Portfolio (Quarterly)
Guide ↗
RETIREMITTEN FINANCIAL LLC
· CIK 0002127635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | SLYG | SPDR SP 600 Small Cap Growth ETF | — | 7 | $676.0 | — | SOLD |
| 122 | UNH | UnitedHealth Group Inc | Healthcare | 2 | $541.0 | — | SOLD |
| 123 | SCHQ | Schwab Long-Term US Treasury ETF | — | 17 | $538.0 | — | SOLD |
| 124 | GOVT | iShares US Treasury Bond ETF | — | 23 | $527.0 | — | SOLD |
| 125 | — | Highlands REIT Inc Nsa | — | 1,592 | $493.0 | — | SOLD |
| 126 | ADBE | Adobe Systems Incorporated | Technology | 2 | $486.0 | — | SOLD |
| 127 | SLYV | SPDR S&P 600 Small Cap Value ETF | — | 5 | $473.0 | — | SOLD |
| 128 | ISRG | Intuitive Surgical Inc | Healthcare | 1 | $461.0 | — | SOLD |
| 129 | CRM | Salesforcecom Inc | Technology | 2 | $373.0 | — | SOLD |
| 130 | FDX | FedEx Corp | Industrials | 1 | $356.0 | — | SOLD |
| 131 | SBUX | Starbucks Corp | Consumer Cyclical | 3 | $269.0 | — | SOLD |
| 132 | TWLO | Twilio | Communication Services | 2 | $252.0 | — | SOLD |
| 133 | BMY | Bristol Myers Squibb Co | Healthcare | 4 | $243.0 | — | SOLD |
| 134 | GM | General Motors Co | Consumer Cyclical | 3 | $224.0 | — | SOLD |
| 135 | UPS | United Parcel Service Inc | Industrials | 1 | $98.0 | — | SOLD |
| 136 | DOW | Dow Inc | Basic Materials | 2 | $83.0 | — | SOLD |
| 137 | DFAR | Dimensional US Real Estate ETF | — | — | — | — | SOLD |
Sector Allocation
Financial Services
41.0%
Industrials
29.6%
Technology
22.8%
Utilities
6.5%