Retireful, LLC
CIK 1919176 · Holdings on Dec 31, 2023 · First reported Jan 25, 2024
Top ten holdings
Q4 2023- RSP12.22%
- SPY4.43%
- USFR3.21%
- MOAT2.93%
- BIL2.92%
- SCHV2.74%
- XLK2.72%
- GBIL2.66%
- VDE1.91%
- XLE1.91%
Share classes counted separately37.65%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $28.08M | 12.22% | 177.94K shares | — | ↗▾ | |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $10.17M | 4.43% | 21.40K shares | — | ↗▾ | |
| 03 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $7.38M | 3.21% | 146.97K shares | — | ↗▾ | |
| 04 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $6.73M | 2.93% | 79.27K shares | — | ↗▾ | |
| 05 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $6.72M | 2.92% | 73.51K shares | — | ↗▾ | |
| 06 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $6.30M | 2.74% | 89.80K shares | — | ↗▾ | |
| 07 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $6.26M | 2.72% | 32.50K shares | — | ↗▾ | |
| 08 | GBILGOLDMAN SACHS ACCESS TREASURACCES TREASURY View history and evidence | $6.12M | 2.66% | 61.32K shares | — | ↗▾ | |
| 09 | VDEVANGUARD ENERGY ETFENERGY ETF View history and evidence | $4.40M | 1.91% | 37.50K shares | — | ↗▾ | |
| 10 | XLESS ENERGY SELECT SECTORENERGY View history and evidence | $4.39M | 1.91% | 52.30K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 41
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QUAL ISHARES MSCI USA QUALITY FAC | Non-derivative | — | — | SEC filing ↗ | |
| COWZ PACER US CASH COWS 100 ETF | Non-derivative | — | — | SEC filing ↗ | |
| VHT VANGUARD HEALTH CARE ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 41 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1919176 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 25, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 229792953
}Research all 88 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.