Retirement Solution LLC
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$422.8M
Holdings
62
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFSU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
53.1%
02
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
11.4%
03
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.2%
04
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.3%
05
$DFSV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.4%
06
$DFSI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.5%
07
$DFSE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.6%
08
$MSFT
MICROSOFT CORP
Q4 2025: New position (4.5k shares)
2.1%
09
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +5.5% (3.0k → 3.1k shares)
1.2%
10
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: New position (1.2k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:27 UTC.