$126 Million is the total value of RETIREMENT GUYS FORMULA LLC's 162 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
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 2022-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LISTED FD TR | 8 | Q3 2023 | 10.2% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 22.4% |
| PACER FDS TR | 8 | Q3 2023 | 6.0% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.8% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 4.3% |
| FIRST TR SML CP CORE ALPHA F | 8 | Q3 2023 | 3.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.8% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.9% |
| APPLE INC | 8 | Q3 2023 | 2.4% |
View RETIREMENT GUYS FORMULA LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| SC 13G | 2023-08-14 |
| SC 13G | 2023-08-11 |
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.