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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
WFCWells Fargo Co New
Recent Activity
New Position
0.73%
$1.291M
18,376 shares@ $70.24 avg price
MGKVanguard World Fd
Recent Activity
New Position
0.72%
$1.273M
3,706 shares@ $343.41 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.67%
$1.175M
6,209 shares@ $189.31 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.65%
$1.151M
5,248 shares@ $219.4 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.98%
0.61%
$1.077M
21,375 shares@ $50.38 avg price
GLTRAbrdn Precious Metals Basket
Recent Activity
New Position
0.54%
$958,993
8,734 shares@ $109.8 avg price
CRMSalesforce Inc
Recent Activity
Decreased -7.94%
0.54%
$945,820
2,829 shares@ $334.34 avg price
APOApollo Global Mgmt Inc
Recent Activity
New Position
0.49%
$864,117
5,232 shares@ $165.16 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Decreased -67.06%
0.46%
$812,799
16,269 shares@ $49.96 avg price
MNANew York Life Investments Et
Recent Activity
New Position
0.46%
$811,047
24,607 shares@ $32.97 avg price