Retirement Guys Formula LLC Reduced Holdings in Q4 2024

Retirement Guys Formula LLC

  • $188 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-125K
- 19.31%
$28.48 - $29.56 $3.56M - $3.7M
523K $15.3M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-94.3K
- 85.27%
$25.33 - $27.57 $2.39M - $2.6M
16.3K $422K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.36K
- 24.37%
$113.92 - $127.38 $497K - $556K
13.5K $1.56M
DHI
Horton D R Inc

Consumer Cyclical
-445
- 4.98%
$137.24 - $194.56 $61.1K - $86.6K
8.5K $1.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.78K
- 21.66%
$71.75 - $75.11 $343K - $359K
17.3K $1.24M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-617
- 1.41%
$79.93 - $88.06 $49.3K - $54.3K
43.1K $3.45M
DFAI
Dimensional ETF Tr

ETFs
-7.8K
- 11.9%
$29.0 - $31.6 $226K - $247K
57.8K $1.69M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.25K
- 12.14%
$80.93 - $85.66 $263K - $279K
23.6K $1.91M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.23K
- 12.96%
$63.58 - $71.15 $269K - $301K
28.4K $1.85M
PEP
Pepsico Inc

Consumer Defensive
-15
- 0.12%
$151.29 - $176.1 $2.27K - $2.64K
12.5K $1.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
-4.37K
- 12.26%
$26.18 - $28.77 $114K - $126K
31.2K $829K
DFAE
Dimensional ETF Tr

ETFs
-4.94K
- 12.86%
$25.36 - $28.15 $125K - $139K
33.4K $848K
NXPI
Nxp Semiconductors N.V.

Technology
-114
- 2.16%
$207.27 - $255.58 $23.6K - $29.1K
5.16K $1.07M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-10.2K
- 3.0%
$22.04 - $23.08 $224K - $235K
329K $7.37M
DFAU
Dimensional ETF Tr

ETFs
-5.54K
- 8.98%
$39.27 - $42.38 $217K - $235K
56.1K $2.27M
VGT
Vanguard Information Technolog

ETFs
-333
- 7.67%
$571.78 - $647.97 $190K - $216K
4.01K $2.49M
XLP
Consumer Staples Sector Spdr

ETFs
-673
- 2.15%
N/A
30.7K $2.33M
FV
First Trust Dorsey Wright Focu

ETFs
-1.31K
- 3.75%
$57.47 - $62.82 $75.2K - $82.2K
33.6K $1.98M
EOG
Eog Resources Inc

Energy
-376
- 3.39%
$118.22 - $136.54 $44.5K - $51.3K
10.7K $1.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-96
- 17.27%
$442.29 - $483.08 $42.5K - $46.4K
460 $208K
FTCS
First Trust Capital Strength E

ETFs
-130
- 2.37%
$87.62 - $94.03 $11.4K - $12.2K
5.36K $470K
VZ
Verizon Communications Inc

Communication Services
-59
- 1.14%
$39.6 - $45.21 $2.34K - $2.67K
5.13K $205K
KAPR
Innovator U.S. Small Cap Power

ETFs
-926
- 3.86%
$32.06 - $34.27 $29.7K - $31.7K
23K $753K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-550
- 8.24%
$34.78 - $35.99 $19.1K - $19.8K
6.13K $217K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-203
- 3.23%
$48.48 - $49.47 $9.84K - $10K
6.09K $296K
CORT
Corcept Therapeutics Inc

Healthcare
-634
- 12.49%
$44.66 - $60.85 $28.3K - $38.6K
4.44K $223K
IBM
International Business Machines Corp

Technology
-35
- 3.0%
$204.9 - $238.04 $7.17K - $8.33K
1.13K $248K
FIX
Comfort Systems Usa Inc

Industrials
-60
- 10.64%
$370.68 - $504.12 $22.2K - $30.2K
504 $213K
Innovator Etfs Trust
-188
- 2.68%
N/A
6.83K $0
Dimensional ETF Trust
-10.3K
- 14.07%
N/A
62.7K $0
Dimensional ETF Trust
-8.78K
- 12.01%
N/A
64.3K $0
T
At&T Inc.

Communication Services
-300
- 3.15%
$21.22 - $23.88 $6.37K - $7.16K
9.22K $209K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-37
- 0.23%
$17.93 - $18.8 $663 - $696
16.2K $295K
MLI
Mueller Industries Inc

Industrials
-139
- 5.14%
$71.2 - $95.34 $9.9K - $13.3K
2.57K $203K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-111
- 0.85%
$33.71 - $34.99 $3.74K - $3.88K
13K $447K
EME
Emcor Group, Inc.

Industrials
-19
- 3.7%
$427.96 - $526.95 $8.13K - $10K
494 $224K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-31
- 0.27%
$35.71 - $37.1 $1.11K - $1.15K
11.6K $425K
CGGR
Capital Group Growth ETF Shs C

ETFs
-92
- 0.69%
$34.49 - $39.24 $3.17K - $3.61K
13.3K $492K
LRN
Stride, Inc.

Consumer Defensive
-115
- 4.84%
$64.04 - $110.79 $7.36K - $12.7K
2.26K $234K
CMI
Cummins Inc

Industrials
-78
- 1.64%
$324.93 - $383.42 $25.3K - $29.9K
4.67K $1.63M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-524
- 3.52%
$45.39 - $62.98 $23.8K - $33K
14.4K $815K
AAPL
Apple Inc.

Technology
-1.07K
- 4.89%
$221.69 - $259.02 $237K - $277K
20.8K $5.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-131
- 1.35%
$180.88 - $232.93 $23.7K - $30.5K
9.57K $2.1M
NFLX
Netflix Inc

Communication Services
-88
- 3.32%
$687.65 - $936.56 $60.5K - $82.4K
2.56K $2.28M
AVGO
Broadcom Inc.

Technology
-29
- 0.32%
$159.67 - $250.0 $4.63K - $7.25K
8.93K $2.07M
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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