Retirement Solution Inc. Top Holdings and 13F Report (2024) → Look Who Fired the World’s Richest Man (From Banyan Hill Publishing) (Ad) About Retirement Solution Inc.Investment ActivityRetirement Solution Inc. has $369.08 million in total holdings as of March 31, 2024.Retirement Solution Inc. owns shares of 38 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Retirement Solution Inc. has purchased 43 new stocks and bought additional shares in 18 stocks.Retirement Solution Inc. sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional US Sustainability Core 1 ETF $210,113,754Dimensional U.S. Equity ETF $28,542,848Dimensional US High Profitability ETF $22,494,957Dimensional US Small Cap Value ETF $19,120,216Dimensional International Sustainability Core 1 ETF $13,711,087 Largest New Holdings this Quarter Super Micro Computer $266,648 HoldingIntuit $204,762 Holding Largest Purchases this Quarter Microsoft 10,545 shares (about $4.44M)Dimensional U.S. Core Equity 2 ETF 13,374 shares (about $427.30K)Super Micro Computer 264 shares (about $266.65K)Boeing 1,329 shares (about $256.47K)Intuit 315 shares (about $204.76K) Largest Sales this Quarter Dimensional US Sustainability Core 1 ETF 68,861 shares (about $2.37M)Dimensional U.S. Equity ETF 4,493 shares (about $256.01K)Micron Technology 1,991 shares (about $234.71K)Apple 1,095 shares (about $187.76K)Dimensional US High Profitability ETF 4,701 shares (about $148.60K) 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$210,113,754$2,369,507 ▼-1.1%6,106,18356.9%ETFDFUSDimensional U.S. Equity ETF$28,542,848$256,011 ▼-0.9%500,9277.7%ETFDUHPDimensional US High Profitability ETF$22,494,957$148,599 ▼-0.7%711,6416.1%ETFDFSVDimensional US Small Cap Value ETF$19,120,216$31,936 ▲0.2%635,2235.2%ETFDFSIDimensional International Sustainability Core 1 ETF$13,711,087$2,054 ▲0.0%407,2203.7%ETFMSFTMicrosoft$11,879,711$4,436,433 ▲59.6%28,2373.2%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$10,879,982$427,299 ▲4.1%340,5322.9%ETFDFARDimensional US Real Estate ETF$7,702,361$32,772 ▲0.4%344,3172.1%ETFQQQInvesco QQQ$5,081,746$10,212 ▼-0.2%11,4451.4%FinanceDFAUDimensional US Core Equity Market ETF$4,963,294$60,693 ▼-1.2%135,8321.3%ETFDIHPDimensional International High Profitability ETF$4,153,568$862 ▲0.0%154,1781.1%ETFDISVDimensional International Small Cap Value ETF$4,135,854$4,079 ▲0.1%152,1091.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$3,930,042$15,166 ▲0.4%122,0511.1%ETFDFEVDimensional Emerging Markets Value ETF$2,713,536$7,425 ▲0.3%104,5280.7%ETFDEHPDimensional Emerging Markets High Profitability ETF$2,614,226$19,931 ▲0.8%105,3270.7%ETFAAPLApple$2,159,032$187,764 ▼-8.0%12,5910.6%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,787,870$156,252 ▲9.6%70,2780.5%ETFLOWLowe's Companies$1,756,498$57,565 ▼-3.2%6,8960.5%Retail/WholesaleAMZNAmazon.com$1,269,408$3,608 ▼-0.3%7,0370.3%Retail/WholesaleHRLHormel Foods$1,233,5860.0%35,3560.3%Consumer StaplesCDNSCadence Design Systems$1,114,6940.0%3,5810.3%Computer and TechnologyBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$1,005,137$17,547 ▼-1.7%44,2210.3%ETFSBUXStarbucks$893,460$29,886 ▲3.5%9,7760.2%Retail/WholesaleGNMAiShares GNMA Bond ETF$608,231$36,534 ▼-5.7%14,0180.2%ETFSPYSPDR S&P 500 ETF Trust$590,972$16,213 ▼-2.7%1,1300.2%FinanceMUMicron Technology$576,227$234,711 ▼-28.9%4,8880.2%Computer and TechnologyBABoeing$508,890$256,471 ▲101.6%2,6370.1%AerospaceCOSTCostco Wholesale$507,853$90,871 ▲21.8%6930.1%Retail/WholesaleNVDANVIDIA$449,113$21,688 ▼-4.6%4970.1%Computer and TechnologyBSCOInvesco BulletShares 2024 Corporate Bond ETF$441,808$3,439 ▲0.8%21,0690.1%ETFEXPEExpedia Group$372,2010.0%2,7020.1%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$301,856$439 ▲0.1%4,1270.1%ETFTSLATesla$288,823$25,665 ▼-8.2%1,6430.1%Auto/Tires/TrucksSMCISuper Micro Computer$266,648$266,648 ▲New Holding2640.1%Computer and TechnologyHDHome Depot$261,949$1,918 ▲0.7%6830.1%Retail/WholesaleMSIMotorola Solutions$247,066$60,347 ▼-19.6%6960.1%Computer and TechnologyINTUIntuit$204,762$204,762 ▲New Holding3150.1%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$200,260$1,844 ▲0.9%10,4250.1%ETFSPGIS&P Global$0$352,416 ▼-100.0%00.0%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$0$265,744 ▼-100.0%00.0%ETFMGCVanguard Mega Cap ETF$0$246,481 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$214,365 ▼-100.0%00.0%FinanceVUGVanguard Growth ETF$0$202,152 ▼-100.0%00.0%ETFSUNSunoco$0$200,258 ▼-100.0%00.0%Oils/EnergyGOEVWCanoo$0$4,894 ▼-100.0%00.0%Consumer Cyclical 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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