$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -808 | -100.0% | -4.88% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -3,333 | -100.0% | -5.07% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -1,663 | -100.0% | -5.60% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -3,469 | -100.0% | -5.63% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -829 | -100.0% | -6.32% | – |
| XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -5,281 | -100.0% | -6.97% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -3,235 | -100.0% | -7.79% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -7,303 | -100.0% | -8.32% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -3,835 | -100.0% | -8.92% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -8,839 | -100.0% | -9.06% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -1,233 | -100.0% | -9.86% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -10,925 | -100.0% | -14.93% | – |
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.