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
SGOVIshares Tr Recent Activity Increased 46.69%	2.37%	$4.197M 41,841 shares@ $100.32 avg price	Increased 46.69%
USFRWisdomtree Tr Recent Activity Increased 50.22%	2.12%	$3.763M 74,788 shares@ $50.32 avg price	Increased 50.22%
VPUVanguard World Fd Recent Activity Increased 16.75%	1.44%	$2.552M 15,616 shares@ $163.43 avg price	Increased 16.75%
FTNTFortinet Inc Recent Activity Increased 216.35%	1.35%	$2.388M 25,279 shares@ $94.49 avg price	Increased 216.35%
GPNGlobal Pmts Inc Recent Activity Increased 231.03%	1.25%	$2.209M 19,716 shares@ $112.07 avg price	Increased 231.03%
DASHDoordash Inc Recent Activity Increased 121.38%	0.91%	$1.614M 9,621 shares@ $167.76 avg price	Increased 121.38%
NFLXNetflix Inc Recent Activity Increased 81.4%	0.83%	$1.46M 1,638 shares@ $891.32 avg price	Increased 81.4%