account_balance

Investment manager · 13F filer · SEC CIK 1914606

Retirement Solution LLC

Reported value$525Mas of Sep 30, 2026
Positions79 7 new, 3 sold out
Top 10 weight90.1%DFSU alone is 49%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFSU Dimensional ETF Trust 49.3% Held
DUHP Dfa Invt Dimensions Group In 10.6% Held
DFUS Dimensional ETF Trust 6.8% Trimmed −4%
DFAC Dimensional ETF Trust 6.3% Added +7%
DFSV Dfa Invt Dimensions Group In 4.7% Held
MSFT Microsoft Corp 3.6% Added +14%
DFSI Dimensional ETF Trust 3.0% Held
DFSE Dimensional ETF Trust 2.4% Held
AAPL Apple Inc. 2.1% Held
QQQ Invesco QQQ Tr 1.4% Held
MU Micron Technology Inc 0.9% Held
DFAU Dimensional ETF Trust 0.8% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VOO −19%
  • DFUS −4%
  • DFAU −4%
  • LOW −3%
remove_circleSold out
  • VWO $222K
  • HD $212K
  • VBK $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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