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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
FMFFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.46%
$810,906
17,043 shares@ $47.59 avg price
EQIXEquinix Inc
Recent Activity
New Position
0.46%
$802,399
851 shares@ $942.89 avg price
FLSPFranklin Templeton Etf Tr
Recent Activity
New Position
0.46%
$802,157
33,549 shares@ $23.92 avg price
BTALAgf Invts Tr
Recent Activity
New Position
0.44%
$778,470
42,125 shares@ $18.48 avg price
CLSETrust For Professional Manag
Recent Activity
New Position
0.44%
$774,060
33,787 shares@ $22.91 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.97%
0.44%
$764,611
11,407 shares@ $67.03 avg price
IWFIshares Tr
Recent Activity
Decreased -7.96%
0.43%
$760,994
1,895 shares@ $401.58 avg price
CAHCardinal Health Inc
Recent Activity
Decreased -7.97%
0.43%
$748,294
6,327 shares@ $118.27 avg price
CDNSCadence Design System Inc
Recent Activity
New Position
0.42%
$728,616
2,425 shares@ $300.47 avg price
WMBWilliams Cos Inc
Recent Activity
New Position
0.41%
$727,319
13,439 shares@ $54.13 avg price