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Retireful, LLC Top Holdings and 13F Report (2025)

About Retireful, LLC

Investment Activity

  • Retireful, LLC has $103.48 million in total holdings as of September 30, 2025.
  • Retireful, LLC owns shares of 93 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
  • Approximately 44.18% of the portfolio was purchased this quarter.
  • About 90.86% of the portfolio was sold this quarter.
  • This quarter, Retireful, LLC has purchased 144 new stocks and bought additional shares in 10 stocks.
  • Retireful, LLC sold shares of 33 stocks and completely divested from 101 stocks this quarter.

Largest New Holdings this Quarter

92204A108 - Vanguard Consumer Discretionary ETF
$2,244,586 Holding
922908637 - Vanguard Large-Cap ETF
$2,242,452 Holding
808524201 - Schwab US Large-Cap ETF
$2,196,440 Holding
92204A405 - Vanguard Financials ETF
$2,172,153 Holding
72201R775 - PIMCO ETF TR
$1,469,889 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
55,238 shares (about $2.80M)
Vanguard Consumer Discretionary ETF
5,666 shares (about $2.24M)
Vanguard Large-Cap ETF
7,284 shares (about $2.24M)
Schwab US Large-Cap ETF
83,388 shares (about $2.20M)
Vanguard Financials ETF
16,551 shares (about $2.17M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
3,325 shares (about $2.22M)
SPDR Bloomberg 1-3 Month T-Bill ETF
13,923 shares (about $1.28M)
Broadcom
3,607 shares (about $1.19M)
Micron Technology
3,953 shares (about $661.42K)
Goldman Sachs Access Treasury 0-1 Year ETF
5,896 shares (about $590.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRetireful, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,282,424$2,215,048 -16.4%16,93610.9%Finance
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$3,919,594$590,956 -13.1%39,1063.8%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,566,139$1,277,435 -26.4%38,8683.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$3,357,007$2,802,224 505.1%66,1743.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$2,491,281$376,020 -13.1%49,5582.4%Finance
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$2,244,586$2,244,586 New Holding5,6662.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,242,452$2,242,452 New Holding7,2842.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,196,440$2,196,440 New Holding83,3882.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,195,839$73,170 3.4%2,9412.1%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$2,172,153$2,172,153 New Holding16,5512.1%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$2,145,338$71,495 3.4%18,1242.1%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,021,515$305,119 -13.1%19,5582.0%ETF
ARISTA NETWORKS INC
$1,654,537$182,575 12.4%11,3551.6%COM SHS
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$1,504,653$226,612 -13.1%16,6261.5%ETF
Ubiquiti Inc. stock logo
UI
Ubiquiti
$1,502,159$145,988 -8.9%2,2741.5%Computer and Technology
PIMCO ETF TR
$1,469,889$1,469,889 New Holding15,7461.4%ACTIVE BD ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,435,749$314,815 -18.0%5,9061.4%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,431,771$1,431,771 New Holding14,2821.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,418,613$1,189,985 -45.6%4,3001.4%Computer and Technology
GE VERNOVA INC
$1,405,047$276,705 -16.5%2,2851.4%COM
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$1,380,107$891,891 182.7%13,9251.3%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$1,378,552$1,378,552 New Holding29,5131.3%Manufacturing
APPLOVIN CORP
$1,358,759$1,358,759 New Holding1,8911.3%COM CL A
Cloudflare, Inc. stock logo
NET
Cloudflare
$1,346,981$130,685 -8.8%6,2771.3%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$1,326,880$129,654 -8.9%15,8321.3%Computer and Technology
United Airlines Holdings Inc stock logo
UAL
United Airlines
$1,314,330$187,307 16.6%13,6201.3%Transportation
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,273,251$191,733 -13.1%12,6441.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,260,605$90,288 -6.7%13,2501.2%ETF
TKO GROUP HOLDINGS INC
$1,245,083$211,250 20.4%6,1651.2%CL A
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,239,913$1,239,913 New Holding15,8781.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,229,311$1,229,311 New Holding18,2771.2%Manufacturing
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,225,092$413,049 50.9%18,3031.2%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1,216,238$199,429 19.6%5,6901.2%Retail/Wholesale
Tapestry, Inc. stock logo
TPR
Tapestry
$1,132,766$257,123 -18.5%10,0051.1%Retail/Wholesale
Corning Incorporated stock logo
GLW
Corning
$1,098,218$1,098,218 New Holding13,3881.1%Computer and Technology
Baker Hughes Company stock logo
BKR
Baker Hughes
$1,092,254$1,092,254 New Holding22,4191.1%Energy
SPDR SSgA Global Allocation ETF stock logo
GAL
SPDR SSgA Global Allocation ETF
$1,038,901$1,038,901 New Holding21,1511.0%ETF
Western Digital Corporation stock logo
WDC
Western Digital
$1,029,755$1,029,755 New Holding8,5771.0%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,027,724$1,027,724 New Holding13,0241.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$991,486$47,951 -4.6%5,3141.0%Computer and Technology
PulteGroup, Inc. stock logo
PHM
PulteGroup
$988,597$988,597 New Holding7,4821.0%Construction
Meta Platforms, Inc. stock logo
META
Meta Platforms
$901,084$474,409 -34.5%1,2270.9%Computer and Technology
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$878,157$85,803 -8.9%4,4930.8%Retail/Wholesale
F5, Inc. stock logo
FFIV
F5
$860,978$83,706 -8.9%2,6640.8%Computer and Technology
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$827,873$827,873 New Holding5,9930.8%Construction
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$793,944$793,944 New Holding1,3030.8%Aerospace
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$792,998$329,247 -29.3%9610.8%Construction
Citigroup Inc. stock logo
C
Citigroup
$784,900$784,900 New Holding7,7330.8%Financial Services
Fastenal Company stock logo
FAST
Fastenal
$768,702$768,702 New Holding15,6750.7%Retail/Wholesale
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$743,285$72,754 -8.9%1,3690.7%Aerospace
Carlyle Group Inc. stock logo
CG
Carlyle Group
$733,778$733,778 New Holding11,7030.7%Finance
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$714,066$714,066 New Holding6,9570.7%Finance
Blackstone Inc. stock logo
BX
Blackstone
$710,565$710,565 New Holding4,1590.7%Finance
Oracle Corporation stock logo
ORCL
Oracle
$703,662$402,454 133.6%2,5020.7%Computer and Technology
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$691,658$691,658 New Holding5,2240.7%Transportation
United Rentals, Inc. stock logo
URI
United Rentals
$679,718$679,718 New Holding7120.7%Construction
Ceridian HCM Holding Inc. stock logo
CDAY
Ceridian HCM
$666,373$666,373 New Holding9,6730.6%Computer and Technology
BLOCK INC
$656,862$656,862 New Holding9,0890.6%CL A
Energy Transfer LP stock logo
ET
Energy Transfer
$656,593$64,161 -8.9%38,2630.6%Energy
Flex Ltd. stock logo
FLEX
Flex
$654,945$654,945 New Holding11,2980.6%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$648,778$648,778 New Holding4,0100.6%Computer and Technology
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$618,008$618,008 New Holding10,8900.6%Transportation
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$582,674$582,674 New Holding30,2060.6%ETF
Northern Trust Corporation stock logo
NTRS
Northern Trust
$581,203$581,203 New Holding4,3180.6%Finance
Carnival Corporation stock logo
CCL
Carnival
$557,616$557,616 New Holding19,2880.5%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$500,956$661,416 -56.9%2,9940.5%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$415,948$39,346 -8.6%8880.4%ETF
VFMV
Vanguard U.S. Minimum Volatility ETF
$401,146$60,270 -13.1%3,0550.4%ETF
American Century U.S. Quality Growth ETF stock logo
QGRO
American Century U.S. Quality Growth ETF
$392,735$86,601 -18.1%3,4330.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$383,509$115,120 -23.1%5730.4%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$381,711$381,711 New Holding7870.4%Medical
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$375,191$137,953 -26.9%3,5900.4%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$374,464$135,522 -26.6%11,7350.4%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$374,075$134,376 -26.4%3,0900.4%ETF
Garmin Ltd. stock logo
GRMN
Garmin
$355,049$355,049 New Holding1,4420.3%Computer and Technology
Hubbell Inc stock logo
HUBB
Hubbell
$346,830$346,830 New Holding8060.3%Industrials
DOORDASH INC
$343,795$343,795 New Holding1,2640.3%CL A
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$331,312$331,312 New Holding4370.3%Industrials
Newmont Corporation stock logo
NEM
Newmont
$325,605$325,605 New Holding3,8620.3%Basic Materials
BeiGene, Ltd. stock logo
BGNE
BeiGene
$320,599$320,599 New Holding9410.3%Medical
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$315,680$315,680 New Holding1,6620.3%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$313,695$29,389 -8.6%4910.3%Medical
Cummins Inc. stock logo
CMI
Cummins
$312,131$312,131 New Holding7390.3%Auto/Tires/Trucks
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$303,182$303,182 New Holding1,7890.3%Construction
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$301,872$301,872 New Holding6620.3%Medical
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$298,396$298,396 New Holding6,6980.3%Finance
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$296,010$296,010 New Holding3,5880.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$292,547$292,547 New Holding7220.3%Retail/Wholesale
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$291,751$291,751 New Holding6380.3%Computer and Technology
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$289,394$289,394 New Holding1,2590.3%Computer and Technology
JPMorgan U.S. Momentum Factor ETF stock logo
JMOM
JPMorgan U.S. Momentum Factor ETF
$289,334$201,468 -41.0%4,2610.3%ETF
REDDIT INC
$265,178$265,178 New Holding1,1530.3%CL A
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$230,549$477,785 -67.5%1,0500.2%Retail/Wholesale
Fidelity Corporate Bond ETF stock logo
FCOR
Fidelity Corporate Bond ETF
$0$3,226,637 -100.0%00.0%ETF
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$0$2,992,519 -100.0%00.0%Manufacturing
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$0$2,947,205 -100.0%00.0%Manufacturing
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$0$2,676,498 -100.0%00.0%ETF
ISHG
iShares 1-3 Year International Treasury Bond ETF
$0$2,636,497 -100.0%00.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$2,458,104 -100.0%00.0%ETF
SPDR SSgA Multi-Asset Real Return ETF stock logo
RLY
SPDR SSgA Multi-Asset Real Return ETF
$0$2,298,430 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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