Portfolio (Quarterly)
Guide ↗
RETIREMITTEN FINANCIAL LLC
· CIK 0002127635| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | GM | General Motors Co | Consumer Cyclical | 3.0 | $224.0 | — | NEW | — | $74.67 | +6.9% |
| 182 | UPS | United Parcel Service Inc | Industrials | 1.0 | $98.0 | — | NEW | — | $98.00 | +4.1% |
| 183 | DOW | Dow Inc | Basic Materials | 2.0 | $83.0 | — | NEW | — | $41.50 | -15.0% |
| 184 | DFAR | Dimensional US Real Estate ETF | — | — | — | — | NEW | — | — | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.7%
Industrials
20.7%
Technology
17.8%
Consumer Cyclical
6.5%
Utilities
6.4%
Communication Services
4.9%
Consumer Defensive
0.9%
Energy
0.6%
Healthcare
0.4%
Basic Materials
0.0%