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
XEMDBondbloxx Etf Trust Recent Activity New Position	1.37%	$2.43M 58,306 shares@ $41.68 avg price	New Position
FLIAFranklin Templeton Etf Tr Recent Activity New Position	1.34%	$2.37M 116,855 shares@ $20.28 avg price	New Position
VVisa Inc Recent Activity New Position	1.32%	$2.335M 7,389 shares@ $316.05 avg price	New Position
VSTVistra Corp Recent Activity New Position	1.25%	$2.212M 16,043 shares@ $137.87 avg price	New Position
ICVTIshares Tr Recent Activity New Position	1.19%	$2.111M 24,849 shares@ $84.98 avg price	New Position
RLYSsga Active Etf Tr Recent Activity New Position	1.15%	$2.039M 75,473 shares@ $27.02 avg price	New Position
IGIBIshares Tr Recent Activity New Position	1.06%	$1.868M 36,274 shares@ $51.52 avg price	New Position
BSJSInvesco Exch Trd Slf Idx Fd Recent Activity New Position	1.01%	$1.787M 82,411 shares@ $21.68 avg price	New Position
SUSAIshares Tr Recent Activity New Position	0.98%	$1.735M 14,268 shares@ $121.59 avg price	New Position
SCHISchwab Strategic Tr Recent Activity New Position	0.98%	$1.726M 78,200 shares@ $22.07 avg price	New Position