Retirement Solution Inc. Top Holdings and 13F Report (2025) About Retirement Solution Inc.Investment ActivityRetirement Solution Inc. has $391.63 million in total holdings as of March 31, 2025.Retirement Solution Inc. owns shares of 43 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.47% of the portfolio was purchased this quarter.About 5.35% of the portfolio was sold this quarter.This quarter, Retirement Solution Inc. has purchased 40 new stocks and bought additional shares in 15 stocks.Retirement Solution Inc. sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional US Sustainability Core 1 ETF $213,664,202Dimensional US High Profitability ETF $45,861,580Dimensional U.S. Equity ETF $30,088,857Dimensional U.S. Core Equity 2 ETF $20,198,484Dimensional US Small Cap Value ETF $18,567,129 Largest New Holdings this Quarter 00130H105 - AES $1,924,372 Holding464287614 - iShares Russell 1000 Growth ETF $752,172 Holding464288885 - iShares MSCI EAFE Growth ETF $301,142 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $264,647 Holding461202103 - Intuit $247,049 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 65,009 shares (about $2.33M)AES 182,925 shares (about $1.92M)iShares Russell 1000 Growth ETF 1,772 shares (about $752.17K)Dimensional US Sustainability Core 1 ETF 18,094 shares (about $710.19K)Costco Wholesale 440 shares (about $435.59K) Largest Sales this Quarter Apple 39,003 shares (about $8.00M)Starbucks 25,098 shares (about $2.30M)Microsoft 4,241 shares (about $2.11M)Dimensional U.S. Equity ETF 23,725 shares (about $1.59M)Invesco QQQ 1,432 shares (about $789.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetirement Solution Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFSUDimensional US Sustainability Core 1 ETF$213,664,202$710,189 ▲0.3%5,443,67454.6%ETFDUHPDimensional US High Profitability ETF$45,861,580$385,933 ▲0.8%1,289,69611.7%ETFDFUSDimensional U.S. Equity ETF$30,088,857$1,590,051 ▼-5.0%448,9537.7%ETFDFACDimensional U.S. Core Equity 2 ETF$20,198,484$2,329,922 ▲13.0%563,5745.2%ETFDFSVDimensional US Small Cap Value ETF$18,567,129$360,841 ▲2.0%630,8914.7%ETFDFSIDimensional International Sustainability Core 1 ETF$14,708,053$158,862 ▼-1.1%373,2063.8%ETFMSFTMicrosoft$11,865,786$2,109,528 ▼-15.1%23,8553.0%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$10,072,158$67,100 ▲0.7%264,6392.6%ETFQQQInvesco QQQ$4,781,265$789,982 ▼-14.2%8,6671.2%FinanceDFAUDimensional US Core Equity Market ETF$3,830,877$1,694 ▲0.0%90,4361.0%ETFAESAES$1,924,372$1,924,372 ▲New Holding182,9250.5%UtilitiesDFAXDimensional World ex U.S. Core Equity 2 ETF$1,886,301$209,556 ▲12.5%64,2250.5%ETFAAPLApple$1,722,475$8,002,584 ▼-82.3%8,3950.4%Computer and TechnologyCOSTCostco Wholesale$1,385,958$435,587 ▲45.8%1,4000.4%Retail/WholesaleVOOVanguard S&P 500 ETF$1,244,491$318,081 ▲34.3%2,1910.3%ETFAMZNAmazon.com$1,243,397$205,770 ▼-14.2%5,6680.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,063,770$323,702 ▲43.7%1,7220.3%FinanceIWFiShares Russell 1000 Growth ETF$752,172$752,172 ▲New Holding1,7720.2%ETFTSLATesla$645,079$20,963 ▲3.4%2,0310.2%Auto/Tires/TrucksMUMicron Technology$498,117$78,378 ▼-13.6%4,0420.1%Computer and TechnologyVUGVanguard Growth ETF$461,822$111,837 ▲32.0%1,0530.1%ETFVGTVanguard Information Technology ETF$440,699$3,319 ▲0.8%6640.1%ETFGNMAiShares GNMA Bond ETF$400,078$9,449 ▼-2.3%9,1030.1%ETFSBUXStarbucks$399,735$2,299,988 ▼-85.2%4,3620.1%Retail/WholesaleNVDANVIDIA$310,657$37,133 ▼-10.7%1,9660.1%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$301,142$301,142 ▲New Holding2,6890.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$285,217$47,822 ▲20.1%14,6120.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$264,647$264,647 ▲New Holding2,7760.1%ETFCRMSalesforce$256,164$28,099 ▼-9.9%9390.1%Computer and TechnologyORCLOracle$252,524$245,528 ▼-49.3%1,1550.1%Computer and TechnologyINTUIntuit$247,049$247,049 ▲New Holding3140.1%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$232,550$232,550 ▲New Holding5860.1%ETFBABoeing$231,051$34,563 ▼-13.0%1,1030.1%AerospaceXLKTechnology Select Sector SPDR Fund$229,802$229,802 ▲New Holding9070.1%ETFIWDiShares Russell 1000 Value ETF$225,123$225,123 ▲New Holding1,1590.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$224,097$540 ▲0.2%1,6590.1%ETFIBMInternational Business Machines$206,354$170,389 ▼-45.2%7000.1%Computer and TechnologyEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$163,566$163,566 ▲New Holding18,6930.0%Financial ServicesUISUnisys$134,9940.0%29,8000.0%Computer and TechnologyERICEricsson$119,2060.0%14,0570.0%Computer and TechnologyVIAVViavi Solutions$104,7280.0%10,4000.0%Computer and TechnologyNOKNokia$79,4930.0%15,3460.0%Computer and TechnologyEGYVaalco Energy$54,6700.0%15,1440.0%EnergyLOWLowe's Companies$0$1,587,819 ▼-100.0%00.0%Retail/WholesaleBRK.BBerkshire Hathaway$0$1,263,958 ▼-100.0%00.0%FinanceHRLHormel Foods$0$994,425 ▼-100.0%00.0%Consumer StaplesCDNSCadence Design Systems$0$911,429 ▼-100.0%00.0%Computer and TechnologyMSIMotorola Solutions$0$305,506 ▼-100.0%00.0%Computer and TechnologyDAKTDaktronics$0$121,800 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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