RETIREMENT GUYS FORMULA LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    maumee, OH
  • CIK
    0001933059
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

135

$198.31M
SCHG, PSFF, JEPI, HEGD
13F-HR
Jan 29, 2025
000108514625000602

128

$215.06M
PSFF, SCHG, SCHV, JEPI
13F-HR
Oct 21, 2024
000108514624005018

124

$208.62M
PSFF, SCHG, SCHV, JEPI
13F-HR
Aug 1, 2024
000108514624003417

123

$205.06M
PSFF, SCHG, SCHV, JEPI
13F-HR
Apr 19, 2024
000108514624001931

127

$186.50M
PSFF, SCHG, SCHV, HEGD
13F-HR
Jan 22, 2024
000108514624000376

120

$143.67M
SCHG, PSFF, HEGD, NAPR
13F-HR
Oct 13, 2023
000108514623003736

122

$172.61M
SCHG, SCHV, HEGD, PSFF
13F-HR
Jul 17, 2023
000108514623002732

122

$139.57M
DMAY, HEGD, PSFF, FEZ
13F-HR
Apr 18, 2023
000108514623001742

117

$121.91M
DMAY, HEGD, PSFF, FEZ
13F-HR
Feb 14, 2023
000139834423003087

121

$94.97M
HEGD, PSFF, DMAY, VO
RESTATEMENT
Dec 16, 2022
000139834422024613

125

$97.40M
HEGD, DMAY, PSFF, XLP
13F-HR
Jul 22, 2022
000139834422013912

133

$149.28M
LMBS, HEGD, SCHV, PTBD
13F-HR
Jul 18, 2022
000139834422013478

114

$126.00M
LMBS, HEGD, XLP, SCHG
13F-HR
Jul 18, 2022
000139834422013474
Retirement Guys Formula Llc 13F Filings