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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 $247,811,891
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 128,418 $45,801,564 18.48%
2.
Invesco Exchange Traded Fd T
 583,650 $22,015,262 8.88%
3.
Ishares Trust
 IEF 132,637 $10,881,539 4.39%
4.
Exxon Mobil Corp
 XOM 103,830 $10,380,885 4.18%
5.
Spdr Series Trust
 140,273 $10,293,262 4.15%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)