Recent Activity
New Position
3.23%
$3.815M
20,189 shares@ $188.96 avg price
DYNFBlackrock Etf Trust
Recent Activity
New Position
2.64%
$3.114M
61,358 shares@ $50.76 avg price
IVWIshares Tr
Recent Activity
New Position
2.59%
$3.053M
30,199 shares@ $101.09 avg price
IUSBIshares Tr
Recent Activity
New Position
2.22%
$2.615M
58,420 shares@ $44.77 avg price