Retirement Solution Inc. Portfolio Holdings by Sector
Retirement Solution Inc.
- $153 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DUHP DFUS DFAC DFSV QQQ DFAU VOO SPY 19 stocks |
$129,445
85.57% of portfolio
|
  16  
|
  3  
|
  6  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$12,117
8.01% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
AES 1 stocks |
$1,924
1.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,722
1.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,385
0.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,243
0.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
MU NVDA 2 stocks |
$808
0.53% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$645
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM INTU 2 stocks |
$503
0.33% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$399
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM UIS 2 stocks |
$340
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
ERIC VIAV NOK 3 stocks |
$302
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$231
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
EXG 1 stocks |
$163
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EGY 1 stocks |
$54
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|