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
PCARPaccar Inc Recent Activity New Position	0.41%	$715,554 6,879 shares@ $104.03 avg price	New Position
FIFiserv Inc Recent Activity New Position	0.41%	$712,191 3,467 shares@ $205.42 avg price	New Position
NOWServicenow Inc Recent Activity Decreased -29.98%	0.4%	$710,280 670 shares@ $1060.12 avg price	Decreased -29.98%
KRKroger Co Recent Activity New Position	0.4%	$707,811 11,575 shares@ $61.15 avg price	New Position
XYLXylem Inc Recent Activity New Position	0.39%	$680,109 5,862 shares@ $116.02 avg price	New Position
PHParker-hannifin Corp Recent Activity New Position	0.38%	$669,104 1,052 shares@ $636.04 avg price	New Position
PGRProgressive Corp Recent Activity New Position	0.37%	$643,592 2,686 shares@ $239.61 avg price	New Position
ACNAccenture Plc Ireland Recent Activity New Position	0.37%	$641,313 1,823 shares@ $351.79 avg price	New Position
RMDResmed Inc Recent Activity Decreased -7.89%	0.37%	$640,561 2,801 shares@ $228.7 avg price	Decreased -7.89%
SNOWSnowflake Inc Recent Activity New Position	0.36%	$631,074 4,087 shares@ $154.42 avg price	New Position