Retirement Guys Formula LLC Reduced Holdings in Q2 2025

Retirement Guys Formula LLC

  • $252 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-64.9K
- 41.83%
$30.93 - $34.56 $2.01M - $2.24M
90.2K $2.99M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-26.5K
- 16.1%
$50.36 - $50.68 $1.34M - $1.34M
138K $7.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.91K
- 22.56%
$496.48 - $617.85 $949K - $1.18M
6.56K $4.05M
CORT
Corcept Therapeutics Inc

Healthcare
-248
- 7.88%
$62.24 - $91.93 $15.4K - $22.8K
2.9K $212K
FTCS
First Trust Capital Strength E

ETFs
-1.38K
- 33.5%
$81.6 - $92.39 $112K - $127K
2.73K $248K
ABC
Amerisourcebergen Corp

Healthcare
-302
- 4.53%
N/A
6.36K $1.18M
PG
Procter & Gamble CO

Consumer Defensive
-84
- 2.43%
$157.66 - $172.39 $13.2K - $14.5K
3.37K $537K
TJX
Tjx Companies Inc

Consumer Cyclical
-566
- 4.04%
$119.13 - $135.03 $67.4K - $76.4K
13.4K $1.66M
IBM
International Business Machines Corp

Technology
-483
- 22.72%
$221.03 - $294.78 $107K - $142K
1.64K $484K
XLE
Energy Sector Spdr

ETFs
-31
- 0.92%
$76.44 - $94.13 $2.37K - $2.92K
3.35K $284K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-157
- 1.06%
$66.5 - $71.25 $10.4K - $11.2K
14.7K $1.02M
INGR
Ingredion Inc

Consumer Defensive
-82
- 5.24%
$123.22 - $140.95 $10.1K - $11.6K
1.48K $201K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-400
- 3.29%
$22.66 - $23.41 $9.06K - $9.36K
11.8K $274K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-108
- 0.55%
$22.68 - $23.28 $2.45K - $2.51K
19.5K $450K
Franklin Templeton Digital H
-4.71K
- 19.44%
N/A
19.5K $0
Dimensional ETF Trust
-898
- 1.67%
N/A
52.8K $0
J P Morgan Exchange Traded F
-2.44K
- 4.83%
N/A
48.1K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-21
- 0.67%
$77.74 - $78.78 $1.63K - $1.65K
3.13K $246K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-15
- 0.09%
$14.97 - $16.79 $225 - $252
16.6K $278K
IDCC
Inter Digital, Inc.

Communication Services
-46
- 4.73%
$183.37 - $234.7 $8.44K - $10.8K
926 $207K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-814
- 3.99%
$71.28 - $83.74 $58K - $68.2K
19.6K $1.64M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-856
- 6.61%
$31.44 - $36.79 $26.9K - $31.5K
12.1K $445K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-4
- 0.04%
$33.22 - $37.29 $133 - $149
8.97K $334K
VTV
Vanguard Value ETF

ETFs
-96
- 1.18%
$153.67 - $176.74 $14.8K - $17K
8.03K $1.42M
CASY
Caseys General Stores Inc

Consumer Cyclical
-40
- 8.26%
$415.82 - $510.91 $16.6K - $20.4K
444 $226K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-575
- 4.65%
$21.8 - $27.71 $12.5K - $15.9K
11.8K $324K
IVV
Ishares Core S&P 500 ETF

ETFs
-69
- 5.79%
$498.8 - $620.9 $34.4K - $42.8K
1.12K $696K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-743
- 3.68%
$19.6 - $24.44 $14.6K - $18.2K
19.4K $475K
VB
Vanguard Small Cap ETF

ETFs
-76
- 1.22%
$193.73 - $237.37 $14.7K - $18K
6.15K $1.46M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-304
- 1.24%
$52.31 - $63.72 $15.9K - $19.4K
24.2K $1.54M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-8.63K
- 3.98%
$29.44 - $33.91 $254K - $293K
208K $6.81M
SIXJ
Aim ETF Prods Tr Allianzim U S
-1.56K
- 2.01%
$27.79 - $32.01 $43.3K - $49.8K
76.1K $2.44M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-95
- 3.54%
$273.67 - $366.17 $26K - $34.8K
2.59K $946K
DFAU
Dimensional ETF Tr

ETFs
-156
- 0.37%
$34.04 - $42.36 $5.31K - $6.61K
41.5K $1.76M
UBER
Uber Technologies, Inc

Technology
-2.17K
- 9.76%
$64.62 - $93.3 $140K - $202K
20K $1.87M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-460
- 1.03%
$55.54 - $69.09 $25.5K - $31.8K
44.3K $3.06M
VO
Vanguard Mid Cap ETF

ETFs
-26
- 0.19%
$228.54 - $279.83 $5.94K - $7.28K
13.9K $3.89M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-52
- 0.04%
$24.38 - $30.18 $1.27K - $1.57K
119K $3.6M
ETN
Eaton Corp PLC

Industrials
-429
- 6.37%
$246.52 - $356.99 $106K - $153K
6.31K $2.25M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-867
- 0.28%
$21.21 - $23.5 $18.4K - $20.4K
309K $7.21M
MSFT
Microsoft Corp

Technology
-8
- 0.17%
$354.56 - $497.45 $2.84K - $3.98K
4.73K $2.35M
NFLX
Netflix Inc

Communication Services
-186
- 8.07%
$855.86 - $1339.13 $159K - $249K
2.12K $2.84M
Activity Summary
Buys All Purchases 92 New Holdings 18 Increased Positions 74 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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