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Home > Institutional Investor > Retirement Guys Formula Llc > Profile

Instuitional Investor - Retirement Guys Formula Llc

Fund Profile
Filing Period:
Fund Name: Retirement Guys Formula Llc
Portfolio Value $186,500,955
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 595,504 $15,411,638 8.26%
2.
Schwab Strategic Trust
 FNDF 125,971 $10,450,583 5.6%
3.
Schwab Strategic Trust
 FNDF 142,005 $9,954,554 5.33%
4.
Listed Fd Tr
 371,006 $7,242,140 3.88%
5.
J P Morgan Exchange Traded F
 123,216 $6,774,398 3.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)