Retirement Solution Inc. Portfolio Holdings

Retirement Solution Inc.

  • $152 Million
  • Q1 2025

Retirement Solution Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $152 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $42.4M, Dimensional ETF Tr U S Equity with a value of $28.6M, Dimensional ETF Tr Dimensional with a value of $17.4M, Dimensional ETF Tr U S Core Eq with a value of $16.4M, and Microsoft Corp with a value of $10.5M.

Examining the 13F form we can see an increase of $4.72M in the current position value, from $147M to 152M.

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

Portfolio value $152 Million
ETFs: $116 Million
Technology: $24.4 Million
Consumer Cyclical: $6.24 Million
Consumer Defensive: $1.9 Million
Financial Services: $1.26 Million
Industrials: $216,000
Energy: $56,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49T
$10.5 Million 6.96% of portfolio
28,096
Q1 2025 Added 3.84%
$3.22T
$10.5 Million 6.94% of portfolio
47,398
Q1 2025 Added 289.59%
$2.12T
$1.26 Million 0.83% of portfolio
6,606
Q1 2025 Added 8.54%
$648B
$1.26 Million 0.83% of portfolio
2,373
Q1 2025 New
$447B
$907,000 0.6% of portfolio
960
Q1 2025 Added 43.5%
$899B
$509,000 0.34% of portfolio
1,965
Q1 2025 Added 19.45%
$239B
$317,000 0.21% of portfolio
1,278
Q1 2025 Added 0.31%
$461B
$318,000 0.21% of portfolio
2,278
Q1 2025 Added 24.89%
$267B
$279,000 0.18% of portfolio
1,042
Q1 2025 New
$349B
$238,000 0.16% of portfolio
2,201
Q1 2025 Reduced 4.18%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $152 Million
  • Prior Value $147 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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