0001914606-22-000003.txt : 20220317 0001914606-22-000003.hdr.sgml : 20220317 20220317143024 ACCESSION NUMBER: 0001914606-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 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: 22747959 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 06-30-2021 06-30-2021 false Retirement Solution Inc.

18300 Redmond Way, Suite 250 Redmond WA 98052

13F HOLDINGS REPORT 028-22384 N Carin D. Sevigny 425-558-3700 /s/ Carin D. Sevigny Redmond WA 03-17-2022 0 44 209596 INFORMATION TABLE 2 infotable.xml AGILENT TECHNOLOGIES INC COM 00846U101 228 1542 SH SOLE 0 0 1542 AIRGAIN INC COM 00938A104 253 12277 SH SOLE 0 0 12277 ALPHABET INC CAP STK CL A 02079K305 313 128 SH SOLE 0 0 128 AMAZON COM INC COM 023135106 1039 302 SH SOLE 0 0 302 APPLE INC COM 037833100 5935 43335 SH SOLE 0 0 43335 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 648 2333 SH SOLE 0 0 2333 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1256 3 SH SOLE 0 0 3 BOEING CO COM 097023105 677 2825 SH SOLE 0 0 2825 CADENCE DESIGN SYSTEM INC COM 127387108 490 3582 SH SOLE 0 0 3582 CANOPY GROWTH CORP COM 138035100 286 11840 SH SOLE 0 0 11840 CAREDX INC COM 14167L103 670 7316 SH SOLE 0 0 7316 CARETRUST REIT INC COM 14174T107 279 12005 SH SOLE 0 0 12005 COSTCO WHSL CORP NEW COM 22160K105 494 1249 SH SOLE 0 0 1249 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 99787 3303109 SH SOLE 0 0 3303109 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 21371 453503 SH SOLE 0 0 453503 ENSIGN GROUP INC COM 29358P101 588 6781 SH SOLE 0 0 6781 EXPEDIA GROUP INC COM NEW 30212P303 468 2856 SH SOLE 0 0 2856 FACEBOOK INC CL A 30303M102 322 927 SH SOLE 0 0 927 HOME DEPOT INC COM 437076102 211 660 SH SOLE 0 0 660 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 2847 134906 SH SOLE 0 0 134906 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2451 113502 SH SOLE 0 0 113502 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2717 125050 SH SOLE 0 0 125050 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 2580 101289 SH SOLE 0 0 101289 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 366 16385 SH SOLE 0 0 16385 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 2442 104591 SH SOLE 0 0 104591 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 2891 125660 SH SOLE 0 0 125660 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 542 24417 SH SOLE 0 0 24417 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 219 10188 SH SOLE 0 0 10188 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 1007 40009 SH SOLE 0 0 40009 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 301 12189 SH SOLE 0 0 12189 INVESCO QQQ TR UNIT SER 1 46090E103 43072 121524 SH SOLE 0 0 121524 ISHARES TR GNMA BOND ETF 46429B333 2885 57709 SH SOLE 0 0 57709 KEYSIGHT TECHNOLOGIES INC COM 49338L103 212 1376 SH SOLE 0 0 1376 LOWES COS INC COM 548661107 568 2927 SH SOLE 0 0 2927 MICROSOFT CORP COM 594918104 4706 17372 SH SOLE 0 0 17372 NETFLIX INC COM 64110L106 376 711 SH SOLE 0 0 711 NVIDIA CORPORATION COM 67066G104 604 755 SH SOLE 0 0 755 PENNANT GROUP INC COM 70805E109 324 7925 SH SOLE 0 0 7925 SPDR S&P 500 ETF TR TR UNIT 78462F103 345 806 SH SOLE 0 0 806 STARBUCKS CORP COM 855244109 1361 12175 SH SOLE 0 0 12175 T-MOBILE US INC COM 872590104 509 3515 SH SOLE 0 0 3515 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 322 819 SH SOLE 0 0 819 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 425 6261 SH SOLE 0 0 6261 VANGUARD WORLD FD MEGA CAP INDEX 921910873 209 1374 SH SOLE 0 0 1374