Retirement Solution LLC

Portfolio Overview

Retirement Solution LLC manages a portfolio totaling approximately $451.46 million as of December 31, 2025, distributed across 60 individual holdings. The firm has adopted a highly concentrated, core-satellite investment strategy heavily weighted toward passive factor investing. The portfolio experienced robust growth of 14.9% over the quarter, increasing in value from $392.86 million.

A defining characteristic of this portfolio is its heavy reliance on Dimensional ETF Tr...