RETIREMITTEN FINANCIAL LLC - Portfolio overview

RETIREMITTEN FINANCIAL LLC has 169 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPYM - SPDR Portfolio S&P 500 ETF, 20.54%
  2. SPAB - SPDR Portfolio Aggregate Bond ETF, 14.15%
  3. VYM - Vanguard High Dividend Yield ETF, 13.70%

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

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