Retirement Solution
Latest statistics and disclosures from Retirement Solution's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFSU, DFUS, DUHP, DFSV, DFSI, and represent 80.01% of Retirement Solution's stock portfolio.
- Added to shares of these 10 stocks: DFSU, DFAC, MU, DFSV, AAPL, SPGI, DFSI, DUHP, DFAR, DFAX.
- Started 7 new stock positions in GOEVW, SPGI, SUN, HD, MU, VUG, AGG.
- Reduced shares in these 10 stocks: Guggenheim Bulletshrs 2023 Corp Bd Etf, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, DFAU, QQQ, DFUS, USHY, BSCP, SPY, BSCO, EXPE.
- Sold out of its positions in Canopy Gro, BSCP, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Guggenheim Bulletshrs 2023 Corp Bd Etf, USHY.
- Retirement Solution was a net seller of stock by $-775k.
- Retirement Solution has $338M in assets under management (AUM), dropping by 11.56%.
- Central Index Key (CIK): 0001914606
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Retirement Solution holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Retirement Solution
SEC 13F filings are viewable for Retirement Solution going back to 2021
- Retirement Solution 2023 Q4 filed Feb. 2, 2024
- Retirement Solution 2023 Q3 filed Oct. 13, 2023
- Retirement Solution 2023 Q2 filed Aug. 3, 2023
- Retirement Solution 2023 Q1 filed April 13, 2023
- Retirement Solution 2022 Q4 filed Jan. 20, 2023
- Retirement Solution 2022 Q3 filed Oct. 17, 2022
- Retirement Solution 2022 Q2 filed July 21, 2022
- Retirement Solution 2022 Q1 filed April 29, 2022
- Retirement Solution 2020 Q4 filed March 17, 2022
- Retirement Solution 2021 Q1 filed March 17, 2022
- Retirement Solution 2021 Q2 filed March 17, 2022
- Retirement Solution 2021 Q3 filed March 17, 2022
- Retirement Solution 2021 Q4 filed March 17, 2022