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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JPSTJ P Morgan Exchange Traded F
| 0.61% | $1.077M 21,375 shares@ $50.38 avg price | Decreased -7.98% |
CRMSalesforce Inc
| 0.54% | $945,820 2,829 shares@ $334.34 avg price | Decreased -7.94% |
XLGInvesco Exchange Traded Fd T
| 0.46% | $812,799 16,269 shares@ $49.96 avg price | Decreased -67.06% |
SPHQInvesco Exchange Traded Fd T
| 0.44% | $764,611 11,407 shares@ $67.03 avg price | Decreased -7.97% |
IWFIshares Tr
| 0.43% | $760,994 1,895 shares@ $401.58 avg price | Decreased -7.96% |
CAHCardinal Health Inc
| 0.43% | $748,294 6,327 shares@ $118.27 avg price | Decreased -7.97% |
NOWServicenow Inc
| 0.4% | $710,280 670 shares@ $1060.12 avg price | Decreased -29.98% |
RMDResmed Inc
| 0.37% | $640,561 2,801 shares@ $228.7 avg price | Decreased -7.89% |
IRMIron Mtn Inc Del
| 0.33% | $570,012 5,423 shares@ $105.12 avg price | Decreased -7.94% |