Retireful, LLC Top Holdings and 13F Report (2025) About Retireful, LLCInvestment ActivityRetireful, LLC has $105.79 million in total holdings as of March 31, 2025.Retireful, LLC owns shares of 92 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 56.34% of the portfolio was purchased this quarter.About 140.73% of the portfolio was sold this quarter.This quarter, Retireful, LLC has purchased 126 new stocks and bought additional shares in 4 stocks.Retireful, LLC sold shares of 34 stocks and completely divested from 88 stocks this quarter.Largest Holdings Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $10,677,342Goldman Sachs Access Treasury 0-1 Year ETF $4,655,501First Trust Morningstar Dividend Leaders Index $4,357,977SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $4,262,510WisdomTree Bloomberg Floating Rate Treasury Fund $2,964,251 Largest New Holdings this Quarter 381430438 - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $10,677,342 Holding336917109 - First Trust Morningstar Dividend Leaders Index $4,357,977 Holding92204A504 - Vanguard Health Care ETF $2,318,252 Holding92204A306 - Vanguard Energy ETF $2,212,589 Holding81369Y605 - Financial Select Sector SPDR Fund $2,101,661 Holding Largest Purchases this Quarter Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 141,216 shares (about $10.68M)First Trust Morningstar Dividend Leaders Index 81,067 shares (about $4.36M)Vanguard Health Care ETF 8,818 shares (about $2.32M)Vanguard Energy ETF 17,232 shares (about $2.21M)Financial Select Sector SPDR Fund 42,708 shares (about $2.10M) Largest Sales this Quarter Invesco S&P 500 Revenue ETF 4,636 shares (about $20.04M)iShares 0-3 Month Treasury Bond ETF 25,313 shares (about $2.55M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 15,679 shares (about $1.44M)DOORDASH INC 7,763 shares (about $1.42M)iShares 0-5 Year TIPS Bond ETF 10,630 shares (about $1.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetireful, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$10,677,342$10,677,342 ▲New Holding141,21610.1%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$4,655,501$1,255,030 ▼-21.2%46,4764.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index$4,357,977$4,357,977 ▲New Holding81,0674.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,262,510$1,438,235 ▼-25.2%46,4684.0%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,964,251$799,082 ▼-21.2%58,9082.8%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$2,843,999$1,294,664 ▼-31.3%23,3512.7%ETFVHTVanguard Health Care ETF$2,318,252$2,318,252 ▲New Holding8,8182.2%ETFVDCVanguard Consumer Staples ETF$2,213,924$53,667 ▲2.5%10,2722.1%ETFVDEVanguard Energy ETF$2,212,589$2,212,589 ▲New Holding17,2322.1%ETFXLUUtilities Select Sector SPDR Fund$2,141,097$572,061 ▼-21.1%27,4572.0%ETFXLFFinancial Select Sector SPDR Fund$2,101,661$2,101,661 ▲New Holding42,7082.0%ETFXLIIndustrial Select Sector SPDR Fund$2,029,039$2,029,039 ▲New Holding15,5901.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,731,033$1,731,033 ▲New Holding17,5331.6%FinanceMOATVanEck Morningstar Wide Moat ETF$1,726,775$1,726,775 ▲New Holding14,7671.6%ETFPIMCO ETF TR$1,667,841$1,667,841 ▲New Holding18,0601.6%ACTIVE BD ETFSGOViShares 0-3 Month Treasury Bond ETF$1,663,874$2,548,260 ▼-60.5%16,5281.6%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,635,024$1,635,024 ▲New Holding28,4551.5%ETFBIVVanguard Intermediate-Term Bond ETF$1,437,119$1,437,119 ▲New Holding18,8081.4%ETFDRIDarden Restaurants$1,434,884$307,695 ▼-17.7%6,9951.4%Retail/WholesaleCWBSPDR Bloomberg Convertible Securities ETF$1,388,510$1,388,510 ▲New Holding18,0491.3%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,326,160$1,326,160 ▲New Holding22,8531.3%ManufacturingNFLXNetflix$1,313,927$215,719 ▼-14.1%1,4071.2%Consumer DiscretionaryTPRTapestry$1,292,670$274,256 ▼-17.5%18,4011.2%Retail/WholesaleNETCloudflare$1,255,961$1,255,961 ▲New Holding10,9291.2%Computer and TechnologyLPLALPL Financial$1,239,755$262,774 ▼-17.5%3,6801.2%FinanceINKMSPDR SSgA Income Allocation ETF$1,204,237$350,294 ▼-22.5%37,9361.1%ETFETEnergy Transfer$1,194,895$1,194,895 ▲New Holding63,8641.1%EnergyVSTVistra$1,181,928$727,991 ▼-38.1%9,9281.1%UtilitiesLULULululemon Athletica$1,168,723$48,941 ▲4.4%3,9881.1%Consumer DiscretionaryEXPEExpedia Group$1,148,964$1,148,964 ▲New Holding6,8351.1%Retail/WholesaleJBLJabil$1,132,253$1,132,253 ▲New Holding8,3261.1%Computer and TechnologyDOCUDocuSign$1,123,762$225,751 ▼-16.7%13,5101.1%Computer and TechnologyGDDYGoDaddy$1,121,935$1,121,935 ▲New Holding6,2721.1%Computer and TechnologyUIUbiquiti$1,115,110$1,115,110 ▲New Holding3,5941.1%Computer and TechnologyTWLOTwilio$1,113,426$237,552 ▼-17.6%11,2491.1%Computer and TechnologyWSMWilliams-Sonoma$1,109,203$233,701 ▼-17.4%6,9771.0%Retail/WholesaleTOSTToast$1,106,427$1,106,427 ▲New Holding32,9491.0%Computer and TechnologyGALSPDR SSgA Global Allocation ETF$1,091,568$270,908 ▼-19.9%24,3491.0%ETFCHWYChewy$1,082,006$1,082,006 ▲New Holding33,6341.0%Retail/WholesaleTEAMAtlassian$1,067,279$1,067,279 ▲New Holding4,8961.0%Computer and TechnologyNTRANatera$1,059,542$1,059,542 ▲New Holding7,3611.0%MedicalGE VERNOVA INC$1,046,623$1,046,623 ▲New Holding3,4551.0%COMHUBSHubSpot$1,026,842$201,410 ▼-16.4%1,7641.0%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,013,648$652,240 ▼-39.2%10,9301.0%ETFGOOGLAlphabet$984,162$25,927 ▲2.7%6,3770.9%Computer and TechnologyPSTGPure Storage$904,774$191,820 ▼-17.5%19,6690.9%Computer and TechnologyAVGOBroadcom$895,998$163,877 ▼-15.5%5,2980.8%Computer and TechnologyUALUnited Airlines$893,396$170,799 ▼-16.0%12,7210.8%TransportationFFIVF5$880,040$780,821 ▼-47.0%3,3350.8%Computer and TechnologyMETAMeta Platforms$830,506$830,506 ▲New Holding1,4400.8%Computer and TechnologyARISTA NETWORKS INC$829,437$377,385 ▼-31.3%10,6420.8%COM SHSTKO GROUP HOLDINGS INC$787,272$787,272 ▲New Holding5,2590.7%CL AMRVLMarvell Technology$678,035$143,561 ▼-17.5%10,9290.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$625,714$456,289 ▼-42.2%12,3610.6%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$554,527$554,527 ▲New Holding28,9570.5%ETFICEIntercontinental Exchange$523,955$523,955 ▲New Holding2,9990.5%FinanceRSGRepublic Services$476,603$476,603 ▲New Holding1,9980.5%Business ServicesMOHMolina Healthcare$453,604$453,604 ▲New Holding1,4050.4%MedicalJQUAJPMorgan US Quality Factor ETF$450,575$450,575 ▲New Holding560.4%ETFKRKroger$446,891$325,394 ▼-42.1%6,6980.4%Retail/WholesaleGCOWPacer Global Cash Cows Dividend ETF$444,226$444,226 ▲New Holding370.4%ETFAOKiShares Core 30/70 Conservative Allocation ETF$442,020$442,020 ▲New Holding380.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$441,971$441,971 ▲New Holding520.4%ManufacturingQUSSPDR MSCI USA StrategicFactors ETF$436,927$436,927 ▲New Holding1570.4%ETFXLGInvesco S&P 500 Top 50 ETF$436,492$309,442 ▼-41.5%9,5200.4%ETFSPHQInvesco S&P 500 Quality ETF$434,146$315,521 ▼-42.1%6,6060.4%ETFRWLInvesco S&P 500 Revenue ETF$427,865$20,036,183 ▼-97.9%990.4%ETFTWTradeweb Markets$396,132$396,132 ▲New Holding2,6990.4%FinanceIWFiShares Russell 1000 Growth ETF$395,873$287,350 ▼-42.1%1,0980.4%ETFTMUST-Mobile US$392,891$392,891 ▲New Holding1,4830.4%Computer and TechnologyHEIHEICO$389,512$389,512 ▲New Holding1,4640.4%AerospaceEWEdwards Lifesciences$387,098$387,098 ▲New Holding5,4590.4%MedicalABBVAbbVie$384,919$384,919 ▲New Holding1,8750.4%MedicalWELLWelltower$383,243$383,243 ▲New Holding2,4980.4%FinanceAPHAmphenol$382,160$382,160 ▲New Holding5,7390.4%Computer and TechnologyLLYEli Lilly and Company$368,484$368,484 ▲New Holding4480.3%MedicalMPWRMonolithic Power Systems$359,532$135,114 ▲60.2%6200.3%Computer and TechnologyGEGeneral Electric$351,989$351,989 ▲New Holding1,7610.3%TransportationMMCMarsh & McLennan Companies$347,102$347,102 ▲New Holding1,4320.3%FinanceDOORDASH INC$339,289$1,417,600 ▼-80.7%1,8580.3%CL AODFLOld Dominion Freight Line$338,602$338,602 ▲New Holding2,0540.3%TransportationCTSHCognizant Technology Solutions$334,491$334,491 ▲New Holding4,4070.3%Computer and TechnologyLHXL3Harris Technologies$332,192$332,192 ▲New Holding1,5990.3%AerospaceCOSTCostco Wholesale$328,170$328,170 ▲New Holding3530.3%Retail/WholesaleHWMHowmet Aerospace$319,297$319,297 ▲New Holding2,4620.3%AerospaceJPMJPMorgan Chase & Co.$310,362$23,071 ▼-6.9%1,2780.3%FinanceBLDRBuilders FirstSource$304,800$304,800 ▲New Holding2,4480.3%Retail/WholesaleWDAYWorkday$299,543$1,046,254 ▼-77.7%1,2560.3%Computer and TechnologyEBAYeBay$298,593$298,593 ▲New Holding4,4460.3%Retail/WholesaleMAMastercard$275,711$275,711 ▲New Holding5100.3%Business ServicesAMZNAmazon.com$250,536$760,859 ▼-75.2%1,3000.2%Retail/WholesaleNVDANVIDIA$235,571$235,571 ▲New Holding2,1480.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$0$9,339,584 ▼-100.0%00.0%ETFAOMiShares Core 40/60 Moderate Allocation ETF$0$4,380,229 ▼-100.0%00.0%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$0$3,356,807 ▼-100.0%00.0%ManufacturingSCHDSchwab US Dividend Equity ETF$0$3,302,578 ▼-100.0%00.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$0$3,288,020 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$3,037,653 ▼-100.0%00.0%FinanceVFHVanguard Financials ETF$0$2,917,155 ▼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$2,768,643 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
