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Dan Mohr

@Retireful, Llc

Latest period2024 - Q4ReportedManaged Assets$177.666MTotal holdings126
Assets growth rate31.48%Assets growth rate (2-Q avg)-2.48%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Retireful, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Retireful, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 177.666M in assets, with a quarterly growth rate of 31.48% and a 2-quarter average growth rate of -2.48%. The portfolio is managed by Dan Mohr, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -44.39%
5.26%
$9.34M
53,299 shares@ $175.24 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -1.14%
3.32%
$5.896M
59,005 shares@ $99.93 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -2.52%
3.2%
$5.682M
62,147 shares@ $91.43 avg price
STIPIshares Tr
Recent Activity
Decreased -0.99%
1.93%
$3.418M
33,981 shares@ $100.61 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -67.98%
1.71%
$3.038M
5,183 shares@ $586.09 avg price
VDCVanguard World Fd
Recent Activity
Decreased -0.9%
1.2%
$2.119M
10,023 shares@ $211.39 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -4.63%
1.06%
$1.873M
23,332 shares@ $80.28 avg price
HNDLStrategy Shs
Recent Activity
Decreased -1.14%
1.01%
$1.793M
84,048 shares@ $21.34 avg price
USMVIshares Tr
Recent Activity
Decreased -45.96%
0.9%
$1.595M
17,963 shares@ $88.8 avg price
INKMSsga Active Etf Tr
Recent Activity
Decreased -1.14%
0.87%
$1.532M
48,971 shares@ $31.28 avg price