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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 $269,333,604
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 301,606 $15,191,887 5.64%
2.
Listed Fds Tr
 285,422 $7,666,436 2.85%
3.
Invesco Qqq Tr
 9,054 $6,698,136 2.49%
4.
Schwab Strategic Trust
 SCHD 174,074 $6,254,477 2.32%
5.
Apple Inc.
 AAPL 18,719 $6,233,945 2.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.