Retirement Solution Inc. Purchases in Q3 2024

Retirement Solution Inc.

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
20.5K
+ 165.35%
$207.23 - $234.82 $4.24M - $4.81M
32.8K $7.65M
MSFT
Microsoft Corp

Technology
9.83K
+ 33.11%
$395.15 - $467.56 $3.88M - $4.59M
39.5K $17M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$610460.0 - $715910.0 $1.83M - $2.15M
3 $2.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.45K
New
$405.19 - $478.57 $1.8M - $2.13M
4.45K $2.05M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.26K
+ 0.87%
$56.04 - $62.2 $239K - $265K
495K $30.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.86K
+ 406.78%
$801.83 - $917.05 $1.49M - $1.7M
2.32K $2.05M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.3K
+ 6.28%
$31.05 - $34.29 $724K - $800K
395K $13.5M
SBUX
Starbucks Corp

Consumer Cyclical
12.7K
+ 142.4%
$72.51 - $98.6 $923K - $1.26M
21.7K $2.11M
AMGN
Amgen Inc

Healthcare
3.91K
New
$309.38 - $337.38 $1.21M - $1.32M
3.91K $1.26M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.75K
New
$386.81 - $423.12 $678K - $742K
1.75K $742K
TMUS
T Mobile Us, Inc.

Communication Services
3.39K
New
$175.14 - $206.36 $594K - $700K
3.39K $700K
AMZN
Amazon Com Inc

Consumer Cyclical
3.07K
+ 50.53%
$161.02 - $200.0 $495K - $615K
9.16K $1.71M
NFLX
Netflix Inc

Communication Services
745
New
$598.55 - $722.26 $446K - $538K
745 $528K
LOW
Lowes Companies Inc

Consumer Cyclical
490
+ 7.11%
$213.3 - $270.78 $105K - $133K
7.38K $2M
PG
Procter & Gamble CO

Consumer Defensive
2.1K
New
$160.76 - $177.82 $337K - $373K
2.1K $362K
XOM
Exxon Mobil Corp

Energy
2.82K
New
$109.72 - $119.0 $310K - $336K
2.82K $330K
SPY
Spdr S&P 500 ETF Trust

ETFs
491
+ 39.89%
$517.38 - $573.86 $254K - $282K
1.72K $988K
BA
Boeing CO

Industrials
2.15K
+ 187.22%
$152.04 - $190.6 $327K - $410K
3.3K $502K
DFAX
Dimensional ETF Tr
5.69K
+ 7.4%
$24.29 - $27.25 $138K - $155K
82.6K $2.23M
GOOG
Alphabet Inc.

Communication Services
1.51K
New
$149.54 - $192.66 $225K - $290K
1.51K $251K
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 143.0%
$148.65 - $191.18 $234K - $301K
2.67K $443K
IWF
Ishares Russell 1000 Gr ETF

ETFs
631
New
$332.02 - $382.76 $210K - $242K
631 $236K
IBM
International Business Machines Corp

Technology
1.07K
New
$175.1 - $223.38 $187K - $239K
1.07K $236K
FIS
Fidelity National Information Services, Inc.

Technology
2.68K
New
$72.8 - $85.04 $195K - $228K
2.68K $224K
PM
Philip Morris International Inc.

Consumer Defensive
1.82K
New
$101.25 - $127.45 $184K - $232K
1.82K $220K
HD
Home Depot, Inc.

Consumer Cyclical
542
New
$333.64 - $405.2 $181K - $220K
542 $219K
MA
Mastercard Inc

Financial Services
441
New
$429.6 - $500.99 $189K - $221K
441 $217K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.65K
New
$113.41 - $125.62 $187K - $207K
1.65K $206K
PEP
Pepsico Inc

Consumer Defensive
1.19K
New
$161.9 - $179.3 $193K - $214K
1.19K $203K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
586
New
$305.34 - $350.41 $179K - $205K
586 $202K
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.03%
$191.76 - $263.26 $3.26K - $4.48K
1.66K $434K
UIS
Unisys Corp

Technology
18.8K
New
$3.5 - $5.81 $65.8K - $109K
18.8K $106K
EGY
Vaalco Energy Inc

Energy
13.9K
New
$5.37 - $7.28 $74.9K - $102K
13.9K $80K
MSI
Motorola Solutions, Inc.

Technology
15
+ 2.16%
$385.65 - $450.49 $5.78K - $6.76K
711 $319K
HRL
Hormel Foods Corp

Consumer Defensive
55
+ 0.16%
$30.04 - $33.14 $1.65K - $1.82K
35.4K $1.12M
ARAY
Accuray Inc

Healthcare
17.3K
New
$1.41 - $2.49 $24.4K - $43.1K
17.3K $31K
SPYG
Spdr Portfolio

ETFs
207
+ 4.98%
$73.38 - $84.1 $15.2K - $17.4K
4.37K $362K
VB
Vanguard Small Cap ETF

ETFs
17
+ 1.52%
$214.77 - $237.72 $3.65K - $4.04K
1.14K $270K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
605
+ 1.35%
$22.61 - $22.79 $13.7K - $13.8K
45.5K $1.03M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
234
+ 1.1%
$21.05 - $21.17 $4.93K - $4.95K
21.5K $454K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
112
+ 1.06%
$19.2 - $19.63 $2.15K - $2.2K
10.6K $208K
Activity Summary
Buys All Purchases 42 New Holdings 22 Increased Positions 20 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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