0001085146-24-003386.txt : 20240801 0001085146-24-003386.hdr.sgml : 20240801 20240731194554 ACCESSION NUMBER: 0001085146-24-003386 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240801 DATE AS OF CHANGE: 20240731 EFFECTIVENESS DATE: 20240801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Retireful, LLC CENTRAL INDEX KEY: 0001919176 ORGANIZATION NAME: IRS NUMBER: 861700754 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22458 FILM NUMBER: 241163565 BUSINESS ADDRESS: STREET 1: 16932 WILLOWBROOK DRIVE CITY: HASLETT STATE: MI ZIP: 48840 BUSINESS PHONE: 5175129686 MAIL ADDRESS: STREET 1: 16932 WILLOWBROOK DRIVE CITY: HASLETT STATE: MI ZIP: 48840 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001919176 XXXXXXXX 06-30-2024 06-30-2024 false Retireful, LLC
16932 WILLOWBROOK DRIVE HASLETT MI 48840
13F HOLDINGS REPORT 028-22458 N
Dan Mohr CEO 517-512-9686 /s/Dan Mohr Haslett MI 07-31-2024 0 93 212603036 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3209301 17619 SH OTR 17619 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 2136975 9229 SH OTR 9229 0 0 AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 1372192 20368 SH OTR 20368 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2122730 8995 SH OTR 8995 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 695855 5221 SH OTR 5221 0 0 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1093147 3119 SH OTR 3119 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 2019395 25893 SH OTR 25893 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 2093348 13602 SH OTR 13602 0 0 BROWN & BROWN INC COM 115236101 BBG001S5XFN0 949534 10620 SH OTR 10620 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 992186 3224 SH OTR 3224 0 0 CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 1068557 7718 SH OTR 7718 0 0 CARLISLE COS INC COM 142339100 BBG001S5Q6R4 2012678 4967 SH OTR 4967 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 1008665 16100 SH OTR 16100 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 3054864 9484 SH OTR 9484 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2065476 4758 SH OTR 4758 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 2979302 7775 SH OTR 7775 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 2090164 15156 SH OTR 15156 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1082375 3452 SH OTR 3452 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 1047525 1157 SH OTR 1157 0 0 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 BBG00V6QFTJ7 445960 10508 SH OTR 10508 0 0 FIFTH THIRD BANCORP COM 316773100 BBG001S5R6S2 986726 27041 SH OTR 27041 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 BBG001SQ1882 433562 5159 SH OTR 5159 0 0 GARMIN LTD SHS H2906T109 BBG001SG0H12 2056865 12625 SH OTR 12625 0 0 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 978778 6157 SH OTR 6157 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 8443450 84367 SH OTR 84367 0 0 HEICO CORP NEW COM 422806109 BBG001S5RVC4 3083582 13790 SH OTR 13790 0 0 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 1933919 24912 SH OTR 24912 0 0 INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 894501 9847 SH OTR 9847 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 1050736 2362 SH OTR 2362 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 BBG00KJR2B26 2986926 65288 SH OTR 65288 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 5709387 34754 SH OTR 34754 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 BBG001SDTVQ0 1065312 16766 SH OTR 16766 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 3307719 32844 SH OTR 32844 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 3420964 34385 SH OTR 34385 0 0 ISHARES TR CONV BD ETF 46435G102 BBG009BKDMM6 2133389 27132 SH OTR 27132 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 2138840 22034 SH OTR 22034 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 1740570 30905 SH OTR 30905 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 3214325 38284 SH OTR 38284 0 0 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 5677658 19082 SH OTR 19082 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1012973 2779 SH OTR 2779 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 438090 3970 SH OTR 3970 0 0 ISHARES TR RUS TP200 GR ETF 464289438 BBG001T5LBR7 451779 2106 SH OTR 2106 0 0 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 2130902 19956 SH OTR 19956 0 0 ISHARES TR US TELECOM ETF 464287713 BBG001SFC820 1834580 84465 SH OTR 84465 0 0 ISHARES TR USD INV GRDE ETF 464288620 BBG001SSD876 2263015 45071 SH OTR 45071 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 1585818 31421 SH OTR 31421 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 2045774 14643 SH OTR 14643 0 0 KELLANOVA COM 487836108 BBG001S5SJL0 1133470 19651 SH OTR 19651 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 2033242 2466 SH OTR 2466 0 0 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 1021191 959 SH OTR 959 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1707786 12984 SH OTR 12984 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 992676 2221 SH OTR 2221 0 0 MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 2173532 201253 SH OTR 201253 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 987516 2558 SH OTR 2558 0 0 NETAPP INC COM 64110D104 BBG001S8LYX5 1935993 15031 SH OTR 15031 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 2052458 14379 SH OTR 14379 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2486119 20124 SH OTR 20124 0 0 PURE STORAGE INC CL A 74624M102 BBG00212PW10 1948838 30351 SH OTR 30351 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 1766527 8869 SH OTR 8869 0 0 QUANTA SVCS INC COM 74762E102 BBG001S5VH85 994762 3915 SH OTR 3915 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 449746 4460 SH OTR 4460 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 5307980 71652 SH OTR 71652 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 5859793 91203 SH OTR 91203 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 2042474 19778 SH OTR 19778 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 3324614 27280 SH OTR 27280 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 4665541 20623 SH OTR 20623 0 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 1000644 1272 SH OTR 1272 0 0 SNAP INC CL A 83304A106 BBG00441QMK5 2191590 131944 SH OTR 131944 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 11846581 21768 SH OTR 21768 0 0 SPDR SER TR AEROSPACE DEF 78464A631 BBG0024LG8W4 1823240 13025 SH OTR 13025 0 0 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 BBG004MKB438 1606873 86952 SH OTR 86952 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 6974729 75994 SH OTR 75994 0 0 SPDR SER TR S&P BK ETF 78464A797 BBG001SPTB32 1770103 38157 SH OTR 38157 0 0 SPDR SER TR S&P SEMICNDCTR 78464A862 BBG001SQDKJ0 1648464 6661 SH OTR 6661 0 0 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 BBG002XY88Z0 3162778 114469 SH OTR 114469 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 2037417 5988 SH OTR 5988 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 2348173 13510 SH OTR 13510 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2028753 10429 SH OTR 10429 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 887565 1605 SH OTR 1605 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 2092781 19008 SH OTR 19008 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 961791 2924 SH OTR 2924 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 2082990 27814 SH OTR 27814 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2180428 28428 SH OTR 28428 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 7924936 31748 SH OTR 31748 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 3951691 28594 SH OTR 28594 0 0 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 BBG001SHVTX5 3572992 15190 SH OTR 15190 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 451520 1437 SH OTR 1437 0 0 VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 959328 3559 SH OTR 3559 0 0 WABTEC COM 929740108 BBG001S5XBT3 2949687 18663 SH OTR 18663 0 0 WATSCO INC COM 942622200 BBG001S82CQ2 1848328 3990 SH OTR 3990 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 2884373 57332 SH OTR 57332 0 0 ZOETIS INC CL A 98978V103 BBG0039320P7 991446 5719 SH OTR 5719 0 0 ZSCALER INC COM 98980G102 BBG003338H61 979208 5095 SH OTR 5095 0 0