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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
FLIAFranklin Templeton Etf Tr
Recent Activity
New Position
1.34%
$2.37M
116,855 shares@ $20.28 avg price
VVisa Inc
Recent Activity
New Position
1.32%
$2.335M
7,389 shares@ $316.05 avg price
VSTVistra Corp
Recent Activity
New Position
1.25%
$2.212M
16,043 shares@ $137.87 avg price
GPNGlobal Pmts Inc
Recent Activity
Increased 231.03%
1.25%
$2.209M
19,716 shares@ $112.07 avg price
VDCVanguard World Fd
Recent Activity
Decreased -0.9%
1.2%
$2.119M
10,023 shares@ $211.39 avg price
ICVTIshares Tr
Recent Activity
New Position
1.19%
$2.111M
24,849 shares@ $84.98 avg price
RLYSsga Active Etf Tr
Recent Activity
New Position
1.15%
$2.039M
75,473 shares@ $27.02 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -4.63%
1.06%
$1.873M
23,332 shares@ $80.28 avg price
IGIBIshares Tr
Recent Activity
New Position
1.06%
$1.868M
36,274 shares@ $51.52 avg price
HNDLStrategy Shs
Recent Activity
Decreased -1.14%
1.01%
$1.793M
84,048 shares@ $21.34 avg price