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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
XLRESelect Sector Spdr Tr
Recent Activity
Exited
0%
$6.047M
135,377 shares@ $44.68 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$6.027M
44,496 shares@ $135.44 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$5.58M
82,244 shares@ $67.85 avg price
LGLVSpdr Ser Tr
Recent Activity
Exited
0%
$5.367M
31,717 shares@ $169.24 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Exited
0%
$4.872M
116,131 shares@ $41.95 avg price
CWBSpdr Ser Tr
Recent Activity
Exited
0%
$4.362M
56,951 shares@ $76.59 avg price
VVVanguard Index Fds
Recent Activity
Exited
0%
$4.003M
15,203 shares@ $263.3 avg price
BONDPimco Etf Tr
Recent Activity
Exited
0%
$2.756M
29,133 shares@ $94.61 avg price
TIPIshares Tr
Recent Activity
Exited
0%
$1.879M
17,009 shares@ $110.47 avg price
IUSBIshares Tr
Recent Activity
Exited
0%
$1.518M
32,220 shares@ $47.12 avg price