Retirement Solution Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $141 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $28.5M, Dimensional ETF Tr Dimensional with a value of $22.5M, Dimensional ETF Tr Dimensional with a value of $19.1M, Microsoft Corp with a value of $11.9M, and Dimensional ETF Tr U S Core Eq with a value of $10.9M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $129M to 141M.

Below you can find more details about Retirement Solution Inc. portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $116 Million
Technology: $16.9 Million
Consumer Cyclical: $4.84 Million
Consumer Defensive: $1.74 Million
Industrials: $508,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $141 Million
  • Prior Value $129 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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