Retirement Solution Inc. Purchases and Sells in Q3 2025

Retirement Solution Inc.

$164 Million
Q3 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	12.3K + 2.19%	$36.04 - $38.78 $445K - $479K	576K $22.2M
DFSV	5.03K + 0.8%	$29.2 - $32.74 $147K - $165K	636K $20.2M
TSLA	3 + 0.15%	$293.94 - $444.72 $882 - $1.33K	2.03K $904K
MU	4 + 0.1%	$104.88 - $168.89 $420 - $676	4.05K $676K
DFAX	11 + 0.02%	$29.25 - $31.56 $322 - $347	64.2K $2.02M
VUG	90 + 8.55%	$433.97 - $484.08 $39.1K - $43.6K	1.14K $548K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.52K New	$303.93 - $329.86 $462K - $501K	1.52K $498K
GOOGL	1.04K New	$174.36 - $254.72 $182K - $265K	1.04K $253K
VB	846 New	$237.58 - $259.17 $201K - $219K	846 $215K
DAKT	10K New	$15.38 - $24.04 $154K - $240K	10K $207K
GLW	2.47K New	$51.6 - $82.03 $127K - $203K	2.47K $202K
ANNALY CAPITAL MANAGEMENT IN	15.6K New	N/A	15.6K $0

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-2.64K - 11.06%	$491.09 - $535.64 $1.3M - $1.41M	21.2K $11M
SBUX	-1.2K - 27.44%	$81.9 - $96.86 $98K - $116K	3.17K $267K
AMZN	-500 - 8.82%	$211.65 - $238.24 $106K - $119K	5.17K $1.13M
SPY	-196 - 11.38%	$617.65 - $666.84 $121K - $131K	1.53K $1.02M
EXG	-3.23K - 17.26%	$8.55 - $9.1 $27.6K - $29.4K	15.5K $140K
EFG	-217 - 8.07%	$106.99 - $114.46 $23.2K - $24.8K	2.47K $281K

Activity Summary All Purchases 20 New Holdings 6 Increased Positions 14 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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