$173 Million is the total value of RETIREMENT GUYS FORMULA LLC's 122 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HBI | Exit | HANESBRANDS INC | $0 | – | -18,696 | -100.0% | -0.07% | – |
DNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $0 | – | -6,706 | -100.0% | -0.16% | – |
MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -3,206 | -100.0% | -0.23% | – |
BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -4,583 | -100.0% | -0.25% | – |
BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -8,649 | -100.0% | -0.41% | – |
LQDI | Exit | ISHARES U S ETF TRinflation hedg | $0 | – | -89,920 | -100.0% | -1.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.