RL
| |
Retireful, LLC13F | |
| Retireful, LLC | |
| Last update 2025-07-16 | 144 Stocks (87 new) |
| Value $145.00 Mil | Turnover 59 % |
Retireful, LLC Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 20,261 | 12,518.3 | New Holding | 8.630 | +8.63% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 52,791 | 4,842.5 | +13.61% | 3.340 | +0.40% | 0.010 | +1.05% | +2.34% | 41,778.1 | ||
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 45,002 | 4,506.9 | -3.17% | 3.110 | -0.14% | 0.070 | +0.98% | +2.20% | 6,374.6 | ||
FCOR | Fidelity Corporate Bond ETF | 68,202 | 3,226.6 | New Holding | 2.220 | +2.22% | 1.220 | +2.46% | +3.95% | 263.4 | ||
IBTH |
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
| 133,060 | 2,992.5 | New Holding | 2.060 | +2.06% | 0.180 | +0.75% | +2.90% | 1,638.8 | ||
IBTI |
iShares iBonds Dec 2028 Term Treasury ETF
iShares iBonds Dec 2028 Term Treasury ETF
| 131,807 | 2,947.2 | New Holding | 2.030 | +2.03% | 0.270 | +0.78% | +3.54% | 1,070.3 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 57,038 | 2,869.6 | -3.17% | 1.980 | -0.09% | 0.020 | +1.15% | +2.44% | 18,862.0 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 44,750 | 2,676.5 | New Holding | 1.840 | +1.84% | 0.010 | +0.79% | +4.12% | 31,579.5 | ||
ISHG |
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
| 34,437 | 2,636.5 | New Holding | 1.820 | +1.82% | 0.440 | +2.65% | +13.06% | 613.2 | ||
XLK | Technology Select Sector SPDR ETF | 9,707 | 2,458.1 | New Holding | 1.690 | +1.69% | 0.000 | +27.45% | +12.80% | 83,058.2 |
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
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
| 2025-06-30 | Sold Out Sold Out | -10.09% | 67.22 ($76.72) 81.54 | $83.67 | 9.06% | Sold Out | 0 | -141,216 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | New Buy New Buy | +8.63% | 496.48 ($571.44) 617.85 | $634.42 | 11.02% | New holding | 20,261 | 20,261 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-06-30 | Sold Out Sold Out | -4.12% | 38.19 ($41.33) 43.44 | $43.46 | 5.15% | Sold Out | 0 | -81,067 | |
FCOR | Fidelity Corporate Bond ETF | 2025-06-30 | New Buy New Buy | +2.22% | 45.69 ($46.56) 47.4 | $47.14 | 1.24% | New holding | 68,202 | 68,202 | |
VHT | Vanguard Health Care ETF | 2025-06-30 | Sold Out Sold Out | -2.19% | 236.71 ($247.43) 264.73 | $250.14 | 1.10% | Sold Out | 0 | -8,818 | |
VDC | Vanguard Consumer Staples ETF | 2025-06-30 | Sold Out Sold Out | -2.09% | 204.89 ($219.19) 224.73 | $219.74 | 0.25% | Sold Out | 0 | -10,272 | |
VDE | Vanguard Energy ETF | 2025-06-30 | Sold Out Sold Out | -2.09% | 105.87 ($116.59) 130.56 | $122.83 | 5.35% | Sold Out | 0 | -17,232 | |
IBTH |
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
| 2025-06-30 | New Buy New Buy | +2.06% | 22.3 ($22.4) 22.57 | $22.39 | -0.02% | New holding | 133,060 | 133,060 | |
IBTI |
iShares iBonds Dec 2028 Term Treasury ETF
iShares iBonds Dec 2028 Term Treasury ETF
| 2025-06-30 | New Buy New Buy | +2.03% | 22.09 ($22.23) 22.44 | $22.23 | 0.02% | New holding | 131,807 | 131,807 | |
XLU | Utilities Select Sector SPDR ETF | 2025-06-30 | Sold Out Sold Out | -2.02% | 73.09 ($79.67) 82.77 | $84.30 | 5.81% | Sold Out | 0 | -27,457 |
Retireful, LLC Total Holding History ($B)
Retireful, LLC's Asset Allocation
Retireful, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Retireful, LLC's Hypothetical Growth since 2025-06-30
Retireful, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Retireful, LLC's Holdings Heat Map
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Retireful, LLC's Holdings Bubble Chart
Retireful, LLC News
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