Dan Mohr

@Retireful, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$177.666M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AOMIshares Tr Recent Activity New Position	2.47%	$4.38M 100,834 shares@ $43.45 avg price	New Position
IBTHIshares Tr Recent Activity New Position	1.89%	$3.357M 151,230 shares@ $22.2 avg price	New Position
SCHDSchwab Strategic Tr Recent Activity New Position	1.86%	$3.303M 120,885 shares@ $27.32 avg price	New Position
VGITVanguard Scottsdale Fds Recent Activity New Position	1.86%	$3.288M 56,690 shares@ $58.0 avg price	New Position
VFHVanguard World Fd Recent Activity New Position	1.65%	$2.917M 24,707 shares@ $118.07 avg price	New Position
IWBIshares Tr Recent Activity New Position	1.56%	$2.769M 8,594 shares@ $322.16 avg price	New Position
XLUSelect Sector Spdr Tr Recent Activity New Position	1.49%	$2.633M 34,793 shares@ $75.69 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	1.45%	$2.573M 4,330 shares@ $594.33 avg price	New Position
VNQVanguard Index Fds Recent Activity New Position	1.43%	$2.528M 28,382 shares@ $89.09 avg price	New Position
APPApplovin Corp Recent Activity New Position	1.38%	$2.444M 7,548 shares@ $323.84 avg price	New Position