RETIREFUL, LLC

PrivateCIK: 1919176
Location

HASLETT, MI

84
Positions
$70.98M
Total AUM (reported)
562.62K
Total Shares

Allocation by class

TOTAL AUM$70.98M84 positions
COM$30.34M42.7%
S&P500 EQL WGT$4.38M6.2%
CL A$2.86M4.0%
ENERGY ETF$2.70M3.8%
COM NEW$2.70M3.8%
UTILITIES ETF$2.27M3.2%
STATE STREET UTI$2.22M3.1%

Portfolio Concentration

Top 313.2%4–1020.3%11–2526.9%Rest39.7%TOP 1033.5%0%100%
Top 3$9.34M13.2%
4–10$14.42M20.3%
11–25$19.06M26.9%
Rest$28.16M39.7%

Top 3 weight

13.2%

Top 10 weight

33.5%

Voting Authority Distribution

Total shares with voting rights: 562.62K

Sole

Full voting authority

517.69K

shares

% of voting shares92.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

44.93K

shares

% of voting shares8.0%

Investment Discretion (by position count)

Sole84
Shared0
Other0
Dominant voting typeSole · 92.0% of voting shares
Institutional Holdings84
Rows:

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares22.80K
TypeSH
Market value$4.38M
6.16%
Sole
22.80K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
ENERGY ETF
Shares15.59K
TypeSH
Market value$2.70M
3.80%
Sole
15.59K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
UTILITIES ETF
Shares11.43K
TypeSH
Market value$2.27M
3.19%
Sole
11.43K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares48.43K
TypeSH
Market value$2.22M
3.13%
Sole
48.43K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares3.35K
TypeSH
Market value$2.18M
3.07%
Sole
3.35K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares8K
TypeSH
Market value$2.17M
3.05%
Sole
8K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
LARGE CAP ETF
Shares7.03K
TypeSH
Market value$2.10M
2.96%
Sole
7.03K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares2.94K
TypeSH
Market value$2.05M
2.89%
Sole
2.94K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares13.98K
TypeSH
Market value$1.90M
2.68%
Sole
13.98K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares5.34K
TypeSH
Market value$1.81M
2.54%
Sole
5.34K
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares27.71K
TypeSH
Market value$1.69M
2.38%
Sole
27.71K
Shared
0.00
None
0.00

TAPESTRY INC

SOLE
COM
Shares10.80K
TypeSH
Market value$1.52M
2.15%
Sole
10.80K
Shared
0.00
None
0.00

SOUTHERN COPPER CORP

SOLE
COM
Shares8.68K
TypeSH
Market value$1.49M
2.10%
Sole
8.68K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares2.04K
TypeSH
Market value$1.44M
2.04%
Sole
2.04K
Shared
0.00
None
0.00

COMFORT SYS USA INC

SOLE
COM
Shares1.03K
TypeSH
Market value$1.42M
2.01%
Sole
1.03K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares14.07K
TypeSH
Market value$1.29M
1.82%
Sole
14.07K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares3.73K
TypeSH
Market value$1.28M
1.80%
Sole
3.73K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares9.29K
TypeSH
Market value$1.22M
1.72%
Sole
9.29K
Shared
0.00
None
0.00

WOODWARD INC

SOLE
COM
Shares3.35K
TypeSH
Market value$1.20M
1.69%
Sole
3.35K
Shared
0.00
None
0.00

TRADEWEB MKTS INC

SOLE
CL A
Shares9.94K
TypeSH
Market value$1.17M
1.65%
Sole
9.94K
Shared
0.00
None
0.00

XPO INC

SOLE
COM
Shares5.74K
TypeSH
Market value$1.12M
1.57%
Sole
5.74K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares4.86K
TypeSH
Market value$1.10M
1.55%
Sole
4.86K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares8.66K
TypeSH
Market value$1.08M
1.52%
Sole
8.66K
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares20.50K
TypeSH
Market value$1.03M
1.45%
Sole
20.50K
Shared
0.00
None
0.00

CURTISS WRIGHT CORP

SOLE
COM
Shares1.48K
TypeSH
Market value$1.01M
1.42%
Sole
1.48K
Shared
0.00
None
0.00
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