Retirement Solution Inc. Portfolio Holdings
Retirement Solution Inc.
- $142 Million
- Q2 2024
Retirement Solution Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Million distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $28.9M, Dimensional ETF Tr Dimensional with a value of $22.6M, Dimensional ETF Tr Dimensional with a value of $18.4M, Microsoft Corp with a value of $13.3M, and Dimensional ETF Tr U S Core Eq with a value of $12M.
Examining the 13F form we can see an increase of $942K in the current position value, from $141M to 142M.
Below you can find more details about Retirement Solution Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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