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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

RETIREMENT FINANCIAL SOLUTIONS, LLC

Quarter ended Q1 2023 · Filed January 18, 2023 · Accession 0001754960-23-000028

Total Value
$117.7M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY46,832$17.9M15.22%
2ISHARES TR464287440133,481$12.8M10.86%
3ISHARES TR46434V407307,897$12.6M10.70%
4SPDR SER TR78464A508201,332$7.8M6.65%
5VANGUARD INDEX FDS92290861149,064$7.8M6.62%
6VANGUARD INDEX FDS92290862937,026$7.5M6.41%
7ISHARES TR46428765542,800$7.5M6.34%
8INVESCO QQQ TRIVZ26,123$7.0M5.91%
9ISHARES TR46428745774,539$6.1M5.14%
10ISHARES TR464288638115,452$5.7M4.86%
11SPDR SER TR78464A40993,379$4.7M4.02%
12INVESCO EXCH TRADED FD TR IIIVZ96,587$4.2M3.60%
13WISDOMTREE TRWT37,583$2.6M2.23%
14SCIENCE APPLICATIONS INTL CO80862510715,635$1.7M1.47%
15SPDR GOLD TRGLD5,728$971,6980.83%
16BARINGS BDC INCBBDC109,977$896,3160.76%
17INVESCO DB US DLR INDEX TRIVZ29,907$831,7260.71%
18FS KKR CAP CORPFSK46,723$817,6530.69%
19FRANKLIN BSP RLTY TR INC35243J10157,179$737,6120.63%
20COCA COLA COKO8,396$534,0700.45%
21PEPSICO INCPEP2,514$454,1790.39%
22PHILLIPS EDISON & CO INCPECO13,493$429,6170.36%
23EXXON MOBIL CORPXOM3,327$366,9680.31%
24APPLE INCAAPL2,722$353,6150.30%
25SYSCO CORPSYY4,072$311,2990.26%
26CVS HEALTH CORPCVS2,850$265,5920.23%
27BELPOINTE PREP LLCOZ2,304$230,4000.20%
28EATON CORP PLCETN1,305$204,8200.17%
29ISHARES TR4642874321,761$175,3250.15%
30SELECT SECTOR SPDR TR81369Y5061,974$172,6660.15%
31CINTAS CORPCTAS363$163,9380.14%
32PROCTER AND GAMBLE CO7427181091,078$163,3820.14%
33SOUTHERN COSOMN2,133$152,3180.13%
34ISHARES TR4642886791,105$121,4620.10%
35LEIDOS HOLDINGS INCLDOS949$99,8250.08%
36ISHARES GOLD TRIAU5,367$97,7330.08%
37AT&T INCT-PC4,373$80,5070.07%
38ISHARES TR464288588787$73,0080.06%
39ISHARES TR464287200190$72,9650.06%
40YUM BRANDS INCYUM532$68,1390.06%
41VERIZON COMMUNICATIONS INCVZ1,507$59,3760.05%
42FORD MTR CO DEL3453708605,100$59,3130.05%
43UNITED PARCEL SERVICE INCUPS335$58,2360.05%
44ISHARES TR464287507225$54,4250.05%
45ABBVIE INCABBV335$54,1850.05%
46GILEAD SCIENCES INCGILD629$54,0000.05%
47ISHARES TR464287176489$52,0490.04%
48ISHARES TR4642886871,629$49,7330.04%
49PHILIP MORRIS INTL INC718172109483$48,8840.04%
50BRITISH AMERN TOB PLC1104481071,180$47,1760.04%
51TOTALENERGIES SETTE732$45,4430.04%
52ISHARES INC46434G103941$43,9450.04%
53JOHNSON & JOHNSONJNJ228$40,2760.03%
54LOWES COS INC548661107200$39,8480.03%
55NEXTERA ENERGY INCNEE-PW476$39,7940.03%
56MICROSOFT CORPMSFT165$39,5140.03%
57DUKE ENERGY CORP NEWDUKB371$38,2090.03%
58ENBRIDGE INCENNPF950$37,1450.03%
59INVESCO ACTIVELY MANAGED ETFIVZ1,500$37,0650.03%
60CROWN CASTLE INCCCI264$35,8090.03%
61BCE INCBCPPF807$35,4680.03%
62ISHARES TR464287192161$34,3820.03%
63ISHARES TR46432F842519$31,9910.03%
64AMAZON COM INCAMZN380$31,9200.03%
65WILLIAMS COS INC969457100957$31,4850.03%
66KIMBERLY-CLARK CORPKMB224$30,4080.03%
67KROGER COKR665$29,6460.03%
68THE TRADE DESK INC88339J105650$29,1400.02%
69DOMINION ENERGY INCD470$28,8200.02%
70WP CAREY INC92936U109361$28,2120.02%
71VANGUARD INDEX FDS922908553342$28,2080.02%
72HUNTINGTON BANCSHARES INCHBANP1,951$27,5090.02%
73ADVISORSHARES TR00768Y727614$27,3320.02%
74INVENTRUST PPTYS CORP46124J2011,130$26,7470.02%
75JPMORGAN CHASE & COVYLD197$26,4180.02%
76NATIONAL GRID PLCNMPWP434$26,1790.02%
77YUM CHINA HLDGS INCYUMC479$26,1770.02%
78MERCK & CO INCMRK234$25,9620.02%
79US BANCORP DELUSB-PS580$25,2940.02%
80CISCO SYS INCCSCO525$25,0110.02%
81PNC FINL SVCS GROUP INC693475105156$24,6390.02%
82PFIZER INCPFE461$23,6220.02%
83MONDELEZ INTL INC609207105350$23,3280.02%
84INVESCO ACTIVELY MANAGED ETFIVZ470$23,2460.02%
85JANUS DETROIT STR TR47103U886485$22,9890.02%
86MCDONALDS CORPMCD87$22,9270.02%
87CHEVRON CORP NEWCVX125$22,4360.02%
88TRUIST FINL CORP89832Q109497$21,3860.02%
89OGE ENERGY CORPOGE530$20,9620.02%
90VODAFONE GROUP PLC NEW92857W3082,068$20,9280.02%
91VENTAS INCVTR459$20,6780.02%
92WALGREENS BOOTS ALLIANCE INC931427108548$20,4730.02%
93CLOROX CO DELCLX145$20,3480.02%
94GLOBAL NET LEASE INCGNL-PE1,607$20,2000.02%
95TEXAS INSTRS INC882508104120$19,8260.02%
96DIGITAL RLTY TR INC253868103194$19,4520.02%
97AMGEN INCAMGN73$19,1730.02%
98SPDR SER TR78468R663206$18,8430.02%
99ISHARES TR46429B655370$18,6220.02%
100AMERICAN ELEC PWR CO INC025537101194$18,4200.02%
101KEYCORP4932671081,049$18,2740.02%
102ISHARES TR464287226187$18,1370.02%
103SPDR SER TR78468R200569$17,2920.01%
104TC ENERGY CORPTRPRF430$17,1400.01%
105UNILEVER PLCUNLYF337$16,9680.01%
106SCHWAB STRATEGIC TR808524805520$16,7490.01%
107CONAGRA BRANDS INCCAG430$16,6410.01%
108PPL CORPPPLC566$16,5390.01%
109ISHARES TR464288513214$15,7570.01%
110XCEL ENERGY INCXELLL215$15,0740.01%
111NETFLIX INCNFLX50$14,7440.01%
112VANGUARD TAX-MANAGED FDS921943858347$14,5640.01%
113AMCOR PLCAMCCF1,222$14,5540.01%
114MEDTRONIC PLCMDT185$14,3780.01%
115TESLA INCTSLA114$14,0430.01%
116REALTY INCOME CORPO218$13,8280.01%
117FIRST TR EXCHANGE-TRADED FD33733E302112$13,7930.01%
118SPDR SER TR78464A375424$13,4960.01%
119JANUS DETROIT STR TR47103U845267$13,1520.01%
120SNAP ON INCSNA57$12,9100.01%
121NIKE INCNKE110$12,8710.01%
122VANGUARD SCOTTSDALE FDS92206C771272$12,3810.01%
123HOME DEPOT INCHD39$12,3190.01%
124HEALTHCARE SVCS GROUP INC4219061081,000$12,0000.01%
125SPDR SER TR78464A854260$11,6950.01%
126ISHARES TR464287804123$11,6410.01%
127COMCAST CORP NEWCCZ329$11,5050.01%
128SPDR SER TR78464A474391$11,4880.01%
129FIRST TR EXCHANGE TRADED FD33734X200521$11,4520.01%
130ISHARES TR46428943893$11,2090.01%
131GLOBAL X FDS37950E291587$11,0300.01%
132CANADIAN IMPERIAL BK COMM TOCNDIF272$11,0020.01%
133FERRARI N VRACE50$10,7110.01%
134SPDR INDEX SHS FDS78463X459179$10,5060.01%
135FORWARD AIR CORPFWRD100$10,4890.01%
136GENERAL MLS INC370334104124$10,3970.01%
137THE NECESSITY RETAIL REIT IN02607T1091,750$10,3780.01%
138FIRST TR EXCHANGE-TRADED FD33738R605221$10,2880.01%
139VANGUARD WHITEHALL FDS92194640695$10,2800.01%
140ISHARES TR464288620209$10,2640.01%
141ABBOTT LABSABLZF93$10,2120.01%
142LYONDELLBASELL INDUSTRIES NLYB121$10,0470.01%
143BP PLCBPPFF287$10,0250.01%
144ISHARES TR464289420144$9,3560.01%
145INVESCO EXCH TRD SLF IDX FDIVZ456$9,3410.01%
146LOCKHEED MARTIN CORPLMT18$8,7570.01%
147BLACKSTONE INCBX112$8,2970.01%
148TARGET CORPTGT54$8,0480.01%
149ISHARES TR464288646159$7,9210.01%
150PHILLIPS 66PSX74$7,7020.01%
151ENPHASE ENERGY INCENPH29$7,6840.01%
152ENOVIX CORPORATIONENVX582$7,2400.01%
153AUTOMATIC DATA PROCESSING INADP30$7,1660.01%
154STELLANTIS N.VSTLA500$7,1000.01%
155RADNET INCRDNT375$7,0610.01%
156ALPHABET INCGOOG80$7,0580.01%
157WARNER BROS DISCOVERY INCWBD735$6,9680.01%
158VANECK ETF TRUST92189F437240$6,4850.01%
159GENERAL DYNAMICS CORPGD26$6,4510.01%
160KVH INDS INC482738101630$6,4390.01%
161GENUINE PARTS COGPC37$6,4200.01%
162STARBUCKS CORPSBUX64$6,3490.01%
163SPDR INDEX SHS FDS78463X533264$6,3360.01%
164ISHARES TR46428755648$6,3020.01%
165SOUTHERN COPPER CORPSCCO100$6,0390.01%
166ILLINOIS TOOL WKS INC45230810927$5,9480.01%
167VANGUARD INTL EQUITY INDEX F922042858150$5,8470.00%
168WASTE MGMT INC DEL94106L10937$5,8050.00%
169VICTORY PORTFOLIOS II92647N535118$5,7400.00%
170ISHARES U S ETF TR46431W70562$5,6100.00%
171SPDR SER TR78464A805112$5,2960.00%
172FIDELITY COVINGTON TRUST316092501103$4,9380.00%
173ENSIGN GROUP INCENSG50$4,7310.00%
174WALMART INCWMT33$4,6790.00%
175VANGUARD SCOTTSDALE FDS92206C70678$4,5610.00%
176TOYOTA MOTOR CORPTOYOF33$4,5070.00%
177BANK NEW YORK MELLON CORP06405810099$4,5060.00%
178M & T BK CORP55261F10431$4,4970.00%
179DOVER CORPDOV33$4,4690.00%
180KINDER MORGAN INC DELEP-PC247$4,4620.00%
181ISHARES TR46428747341$4,3190.00%
182ALASKA AIR GROUP INCALK100$4,3000.00%
183INTUITINTU11$4,2810.00%
184ISHARES TR46428887786$3,9460.00%
185SABRA HEALTH CARE REIT INCSBRA316$3,9240.00%
186ISHARES TR46428888546$3,8530.00%
187ESS TECH INCGWH-WT1,554$3,7760.00%
188VANGUARD INDEX FDS92290836310$3,5130.00%
189SOUTHWEST AIRLS CO844741108100$3,3670.00%
190ISHARES TR46429B267144$3,2720.00%
191INTERNATIONAL BUSINESS MACHSINTR23$3,2400.00%
192INTUITIVE SURGICAL INCISRG12$3,1840.00%
193VANGUARD SCOTTSDALE FDS92206C10254$3,1220.00%
194RIVIAN AUTOMOTIVE INCRIVN168$3,0960.00%
195ANALOG DEVICES INCADI18$2,9530.00%
196NUTRIEN LTDNTR40$2,9210.00%
197ADVANCED MICRO DEVICES INCAMD44$2,8500.00%
198INVESCO EXCHANGE TRADED FD TIVZ15$2,6860.00%
199MATTEL INCMAT149$2,6580.00%
200VANGUARD INDEX FDS92290859513$2,6070.00%
201EPR PPTYS26884U10968$2,5650.00%
202INTEL CORPINTC97$2,5640.00%
203ISHARES TR46428748130$2,5080.00%
204J P MORGAN EXCHANGE TRADED F46641Q83750$2,5070.00%
205FIRST TR EXCHANGE TRADED FD33737K20540$2,4390.00%
206ISHARES TR46428761411$2,3570.00%
207IRHYTHM TECHNOLOGIES INCIRTC24$2,2480.00%
208STEM INCSTEM250$2,2350.00%
209VANGUARD SCOTTSDALE FDS92206C66431$2,1810.00%
210VISHAY INTERTECHNOLOGY INCVSH100$2,1570.00%
211SPLUNK INC84863710425$2,1520.00%
212DIAGEO PLCDGEAF12$2,1380.00%
213ALTRIA GROUP INCMO46$2,1030.00%
214ELEVANCE HEALTH INCELV4$2,0520.00%
215ROKU INCROKU50$2,0350.00%
216OCCIDENTAL PETE CORP67459910532$2,0160.00%
217MICROCHIP TECHNOLOGY INC.MCHPP28$1,9670.00%
218GSK PLCGLAXF54$1,8980.00%
219TAIWAN SEMICONDUCTOR MFG LTD87403910025$1,8620.00%
220MODERNA INCMRNA10$1,7960.00%
221VANECK ETF TRUST92189H30073$1,7690.00%
222DISCOVER FINL SVCS25470910818$1,7610.00%
223ALPS ETF TR00162Q38742$1,7400.00%
224VANGUARD SCOTTSDALE FDS92206C84728$1,7250.00%
225WISDOMTREE TRWT25$1,6070.00%
226SCHWAB STRATEGIC TR80852487031$1,6050.00%
227ACCENTURE PLC IRELANDACN6$1,6010.00%
228THE ODP CORP88337F10535$1,5940.00%
229WELLTOWER INCWELL24$1,5730.00%
230CHUBB LIMITEDCB7$1,5440.00%
231VANGUARD INDEX FDS9229087698$1,5300.00%
232SONY GROUP CORPORATIONSNEJF20$1,5260.00%
233NASDAQ INCNDAQ24$1,4720.00%
234IRADIMED CORPIRMD51$1,4430.00%
235ZOOM VIDEO COMMUNICATIONS INZM20$1,3550.00%
236ABRDN GOLD ETF TRUST00326A10477$1,3450.00%
237HONEYWELL INTL INC4385161066$1,2860.00%
238SPDR SER TR78468R10142$1,2130.00%
239VANGUARD BD INDEX FDS92193782716$1,2040.00%
240AIRBNB INCABNB14$1,1970.00%
241ULTRA CLEAN HLDGS INCUCTT36$1,1930.00%
242FIRST TR EXCHANGE-TRADED FD33739Q20025$1,1850.00%
243LUCID GROUP INCLCID171$1,1680.00%
244AMPLIFY ETF TR03210860775$1,1340.00%
245ISHARES TR46428824024$1,0920.00%
246PIMCO ETF TR72201R83311$1,0850.00%
247CORNING INCGLW33$1,0540.00%
248ISHARES TR4642886619$1,0340.00%
249GOLDMAN SACHS GROUP INCGSCE3$1,0300.00%
250GENERAL MTRS CO37045V10030$1,0090.00%
251DBX ETF TR23305143229$9780.00%
252XOMA CORP DELXOMAP52$9570.00%
253VANGUARD INDEX FDS9229087515$9180.00%
254RESTAURANT BRANDS INTL INC76131D10314$9050.00%
255QUANTUM SI INCQSIAW492$9000.00%
256DUTCH BROS INCBROS29$8180.00%
257SPDR SER TR78464A66427$7840.00%
258ISHARES TR4642875985$7580.00%
259TYSON FOODS INCTSN12$7470.00%
260SELECT SECTOR SPDR TR81369Y2095$6790.00%
261VANGUARD CHARLOTTE FDS92203J40713$6170.00%
262REGIONS FINANCIAL CORP NEWRF-PF28$6040.00%
263HALEON PLCHLNCF68$5440.00%
264INVESCO LTDIVZ30$5400.00%
265SOLID POWER INCSLDPW210$5330.00%
266NORTHERN TR CORPNTRSO6$5310.00%
267DIGITALBRIDGE GROUP INCDBRG-PJ48$5250.00%
268AURORA CANNABIS INCACB500$4610.00%
269SELECT SECTOR SPDR TR81369Y3086$4470.00%
270SPDR SER TR78468R85312$4440.00%
271STANDARD BIOTOOLS INCLAB319$3730.00%
272ISHARES TR4642882736$3390.00%
273AMERICAN AIRLS GROUP INC02376R10226$3310.00%
274TELADOC HEALTH INCTDOC13$3070.00%
275HUT 8 MNG CORPHUT335$2850.00%
276PENNANT GROUP INCPNTG25$2750.00%
277ORGANON & COOGN8$2230.00%