RETIREMENT GUYS FORMULA LLC
Q4 2024 13F Holdings
- Locationmaumee, OH
- Num holdings
135
- Value ($000)
$198,306
- Date Filed01/29/2025
- Form type13F-HR
- CIK0001933059
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $16.54M | 8 % | 593,640 | ||
PSFF PACER FDS TR | SWAN SOS FD OF | 69374H568 | $15.31M | 8 % | 522,796 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $10.37M | 5 % | 180,234 | ||
HEGD LISTED FD TR | SWAN HEDGED EQTY | 53656F599 | $7.37M | 4 % | 329,203 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $6.09M | 3 % | 120,837 | ||
AAPL APPLE INC | COM | 037833100 | $5.20M | 3 % | 20,762 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.59M | 2 % | 7,016 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $3.45M | 2 % | 43,137 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $3.29M | 2 % | 12,454 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $3.28M | 2 % | 123,057 |
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