Fund HoldingsRetireful, LLC

Total Portfolio Value
$145.11M
Total Bought
$90.53M
Total Sold
$54.40M
Net Transaction
+$36.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)020,261+20,261012,5188.63%+12,518
FIDELITY MERRIMACK STR TR068,202+68,20203,2272.22%+3,227
ISHARES TR0133,060+133,06002,9932.06%+2,993
ISHARES TR0131,807+131,80702,9472.03%+2,947
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
044,750+44,75002,6761.84%+2,676
ISHARES TR034,437+34,43702,6361.82%+2,636
SELECT SECTOR SPDR TR
ST STR TECHN ETF
09,707+9,70702,4581.69%+2,458
SSGA ACTIVE ETF TR
ST STR REAL ETF
079,011+79,01102,2981.58%+2,298
VANGUARD WORLD FD
INDUSTRIAL ETF
08,124+8,12402,2751.57%+2,275
SELECT SECTOR SPDR TR
ST STR SVC ETF
017,520+17,52001,9011.31%+1,901
VANGUARD WORLD FD
INF TECH ETF
02,843+2,84301,8861.30%+1,886
ISHARES TR
CONV BD ETF
020,002+20,00201,8021.24%+1,802
SELECT SECTOR SPDR TR
ST STR CARE ETF
012,506+12,50601,6861.16%+1,686
ISHARES TR025,402+25,40201,5641.08%+1,564
ISHARES TR
CORE INTL AGGR
028,027+28,02701,4320.99%+1,432
VANGUARD INTL EQUITY INDEX F020,958+20,95801,4090.97%+1,409
STRATEGY SHS
NS 7HANDL IDX
064,780+64,78001,4030.97%+1,403
NEW YORK LIFE INVESTMENTS ET
MERGE ARBIT ETF
038,217+38,21701,3480.93%+1,348
ISHARES TR
MSCI USA QLT FCT
07,315+7,31501,3370.92%+1,337
ZSCALER INC(ZS)04,211+4,21101,3220.91%+1,322
BROADCOM INC(AVGO)07,907+7,90702,1801.50%+2,180
ISHARES TR
CORE MSCI INTL
016,796+16,79601,2770.88%+1,277
VERTIV HOLDINGS CO(VRT)03,103+3,10301,1730.81%+1,173
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
020,566+20,56601,1540.80%+1,154
FIDELITY COVINGTON TRUST040,093+40,09301,1220.77%+1,122
CONSTELLATION ENERGY CORP(CEG)03,434+3,43401,1080.76%+1,108
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
013,858+13,85801,1020.76%+1,102
ISHARES TR03,574+3,57401,0880.75%+1,088
AMPHENOL CORP NEW5,73914,709+8,9703821,4531.00%+1,070
ROUNDHILL ETF TRUST
BITCOIN COVERED
022,899+22,89901,0680.74%+1,068
ISHARES TR030,510+30,51001,0530.73%+1,053
HOWMET AEROSPACE INC(HWM)2,4626,569+4,1073191,2230.84%+903
MICRON TECHNOLOGY INC(MU)06,947+6,94708560.59%+856
SPDR SERIES TRUST
SST SPDR BLOOMBE
025,970+25,97008460.58%+846
DUOLINGO INC(DUOL)01,887+1,88707740.53%+774
CURTISS WRIGHT CORP(CW)01,503+1,50307340.51%+734
AXON ENTERPRISE INC(AXON)0885+88507330.50%+733
COMFORT SYS USA INC(FIX)01,360+1,36007290.50%+729
FLEXSHARES TR
DEV MRK EX LOW
022,625+22,62507070.49%+707
NRG ENERGY INC(NRG)04,212+4,21206760.47%+676
ISHARES TR
TRS FLT RT BD
012,988+12,98806580.45%+658
NVIDIA CORPORATION(NVDA)2,1485,571+3,4232368800.61%+645
SPDR SERIES TRUST
ST STR BLO 1 ETF
052,791+52,79104,8433.34%+4,843
MICROSOFT CORP(MSFT)01,153+1,15305740.40%+574
META PLATFORMS INC(META)1,4401,873+4338311,3820.95%+552
ISHARES INC
MSCI JAPAN ETF
06,753+6,75305060.35%+506
ISHARES INC017,316+17,31605000.34%+500
ISHARES TR
MSCI UK ETF NEW
012,478+12,47804960.34%+496
INVESCO EXCH TRADED FD TR II04,200+4,20004720.33%+472
SPDR SERIES TRUST
ST STR P500GRW
04,910+4,91004680.32%+468
SCHWAB STRATEGIC TR015,982+15,98204670.32%+467
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
07,228+7,22804650.32%+465
ISHARES TR0745+74504630.32%+463
AMAZON COM INC(AMZN)03,226+3,22607080.49%+708
AMERICAN CENTY ETF TR04,190+4,19004570.32%+457
ISHARES TR
MSCI INDIA ETF
08,196+8,19604560.31%+456
VANGUARD WELLINGTON FD03,514+3,51404510.31%+451
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
6,60612,132+5,5264348650.60%+430
EATON CORP PLC(ETN)01,134+1,13404050.28%+405
GE VERNOVA INC(GEV)3,4552,735-7201,0471,4471.00%+401
NORTHERN LTS FD TR II
FUTURE FD LNG SH
013,716+13,71603470.24%+347
FIRST CTZNS BANCSHARES INC N(FCNCA)0176+17603440.24%+344
INTUIT(INTU)0422+42203320.23%+332
QUANTA SVCS INC0856+85603240.22%+324
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,422+1,42203220.22%+322
ISHARES TR
MSCI USA MIN ETF
014,199+14,19901,3330.92%+1,333
CARRIER GLOBAL CORPORATION(CARR)04,337+4,33703170.22%+317
KEYSIGHT TECHNOLOGIES INC(KEYS)01,936+1,93603170.22%+317
ROPER TECHNOLOGIES INC(ROP)0557+55703160.22%+316
BERKLEY W R CORP04,235+4,23503110.21%+311
TRANE TECHNOLOGIES PLC(TT)0690+69003020.21%+302
CENCORA INC0975+97502920.20%+292
DISNEY WALT CO(DIS)02,351+2,35102920.20%+292
ARCH CAP GROUP LTD
ORD
03,192+3,19202910.20%+291
IDEXX LABS INC(IDXX)0537+53702880.20%+288
ETFIS SER TR I
VIRTUS REAVES UT
03,800+3,80002870.20%+287
ALPHABET INC(GOOG)6,3777,201+8249841,2690.87%+285
CISCO SYS INC(CSCO)04,011+4,01102780.19%+278
PALO ALTO NETWORKS INC(PANW)01,336+1,33602730.19%+273
APPLE INC(AAPL)01,307+1,30702680.18%+268
IRON MTN INC DEL(IRM)02,602+2,60202670.18%+267
DELL TECHNOLOGIES INC(DELL)02,134+2,13402620.18%+262
KLA CORP(KLAC)0284+28402540.18%+254
EQUIFAX INC(EFX)0920+92002390.16%+239
ORACLE CORP(ORCL)01,071+1,07102340.16%+234
WELLS FARGO CO NEW(WFC)02,914+2,91402330.16%+233
TIDAL TR II
EVEN HERD LNG SH
010,380+10,38002330.16%+233
CARDINAL HEALTH INC(CAH)01,374+1,37402310.16%+231
APPLIED MATLS INC01,256+1,25602300.16%+230
CAPITAL ONE FINL CORP(COF)01,075+1,07502290.16%+229
AMERICAN EXPRESS CO(AXP)0709+70902260.16%+226
ASML HOLDING N V
N Y REGISTRY SHS
0261+26102090.14%+209
ULTA BEAUTY INC(ULTA)0446+44602090.14%+209
HUNTINGTON INGALLS INDS INC(HII)0861+86102080.14%+208
ARISTA NETWORKS INC(ANET)010,102+10,10201,0340.71%+1,034
VISTRA CORP(VST)07,119+7,11901,3800.95%+1,380
SPDR SERIES TRUST
ST STR CONV ETF
18,04919,130+1,0811,3891,5811.09%+193
INTERCONTINENTAL EXCHANGE IN(ICE)2,9993,804+8055246980.48%+174
L3HARRIS TECHNOLOGIES INC(LHX)1,5992,014+4153325050.35%+173
MARVELL TECHNOLOGY INC(MRVL)010,854+10,85408400.58%+840
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