Retirement Guys Formula LLC Portfolio Holdings
Retirement Guys Formula LLC
- $200 Million
- Q1 2024
Retirement Guys Formula LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $200 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Swan Sos Fd Of Fd with a value of $17.2M, Schwab Strategic Tr Us Large C with a value of $13.3M, Schwab Strategic Tr Us Large C with a value of $10.8M, J P Morgan Exchange Traded Fd with a value of $8.11M, and Listed Fds Tr Swan Hedged Equi with a value of $7.42M.
Examining the 13F form we can see an increase of $21.8M in the current position value, from $179M to 200M.
Below you can find more details about Retirement Guys Formula LLC portfolio as well as his latest detailed transactions.