Retirement Solution Inc. Top Holdings and 13F Report (2025) About Retirement Solution Inc.Investment ActivityRetirement Solution Inc. has $363.24 million in total holdings as of March 31, 2025.Retirement Solution Inc. owns shares of 40 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 9.23% of the portfolio was purchased this quarter.About 8.99% of the portfolio was sold this quarter.This quarter, Retirement Solution Inc. has purchased 49 new stocks and bought additional shares in 19 stocks.Retirement Solution Inc. sold shares of 9 stocks and completely divested from 12 stocks this quarter.Largest Holdings Dimensional US Sustainability Core 1 ETF $194,290,003Dimensional US High Profitability ETF $42,380,845Dimensional U.S. Equity ETF $28,587,590Dimensional US Small Cap Value ETF $17,414,437Dimensional U.S. Core Equity 2 ETF $16,447,674 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $1,263,958 Holding79466L302 - Salesforce $279,592 Holding654902204 - Nokia Oyj $80,871 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 603,882 shares (about $20.01M)Apple 35,232 shares (about $5.07M)Dimensional U.S. Core Equity 2 ETF 69,818 shares (about $2.30M)Dimensional Emerging Markets Sustainability Core 1 ETF 53,595 shares (about $1.81M)Starbucks 20,778 shares (about $1.33M) Largest Sales this Quarter Dimensional US Sustainability Core 1 ETF 240,385 shares (about $8.61M)Dimensional International Sustainability Core 1 ETF 27,369 shares (about $954.90K)Dimensional World ex U.S. Core Equity 2 ETF 33,705 shares (about $883.07K)Dimensional US Small Cap Value ETF 7,801 shares (about $219.60K)Dimensional US Core Equity Market ETF 5,413 shares (about $208.08K) 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$194,290,003$8,608,186 ▼-4.2%5,425,58053.5%ETFDUHPDimensional US High Profitability ETF$42,380,845$20,012,644 ▲89.5%1,278,84311.7%ETFDFUSDimensional U.S. Equity ETF$28,587,590$63,504 ▼-0.2%472,6787.9%ETFDFSVDimensional US Small Cap Value ETF$17,414,437$219,598 ▼-1.2%618,6304.8%ETFDFACDimensional U.S. Core Equity 2 ETF$16,447,674$2,303,298 ▲16.3%498,5654.5%ETFDFSIDimensional International Sustainability Core 1 ETF$13,161,784$954,903 ▼-6.8%377,2373.6%ETFMSFTMicrosoft$10,546,913$390,404 ▲3.8%28,0962.9%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$8,853,661$1,805,079 ▲25.6%262,8762.4%ETFAAPLApple$6,826,527$5,074,311 ▲289.6%47,3981.9%Computer and TechnologyQQQInvesco QQQ$4,735,567$52,518 ▲1.1%10,0991.3%FinanceDFAUDimensional US Core Equity Market ETF$3,474,830$208,076 ▼-5.6%90,3961.0%ETFSBUXStarbucks$1,879,931$1,325,907 ▲239.3%29,4600.5%Retail/WholesaleLOWLowe's Companies$1,587,819$49,911 ▼-3.0%6,8080.4%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$1,495,760$883,072 ▼-37.1%57,0900.4%ETFBRK.BBerkshire Hathaway$1,263,958$1,263,958 ▲New Holding2,3730.3%FinanceAMZNAmazon.com$1,256,844$98,934 ▲8.5%6,6060.3%Retail/WholesaleHRLHormel Foods$994,4250.0%32,1400.3%Consumer StaplesCDNSCadence Design Systems$911,4290.0%3,5840.3%Computer and TechnologyCOSTCostco Wholesale$908,421$275,365 ▲43.5%9600.3%Retail/WholesaleVOOVanguard S&P 500 ETF$838,192$199,398 ▲31.2%1,6310.2%ETFSPYSPDR S&P 500 ETF Trust$669,991$121,359 ▲22.1%1,1980.2%FinanceTSLATesla$509,177$82,919 ▲19.5%1,9650.1%Auto/Tires/TrucksGNMAiShares GNMA Bond ETF$409,042$102,941 ▼-20.1%9,3180.1%ETFMUMicron Technology$406,478$434 ▲0.1%4,6780.1%Computer and TechnologyVGTVanguard Information Technology ETF$357,274$542 ▲0.2%6590.1%ETFORCLOracle$318,486$63,474 ▲24.9%2,2780.1%Computer and TechnologyIBMInternational Business Machines$317,860$995 ▲0.3%1,2780.1%Computer and TechnologyMSIMotorola Solutions$305,5060.0%6980.1%Computer and TechnologyVUGVanguard Growth ETF$295,739$53,737 ▲22.2%7980.1%ETFCRMSalesforce$279,592$279,592 ▲New Holding1,0420.1%Computer and TechnologyNVDANVIDIA$238,576$10,406 ▼-4.2%2,2010.1%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$236,909$27,369 ▲13.1%12,1620.1%ETFBABoeing$216,2080.0%1,2680.1%AerospaceITOTiShares Core S&P Total U.S. Stock Market ETF$201,936$488 ▲0.2%1,6550.1%ETFUISUnisys$136,7820.0%29,8000.0%Computer and TechnologyDAKTDaktronics$121,8000.0%10,0000.0%Computer and TechnologyVIAVViavi Solutions$116,3760.0%10,4000.0%Computer and TechnologyERICTelefonaktiebolaget LM Ericsson (publ)$109,0850.0%14,0570.0%Computer and TechnologyNOKNokia Oyj$80,871$80,871 ▲New Holding15,3460.0%Computer and TechnologyEGYVAALCO Energy$56,9410.0%15,1440.0%EnergyDFEVDimensional Emerging Markets Value ETF$0$5,443,654 ▼-100.0%00.0%ETFDEHPDimensional Emerging Markets High Profitability ETF$0$5,421,974 ▼-100.0%00.0%ETFDISVDimensional International Small Cap Value ETF$0$4,017,623 ▼-100.0%00.0%ETFDIHPDimensional International High Profitability ETF$0$3,884,062 ▼-100.0%00.0%ETFAESAES$0$1,382,286 ▼-100.0%00.0%UtilitiesSPYGSPDR Portfolio S&P 500 Growth ETF$0$243,666 ▼-100.0%00.0%ETFGOOGLAlphabet$0$230,888 ▼-100.0%00.0%Computer and TechnologyPMPhilip Morris International$0$216,144 ▼-100.0%00.0%Consumer StaplesVOOGVanguard S&P 500 Growth ETF$0$214,577 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$203,357 ▼-100.0%00.0%ETFHDHome Depot$0$201,434 ▼-100.0%00.0%Retail/WholesaleSCWXSecureWorks$0$84,600 ▼-100.0%00.0%Computer and TechnologyShowing 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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