RETIREMITTEN FINANCIAL LLC
185 holdingsFiling period: 2026-03-31Current AUM: $225.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR Portfolio S&P 500 ETF | 554.5K | $42.4M | $48.7M | 21.64% | -- | 2026-03-31 |
| 2 | SPAB | SPDR Portfolio Aggregate Bond ETF | 1.14M | $29.3M | $28.7M | 12.73% | -- | 2026-03-31 |
| 3 | VYM | Vanguard High Dividend Yield ETF | 191.2K | $28.3M | $31.0M | 13.75% | -- | 2026-03-31 |
| 4 | SPYG | SPDR Portfolio S&P 500 Growth ETF | 279.8K | $27.4M | $32.8M | 14.55% | -- | 2026-03-31 |
| 5 | SPHY | SPDR Portfolio High Yield Bond ETF | 582.0K | $13.6M | $13.5M | 6.01% | -- | 2026-03-31 |
| 6 | SPDW | SPDR Portfolio Developed Wld exUS ETF | 292.2K | $13.3M | $14.6M | 6.49% | -- | 2026-03-31 |
| 7 | ILTB | iShares Core 10 Year USD Bond ETF | 253.5K | $12.4M | $12.0M | 5.31% | -- | 2026-03-31 |
| 8 | SPMD | SPDR Portfolio SP 400 Mid Cap ETF | 136.6K | $8.1M | $9.0M | 4.00% | -- | 2026-03-31 |
| 9 | BSV | Vanguard ShortTerm Bond ETF | 94.1K | $7.4M | $7.3M | 3.24% | -- | 2026-03-31 |
| 10 | SPSM | SPDR Portfolio SP 600 Sm Cap ETF | 85.2K | $4.1M | $4.8M | 2.14% | -- | 2026-03-31 |
| 11 | USRT | iShares Core US REIT ETF | 67.3K | $4.0M | $4.6M | 2.03% | -- | 2026-03-31 |
| 12 | SPEM | SPDR Portfolio Emerging Markets ETF | 63.0K | $3.0M | $3.2M | 1.42% | -- | 2026-03-31 |
| 13 | ITOT | iShares Core S&P Total US Stock Mkt ETF | 6.1K | $867K | $996K | 0.44% | -- | 2026-03-31 |
| 14 | VUG | Vanguard Growth ETF | 1.8K | $781K | $914K | 0.41% | -- | 2026-03-31 |
| 15 | SPY | SPDR S&P 500 ETF Trust | 1.1K | $736K | $845K | 0.38% | -- | 2026-03-31 |
| 16 | CAT | Caterpillar Inc | 829 | $587K | $675K | 0.30% | -- | 2026-03-31 |
| 17 | IVV | iShares Core SP 500 ETF | 889 | $580K | $666K | 0.30% | -- | 2026-03-31 |
| 18 | SCHX | Schwab US Large Cap ETF | 22.0K | $564K | $648K | 0.29% | -- | 2026-03-31 |
| 19 | VO | Vanguard Mid-Cap ETF | 1.5K | $429K | $484K | 0.21% | -- | 2026-03-31 |
| 20 | VTI | Vanguard Total Stock Market ETF | 1.1K | $364K | $418K | 0.19% | -- | 2026-03-31 |
| 21 | AGG | iShares Core US Aggregate Bond ETF | 3.5K | $348K | $341K | 0.15% | -- | 2026-03-31 |
| 22 | VCIT | Vanguard Interm-Term Corp Bd ETF | 4.1K | $336K | $330K | 0.15% | -- | 2026-03-31 |
| 23 | CMI | Cummins Inc | 609 | $327K | $385K | 0.17% | -- | 2026-03-31 |
| 24 | BRK-B | Berkshire Hathaway Class B | 605 | $289K | $289K | 0.13% | -- | 2026-03-31 |
| 25 | XEL | Xcel Energy Inc | 3.6K | $285K | $281K | 0.12% | -- | 2026-03-31 |
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