Portfolio (Quarterly)
Guide ↗
RETIREMITTEN FINANCIAL LLC
· CIK 0002127635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | MS | Morgan Stanley | Financial Services | 55 | $9K | 0.00% | SOLD |
| 82 | VOE | Vanguard Mid-Cap Value ETF | — | 46 | $8K | 0.00% | SOLD |
| 83 | JNJ | Johnson & Johnson | Healthcare | 33 | $8K | 0.00% | SOLD |
| 84 | IJR | iShares Core S&P Small-Cap ETF | — | 62 | $8K | 0.00% | SOLD |
| 85 | SPHQ | Invesco SP 500 Quality ETF | — | 102 | $8K | 0.00% | SOLD |
| 86 | DFAX | Dimensional World ex US Core Eq 2 ETF | — | 216 | $7K | 0.00% | SOLD |
| 87 | GILD | Gilead Sciences Inc | Healthcare | 52 | $7K | 0.00% | SOLD |
| 88 | BMO | Bank Of Montreal | Financial Services | 50 | $7K | 0.00% | SOLD |
| 89 | — | Kbs Real Estat Invt Tr III Inc Com Nsa | — | 2,471 | $7K | 0.00% | SOLD |
| 90 | — | ALUULA COMPOSITES INC F | — | 3,185 | $7K | 0.00% | SOLD |
| 91 | TFLO | iShares Treasury Floating Rate Bond ETF | — | 128 | $6K | 0.00% | SOLD |
| 92 | ICLN | iShares Global Clean Energy ETF | — | 331 | $6K | 0.00% | SOLD |
| 93 | USMV | iShares MSCI USA Min Vol Factor ETF | — | 62 | $6K | 0.00% | SOLD |
| 94 | MRSH | MARSH COMMON STOCK | Financial Services | 32 | $6K | 0.00% | SOLD |
| 95 | VOT | Vanguard Mid Cap Growth ETF | — | 21 | $5K | 0.00% | SOLD |
| 96 | MOAT | VanEck Morningstar Wide Moat ETF | — | 55 | $5K | 0.00% | SOLD |
| 97 | BND | Vanguard Total Bond Market ETF | — | 68 | $5K | 0.00% | SOLD |
| 98 | PBW | Invesco WilderHill Clean Energy ETF | — | 153 | $5K | 0.00% | SOLD |
| 99 | ANET | ARISTA NETWORKS INC | Technology | 36 | $4K | 0.00% | SOLD |
| 100 | TGT | Target Corp | Consumer Defensive | 36 | $4K | 0.00% | SOLD |
Sector Allocation
Financial Services
41.0%
Industrials
29.6%
Technology
22.8%
Utilities
6.5%