Retiremitten Financial

MILFORD, MIfiles as RETIREMITTEN FINANCIAL LLC

$237m in 41 US stocks at the end of 30 June 2026. The top 10 are 91.8% of the money. It changed about 4.3% of the portfolio this quarter.

Value

$237m

Stocks

Top 10 share

91.8%

Turnover

4.3%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Spdr Series TrustSPYG
14.6% of the fund
+4%
Vanguard Whitehall FDSVYM
13.7% of the fund
+7%
Spdr Series TrustSPAB
13.5% of the fund
+10%
Spdr Index SHS FDSSPDW
8.3% of the fund
+33%
Spdr Series TrustSPHY
6.3% of the fund
+10%
Ishares TRILTB
5.8% of the fund
+11%
Spdr Series TrustSPMD
4.1% of the fund
+6%
Vanguard BD Index FDSBSV
3.4% of the fund
+10%
Ishares TRUSRT
2.0% of the fund
+7%
Spdr Index SHS FDSSPEM
1.4% of the fund
+4%
AppleAAPL
0.2% of the fund
+88%
Ishares TRIWF
0.2% of the fund
+55%
Invesco QQQ TRQQQ
0.2% of the fund
+19%
Schwab Strategic TRSCHF
0.2% of the fund
+27%
Vanguard Scottsdale FDSVCIT
0.1% of the fund
+4%
NvidiaNVDA
0.1% of the fund
+7%
Vanguard Tax-Managed FDSVEA
0.1% of the fund
+6%
Ishares TRIEFA
0.1% of the fund
+91%
Ishares TRIWD
0.1% of the fund
+9%
BroadcomAVGO
0.1% of the fund
+399%
Vanguard Index FDSVBR
0.1% of the fund
+201%
IsharesIEMG
<0.1% of the fund
+37%
Blackrock Corporate High Yield FundHYT
<0.1% of the fund
+161%
DNP Select Income FundDNP
<0.1% of the fund
+147%
Aberdeen Multi-Market Income FundMMT
<0.1% of the fund
+18%

Cut

Sold some of their stake.

Spdr Series TrustSPYM
20.0% of the fund
-3%
Vanguard Index FDSVUG
0.4% of the fund
-5%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
-5%
Ishares TRIVV
0.3% of the fund
-5%
Schwab Strategic TRSCHX
0.2% of the fund
-10%
Vanguard Index FDSVO
0.2% of the fund
-12%
Ishares TRAGG
0.1% of the fund
-15%
Berkshire HathawayBRK-B
0.1% of the fund
-12%
Vanguard Index FDSVTI
0.1% of the fund
-41%
JPMorgan ChaseJPM
<0.1% of the fund
-4%

Sold out

Sold their entire stake.

Amazon.comAMZN
-100%
Ishares U S ETF TRMEAR
-100%
MicrosoftMSFT
-100%
IsharesEWC
-100%
Vanguard Index FDSVV
-100%
Schwab Strategic TRSCHD
-100%
Vanguard Index FDSVB
-100%
Ishares TRDVY
-100%
Ishares TREFA
-100%
Vanguard Index FDSVNQ
-100%
Schwab Strategic TRSCHB
-100%
Meta PlatformsMETA
-100%
Ishares TRIWB
-100%
Ishares TRIVW
-100%
Vanguard Whitehall FDSVIGI
-100%
Spdr Gold TRGLD
-100%
Schwab Strategic TRFNDF
-100%
Schwab Strategic TRSCHG
-100%
State STR Spdr DOW Jones INDDIA
-100%
Vanguard World FDVGT
-100%
Vanguard Index FDSVTV
-100%
Ishares TRIXUS
-100%
VisaV
-100%
American Centy ETF TRACLC
-100%
AlphabetGOOG
-100%

Holdings

Spdr Series TrustSPYM
Share
20.0%
Value
$47m
Shares
538,570
-3%
Spdr Series TrustSPYG
Share
14.6%
Value
$35m
Shares
291,147
+4%
Vanguard Whitehall FDSVYM
Share
13.7%
Value
$32m
Shares
205,468
+7%
Spdr Series TrustSPAB
Share
13.5%
Value
$32m
Shares
1,252,023
+10%
Spdr Index SHS FDSSPDW
Share
8.3%
Value
$20m
Shares
389,769
+33%
Spdr Series TrustSPHY
Share
6.3%
Value
$15m
Shares
642,152
+10%
Ishares TRILTB
Share
5.8%
Value
$14m
Shares
280,658
+11%
Spdr Series TrustSPMD
Share
4.1%
Value
$10m
Shares
144,168
+6%
Vanguard BD Index FDSBSV
Share
3.4%
Value
$8m
Shares
103,693
+10%
Spdr Series TrustSPSM
Share
2.1%
Value
$5m
Shares
86,282
Held
Ishares TRUSRT
Share
2.0%
Value
$5m
Shares
71,672
+7%
Spdr Index SHS FDSSPEM
Share
1.4%
Value
$3m
Shares
65,384
+4%
Ishares TRITOT
Share
0.4%
Value
$1m
Shares
6,092
Held
CaterpillarCAT
Share
0.4%
Value
$887,976
Shares
834
Held
Vanguard Index FDSVUG
Share
0.4%
Value
$879,099
Shares
10,205
-5%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$803,045
Shares
1,075
-5%
Ishares TRIVV
Share
0.3%
Value
$633,561
Shares
846
-5%
Schwab Strategic TRSCHX
Share
0.2%
Value
$581,331
Shares
19,753
-10%
AppleAAPL
Share
0.2%
Value
$483,231
Shares
1,670
+88%
CumminsCMI
Share
0.2%
Value
$434,409
Shares
609
Held
Ishares TRIWF
Share
0.2%
Value
$430,001
Shares
3,463
+55%
Vanguard Index FDSVO
Share
0.2%
Value
$424,222
Shares
5,265
-12%
Invesco QQQ TRQQQ
Share
0.2%
Value
$419,748
Shares
570
+19%
Schwab Strategic TRSCHF
Share
0.2%
Value
$362,891
Shares
13,101
+27%
Vanguard Scottsdale FDSVCIT
Share
0.1%
Value
$348,122
Shares
4,212
+4%
Ishares TRAGG
Share
0.1%
Value
$294,268
Shares
2,973
-15%
Xcel EnergyXEL
Share
0.1%
Value
$290,452
Shares
3,617
Held
NvidiaNVDA
Share
0.1%
Value
$283,928
Shares
1,419
+7%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$278,070
Shares
3,903
+6%
Ishares TRIEFA
Share
0.1%
Value
$272,645
Shares
2,823
+91%
Berkshire HathawayBRK-B
Share
0.1%
Value
$267,709
Shares
535
-12%
Ishares TRIWD
Share
0.1%
Value
$258,188
Shares
1,065
+9%
BroadcomAVGO
Share
0.1%
Value
$250,448
Shares
663
+399%
Vanguard Index FDSVBR
Share
0.1%
Value
$248,093
Shares
1,021
+201%
Vanguard Index FDSVTI
Share
0.1%
Value
$246,817
Shares
667
-41%
JPMorgan ChaseJPM
Share
<0.1%
Value
$204,909
Shares
626
-4%
IsharesIEMG
Share
<0.1%
Value
$201,136
Shares
2,428
+37%
Blackrock Corporate High Yield FundHYT
Share
<0.1%
Value
$134,041
Shares
15,659
+161%
DNP Select Income FundDNP
Share
<0.1%
Value
$133,257
Shares
12,350
+147%
Aberdeen Multi-Market Income FundMMT
Share
<0.1%
Value
$70,673
Shares
16,062
+18%
Allspring Income OpportunitXEADX
Share
<0.1%
Value
$65,000
Shares
10,000
Held

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	20.0%	$47m	538,570	-3%
Spdr Series TrustSPYG	14.6%	$35m	291,147	+4%
Vanguard Whitehall FDSVYM	13.7%	$32m	205,468	+7%
Spdr Series TrustSPAB	13.5%	$32m	1,252,023	+10%
Spdr Index SHS FDSSPDW	8.3%	$20m	389,769	+33%
Spdr Series TrustSPHY	6.3%	$15m	642,152	+10%
Ishares TRILTB	5.8%	$14m	280,658	+11%
Spdr Series TrustSPMD	4.1%	$10m	144,168	+6%
Vanguard BD Index FDSBSV	3.4%	$8m	103,693	+10%
Spdr Series TrustSPSM	2.1%	$5m	86,282	Held
Ishares TRUSRT	2.0%	$5m	71,672	+7%
Spdr Index SHS FDSSPEM	1.4%	$3m	65,384	+4%
Ishares TRITOT	0.4%	$1m	6,092	Held
CaterpillarCAT	0.4%	$887,976	834	Held
Vanguard Index FDSVUG	0.4%	$879,099	10,205	-5%
State STR Spdr S&P 500 ETF TSPY	0.3%	$803,045	1,075	-5%
Ishares TRIVV	0.3%	$633,561	846	-5%
Schwab Strategic TRSCHX	0.2%	$581,331	19,753	-10%
AppleAAPL	0.2%	$483,231	1,670	+88%
CumminsCMI	0.2%	$434,409	609	Held
Ishares TRIWF	0.2%	$430,001	3,463	+55%
Vanguard Index FDSVO	0.2%	$424,222	5,265	-12%
Invesco QQQ TRQQQ	0.2%	$419,748	570	+19%
Schwab Strategic TRSCHF	0.2%	$362,891	13,101	+27%
Vanguard Scottsdale FDSVCIT	0.1%	$348,122	4,212	+4%
Ishares TRAGG	0.1%	$294,268	2,973	-15%
Xcel EnergyXEL	0.1%	$290,452	3,617	Held
NvidiaNVDA	0.1%	$283,928	1,419	+7%
Vanguard Tax-Managed FDSVEA	0.1%	$278,070	3,903	+6%
Ishares TRIEFA	0.1%	$272,645	2,823	+91%
Berkshire HathawayBRK-B	0.1%	$267,709	535	-12%
Ishares TRIWD	0.1%	$258,188	1,065	+9%
BroadcomAVGO	0.1%	$250,448	663	+399%
Vanguard Index FDSVBR	0.1%	$248,093	1,021	+201%
Vanguard Index FDSVTI	0.1%	$246,817	667	-41%
JPMorgan ChaseJPM	<0.1%	$204,909	626	-4%
IsharesIEMG	<0.1%	$201,136	2,428	+37%
Blackrock Corporate High Yield FundHYT	<0.1%	$134,041	15,659	+161%
DNP Select Income FundDNP	<0.1%	$133,257	12,350	+147%
Aberdeen Multi-Market Income FundMMT	<0.1%	$70,673	16,062	+18%
Allspring Income OpportunitXEADX	<0.1%	$65,000	10,000	Held

Over time and by industry

Value over time

Jun '26

Value is up 14.6% since 31 March 2026.

Where the money is

Industrials0.6%

Technology0.4%

Financial services0.2%

Utilities0.1%

Other98.7%

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.