Retirement Solution Inc. Sells in Q4 2024

Retirement Solution Inc.

  • $147 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-12.5K
- 31.52%
$406.35 - $454.46 $5.06M - $5.66M
27.1K $11.4M
AAPL
Apple Inc.

Technology
-20.7K
- 62.96%
$221.69 - $259.02 $4.58M - $5.36M
12.2K $3.05M
COST
Costco Wholesale Corp

Consumer Defensive
-1.65K
- 71.11%
$873.59 - $994.69 $1.44M - $1.64M
669 $612K
SBUX
Starbucks Corp

Consumer Cyclical
-13K
- 59.95%
$87.44 - $102.5 $1.14M - $1.33M
8.68K $791K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-14.3K
- 2.08%
$33.62 - $35.69 $481K - $511K
675K $22.8M
DFAU
Dimensional ETF Tr

ETFs
-18.6K
- 16.24%
$39.27 - $42.38 $730K - $788K
95.8K $3.88M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-21K
- 4.24%
$61.52 - $66.5 $1.29M - $1.4M
474K $30.2M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-1.38K
- 0.63%
$24.74 - $27.68 $34.2K - $38.3K
219K $5.42M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-687
- 0.33%
$26.16 - $29.13 $18K - $20K
208K $5.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
-741
- 43.03%
$567.81 - $607.81 $421K - $450K
981 $574K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.07K
- 33.52%
$180.88 - $232.93 $555K - $715K
6.09K $1.34M
BA
Boeing CO

Industrials
-2.04K
- 61.61%
$138.14 - $180.72 $281K - $368K
1.27K $224K
LOW
Lowes Companies Inc

Consumer Cyclical
-359
- 4.86%
$244.52 - $284.07 $87.8K - $102K
7.02K $1.73M
GOOGL
Alphabet Inc.

Communication Services
-1.45K
- 54.36%
$161.86 - $196.66 $235K - $286K
1.22K $230K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-6.02K
- 0.95%
$30.18 - $33.87 $182K - $204K
626K $19.3M
SPYG
Spdr Portfolio

ETFs
-1.6K
- 36.52%
$81.74 - $91.38 $130K - $146K
2.77K $243K
HRL
Hormel Foods Corp

Consumer Defensive
-3.27K
- 9.24%
$29.21 - $33.55 $95.5K - $110K
32.1K $1.01M
GNMA
Ishares Gnma Bond ETF

ETFs
-1.14K
- 8.88%
$42.8 - $44.74 $48.7K - $50.9K
11.7K $500K
VB
Vanguard Small Cap ETF

ETFs
-293
- 25.72%
$233.76 - $261.58 $68.5K - $76.6K
846 $203K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-103
- 7.65%
$521.84 - $558.82 $53.7K - $57.6K
1.24K $669K
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 4.43%
$385.02 - $431.37 $9.24K - $10.4K
518 $201K
PM
Philip Morris International Inc.

Consumer Defensive
-21
- 1.16%
$118.38 - $133.06 $2.49K - $2.79K
1.8K $216K
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.79K
- 0.85%
N/A
209K $0
DFSI
Dimensional ETF Tr Dimen Intl
-464
- 0.11%
N/A
405K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-180K
- 3.07%
N/A
5.67M $0
NVDA
Nvidia Corp

Technology
-243
- 9.57%
$117.0 - $148.88 $28.4K - $36.2K
2.3K $308K
MSI
Motorola Solutions, Inc.

Technology
-13
- 1.83%
$449.08 - $504.6 $5.84K - $6.56K
698 $322K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-349
- 3.38%
$481.22 - $538.17 $168K - $188K
9.99K $5.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-15
- 0.9%
$213.65 - $479.86 $3.2K - $7.2K
1.65K $664K
Activity Summary
Buys All Purchases 18 New Holdings 8 Increased Positions 10 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Retirement Solution Inc. Portfolio

Follow Retirement Solution Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Solution Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Solution Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email