13F Filings History of Retirement Solution LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$419,289,411
Signature - Title
Nicole Goff - Manager Compliance Service and Support
Location
Redmond, WA
Summary
This page shows a list of all the recent 13F filings made by Retirement Solution LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Retirement Solution LLC reported 48 stock holdings with total value $419,289,411 as of Q3 2025. Top holdings included DFSU, DUHP, DFUS, DFAC, and DFSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 48 $419,289,411 +$2,412,181 -$5,127,311 -$2,715,130 DFSU, DUHP, DFUS, DFAC, DFSV 13F-HR 04 Nov 2025, 12:22
Q2 2025 43 $391,629,891 +$9,667,511 -$16,574,864 -$6,907,353 DFSU, DUHP, DFUS, DFAC, DFSV 13F-HR 07 Aug 2025, 17:30
Q1 2025 42 $363,233,209 +$32,257,726 -$32,644,863 -$387,137 DFSU, DUHP, DFUS, DFSV, DFAC 13F-HR 17 Apr 2025, 10:22
Q4 2024 49 $381,862,152 +$5,194,241 -$36,002,315 -$30,808,074 DFSU, DFUS, DUHP, DFSV, DFAC 13F-HR 07 Feb 2025, 12:53
Q3 2024 57 $410,528,919 +$25,925,434 -$10,266,202 +$15,659,232 DFSU, DFUS, DUHP, DFSV, MSFT 13F-HR 01 Nov 2024, 11:59
Q2 2024 39 $372,159,602 +$12,443,471 -$13,662,405 -$1,218,934 DFSU, DFUS, DUHP, DFSV, DFSI 13F-HR 25 Jul 2024, 10:11
Q1 2024 38 $369,083,526 +$5,990,486 -$4,992,974 +$997,512 DFSU, DFUS, DUHP, DFSV, DFSI 13F-HR 07 May 2024, 15:31
Q4 2023 43 $338,009,239 +$8,394,911 -$9,169,428 -$774,517 DFSU, DFUS, DUHP, DFSV, DFSI 13F-HR 02 Feb 2024, 09:29
Q3 2023 41 $302,992,403 +$12,604,885 -$7,013,062 +$5,591,823 DFSU, DFUS, DUHP, DFSV, DFSI 13F-HR 13 Oct 2023, 11:18
Q2 2023 44 $309,992,094 +$10,075,657 -$3,531,422 +$6,544,235 DFSU, DFUS, DUHP, DFSV, DFSI 13F-HR 03 Aug 2023, 13:16
Q1 2023 41 $284,331,710 +$221,103,221 -$134,265,231 +$86,837,990 DFSU, DFUS, DUHP, DFSV, DFSI 13F-HR 13 Apr 2023, 14:12
Q4 2022 29 $181,997,608 +$4,790,929 -$9,999,240 -$5,208,311 DFAU, QQQ, DFUS, MSFT, BSCN 13F-HR 20 Jan 2023, 13:23
Q3 2022 32 $186,276,000 +$12,809,513 -$2,068,484 +$10,741,029 DFAU, QQQ, DFUS, MSFT, AAPL 13F-HR 17 Oct 2022, 16:17
Q2 2022 34 $184,314,000 +$9,411,044 -$6,732,566 +$2,678,478 DFAU, QQQ, DFUS, MSFT, AAPL 13F-HR 21 Jul 2022, 14:35
Q1 2022 43 $226,307,000 +$6,834,376 -$895,272 +$5,939,104 DFAU, QQQ, DFUS, AAPL, MSFT 13F-HR 29 Apr 2022, 15:01
Q4 2021 45 $233,301,412 +$3,697,308 -$1,455,094 +$2,242,214 DFAU, QQQ, DFUS, AAPL, MSFT 13F-HR 17 Mar 2022, 14:31
Q3 2021 47 $217,251,000 +$8,836,044 -$684,391 +$8,151,653 DFAU, QQQ, DFUS, AAPL, MSFT 13F-HR 17 Mar 2022, 14:31
Q2 2021 44 $209,596,000 +$32,944,146 -$1,610,230 +$31,333,916 DFAU, QQQ, DFUS, AAPL, MSFT 13F-HR 17 Mar 2022, 14:30
Q1 2021 38 $166,109,000 +$11,478,664 -$4,030,722 +$7,447,942 DFAU, QQQ, MSFT, AAPL, BSJL 13F-HR 17 Mar 2022, 14:29
Q4 2020 38 $152,072,000 $0 DFAU, QQQ, AAPL, MSFT, BSJL 13F-HR 17 Mar 2022, 14:28