RL

Retireful, LLC

13F
Retireful, LLC
Last update 2024-08-01 93 Stocks (63 new)
Value $213.00 Mil Turnover 64 %
Countries:
Top Holdings: SPY(5.57%)GBIL(3.97%)VV(3.73%)BIL(3.28%)SCHX(2.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
Retireful, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
21,768
11846.580
-56.68%
5.570
-6.19%
-
+11.46%
+21.32%
596439.718
 
GBIL 		Goldman Sachs Access Treasury 0-1 Year ETF
84,367
8443.450
+52.25%
3.970
+1.36%
-
+0.02%
+0.15%
5712.799
 
VV 		Vanguard Large Cap ETF
31,748
7924.940
New Holding
3.730
+3.73%
-
+11.83%
+21.45%
36856.108
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
75,994
6974.730
+25.87%
3.280
+0.67%
-
+0.03%
+0.12%
33255.172
 
SCHX 		Schwab U.S. Large-Cap ETF
91,203
5859.790
New Holding
2.760
+2.76%
-
+11.93%
+21.28%
50142.903
 
RSP 		Invesco S&P 500 Equal Weight ETF
34,754
5709.390
-64.41%
2.690
-4.43%
-
+9.73%
+13.23%
66718.949
 
IWB 		iShares Russell 1000 ETF
19,082
5677.660
New Holding
2.670
+2.67%
-
+11.78%
+20.74%
37918.755
 
SCHV 		Schwab U.S. Large-Cap Value ETF
71,652
5307.980
New Holding
2.500
+2.50%
-
+9.15%
+14.33%
11806.230
 
XLK 		Technology Select Sector SPDR ETF
20,623
4665.540
-0.96%
2.190
-0.02%
-
+14.65%
+17.88%
70565.680
 
VOX 		Vanguard Communication Services ETF
28,594
3951.690
New Holding
1.860
+1.86%
-
+15.08%
+26.91%
3916.775
 

Retireful, LLC's Historical Top Holdings Breakdowns

Retireful, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-06-30Reduce
-6.19%
●
495.16 ($523.39) 548.49
$576.65
10.18%
Reduce -56.68%
21,768
-28,479
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Reduce
-4.43%
●
159.21 ($164.49) 168.37
$178.67
8.62%
Reduce -64.41%
34,754
-62,902
VV 		Vanguard Large Cap ETF2024-06-30New Buy
+3.73%
●
227.27 ($240.21) 251.65
$264.95
10.30%
New holding
31,748
31,748
MOAT 		VanEck Morningstar Wide Moat ETF2024-06-30Sold Out
-2.92%
●
83.97 ($86.89) 89.72
$95.56
9.98%
Sold Out
0
-78,210
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30New Buy
+2.76%
●
58.7 ($61.99) 64.78
$22.80
-63.22%
New holding
91,203
91,203
IWB 		iShares Russell 1000 ETF2024-06-30New Buy
+2.67%
●
272.21 ($287.12) 298.72
$316.65
10.28%
New holding
19,082
19,082
SCHV 		Schwab U.S. Large-Cap Value ETF2024-06-30New Buy
+2.50%
●
71.74 ($74.13) 75.86
$26.72
-63.96%
New holding
71,652
71,652
FDL 		First Trust Morningstar Dividend Leaders Index Fund2024-06-30Sold Out
-2.31%
●
36.38 ($37.94) 39.01
$42.02
10.75%
Sold Out
0
-144,458
VDE 		Vanguard Energy ETF2024-06-30Sold Out
-1.89%
●
123.17 ($130.18) 136.7
$125.82
-3.35%
Sold Out
0
-34,605
VOX 		Vanguard Communication Services ETF2024-06-30New Buy
+1.86%
●
125.5 ($132.87) 139.68
$149.40
12.44%
New holding
28,594
28,594

Retireful, LLC Total Holding History ($B)

To

Retireful, LLC's Asset Allocation

To

Retireful, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Retireful, LLC's Hypothetical Growth since 2024-06-30

Retireful, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Retireful, LLC's Holdings Heat Map

Size field:

Retireful, LLC's Holdings Bubble Chart

Retireful, LLC News

  • 1

Discussions on Retireful, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.