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Portfolio (Quarterly) Guide ↗

Retirement Solution LLC

· CIK 0001914606
13F Portfolio $511M AUM 75 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 75 New
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSI MOTOROLA SOLUTIONS INC Technology 596.0 $247K 0.05% NEW $415.17 +16.0%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 2,045.0 $239K 0.05% NEW $116.67 +50.8%
63 GE GE AEROSPACE Industrials 621.0 $232K 0.04% NEW $373.55 -8.5%
64 KEYS KEYSIGHT TECHNOLOGIES INC Technology 662.0 $232K 0.04% NEW $350.02 -11.2%
65 IWR ISHARES TR 2,051.0 $226K 0.04% NEW $110.32 +2.4%
66 VWO VANGUARD INTL EQUITY INDEX F 3,718.0 $222K 0.04% NEW $59.69 +0.5%
67 HD HOME DEPOT INC Consumer Cyclical 601.0 $212K 0.04% NEW $352.92 -4.4%
68 EFV ISHARES TR 2,747.0 $210K 0.04% NEW $76.56 +7.4%
69 VBK VANGUARD INDEX FDS 575.0 $210K 0.04% NEW $365.43 -2.9%
70 MO ALTRIA GROUP INC Consumer Defensive 2,869.0 $206K 0.04% NEW $71.95 -4.8%
71 NOK NOKIA CORP Technology 15,379.0 $204K 0.04% NEW $13.28 -25.0%
72 DAKT DAKTRONICS INC Technology 10,000.0 $196K 0.04% NEW $19.56 -2.9%
73 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 14,057.0 $157K 0.03% NEW $11.15 -8.9%
74 EGY VAALCO ENERGY INC Energy 15,144.0 $77K 0.01% NEW $5.08 +13.8%
75 UIS UNISYS CORP Technology 18,800.0 $69K 0.01% NEW $3.66 -28.1%
Page 4 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.3%
Financial Services 16.6%
Consumer Cyclical 12.1%
Consumer Defensive 5.5%
Utilities 4.5%
Communication Services 2.2%
Energy 1.9%
Industrials 1.4%
Healthcare 1.4%