Retireful
HASLETT, MIfiles as Retireful, LLC
$107m in 81 US stocks at the end of 30 June 2026. The top 10 are 37.6% of the money. It changed about 54.0% of the portfolio this quarter.
Value
$107m
Stocks
81
Top 10 share
37.6%
Turnover
54.0%
What changed this quarter
New
Bought for the first time this quarter.
- Astera LabsALAB2.8% of the fund
- IntelINTC2.5% of the fund
- Select Sector Spdr TRXLV2.5% of the fund
- Select Sector Spdr TRXLY2.4% of the fund
- FlexFLEX2.0% of the fund
- Marvell TechnologyMRVL2.0% of the fund
- Select Sector Spdr TRXLB1.9% of the fund
- Cisco SystemsCSCO1.7% of the fund
- Arista NetworksANET1.5% of the fund
- DatadogDDOG1.4% of the fund
- Texas InstrumentsTXN1.4% of the fund
- MKSMKSI1.4% of the fund
- United Airlines HoldingsUAL1.4% of the fund
- CrowdStrike HoldingsCRWD1.4% of the fund
- CoherentCOHR1.3% of the fund
- F5FFIV1.3% of the fund
- Hunt J B Transport ServicesJBHT1.2% of the fund
- NetAppNTAP1.2% of the fund
- HumanaHUM1.2% of the fund
- Sterling InfrastructureSTRL1.1% of the fund
- JabilJBL1.1% of the fund
- Ishares TRAOR0.6% of the fund
- Schwab Strategic TRSCHV0.6% of the fund
- Ishares U S ETF TRNEAR0.5% of the fund
- Collaborative Investmnt SERRMME0.5% of the fund
Added
Bought more of a stock they already held.
- Invesco Exchange Traded FD TRSP9.1% of the fund+102%
- State STR Spdr S&P 500 ETF TSPY5.5% of the fund+138%
- CorningGLW3.6% of the fund+7%
- Advanced Micro DevicesAMD3.0% of the fund+419%
- Vanguard World FDVGT2.7% of the fund+3%
- Dell TechnologiesDELL2.2% of the fund+7%
- CaterpillarCAT2.2% of the fund+8%
- Comfort Systems USAFIX2.1% of the fund+9%
- Vertiv HoldingsVRT1.7% of the fund+43%
- nVent ElectricNVT1.7% of the fund+47%
- MastecMTZ1.7% of the fund+51%
- GE VernovaGEV1.3% of the fund+8%
- Seagate Technology HoldingsSTX1.0% of the fund+5%
- Invesco Exchange Traded FD TXLG0.8% of the fund+3%
- Lam ResearchLRCX0.7% of the fund+5%
- KLAKLAC0.7% of the fund+5%
- CumminsCMI0.5% of the fund+5%
- J P Morgan Exchange Traded FJPST0.5% of the fund+5%
- AlphabetGOOGL0.4% of the fund+5%
- Invesco Exchange Traded FD TSPHQ0.4% of the fund+5%
- Ishares TRIWF0.4% of the fund+5%
- ViatrisVTRS0.4% of the fund+5%
- Freeport-McMoRanFCX0.3% of the fund+5%
- Analog DevicesADI0.3% of the fund+5%
- NvidiaNVDA0.3% of the fund+5%
Cut
Sold some of their stake.
- Western DigitalWDC3.0% of the fund-36%
- Micron TechnologyMU2.8% of the fund-51%
- SandiskSNDK2.4% of the fund-25%
- Select Sector Spdr TRXLU1.9% of the fund-6%
- Wisdomtree TRUSFR0.8% of the fund-14%
- Spdr Series TrustBIL0.6% of the fund-46%
- Capital Group Dividend ValueCGDV0.4% of the fund-49%
- Spdr Series TrustCWB0.3% of the fund-17%
- Ssga Active ETF TRRLY0.3% of the fund-14%
- Baker HughesBKR0.2% of the fund-85%
Sold out
Sold their entire stake.
- Vanguard World FDVDE-100%
- Vanguard World FDVPU-100%
- Vanguard Index FDSVV-100%
- TapestryTPR-100%
- Southern CopperSCCO-100%
- Applied MaterialsAMAT-100%
- American Electric PowerAEP-100%
- WoodwardWWD-100%
- Tradeweb MarketsTW-100%
- XPOXPO-100%
- Honeywell InternationalHON-100%
- WalmartWMT-100%
- Curtiss WrightCW-100%
- Cheniere EnergyLNG-100%
- FTAI AviationFTAI-100%
- EntergyETR-100%
- Lumentum HoldingsLITE-100%
- Teledyne TechnologiesTDY-100%
- CienaCIEN-100%
- Ross StoresROST-100%
- Ishares TRAOM-100%
- Ishares TRGVI-100%
- NewmontNEM-100%
- Parker-HannifinPH-100%
- Thermo Fisher ScientificTMO-100%
Holdings
- Invesco Exchange Traded FD TRSP
- Share
- 9.1%
- Value
- $10m
- Shares
- 46,086
+102%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 5.5%
- Value
- $6m
- Shares
- 7,984
+138%
- Vanguard World FDVGT
- Share
- 2.7%
- Value
- $3m
- Shares
- 24,342
+3%
- Select Sector Spdr TRXLV
- Share
- 2.5%
- Value
- $3m
- Shares
- 17,039
New
- Select Sector Spdr TRXLY
- Share
- 2.4%
- Value
- $3m
- Shares
- 21,842
New
- Select Sector Spdr TRXLB
- Share
- 1.9%
- Value
- $2m
- Shares
- 40,710
New
- Select Sector Spdr TRXLU
- Share
- 1.9%
- Value
- $2m
- Shares
- 45,467
-6%
- Wisdomtree TRUSFR
- Share
- 0.8%
- Value
- $884,549
- Shares
- 17,568
-14%
- Invesco Exchange Traded FD TXLG
- Share
- 0.8%
- Value
- $845,035
- Shares
- 13,778
+3%
- Spdr Series TrustBIL
- Share
- 0.6%
- Value
- $692,432
- Shares
- 7,556
-46%
- Ishares TRAOR
- Share
- 0.6%
- Value
- $635,856
- Shares
- 9,149
New
- Schwab Strategic TRSCHV
- Share
- 0.6%
- Value
- $618,226
- Shares
- 17,760
New
- Ishares U S ETF TRNEAR
- Share
- 0.5%
- Value
- $553,714
- Shares
- 10,930
New
- Collaborative Investmnt SERRMME
- Share
- 0.5%
- Value
- $506,817
- Shares
- 5,051
New
- J P Morgan Exchange Traded FJPST
- Share
- 0.5%
- Value
- $504,992
- Shares
- 9,986
+5%
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.4%
- Value
- $480,774
- Shares
- 5,336
+5%
- Ishares TRIWF
- Share
- 0.4%
- Value
- $441,176
- Shares
- 3,553
+5%
- Ishares TRIWD
- Share
- 0.4%
- Value
- $414,603
- Shares
- 1,662
Held
- Vanguard World FDMGK
- Share
- 0.4%
- Value
- $414,005
- Shares
- 4,695
Held
- Schwab Strategic TRSCHG
- Share
- 0.4%
- Value
- $412,062
- Shares
- 11,899
Held
- Capital Group Dividend ValueCGDV
- Share
- 0.4%
- Value
- $404,457
- Shares
- 8,214
-49%
- Ishares TRIWY
- Share
- 0.4%
- Value
- $395,375
- Shares
- 1,393
Held
- Invesco Exchange Traded FD TXMHQ
- Share
- 0.4%
- Value
- $394,580
- Shares
- 3,486
Held
- NokiaNOK
- Share
- 0.4%
- Value
- $389,463
- Shares
- 29,327
New
- Spdr Series TrustCWB
- Share
- 0.3%
- Value
- $375,537
- Shares
- 3,483
-17%
- Legg Mason ETF InvtLVHI
- Share
- 0.3%
- Value
- $373,632
- Shares
- 8,960
Held
- Spdr Series TrustLGLV
- Share
- 0.3%
- Value
- $369,029
- Shares
- 1,975
Held
- Ssga Active ETF TRRLY
- Share
- 0.3%
- Value
- $335,230
- Shares
- 9,714
-14%
- Proshares TRNOBL
- Share
- 0.3%
- Value
- $328,255
- Shares
- 5,845
New
- Vanguard World FDMGV
- Share
- 0.3%
- Value
- $325,266
- Shares
- 1,990
New
- Ssga Active ETF TRINKM
- Share
- 0.3%
- Value
- $308,572
- Shares
- 8,988
New
- Ishares TRIGIB
- Share
- 0.3%
- Value
- $298,656
- Shares
- 5,617
New
- Capital Group Core BalancedCGBL
- Share
- 0.3%
- Value
- $284,586
- Shares
- 7,497
New
- Wisdomtree TRAGGY
- Share
- 0.3%
- Value
- $269,185
- Shares
- 6,191
New
- Pimco ETF TRPYLD
- Share
- 0.2%
- Value
- $259,923
- Shares
- 9,801
New
- Wisdomtree TRDHS
- Share
- 0.2%
- Value
- $240,671
- Shares
- 2,117
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Exchange Traded FD TRSP | 9.1% | $10m | 46,086 | +102% |
| State STR Spdr S&P 500 ETF TSPY | 5.5% | $6m | 7,984 | +138% |
| CorningGLW | 3.6% | $4m | 15,029 | +7% |
| Western DigitalWDC | 3.0% | $3m | 5,121 | -36% |
| Advanced Micro DevicesAMD | 3.0% | $3m | 5,487 | +419% |
| Micron TechnologyMU | 2.8% | $3m | 2,625 | -51% |
| Astera LabsALAB | 2.8% | $3m | 6,214 | New |
| Vanguard World FDVGT | 2.7% | $3m | 24,342 | +3% |
| IntelINTC | 2.5% | $3m | 19,437 | New |
| Select Sector Spdr TRXLV | 2.5% | $3m | 17,039 | New |
| Select Sector Spdr TRXLY | 2.4% | $3m | 21,842 | New |
| SandiskSNDK | 2.4% | $3m | 1,125 | -25% |
| Dell TechnologiesDELL | 2.2% | $2m | 5,426 | +7% |
| CaterpillarCAT | 2.2% | $2m | 2,196 | +8% |
| Comfort Systems USAFIX | 2.1% | $2m | 1,123 | +9% |
| FlexFLEX | 2.0% | $2m | 13,502 | New |
| Marvell TechnologyMRVL | 2.0% | $2m | 7,107 | New |
| Select Sector Spdr TRXLB | 1.9% | $2m | 40,710 | New |
| Select Sector Spdr TRXLU | 1.9% | $2m | 45,467 | -6% |
| Cisco SystemsCSCO | 1.7% | $2m | 15,868 | New |
| Vertiv HoldingsVRT | 1.7% | $2m | 5,554 | +43% |
| nVent ElectricNVT | 1.7% | $2m | 10,677 | +47% |
| MastecMTZ | 1.7% | $2m | 4,276 | +51% |
| Arista NetworksANET | 1.5% | $2m | 9,682 | New |
| DatadogDDOG | 1.4% | $2m | 5,904 | New |
| Texas InstrumentsTXN | 1.4% | $2m | 5,083 | New |
| MKSMKSI | 1.4% | $1m | 3,342 | New |
| United Airlines HoldingsUAL | 1.4% | $1m | 10,884 | New |
| CrowdStrike HoldingsCRWD | 1.4% | $1m | 1,937 | New |
| CoherentCOHR | 1.3% | $1m | 3,656 | New |
| GE VernovaGEV | 1.3% | $1m | 1,183 | +8% |
| F5FFIV | 1.3% | $1m | 3,241 | New |
| Hunt J B Transport ServicesJBHT | 1.2% | $1m | 4,640 | New |
| NetAppNTAP | 1.2% | $1m | 8,321 | New |
| HumanaHUM | 1.2% | $1m | 3,146 | New |
| Sterling InfrastructureSTRL | 1.1% | $1m | 1,451 | New |
| JabilJBL | 1.1% | $1m | 3,041 | New |
| Seagate Technology HoldingsSTX | 1.0% | $1m | 1,069 | +5% |
| Wisdomtree TRUSFR | 0.8% | $884,549 | 17,568 | -14% |
| Invesco Exchange Traded FD TXLG | 0.8% | $845,035 | 13,778 | +3% |
| Lam ResearchLRCX | 0.7% | $773,494 | 1,785 | +5% |
| KLAKLAC | 0.7% | $724,104 | 2,400 | +5% |
| Spdr Series TrustBIL | 0.6% | $692,432 | 7,556 | -46% |
| Ishares TRAOR | 0.6% | $635,856 | 9,149 | New |
| Schwab Strategic TRSCHV | 0.6% | $618,226 | 17,760 | New |
| Ishares U S ETF TRNEAR | 0.5% | $553,714 | 10,930 | New |
| CumminsCMI | 0.5% | $527,062 | 739 | +5% |
| Collaborative Investmnt SERRMME | 0.5% | $506,817 | 5,051 | New |
| J P Morgan Exchange Traded FJPST | 0.5% | $504,992 | 9,986 | +5% |
| AlphabetGOOGL | 0.4% | $483,164 | 1,352 | +5% |
| Invesco Exchange Traded FD TSPHQ | 0.4% | $480,774 | 5,336 | +5% |
| Palo Alto NetworksPANW | 0.4% | $460,036 | 1,349 | New |
| Ishares TRIWF | 0.4% | $441,176 | 3,553 | +5% |
| Ishares TRIWD | 0.4% | $414,603 | 1,662 | Held |
| Vanguard World FDMGK | 0.4% | $414,005 | 4,695 | Held |
| Schwab Strategic TRSCHG | 0.4% | $412,062 | 11,899 | Held |
| Capital Group Dividend ValueCGDV | 0.4% | $404,457 | 8,214 | -49% |
| Ishares TRIWY | 0.4% | $395,375 | 1,393 | Held |
| Invesco Exchange Traded FD TXMHQ | 0.4% | $394,580 | 3,486 | Held |
| ViatrisVTRS | 0.4% | $390,743 | 24,606 | +5% |
| NokiaNOK | 0.4% | $389,463 | 29,327 | New |
| Spdr Series TrustCWB | 0.3% | $375,537 | 3,483 | -17% |
| Legg Mason ETF InvtLVHI | 0.3% | $373,632 | 8,960 | Held |
| Spdr Series TrustLGLV | 0.3% | $369,029 | 1,975 | Held |
| Freeport-McMoRanFCX | 0.3% | $360,171 | 5,727 | +5% |
| Analog DevicesADI | 0.3% | $359,439 | 905 | +5% |
| NvidiaNVDA | 0.3% | $347,756 | 1,738 | +5% |
| Quanta ServicesPWR | 0.3% | $344,179 | 478 | New |
| Goldman Sachs GroupGS | 0.3% | $340,832 | 337 | +5% |
| Ssga Active ETF TRRLY | 0.3% | $335,230 | 9,714 | -14% |
| KeycorpKEY | 0.3% | $329,822 | 14,309 | +5% |
| Proshares TRNOBL | 0.3% | $328,255 | 5,845 | New |
| Vanguard World FDMGV | 0.3% | $325,266 | 1,990 | New |
| Ssga Active ETF TRINKM | 0.3% | $308,572 | 8,988 | New |
| Ishares TRIGIB | 0.3% | $298,656 | 5,617 | New |
| Capital Group Core BalancedCGBL | 0.3% | $284,586 | 7,497 | New |
| Wisdomtree TRAGGY | 0.3% | $269,185 | 6,191 | New |
| Pimco ETF TRPYLD | 0.2% | $259,923 | 9,801 | New |
| Wisdomtree TRDHS | 0.2% | $240,671 | 2,117 | New |
| Baker HughesBKR | 0.2% | $237,929 | 4,287 | -85% |
| Amazon.comAMZN | 0.2% | $214,506 | 900 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 25.9% since 30 June 2025.
Where the money is
Technology43.5%
Industrials15.2%
Health care1.5%
Financial services0.6%
Media & telecom0.4%
Materials0.3%
Energy0.2%
Retail & consumer0.2%
Other38.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.