Retirement Solution Inc. Purchases in Q1 2025

Retirement Solution Inc.

  • $152 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
604K
+ 89.47%
$32.57 - $35.82 $19.7M - $21.6M
1.28M $42.4M
AAPL
Apple Inc.

Technology
35.2K
+ 289.59%
$209.68 - $247.1 $7.39M - $8.71M
47.4K $10.5M
SBUX
Starbucks Corp

Consumer Cyclical
20.8K
+ 239.32%
$91.75 - $115.81 $1.91M - $2.41M
29.5K $2.89M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
69.8K
+ 16.28%
$32.42 - $36.13 $2.26M - $2.52M
499K $16.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.37K
New
$442.66 - $534.52 $1.05M - $1.27M
2.37K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
291
+ 43.5%
$890.62 - $1076.86 $259K - $313K
960 $907K
CRM
Salesforce, Inc.

Technology
1.04K
New
$268.36 - $359.95 $280K - $375K
1.04K $279K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
388
+ 31.21%
$507.05 - $563.67 $197K - $219K
1.63K $838K
SPY
Spdr S&P 500 ETF Trust

ETFs
217
+ 22.12%
$551.42 - $612.93 $120K - $133K
1.2K $670K
NOK
Nokia Corp

Technology
15.3K
New
$4.43 - $5.42 $68K - $83.2K
15.3K $80K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.41K
+ 13.06%
$19.42 - $19.54 $27.3K - $27.5K
12.2K $236K
VUG
Vanguard Growth ETF

ETFs
145
+ 22.21%
$369.1 - $427.61 $53.5K - $62K
798 $295K
ORCL
Oracle Corp

Technology
454
+ 24.89%
$139.81 - $186.47 $63.5K - $84.7K
2.28K $318K
MU
Micron Technology Inc

Technology
5
+ 0.11%
$86.89 - $109.38 $434 - $547
4.68K $406K
DFSE
Dimensional ETF Tr Dimen Emrgn
53.6K
+ 25.61%
N/A
263K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.24%
$120.29 - $134.6 $481 - $538
1.66K $201K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.15%
$542.38 - $646.34 $542 - $646
659 $357K
AMZN
Amazon Com Inc

Consumer Cyclical
520
+ 8.54%
$190.26 - $242.06 $98.9K - $126K
6.61K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
320
+ 19.45%
$222.15 - $428.22 $71.1K - $137K
1.97K $509K
QQQ
Invesco Qqq Trust, Series 1

ETFs
112
+ 1.12%
$468.34 - $539.52 $52.5K - $60.4K
10.1K $4.74M
MSFT
Microsoft Corp

Technology
1.04K
+ 3.84%
$375.39 - $447.2 $390K - $465K
28.1K $10.5M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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