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John B. Goff

Retirement Income Solutions, Inc

Assets Managed
$585.093M
Holdings
173
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-0.76%(2Q avg: 0.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Retirement Income Solutions, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Retirement Income Solutions, Inc 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 2026 - Q1, they manage 585.093M in assets, with a quarterly growth rate of -0.76% and a 2-quarter average growth rate of 0.03%. The portfolio is managed by John B. Goff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.42%
24.33%
$142.325M
1.859M shares@ $76.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.85%
7.76%
$45.38M
69,780 shares@ $650.34 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 2.08%
7.26%
$42.472M
717,188 shares@ $59.22 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 0.74%
6.23%
$36.412M
719,459 shares@ $50.62 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.02%
6.15%
$35.972M
55,070 shares@ $653.22 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 5.99%
5.98%
$34.939M
347,406 shares@ $100.57 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.65%
3.07%
$17.904M
41,989 shares@ $426.41 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.46%
2.71%
$15.831M
234,434 shares@ $67.53 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -1.31%
2.06%
$12.033M
129,822 shares@ $92.69 avg price
SPYX
Spdr S&p 500 Fossil Fuel Res
Recent Activity
Decreased -2.09%
1.54%
$8.986M
169,450 shares@ $53.03 avg price

1-10 of 173