Retirement Solution LLC: 13F holdings
CIK 19146062026Q2
| Positions | 75 |
|---|---|
| Reported value | $511.4m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 5,478,280 | $255.5m | 49.9% |
| DIMENSIONAL ETF TRUST | 1,317,557 | $55.0m | 10.8% |
| DFUS DIMENSIONAL ETF TRUST | 448,251 | $36.7m | 7.2% |
| DIMENSIONAL ETF TRUST | 696,213 | $30.9m | 6.0% |
| DIMENSIONAL ETF TRUST | 658,005 | $25.5m | 5.0% |
| DIMENSIONAL ETF TRUST | 349,466 | $15.8m | 3.1% |
| DIMENSIONAL ETF TRUST | 256,769 | $12.6m | 2.5% |
| MSFT MICROSOFT CORP | 32,396 | $12.1m | 2.4% |
| AAPL APPLE INC | 32,654 | $9.4m | 1.8% |
| QQQ INVESCO QQQ TR | 9,935 | $7.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1914606")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.