0001914606-22-000007.txt : 20220721 0001914606-22-000007.hdr.sgml : 20220721 20220721143552 ACCESSION NUMBER: 0001914606-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220721 DATE AS OF CHANGE: 20220721 EFFECTIVENESS DATE: 20220721 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: 221096792 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 06-30-2022 06-30-2022 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 07-21-2022 0 34 184314 INFORMATION TABLE 2 infotable.xml AGNC INVT CORP COM 00123Q104 157 14209 SH SOLE 0 0 14209 AMAZON COM INC COM 023135106 509 4790 SH SOLE 0 0 4790 AMGEN INC COM 031162100 1299 5339 SH SOLE 0 0 5339 APPLE INC COM 037833100 3558 26025 SH SOLE 0 0 26025 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 532 1949 SH SOLE 0 0 1949 BOEING CO COM 097023105 282 2061 SH SOLE 0 0 2061 CADENCE DESIGN SYSTEM INC COM 127387108 547 3647 SH SOLE 0 0 3647 CANOPY GROWTH CORP COM 138035100 35 12386 SH SOLE 0 0 12386 COSTCO WHSL CORP NEW COM 22160K105 909 1896 SH SOLE 0 0 1896 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 24421 599292 SH SOLE 0 0 599292 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 90494 3423918 SH SOLE 0 0 3423918 EXPEDIA GROUP INC COM NEW 30212P303 271 2856 SH SOLE 0 0 2856 HORMEL FOODS CORP COM 440452100 1668 35225 SH SOLE 0 0 35225 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2433 114801 SH SOLE 0 0 114801 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2918 139263 SH SOLE 0 0 139263 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 2579 116980 SH SOLE 0 0 116980 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 653 31477 SH SOLE 0 0 31477 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 2736 119278 SH SOLE 0 0 119278 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 445 21782 SH SOLE 0 0 21782 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 240 12442 SH SOLE 0 0 12442 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 1131 51887 SH SOLE 0 0 51887 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 258 11748 SH SOLE 0 0 11748 INVESCO QQQ TR UNIT SER 1 46090E103 35993 128419 SH SOLE 0 0 128419 ISHARES TR BROAD USD HIGH 46435U853 311 8990 SH SOLE 0 0 8990 ISHARES TR GNMA BOND ETF 46429B333 1627 35716 SH SOLE 0 0 35716 LOWES COS INC COM 548661107 1364 7811 SH SOLE 0 0 7811 MICROSOFT CORP COM 594918104 4262 16596 SH SOLE 0 0 16596 SPDR S&P 500 ETF TR TR UNIT 78462F103 376 996 SH SOLE 0 0 996 STARBUCKS CORP COM 855244109 235 3076 SH SOLE 0 0 3076 STRATEGY SHS NS 7HANDL IDX 86280R506 301 14626 SH SOLE 0 0 14626 T-MOBILE US INC COM 872590104 470 3494 SH SOLE 0 0 3494 TESLA INC COM 88160R101 362 537 SH SOLE 0 0 537 VANGUARD INDEX FDS GROWTH ETF 922908736 408 1832 SH SOLE 0 0 1832 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 530 1529 SH SOLE 0 0 1529