Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LISTED FD TR | 11 | Q2 2024 | 10.2% |
PACER FDS TR | 11 | Q2 2024 | 8.4% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 7.8% |
FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 22.4% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 5.9% |
SELECT SECTOR SPDR TR | 11 | Q2 2024 | 4.3% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 3.8% |
APPLE INC | 11 | Q2 2024 | 2.4% |
FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 4.1% |
VANGUARD WORLD FDS | 11 | Q2 2024 | 1.3% |
View RETIREMENT GUYS FORMULA LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-22 |
13F-HR | 2024-08-01 |
13F-HR | 2024-04-19 |
SC 13G/A | 2024-01-31 |
SC 13G/A | 2024-01-31 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-13 |
SC 13G/A | 2023-08-15 |
SC 13G/A | 2023-08-15 |
SC 13G/A | 2023-08-14 |
View RETIREMENT GUYS FORMULA 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.