$140 Million is the total value of RETIREMENT GUYS FORMULA LLC's 122 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BOCT | Exit | INNOVATOR ETFS TRus eqty buf oct | $0 | – | -6,853 | -100.0% | -0.18% | – |
BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -11,632 | -100.0% | -0.38% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -1,969 | -100.0% | -0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-18
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.