13F 机构持仓

RETIREMITTEN FINANCIAL LLC

MILFORD MI · SEC CIK 0002127635

2026Q22026Q1 更早 9 个季度 🔒
$2.07亿2026Q1 申报市值
183持仓数
90.1%前十大占比 · 第一大 20.5%
0 / 0新建仓 / 清仓
申报市值走势$2.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 20.5%
SPAB 14.1%
VYM 13.7%
SPYG 13.2%
SPHY 6.6%
SPDW 6.5%
ILTB 6.0%
SPMD 3.9%
BSV 3.6%
SPSM 2.0%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— Dimensional US Real Estate ETF $00.00%0 —— — —
DOW Dow Inc $830.00%2 —— — —
UPS United Parcel Service Inc $980.00%1 —— — —
GM General Motors Co $2240.00%3 —— — —
BMY Bristol Myers Squibb Co $2430.00%4 —— — —
TWLO Twilio $2520.00%2 —— — —
SBUX Starbucks Corp $2690.00%3 —— — —
FDX FedEx Corp $3560.00%1 —— — —
CRM Salesforcecom Inc $3730.00%2 —— — —
ISRG Intuitive Surgical Inc $4610.00%1 —— — —
SLYV SPDR S&P 600 Small Cap Value ETF $4730.00%5 —— — —
ADBE Adobe Systems Incorporated $4860.00%2 —— — —
— Highlands REIT Inc Nsa $4930.00%1,592 —— — —
— FNMA PL AV1823 35 28 DUE 120128 $5150.00%11,000 —— — —
GOVT iShares US Treasury Bond ETF $5270.00%23 —— — —
SCHQ Schwab Long-Term US Treasury ETF $5380.00%17 —— — —
UNH UnitedHealth Group Inc $5410.00%2 —— — —
SLYG SPDR SP 600 Small Cap Growth ETF $6760.00%7 —— — —
— FNMA PL FM3664 4 49 DUE 030149 $8750.00%6,000 —— — —
LOGI Logitech International SA $9110.00%10 —— — —
— First Trust Combined Build Ame Rica Bonds Port Ser 3 $1,0150.00%6 —— — —
VIOV Vanguard SP Small Cap 600 Value ETF $1,0170.00%10 —— — —
SNPS Synopsys Inc $1,1890.00%3 —— — —
— Exxon Mobil Corp $1,3570.00%8 —— — —
ICSH iShares Ultra ShortTerm Bond ETF $1,3990.00%28 —— — —
SDY SPDR S&P Dividend ETF $1,4590.00%10 —— — —
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF $1,4660.00%16 —— — —
PANW Palo Alto Networks $1,9240.00%12 —— — —
— JPMorgan BetaBuilders Japan ETF $2,2740.00%33 —— — —
VDE Vanguard Energy ETF $2,4230.00%14 —— — —
BKR Untitled Dataset 2017-07-06 21:49:16 $2,5030.00%41 —— — —
MA MasterCard Cl A $2,9980.00%6 —— — —
BAC Bank of America Corp $3,0230.00%62 —— — —
WM Waste Management Inc $3,2170.00%14 —— — —
VBK Vanguard SmallCap Growth ETF $3,3250.00%11 —— — —
— JPMorgan BetaBuilders Europe ETF $3,8380.00%53 —— — —
— Booking Holdings Inc $4,2100.00%1 —— — —
— FNMA PL BK0677 3 50 DUE 020150 $4,2350.00%26,000 —— — —
IJH iShares Core S&P Mid-Cap ETF $4,3220.00%64 —— — —
TGT Target Corp $4,3630.00%36 —— — —
ANET ARISTA NETWORKS INC $4,4200.00%36 —— — —
PBW Invesco WilderHill Clean Energy ETF $4,8320.00%153 —— — —
BND Vanguard Total Bond Market ETF $5,0080.00%68 —— — —
MOAT VanEck Morningstar Wide Moat ETF $5,3190.00%55 —— — —
VOT Vanguard Mid Cap Growth ETF $5,4040.00%21 —— — —
MRSH MARSH COMMON STOCK $5,5500.00%32 —— — —
USMV iShares MSCI USA Min Vol Factor ETF $5,7500.00%62 —— — —
ICLN iShares Global Clean Energy ETF $6,0540.00%331 —— — —
TFLO iShares Treasury Floating Rate Bond ETF $6,4810.00%128 —— — —
— ALUULA COMPOSITES INC F $6,5610.00%3,185 —— — —
— Kbs Real Estat Invt Tr III Inc Com Nsa $6,6710.00%2,471 —— — —
BMO Bank Of Montreal $6,7670.00%50 —— — —
— FNMA PL CA2374 4 48 DUE 090148 $7,1180.00%104,000 —— — —
GILD Gilead Sciences Inc $7,2470.00%52 —— — —
DFAX Dimensional World ex US Core Eq 2 ETF $7,3290.00%216 —— — —
SPHQ Invesco SP 500 Quality ETF $7,6690.00%102 —— — —
IJR iShares Core S&P Small-Cap ETF $7,7070.00%62 —— — —
JNJ Johnson & Johnson $8,0670.00%33 —— — —
VOE Vanguard Mid-Cap Value ETF $8,4770.00%46 —— — —
MS Morgan Stanley $9,0510.00%55 —— — —
SAFRY SAFRAN SA $9,1870.00%112 —— — —
SBR SABINE ROYALTY TRUST UBI $9,3750.00%125 —— — —
— FNMA PL CA3872 35 49 DUE 070149 $9,4290.00%100,000 —— — —
— Dimensional US Core Equity 2 ETF $1.02万0.00%264 —— — —
NFLX Netflix Inc $1.06万0.01%110 —— — —
BLK BlackRock Inc $1.06万0.01%11 —— — —
CGW Invesco SP Global Water ETF $1.06万0.01%166 —— — —
VSS Vanguard FTSE AllWld exUS SmCp ETF $1.08万0.01%74 —— — —
RACE Ferrari N V F $1.12万0.01%33 —— — —
— Pacific Gas Electric Co Note Mw Clbl $1.18万0.01%12,000 —— — —
BNDX Vanguard Total International Bond ETF $1.19万0.01%247 —— — —
VOO Vanguard SP 500 ETF $1.20万0.01%20 —— — —
PXH Invesco FTSE RAFI Emerging Markets ETF $1.23万0.01%456 —— — —
PDN Invesco FTSE RAFI Dev Mkts ex-US S/M ETF $1.28万0.01%296 —— — —
XLE Energy Select Sector SPDR ETF $1.30万0.01%212 —— — —
VWOB Vanguard Emerging Mkts Govt Bd ETF $1.31万0.01%200 —— — —
SCHA Schwab US Small-Cap ETF $1.33万0.01%456 —— — —
SCHE Schwab Emerging Markets Equity ETF $1.35万0.01%409 —— — —
CVX Chevron Corporation $1.37万0.01%66 —— — —
PRF Invesco FTSE RAFI US 1000 ETF $1.54万0.01%325 —— — —
CELH CELSIUS HOLDINGS INC NEW $1.60万0.01%450 —— — —
FNDA Schwab Fundamental US Small Company ETF $1.60万0.01%494 —— — —
GOOGL Alphabet Inc $1.67万0.01%58 —— — —
— Griffin Institutional Access Real Estt M $1.80万0.01%780 —— — —
VWO Vanguard FTSE Emerging Markets ETF $1.83万0.01%339 —— — —
PXF Invesco FTSE RAFI Dev Mkts ex US ETF $1.88万0.01%269 —— — —
PG Procter & Gamble Co $1.94万0.01%134 —— — —
XLI Industrial Select Sector SPDR ETF $2.04万0.01%126 —— — —
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF $2.11万0.01%460 —— — —
T ATT Inc $2.32万0.01%800 —— — —
VCSH Vanguard Short Term Corporate Bond ETF $2.39万0.01%301 —— — —
SCHZ Schwab US Aggregate Bond ETF $2.41万0.01%1,040 —— — —
BSCR Invesco BulletShares 2027 Corp Bd ETF $2.48万0.01%1,263 —— — —
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF $2.62万0.01%686 —— — —
— BLACKSTONE REAL ESTATE INCOME TRUST CLASS I $2.71万0.01%1,902 —— — —
— JEFFERIES FINL GR VAR 30 DUE 080630 $2.74万0.01%28,000 —— — —
ASML Asml Holding Nv ADR $2.77万0.01%21 —— — —
BLV Vanguard LongTerm Bond ETF $2.84万0.01%413 —— — —
GS The Goldman Sachs Group Inc $2.96万0.01%35 —— — —
SHOP SHOPIFY INC COM NPV CL A $2.97万0.01%250 —— — —