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