$4.16 Million is the total value of Retireful, LLC's 13 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ILCG | New | ISHARES TRmorningstar grwt | $621,000 | – | 10,925 | +100.0% | 14.93% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $410,000 | – | 1,233 | +100.0% | 9.86% | – |
| DON | New | WISDOMTREE TRus midcap divid | $377,000 | – | 8,839 | +100.0% | 9.06% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $371,000 | – | 3,835 | +100.0% | 8.92% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $346,000 | – | 7,303 | +100.0% | 8.32% | – |
| VLUE | New | ISHARES TRmsci usa value | $324,000 | – | 3,235 | +100.0% | 7.79% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $290,000 | – | 5,281 | +100.0% | 6.97% | – |
| USMV | New | ISHARES TRmsci usa min vol | $276,000 | – | 3,701 | +100.0% | 6.64% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $263,000 | – | 829 | +100.0% | 6.32% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $234,000 | – | 3,469 | +100.0% | 5.63% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $233,000 | – | 1,663 | +100.0% | 5.60% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $211,000 | – | 3,333 | +100.0% | 5.07% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $203,000 | – | 808 | +100.0% | 4.88% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-07-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 6 | Q3 2023 | 78.7% |
| GOLDMAN SACHS ETF TR | 5 | Q3 2023 | 17.8% |
| WISDOMTREE TR | 5 | Q3 2023 | 17.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 0.6% |
| SPDR DOW JONES INDL AVERAGE | 3 | Q2 2023 | 9.9% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q3 2023 | 6.3% |
| INVESCO EXCH TRADED FD TR II | 3 | Q2 2023 | 0.9% |
| TESLA INC | 3 | Q3 2023 | 1.2% |
| SPDR S&P 500 ETF TR | 2 | Q3 2023 | 13.0% |
| ISHARES TR | 2 | Q3 2023 | 5.4% |
View Retireful, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-25 |
| 13F-HR/A | 2023-10-19 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-22 |
| 13F-HR/A | 2022-07-20 |
View Retireful, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.