Amanda Oliver
Retiremitten Financial Llc
Assets Managed
$206.83M
Holdings
184
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Retiremitten Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 184 positions.
Assets under management
The assets under management (AUM) of Retiremitten Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 206.83M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Amanda Oliver, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPLG Spdr Portfolio S&p 500 Etf
| 20.53% | $42.445M 554,541 shares@ $76.55 avg price | New Position |
SPAB Spdr Portfolio Aggregate Bon
| 14.15% | $29.251M 1.142M shares@ $25.62 avg price | New Position |
VYM Vanguard High Dvd Yield Etf
| 13.7% | $28.319M 191,212 shares@ $148.11 avg price | New Position |
SPYG Spdr Portfolio S&p 500 Growt
| 13.25% | $27.395M 279,803 shares@ $97.91 avg price | New Position |
SPHY Spdr Portfolio High Yield Bo
| 6.57% | $13.573M 582,023 shares@ $23.33 avg price | New Position |
SPDW Spdr Portfolio Developed Wor
| 6.46% | $13.341M 292,243 shares@ $45.66 avg price | New Position |
ILTB Ishares Core 10+ Year Usd Bo
| 6.01% | $12.415M 253,473 shares@ $48.98 avg price | New Position |
SPMD Spdr Portfolio S&p 400 Mid C
| 3.92% | $8.091M 136,630 shares@ $59.23 avg price | New Position |
BSV Vanguard Short-term Bond Etf
| 3.57% | $7.38M 94,127 shares@ $78.41 avg price | New Position |
SPSM Spdr Portfolio S&p 600 Small
| 2% | $4.117M 85,201 shares@ $48.32 avg price | New Position |
1-10 of 184