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Portfolio (Quarterly) Guide ↗

RETIREMITTEN FINANCIAL LLC

· CIK 0002127635
13F Portfolio $237M AUM 47 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 Added 8 Reduced 137 Exited
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FNDA Schwab Fundamental US Small Company ETF 494 $16K 0.01% SOLD
62 CELH CELSIUS HOLDINGS INC NEW Consumer Defensive 450 $16K 0.01% SOLD
63 PRF Invesco FTSE RAFI US 1000 ETF 325 $15K 0.01% SOLD
64 CVX Chevron Corporation Energy 66 $14K 0.01% SOLD
65 SCHE Schwab Emerging Markets Equity ETF 409 $13K 0.01% SOLD
66 SCHA Schwab US Small-Cap ETF 456 $13K 0.01% SOLD
67 VWOB Vanguard Emerging Mkts Govt Bd ETF 200 $13K 0.01% SOLD
68 XLE Energy Select Sector SPDR ETF 212 $13K 0.01% SOLD
69 PDN Invesco FTSE RAFI Dev Mkts ex-US S/M ETF 296 $13K 0.01% SOLD
70 PXH Invesco FTSE RAFI Emerging Markets ETF 456 $12K 0.01% SOLD
71 VOO Vanguard SP 500 ETF 20 $12K 0.01% SOLD
72 BNDX Vanguard Total International Bond ETF 247 $12K 0.01% SOLD
73 RACE Ferrari N V F Consumer Cyclical 33 $11K 0.01% SOLD
74 VSS Vanguard FTSE AllWld exUS SmCp ETF 74 $11K 0.01% SOLD
75 CGW Invesco SP Global Water ETF 166 $11K 0.01% SOLD
76 BLK BlackRock Inc Financial Services 11 $11K 0.01% SOLD
77 NFLX Netflix Inc Communication Services 110 $11K 0.01% SOLD
78 DFAC Dimensional US Core Equity 2 ETF 264 $10K 0.01% SOLD
79 SBR SABINE ROYALTY TRUST UBI Energy 125 $9K 0.01% SOLD
80 SAFRAN SA 112 $9K 0.00% SOLD
Page 4 of 7  ·  137 positions
Sector Allocation
Financial Services 41.0%
Industrials 29.6%
Technology 22.8%
Utilities 6.5%