$46.1 Million is the total value of Retireful, LLC's 8 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $36,239,000 | – | 396,095 | +100.0% | 78.68% | – |
| TBX | New | PROSHARES TRsht 7-10 yr tr | $4,047,000 | – | 150,118 | +100.0% | 8.79% | – |
| TBF | New | PROSHARES TRshrt 20+yr tre | $3,895,000 | – | 194,259 | +100.0% | 8.46% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $269,000 | – | 21,794 | +100.0% | 0.58% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $268,000 | – | 1,203 | +100.0% | 0.58% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $254,000 | – | 3,991 | +100.0% | 0.55% | – |
| CWB | New | SPDR SER TRbbg conv sec etf | $244,000 | – | 3,779 | +100.0% | 0.53% | – |
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 filed 2022-07-22
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.