Dan Mohr

@Retireful, Llc

Latest period2024 - Q4

Reported4d 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
LULULululemon Athletica Inc Recent Activity New Position	0.83%	$1.461M 3,821 shares@ $382.42 avg price	New Position
NFLXNetflix Inc Recent Activity Increased 81.4%	0.83%	$1.46M 1,638 shares@ $891.32 avg price	Increased 81.4%
DOCUDocusign Inc Recent Activity New Position	0.83%	$1.459M 16,224 shares@ $89.95 avg price	New Position
DECKDeckers Outdoor Corp Recent Activity New Position	0.83%	$1.459M 7,182 shares@ $203.09 avg price	New Position
TPRTapestry Inc Recent Activity New Position	0.83%	$1.457M 22,305 shares@ $65.34 avg price	New Position
LPLALpl Finl Hldgs Inc Recent Activity New Position	0.82%	$1.456M 4,460 shares@ $326.52 avg price	New Position
WDAYWorkday Inc Recent Activity New Position	0.82%	$1.456M 5,643 shares@ $258.03 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.82%	$1.453M 6,267 shares@ $231.84 avg price	New Position
VGLTVanguard Scottsdale Fds Recent Activity New Position	0.82%	$1.448M 26,161 shares@ $55.35 avg price	New Position
GALSsga Active Etf Tr Recent Activity New Position	0.76%	$1.343M 30,392 shares@ $44.19 avg price	New Position