You're signed outSign in or to get full access.
Retirement Solution Inc.
Retirement Solution Inc. (also referenced as The Retirement Solution LLC) is a registered investment adviser headquartered in Redmond, Washington. Founded in 2011, the firm manages assets for individuals, especially focusing on those approaching or in retirement. With around 31-33 employees, it serves approximately 2,700 client accounts and specializes in retirement planning and wealth management for both high net worth and other individual investors.
Investment Strategy
The firm provides discretionary investment management primarily for individual clients, including both high net worth and other individuals. Its strategy includes constructing diversified portfolios, managing risk, and implementing long-term retirement-focused financial planning. The firm reports discretionary assets with no non-discretionary accounts, and positions are typically spread across large-cap equities and other liquid securities. It prioritizes customized retirement solutions based on client needs and objectives.
Latest 13F Filing Activity
Retirement Solution Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $392M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Retirement Solution Inc. reduced exposure to Apple Inc., Lowes Cos Inc., Starbucks Corp. among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSU | DIMENSIONAL ETF TRUST | 54.56% | $213.7M | 5,443,674 | $26.80 | $39.25 | +$19.4M |
D DUHP | DIMENSIONAL ETF TRUST | 11.71% | $45.9M | 1,289,696 | $29.03 | $35.56 | +$3.5M |
D DFUS | DIMENSIONAL ETF TRUST | 7.68% | $30.1M | 448,953 | $46.06 | $67.02 | +$1.5M |
D DFAC | DIMENSIONAL ETF TRUST | 5.16% | $20.2M | 563,574 | $29.62 | $35.84 | +$3.8M |
D DFSV | DIMENSIONAL ETF TRUST | 4.74% | $18.6M | 630,891 | $25.22 | $29.43 | +$1.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more