Retirement Solution Inc. Portfolio Holdings
Retirement Solution Inc.
- $153 Million
- Q2 2025
Retirement Solution Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $45.9M, Dimensional ETF Tr U S Equity with a value of $30.1M, Dimensional ETF Tr U S Core Eq with a value of $20.2M, Dimensional ETF Tr Dimensional with a value of $18.6M, and Microsoft Corp with a value of $11.9M.
Examining the 13F form we can see an increase of $1.54M in the current position value, from $152M to 153M.
Below you can find more details about Retirement Solution Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$153 Million
ETFs: $129 Million
Technology: $15.8 Million
Consumer Cyclical: $2.29 Million
Utilities: $1.92 Million
Consumer Defensive: $1.39 Million
Industrials: $231,000
Financial Services: $163,000
Energy: $54,000
Other: $0