0001914606-22-000001.txt : 20220317 0001914606-22-000001.hdr.sgml : 20220317 20220317142844 ACCESSION NUMBER: 0001914606-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20220317 DATE AS OF CHANGE: 20220317 EFFECTIVENESS DATE: 20220317 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Retirement Solution Inc. CENTRAL INDEX KEY: 0001914606 IRS NUMBER: 208239959 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22384 FILM NUMBER: 22747948 BUSINESS ADDRESS: STREET 1: 18300 REDMOND WAY, SUITE 250 CITY: REDMOND STATE: WA ZIP: 98052 BUSINESS PHONE: 425-558-3700 MAIL ADDRESS: STREET 1: 18300 REDMOND WAY, SUITE 250 CITY: REDMOND STATE: WA ZIP: 98052 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001914606 XXXXXXXX 12-31-2020 12-31-2020 false Retirement Solution Inc.
18300 Redmond Way, Suite 250 Redmond WA 98052
13F HOLDINGS REPORT 028-22384 N
Carin D. Sevigny Vice President, CCO, COO 425-558-3700 /s/ Carin D. Sevigny Redmond WA 03-17-2022 0 38 152072
INFORMATION TABLE 2 infotable.xml AIRGAIN INC COM 00938A104 218 12277 SH SOLE 0 0 12277 AMAZON COM INC COM 023135106 958 294 SH SOLE 0 0 294 APPLE INC COM 037833100 3834 28895 SH SOLE 0 0 28895 BOEING CO COM 097023105 461 2152 SH SOLE 0 0 2152 CADENCE DESIGN SYSTEM INC COM 127387108 489 3582 SH SOLE 0 0 3582 CANOPY GROWTH CORP COM 138035100 339 13740 SH SOLE 0 0 13740 CAREDX INC COM 14167L103 807 11145 SH SOLE 0 0 11145 CARETRUST REIT INC COM 14174T107 441 19886 SH SOLE 0 0 19886 COSTCO WHSL CORP NEW COM 22160K105 540 1433 SH SOLE 0 0 1433 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 76782 2920668 SH SOLE 0 0 2920668 ENSIGN GROUP INC COM 29358P101 1837 25190 SH SOLE 0 0 25190 EXPEDIA GROUP INC COM NEW 30212P303 378 2856 SH SOLE 0 0 2856 FACEBOOK INC CL A 30303M102 236 864 SH SOLE 0 0 864 GENERAL FIN CORP DEL COM 369822101 167 19600 SH SOLE 0 0 19600 INTUITIVE SURGICAL INC COM NEW 46120E602 751 918 SH SOLE 0 0 918 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 3047 143673 SH SOLE 0 0 143673 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2628 120841 SH SOLE 0 0 120841 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2905 132662 SH SOLE 0 0 132662 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 2127 91120 SH SOLE 0 0 91120 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 3064 132658 SH SOLE 0 0 132658 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 586 26169 SH SOLE 0 0 26169 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 2383 93911 SH SOLE 0 0 93911 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 425 18782 SH SOLE 0 0 18782 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 257 11730 SH SOLE 0 0 11730 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 824 33056 SH SOLE 0 0 33056 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 280 11442 SH SOLE 0 0 11442 INVESCO QQQ TR UNIT SER 1 46090E103 35548 113305 SH SOLE 0 0 113305 ISHARES TR GNMA BOND ETF 46429B333 2549 49981 SH SOLE 0 0 49981 MICROSOFT CORP COM 594918104 3558 15998 SH SOLE 0 0 15998 NETFLIX INC COM 64110L106 425 786 SH SOLE 0 0 786 NVIDIA CORPORATION COM 67066G104 402 770 SH SOLE 0 0 770 PENNANT GROUP INC COM 70805E109 729 12553 SH SOLE 0 0 12553 SPDR S&P 500 ETF TR TR UNIT 78462F103 323 863 SH SOLE 0 0 863 T-MOBILE US INC COM 872590104 474 3515 SH SOLE 0 0 3515 VANGUARD INDEX FDS GROWTH ETF 922908736 237 935 SH SOLE 0 0 935 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 359 1045 SH SOLE 0 0 1045 VANGUARD INDEX FDS TOTAL STK MKT 922908769 408 2094 SH SOLE 0 0 2094 XCEL ENERGY INC COM 98389B100 296 4433 SH SOLE 0 0 4433