Portfolio (Quarterly)
Guide ↗
RETIREMITTEN FINANCIAL LLC
· CIK 0002127635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | FNDX | Schwab Fundamental US Large Company ETF | — | 1,278 | $36K | 0.02% | SOLD |
| 42 | IVE | iShares S&P 500 Value ETF | — | 161 | $34K | 0.02% | SOLD |
| 43 | XLF | Financial Select Sector SPDR ETF | — | 688 | $34K | 0.02% | SOLD |
| 44 | SHOP | SHOPIFY INC COM NPV CL A | Technology | 250 | $30K | 0.01% | SOLD |
| 45 | GS | The Goldman Sachs Group Inc | Financial Services | 35 | $30K | 0.01% | SOLD |
| 46 | BLV | Vanguard LongTerm Bond ETF | — | 413 | $28K | 0.01% | SOLD |
| 47 | ASML | Asml Holding Nv ADR | Technology | 21 | $28K | 0.01% | SOLD |
| 48 | — | BLACKSTONE REAL ESTATE INCOME TRUST CLASS I | — | 1,902 | $27K | 0.01% | SOLD |
| 49 | FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | — | 686 | $26K | 0.01% | SOLD |
| 50 | BSCR | Invesco BulletShares 2027 Corp Bd ETF | — | 1,263 | $25K | 0.01% | SOLD |
| 51 | SCHZ | Schwab US Aggregate Bond ETF | — | 1,040 | $24K | 0.01% | SOLD |
| 52 | VCSH | Vanguard Short Term Corporate Bond ETF | — | 301 | $24K | 0.01% | SOLD |
| 53 | T | ATT Inc | Communication Services | 800 | $23K | 0.01% | SOLD |
| 54 | PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | — | 460 | $21K | 0.01% | SOLD |
| 55 | XLI | Industrial Select Sector SPDR ETF | — | 126 | $20K | 0.01% | SOLD |
| 56 | PG | Procter & Gamble Co | Consumer Defensive | 134 | $19K | 0.01% | SOLD |
| 57 | PXF | Invesco FTSE RAFI Dev Mkts ex US ETF | — | 269 | $19K | 0.01% | SOLD |
| 58 | VWO | Vanguard FTSE Emerging Markets ETF | — | 339 | $18K | 0.01% | SOLD |
| 59 | — | Griffin Institutional Access Real Estt M | — | 780 | $18K | 0.01% | SOLD |
| 60 | GOOGL | Alphabet Inc | Communication Services | 58 | $17K | 0.01% | SOLD |
Sector Allocation
Financial Services
41.0%
Industrials
29.6%
Technology
22.8%
Utilities
6.5%