Retireful, LLC
CIK 1919176 · Holdings on Dec 31, 2024 · First reported Jan 15, 2025
Top ten holdings
Q4 2024- RSP5.26%
- GBIL3.32%
- BIL3.20%
- AOM2.47%
- SGOV2.36%
- USFR2.12%
- STIP1.92%
- IBTH1.89%
- SCHD1.86%
- VGIT1.85%
Share classes counted separately26.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RSPWeight decreased · -7.45 pp12.71% → 5.26%Shares -42.55K (-44.39%)
- SPYWeight decreased · -5.16 pp6.87% → 1.71%Shares -11.01K (-67.98%)
- BILWeight decreased · -1.13 pp4.33% → 3.20%Shares -1.61K (-2.53%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $9.34M | 5.26% | 53.30K shares | 12.71% → 5.26%-7.45 pp -42.55K (-44.39%) | Reduced | ↗▾ |
| 02 | GBILGOLDMAN SACHS ACCESS TREASURACCES TREASURY View history and evidence | $5.90M | 3.32% | 59.01K shares | 4.43% → 3.32%-1.11 pp -684 (-1.15%) | Reduced | ↗▾ |
| 03 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $5.68M | 3.20% | 62.15K shares | 4.33% → 3.20%-1.13 pp -1.61K (-2.53%) | Reduced | ↗▾ |
| 04 | AOMISHARES CORE 40/60 MODERATEMODERT ALLOC ETF View history and evidence | $4.38M | 2.47% | 100.83K shares | Prior unavailable +100.83K | New | ↗▾ |
| 05 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $4.20M | 2.36% | 41.84K shares | 2.13% → 2.36%+0.23 pp +13.32K (+46.69%) | Added | ↗▾ |
| 06 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $3.76M | 2.12% | 74.79K shares | 1.85% → 2.12%+0.27 pp +25.00K (+50.22%) | Added | ↗▾ |
| 07 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $3.42M | 1.92% | 33.98K shares | 2.57% → 1.92%-0.65 pp -341 (-0.99%) | Reduced | ↗▾ |
| 08 | IBTHISHARES IBONDS DEC 2027 TERMIBONDS 27 TRM TS View history and evidence | $3.36M | 1.89% | 151.23K shares | Prior unavailable +151.23K | New | ↗▾ |
| 09 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $3.30M | 1.86% | 120.89K shares | Prior unavailable +120.89K | New | ↗▾ |
| 10 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $3.29M | 1.85% | 56.69K shares | Prior unavailable +56.69K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 32
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLRE SS REAL ESTATE SELECT SECTOR | Non-derivative | -135,377 | -$6.05M | SEC filing ↗ | SEC filing ↗ |
| XLI SS INDUSTRIAL SELECT SECTOR | Non-derivative | -44,496 | -$6.03M | SEC filing ↗ | SEC filing ↗ |
| SCHX SCHWAB US LARGE-CAP ETF | Non-derivative | -82,244 | -$5.58M | SEC filing ↗ | SEC filing ↗ |
3 / 32 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, 2024
Data loaded Sep 23, 2026 · First reported Jan 15, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 177666276
}Research all 126 reported holdings.
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