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RETIREMITTEN FINANCIAL LLC 13F holdings

Filed 2026-08-10 · RETIREMITTEN FINANCIAL LLC · 47 positions · $237.1M

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TickerCompanySharesValue% of portfolio
SPYMSPDRA Portfolio S&P 500 ETF538.6K$47.3M20.0%
SPYGSPDRA Portfolio S&P 500 Growth ETF291.1K$34.6M14.6%
VYMVanguard High Dividend Yield ETF205.5K$32.5M13.7%
SPABSPDRA Portfolio Aggregate Bond ETF1.3M$32.0M13.5%
SPDWSPDRA Portfolio Developed Wld ex-US ETF389.8K$19.6M8.3%
SPHYSPDR Portfolio High Yield Bond ETF642.2K$15.1M6.3%
ILTBiShares Core 10 Year USD Bond ETF280.7K$13.8M5.8%
SPMDSPDRA Portfolio S&P 400 Mid Cap ETF144.2K$9.7M4.1%
BSVVanguard Short-Term Bond ETF103.7K$8.1M3.4%
SPSMSPDRA Portfolio S&P 600 Sm Cap ETF86.3K$5.0M2.1%
USRTiShares Core US REIT ETF71.7K$4.8M2.0%
SPEMSPDRA Portfolio Emerging Markets ETF65.4K$3.4M1.4%
ITOTiShares Core S&P Total US Stock Mkt ETF6.1K$1.0M0.4%
CATCaterpillar Inc834$887,9760.4%
VUGVanguard Growth ETF10.2K$879,0990.4%
SPYSPDRA S&P 500 ETF Trust1.1K$803,0450.3%
IVViShares Core S&P 500 ETF846$633,5610.3%
SCHXSchwab US Large-Cap ETF19.8K$581,3310.2%
AAPLApple Inc1.7K$483,2310.2%
CMICummins Inc609$434,4090.2%
IWFiShares Russell 1000 Growth ETF3.5K$430,0010.2%
VOVanguard Mid-Cap ETF5.3K$424,2220.2%
QQQInvesco QQQ Trust570$419,7480.2%
SCHFSchwab International Equity ETF13.1K$362,8910.2%
VCITVanguard Interm-Term Corp Bd ETF4.2K$348,1220.1%
AGGiShares Core US Aggregate Bond ETF3.0K$294,2680.1%
XELXcel Energy Inc3.6K$290,4520.1%
NVDANVIDIA Corp1.4K$283,9280.1%
VEAVanguard FTSE Developed Markets ETF3.9K$278,0700.1%
IEFAiShares Core MSCI EAFE ETF2.8K$272,6450.1%
BRK-BBerkshire Hathaway Class B535$267,7090.1%
IWDiShares Russell 1000 Value ETF1.1K$258,1880.1%
AVGOBroadcom Inc663$250,4480.1%
VBRVanguard Small-Cap Value ETF1.0K$248,0930.1%
VTIVanguard Total Stock Market ETF667$246,8170.1%
JPMJP Morgan Chase626$204,9090.1%
ACWIiShares Core MSCI Emerging Markets ETF2.4K$201,1360.1%
HYTBlackRock Corp High Yield15.7K$134,0410.1%
DNPDNP Select Income12.3K$133,2570.1%
MMTMFS Multi-Market Income16.1K$70,6730.0%
XEADXWells Fargo Inc Opp10.0K$65,0000.0%
—JEFFERIES FINL GR VAR 30 DUE 08/06/3028.0K$28,6720.0%
—Pacific Gas & Electric Co Note M/w Clbl12.0K$11,7840.0%
—FNMA PL CA3872 3.5 49 DUE 07/01/49100.0K$9,1980.0%
—FNMA PL CA2374 4 48 DUE 09/01/48104.0K$6,8920.0%
—FNMA PL BK0677 3 50 DUE 02/01/5026.0K$4,0840.0%
—FNMA PL AV1823 3.5 28 DUE 12/01/2811.0K$4410.0%
Top Fund Holdings
13F
Top Fund Holdings

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