RETIREMENT GUYS FORMULA LLC - Portfolio overview

RETIREMENT GUYS FORMULA LLC has 202 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 4.32%
2. SCHV - SCHWAB STRATEGIC TR, 2.88%
3. HEGD - LISTED FDS TR, 2.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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