Portfolio (Quarterly)
Guide ↗
RETIREMITTEN FINANCIAL LLC
· CIK 0002127635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | IJH | iShares Core S&P Mid-Cap ETF | — | 64 | $4K | 0.00% | SOLD |
| 102 | — | Booking Holdings Inc | — | 1 | $4K | 0.00% | SOLD |
| 103 | — | JPMorgan BetaBuilders Europe ETF | — | 53 | $4K | 0.00% | SOLD |
| 104 | VBK | Vanguard SmallCap Growth ETF | — | 11 | $3K | 0.00% | SOLD |
| 105 | WM | Waste Management Inc | Industrials | 14 | $3K | 0.00% | SOLD |
| 106 | BAC | Bank of America Corp | Financial Services | 62 | $3K | 0.00% | SOLD |
| 107 | MA | MasterCard Cl A | Financial Services | 6 | $3K | 0.00% | SOLD |
| 108 | BKR | Untitled Dataset 2017-07-06 21:49:16 | Energy | 41 | $3K | 0.00% | SOLD |
| 109 | VDE | Vanguard Energy ETF | — | 14 | $2K | 0.00% | SOLD |
| 110 | — | JPMorgan BetaBuilders Japan ETF | — | 33 | $2K | 0.00% | SOLD |
| 111 | PANW | Palo Alto Networks | Technology | 12 | $2K | 0.00% | SOLD |
| 112 | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | — | 16 | $1K | 0.00% | SOLD |
| 113 | SDY | SPDR S&P Dividend ETF | — | 10 | $1K | 0.00% | SOLD |
| 114 | ICSH | iShares Ultra ShortTerm Bond ETF | — | 28 | $1K | 0.00% | SOLD |
| 115 | XOM | Exxon Mobil Corp | Energy | 8 | $1K | 0.00% | SOLD |
| 116 | SNPS | Synopsys Inc | Technology | 3 | $1K | 0.00% | SOLD |
| 117 | VIOV | Vanguard SP Small Cap 600 Value ETF | — | 10 | $1K | — | SOLD |
| 118 | — | First Trust Combined Build Ame Rica Bonds Port Ser 3 | — | 6 | $1K | — | SOLD |
| 119 | LOGI | Logitech International SA | Technology | 10 | $911.0 | — | SOLD |
| 120 | — | FNMA PL FM3664 4 49 DUE 030149 | — | 6,000 | $875.0 | — | SOLD |
Sector Allocation
Financial Services
41.0%
Industrials
29.6%
Technology
22.8%
Utilities
6.5%