Retireful

Retireful as of Sept. 30, 2024

Portfolio Holdings for Retireful

Retireful holds 66 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 12.7 $17M 96k 179.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.9 $9.3M 16k 573.76
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 4.5 $6.0M 135k 44.67
Select Sector Spdr Tr Indl (XLI) 4.5 $6.0M 45k 135.44
Goldman Sachs Etf Tr Acces Treasury (GBIL) 4.4 $6.0M 60k 100.29
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.3 $5.9M 64k 91.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.1 $5.6M 82k 67.85
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 4.0 $5.4M 32k 169.23
First Tr Morningstar Divid L SHS (FDL) 3.6 $4.9M 116k 41.95
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.2 $4.4M 57k 76.59
Vanguard Index Fds Large Cap Etf (VV) 3.0 $4.0M 15k 263.29
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $3.5M 34k 101.32
Ishares Tr Msci Usa Min Vol (USMV) 2.2 $3.0M 33k 91.31
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.1 $2.9M 29k 100.72
Pimco Etf Tr Active Bd Etf (BOND) 2.0 $2.8M 29k 94.61
Wisdomtree Tr Floatng Rat Trea (USFR) 1.9 $2.5M 50k 50.22
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.7 $2.3M 49k 47.53
Vanguard World Utilities Etf (VPU) 1.7 $2.3M 13k 174.05
Vanguard World Consum Stp Etf (VDC) 1.6 $2.2M 10k 218.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.5 $2.0M 25k 83.75
Strategy Ns 7handl Idx (HNDL) 1.4 $1.9M 85k 22.25
Ishares Tr Tips Bd Etf (TIP) 1.4 $1.9M 17k 110.47
Ssga Active Etf Tr Incom Allo Etf (INKM) 1.2 $1.6M 50k 32.78
Ishares Tr Core Total Usd (IUSB) 1.1 $1.5M 32k 47.12
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.1 $1.4M 76k 18.95
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $1.2M 23k 50.74
Veeva Sys Cl A Com (VEEV) 0.7 $905k 4.3k 209.87
Intuitive Surgical Com New (ISRG) 0.6 $860k 1.8k 491.27
Servicenow (NOW) 0.6 $856k 957.00 894.39
Motorola Solutions Com New (MSI) 0.6 $851k 1.9k 449.63
Meta Platforms Cl A (META) 0.6 $844k 1.5k 572.44
salesforce (CRM) 0.6 $841k 3.1k 273.71
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.6 $834k 12k 67.27
S&p Global (SPGI) 0.6 $817k 1.6k 516.62
Brown & Brown (BRO) 0.6 $814k 7.9k 103.60
Builders FirstSource (BLDR) 0.6 $802k 4.1k 193.86
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.6 $801k 435.00 1840.95
Baxter International (BAX) 0.6 $778k 21k 37.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $773k 2.1k 375.38
Costco Wholesale Corporation (COST) 0.6 $769k 867.00 886.52
Cardinal Health (CAH) 0.6 $760k 6.9k 110.52
Aon Shs Cl A (AON) 0.6 $759k 2.2k 345.99
Regeneron Pharmaceuticals (REGN) 0.6 $751k 714.00 1051.24
ResMed (RMD) 0.5 $742k 3.0k 244.12
Intuit (INTU) 0.5 $740k 1.2k 621.00
Bank of New York Mellon Corporation (BK) 0.5 $724k 10k 71.86
Microsoft Corporation (MSFT) 0.5 $708k 1.6k 430.30
Verisk Analytics (VRSK) 0.5 $708k 2.6k 267.96
Corpay Com Shs (CPAY) 0.5 $702k 2.2k 312.76
Iron Mountain (IRM) 0.5 $700k 5.9k 118.83
United Rentals (URI) 0.5 $697k 861.00 809.73
Wal-Mart Stores (WMT) 0.5 $644k 8.0k 80.75
Netflix (NFLX) 0.5 $641k 903.00 709.27
Doordash Cl A (DASH) 0.5 $620k 4.3k 142.73
Fortinet (FTNT) 0.5 $620k 8.0k 77.55
Global Payments (GPN) 0.5 $610k 6.0k 102.42
Adobe Systems Incorporated (ADBE) 0.4 $553k 1.1k 517.78
Ferguson Enterprises Common Stock New (FERG) 0.4 $530k 2.7k 198.57
Select Sector Spdr Tr Technology (XLK) 0.4 $482k 2.1k 225.76
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $477k 2.2k 220.05
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $471k 8.1k 57.83
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.3 $468k 8.2k 56.99
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.3 $464k 4.7k 98.07
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.3 $461k 9.9k 46.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $450k 7.6k 59.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $449k 5.7k 78.69