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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -67.98%
1.71%
$3.038M
5,183 shares@ $586.09 avg price
VFHVanguard World Fd
Recent Activity
New Position
1.65%
$2.917M
24,707 shares@ $118.07 avg price
IWBIshares Tr
Recent Activity
New Position
1.56%
$2.769M
8,594 shares@ $322.16 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
1.49%
$2.633M
34,793 shares@ $75.69 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
1.45%
$2.573M
4,330 shares@ $594.33 avg price
VPUVanguard World Fd
Recent Activity
Increased 16.75%
1.44%
$2.552M
15,616 shares@ $163.43 avg price
VNQVanguard Index Fds
Recent Activity
New Position
1.43%
$2.528M
28,382 shares@ $89.09 avg price
APPApplovin Corp
Recent Activity
New Position
1.38%
$2.444M
7,548 shares@ $323.84 avg price
XEMDBondbloxx Etf Trust
Recent Activity
New Position
1.37%
$2.43M
58,306 shares@ $41.68 avg price
FTNTFortinet Inc
Recent Activity
Increased 216.35%
1.35%
$2.388M
25,279 shares@ $94.49 avg price