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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -44.39%
5.26%
$9.34M
53,299 shares@ $175.24 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -1.14%
3.32%
$5.896M
59,005 shares@ $99.93 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -2.52%
3.2%
$5.682M
62,147 shares@ $91.43 avg price
AOMIshares Tr
Recent Activity
New Position
2.47%
$4.38M
100,834 shares@ $43.45 avg price
SGOVIshares Tr
Recent Activity
Increased 46.69%
2.37%
$4.197M
41,841 shares@ $100.32 avg price
USFRWisdomtree Tr
Recent Activity
Increased 50.22%
2.12%
$3.763M
74,788 shares@ $50.32 avg price
STIPIshares Tr
Recent Activity
Decreased -0.99%
1.93%
$3.418M
33,981 shares@ $100.61 avg price
IBTHIshares Tr
Recent Activity
New Position
1.89%
$3.357M
151,230 shares@ $22.2 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
1.86%
$3.303M
120,885 shares@ $27.32 avg price
VGITVanguard Scottsdale Fds
Recent Activity
New Position
1.86%
$3.288M
56,690 shares@ $58.0 avg price