Portfolio (Quarterly)
Guide ↗
RETIREMITTEN FINANCIAL LLC
· CIK 0002127635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazoncom Inc | Consumer Cyclical | 1,149 | $239K | 0.12% | SOLD |
| 2 | MEAR | iShares Short Maturity Municipal Bd ETF | — | 4,753 | $239K | 0.12% | SOLD |
| 3 | MSFT | Microsoft Corporation | Technology | 503 | $186K | 0.09% | SOLD |
| 4 | EWC | iShares MSCI Canada ETF | — | 2,858 | $157K | 0.08% | SOLD |
| 5 | VV | Vanguard Large-Cap ETF | — | 506 | $151K | 0.07% | SOLD |
| 6 | SCHD | Schwab US Dividend Equity ETF | — | 4,873 | $150K | 0.07% | SOLD |
| 7 | VB | Vanguard Small-Cap ETF | — | 541 | $142K | 0.07% | SOLD |
| 8 | DVY | iShares Select Dividend ETF | — | 880 | $133K | 0.06% | SOLD |
| 9 | EFA | iShares MSCI EAFE ETF | — | 1,221 | $119K | 0.06% | SOLD |
| 10 | VNQ | Vanguard Real Estate ETF | — | 1,254 | $111K | 0.05% | SOLD |
| 11 | SCHB | Schwab US Broad Market ETF | — | 4,380 | $110K | 0.05% | SOLD |
| 12 | META | Meta Platforms Inc | Communication Services | 185 | $106K | 0.05% | SOLD |
| 13 | IWB | iShares Russell 1000 ETF | — | 292 | $104K | 0.05% | SOLD |
| 14 | IVW | iShares S&P 500 Growth ETF | — | 914 | $103K | 0.05% | SOLD |
| 15 | VIGI | Vanguard Intl Div Apprec ETF | — | 1,144 | $101K | 0.05% | SOLD |
| 16 | GLD | SPDR Gold Shares | Financial Services | 223 | $96K | 0.05% | SOLD |
| 17 | FNDF | Schwab Fundamental Intl Lg Co ETF | — | 1,830 | $90K | 0.04% | SOLD |
| 18 | SCHG | Schwab US LargeCap Growth ETF | — | 2,959 | $86K | 0.04% | SOLD |
| 19 | DIA | SPDR Dow Jones Industrial Avrg ETF Tr | Financial Services | 184 | $85K | 0.04% | SOLD |
| 20 | VGT | Vanguard Information Technology ETF | — | 115 | $80K | 0.04% | SOLD |
Sector Allocation
Financial Services
41.0%
Industrials
29.6%
Technology
22.8%
Utilities
6.5%