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Home > Institutional Investor > Retirement Group, Llc > Profile

Instuitional Investor - Retirement Group, Llc

Fund Profile
Filing Period:
Fund Name: Retirement Group, Llc
Portfolio Value $279,271,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRKB 128,646 $54,098,216 19.37%
2.
Invesco Exchange Traded Fd T - S&P 500 TOP 50
 585,264 $24,657,179 8.83%
3.
Exxon Mobil Corp
 XOM 99,387 $11,552,801 4.14%
4.
Ishares Trust
 IEF 135,774 $11,103,598 3.98%
5.
Spdr Series Trust
 139,556 $10,606,291 3.8%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)