0001914606-22-000002.txt : 20220317
0001914606-22-000002.hdr.sgml : 20220317
20220317142934
ACCESSION NUMBER: 0001914606-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
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: 22747955
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
03-31-2021
03-31-2021
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
166109
INFORMATION TABLE
2
infotable.xml
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0
128
AMAZON COM INC
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0
2415
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491
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0
3582
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138035100
440
13740
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0
0
13740
CAREDX INC
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14167L103
498
7316
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0
0
7316
CARETRUST REIT INC
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14174T107
276
11874
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0
0
11874
COSTCO WHSL CORP NEW
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523
1483
SH
SOLE
0
0
1483
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
89807
3186890
SH
SOLE
0
0
3186890
ENSIGN GROUP INC
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29358P101
636
6778
SH
SOLE
0
0
6778
EXPEDIA GROUP INC
COM NEW
30212P303
492
2856
SH
SOLE
0
0
2856
FACEBOOK INC
CL A
30303M102
267
905
SH
SOLE
0
0
905
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
3059
144756
SH
SOLE
0
0
144756
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
2574
118942
SH
SOLE
0
0
118942
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
2892
132825
SH
SOLE
0
0
132825
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
2371
101561
SH
SOLE
0
0
101561
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
3086
133845
SH
SOLE
0
0
133845
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
576
25963
SH
SOLE
0
0
25963
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
2537
100271
SH
SOLE
0
0
100271
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
411
18574
SH
SOLE
0
0
18574
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
251
11791
SH
SOLE
0
0
11791
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 HY
46138J833
956
38279
SH
SOLE
0
0
38279
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
278
11306
SH
SOLE
0
0
11306
INVESCO QQQ TR
UNIT SER 1
46090E103
37436
117305
SH
SOLE
0
0
117305
ISHARES TR
GNMA BOND ETF
46429B333
2684
53368
SH
SOLE
0
0
53368
LOWES COS INC
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548661107
557
2926
SH
SOLE
0
0
2926
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594918104
3951
16760
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0
0
16760
NETFLIX INC
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64110L106
371
711
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0
0
711
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67066G104
403
755
SH
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0
0
755
PENNANT GROUP INC
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70805E109
363
7925
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SOLE
0
0
7925
SPDR S&P 500 ETF TR
TR UNIT
78462F103
397
1003
SH
SOLE
0
0
1003
STARBUCKS CORP
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257
2352
SH
SOLE
0
0
2352
T-MOBILE US INC
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872590104
440
3515
SH
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0
0
3515
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
381
1046
SH
SOLE
0
0
1046
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
405
1961
SH
SOLE
0
0
1961
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
421
6262
SH
SOLE
0
0
6262