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Retiremitten Financial

Latest statistics and disclosures from Retiremitten Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002127635

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Positions held by Retiremitten Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Retiremitten Financial

Retiremitten Financial holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
SPDRA Portfolio S&P 500 ETF Exchange Traded Fund (SPYM)	20.0	$47M	539k	87.88	View chart
SPDRA Portfolio S&P 500 Growth ETF Exchange Traded Fund (SPYG)	14.6	$35M	291k	118.99	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	13.7	$33M	206k	158.03	View chart
SPDRA Portfolio Aggregate Bond ETF Exchange Traded Fund (SPAB)	13.5	$32M	1.3M	25.52	View chart
SPDRA Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)	8.3	$20M	390k	50.39	View chart
SPDR Portfolio High Yield Bond ETF Exchange Traded Fund (SPHY)	6.3	$15M	642k	23.44	View chart
iShares Core 10 Year USD Bond ETF Exchange Traded Fund (ILTB)	5.8	$14M	281k	49.25	View chart
SPDRA Portfolio S&P 400 Mid Cap ETF Exchange Traded Fund (SPMD)	4.1	$9.7M	144k	67.56	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	3.4	$8.1M	104k	77.91	View chart
SPDRA Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)	2.1	$5.0M	86k	57.67	View chart
iShares Core US REIT ETF Exchange Traded Fund (USRT)	2.0	$4.8M	72k	66.45	View chart
SPDRA Portfolio Emerging Markets ETF Exchange Traded Fund (SPEM)	1.4	$3.4M	65k	51.78	View chart
iShares Core S&P Total US Stock Mkt ETF Exchange Traded Fund (ITOT)	0.4	$1.0M	6.1k	164.26	View chart
Caterpillar Stock (CAT)	0.4	$888k	834.00	1064.72	View chart
Vanguard Growth ETF Exchange Traded Fund (VUG)	0.4	$879k	10k	86.14	View chart
SPDRA S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.3	$803k	1.1k	747.02	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.3	$634k	846.00	748.89	View chart
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX)	0.2	$581k	20k	29.43	View chart
Apple Stock (AAPL)	0.2	$483k	1.7k	289.36	View chart
Cummins Stock (CMI)	0.2	$434k	609.00	713.32	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.2	$430k	3.5k	124.17	View chart
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)	0.2	$424k	5.3k	80.57	View chart
Invesco QQQ Trust Exchange Traded Fund (QQQ)	0.2	$420k	570.00	736.40	View chart
Schwab International Equity ETF Exchange Traded Fund (SCHF)	0.2	$363k	13k	27.70	View chart
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT)	0.1	$348k	4.2k	82.65	View chart
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)	0.1	$294k	3.0k	98.98	View chart
Xcel Energy Stock (XEL)	0.1	$291k	3.6k	80.30	View chart
NVIDIA Corp Stock (NVDA)	0.1	$284k	1.4k	200.09	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	0.1	$278k	3.9k	71.25	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.1	$273k	2.8k	96.58	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.1	$268k	535.00	500.39	View chart
iShares Russell 1000 Value ETF Exchange Traded Fund (IWD)	0.1	$258k	1.1k	242.43	View chart
Broadcom Stock (AVGO)	0.1	$250k	663.00	377.75	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	0.1	$248k	1.0k	242.99	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.1	$247k	667.00	370.04	View chart
JP Morgan Chase Stock (JPM)	0.1	$205k	626.00	327.33	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	0.1	$201k	2.4k	82.84	View chart
BlackRock Corp High Yield Closed-End Fund (HYT)	0.1	$134k	16k	8.56	View chart
DNP Select Income Closed-End Fund (DNP)	0.1	$133k	12k	10.79	View chart
MFS Multi-Market Income Closed-End Fund (MMT)	0.0	$71k	16k	4.40	View chart
Wells Fargo Inc Opp Closed-End Fund (EAD)	0.0	$65k	10k	6.50	View chart
Jefferies Finl Gr Var 30 Due 08/06/30 Bond (Principal)	0.0	$29k	28k	1.02	View chart
Pacific Gas & Electric Co Note M/w Clbl Bond (Principal)	0.0	$12k	12k	0.98	View chart
Fnma Pl Ca3872 3.5 49 Due 07/01/49 Bond (Principal)	0.0	$9.2k	100k	0.09	View chart
Fnma Pl Ca2374 4 48 Due 09/01/48 Bond (Principal)	0.0	$6.9k	104k	0.07	View chart
Fnma Pl Bk0677 3 50 Due 02/01/50 Bond (Principal)	0.0	$4.1k	26k	0.16	View chart
Fnma Pl Av1823 3.5 28 Due 12/01/28 Bond (Principal)	0.0	$441.100000	11k	0.04	View chart

Past Filings by Retiremitten Financial

SEC 13F filings are viewable for Retiremitten Financial going back to 2026

Retiremitten Financial 2026 Q2 filed Aug. 10, 2026

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