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
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
SPMOInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.97%	$1.714M 18,037 shares@ $95.01 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.97%	$1.711M 15,484 shares@ $110.54 avg price	New Position
BKLCBny Mellon Etf Trust Recent Activity New Position	0.96%	$1.698M 15,153 shares@ $112.06 avg price	New Position
DAYDayforce Inc Recent Activity New Position	0.93%	$1.636M 22,518 shares@ $72.65 avg price	New Position
DASHDoordash Inc Recent Activity Increased 121.38%	0.91%	$1.614M 9,621 shares@ $167.76 avg price	Increased 121.38%
USMVIshares Tr Recent Activity Decreased -45.96%	0.9%	$1.595M 17,963 shares@ $88.8 avg price	Decreased -45.96%
DRIDarden Restaurants Inc Recent Activity New Position	0.9%	$1.586M 8,495 shares@ $186.7 avg price	New Position