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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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