Retirement Solution LLC - Portfolio overview

Retirement Solution LLC has 61 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFSU - DIMENSIONAL ETF TRUST, 52.73%
2. DUHP - DIMENSIONAL ETF TRUST, 11.32%
3. DFUS - DIMENSIONAL ETF TRUST, 7.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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