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Retireful, LLC13F | |
Retireful, LLC | |
Last update 2025-04-11 | 92 Stocks (54 new) |
Value $106.00 Mil | Turnover 56 % |
Retireful, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 141,216 | 10,677.3 | New Holding | 10.090 | +10.09% | 0.910 | -4.91% | -1.00% | 1,185.1 | ||
GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 46,476 | 4,655.5 | -21.23% | 4.400 | -0.70% | 0.070 | +1.04% | +1.32% | 6,328.1 | ||
FDL | First Trust Morningstar Dividend Leaders Index Fund | 81,067 | 4,358.0 | New Holding | 4.120 | +4.12% | 0.070 | +0.71% | +3.89% | 5,313.8 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 46,468 | 4,262.5 | -25.23% | 4.030 | -0.81% | 0.010 | +1.05% | +1.40% | 48,499.2 | ||
USFR | WisdomTree Floating Rate Treasury Fund | 58,908 | 2,964.3 | -21.23% | 2.800 | -0.45% | 0.020 | +0.99% | +1.42% | 18,609.8 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 23,351 | 2,844.0 | -31.28% | 2.690 | -0.60% | 0.020 | +2.44% | +3.35% | 11,768.0 | ||
VHT | Vanguard Health Care ETF | 8,818 | 2,318.3 | New Holding | 2.190 | +2.19% | 0.010 | -6.25% | +0.07% | 17,166.1 | ||
VDC | Vanguard Consumer Staples ETF | 10,272 | 2,213.9 | +2.48% | 2.090 | +0.05% | 0.030 | +2.73% | +4.65% | 7,525.1 | ||
VDE | Vanguard Energy ETF | 17,232 | 2,212.6 | New Holding | 2.090 | +2.09% | 0.020 | -6.89% | -5.11% | 7,786.9 | ||
XLU | Utilities Select Sector SPDR ETF | 27,457 | 2,141.1 | -21.08% | 2.020 | -0.31% | 0.010 | +3.02% | +6.01% | 18,134.8 |
Retireful, LLC's Historical Top Holdings Breakdowns
Retireful, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2025-03-31 | New Buy | +10.09% | 74.34 ($78.6) 81 | $76.22 | -3.03% | New holding | 141,216 | 141,216 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Sold Out | -5.26% | 169.43 ($177.82) 182.84 | $171.78 | -3.40% | Sold Out | 0 | -53,299 | |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 2025-03-31 | New Buy | +4.12% | 39.71 ($42.26) 43.88 | $41.46 | -1.89% | New holding | 81,067 | 81,067 | |
AOM | iShares Core 40/60 Moderate Allocation ETF | 2025-03-31 | Sold Out | -2.47% | 42.93 ($44.01) 44.71 | $44.06 | 0.11% | Sold Out | 0 | -100,834 | |
VHT | Vanguard Health Care ETF | 2025-03-31 | New Buy | +2.19% | 254.06 ($266.4) 273.83 | $252.97 | -5.04% | New holding | 8,818 | 8,818 | |
VDE | Vanguard Energy ETF | 2025-03-31 | New Buy | +2.09% | 119.14 ($126.27) 132.76 | $114.27 | -9.50% | New holding | 17,232 | 17,232 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | New Buy | +1.99% | 47.32 ($50.16) 52.19 | $49.78 | -0.75% | New holding | 42,708 | 42,708 | |
XLI | Industrial Select Sector SPDR | 2025-03-31 | New Buy | +1.92% | 128.78 ($135.13) 141.67 | $134.97 | -0.11% | New holding | 15,590 | 15,590 | |
IBTH | iShares iBonds Dec 2027 Term Treasury ETF | 2025-03-31 | Sold Out | -1.89% | 22.11 ($22.27) 22.43 | $22.40 | 0.58% | Sold Out | 0 | -151,230 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Sold Out | -1.86% | 27.01 ($27.88) 28.54 | $26.01 | -6.71% | Sold Out | 0 | -120,885 |
Retireful, LLC Total Holding History ($B)
Retireful, LLC's Asset Allocation
Retireful, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Retireful, LLC's Hypothetical Growth since 2025-03-31
Retireful, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Retireful, LLC's Holdings Heat Map
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Retireful, LLC's Holdings Bubble Chart
Retireful, LLC News
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