RETIREMENT GUYS FORMULA LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$263.3B
Holdings
145
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $18.7M |
PSFFPACER FDS TR | $14.4M |
SCHVSCHWAB STRATEGIC TR | $7.8M |
HEGDLISTED FDS TR | $7.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $7.0M |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $6.8M |
SOXQINVESCO EXCH TRADED FD TR II | $5.5M |
VWOVANGUARD INTL EQUITY INDEX F | $5.4M |
NDQINVESCO QQQ TR | $5.2M |
FEZSPDR INDEX SHS FDS | $5.2M |
AAPLAPPLE INC | $4.6M |
SPYSPDR S&P 500 ETF TR | $4.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $4.1M |
VOVANGUARD INDEX FDS | $3.9M |
VIGIVANGUARD WHITEHALL FDS | $3.8M |
SCHESCHWAB STRATEGIC TR | $3.6M |
NVDANVIDIA CORPORATION | $3.1M |
VXUSVANGUARD STAR FDS | $3.1M |
HELOJ P MORGAN EXCHANGE TRADED F | $3.0M |
BCDABRDN ETFS | $3.0M |
UNHUNITEDHEALTH GROUP INC | $3.0M |
COSTCOSTCO WHSL CORP NEW | $3.0M |
JEPQJ P MORGAN EXCHANGE TRADED F | $2.9M |
FVDFIRST TR EXCHANGE-TRADED FD | $2.9M |
NFLXNETFLIX INC | $2.8M |
KNGFIRST TR EXCHANGE-TRADED FD | $2.8M |
SGOVISHARES TR | $2.7M |
XLFISELECT SECTOR SPDR TR | $2.5M |
SIXJAIM ETF PRODUCTS TRUST | $2.4M |
METAMETA PLATFORMS INC | $2.4M |
MSFTMICROSOFT CORP | $2.4M |
AMZNAMAZON COM INC | $2.4M |
GAPRFIRST TR EXCHNG TRADED FD VI | $2.3M |
ETNEATON CORP PLC | $2.3M |
ORCLORACLE CORP | $2.2M |
VGTVANGUARD WORLD FD | $2.1M |
GOOGALPHABET INC | $2.1M |
FAIFIRST TR EXCHANGE TRADED FD | $2.1M |
CATCATERPILLAR INC | $1.9M |
ABGCENCORA INC | $1.9M |
ANETARISTA NETWORKS INC | $1.9M |
UBERUBER TECHNOLOGIES INC | $1.9M |
GDGENERAL DYNAMICS CORP | $1.9M |
AMATAPPLIED MATLS INC | $1.9M |
VVISA INC | $1.9M |
MAMASTERCARD INCORPORATED | $1.8M |
LLYELI LILLY & CO | $1.8M |
MRKMERCK & CO INC | $1.8M |
VUGVANGUARD INDEX FDS | $1.8M |
DFAUDIMENSIONAL ETF TRUST | $1.8M |
CMICUMMINS INC | $1.7M |
EOGEOG RES INC | $1.7M |
QCOMQUALCOMM INC | $1.7M |
DHID R HORTON INC | $1.7M |
TJXTJX COS INC NEW | $1.7M |
DGRWWISDOMTREE TR | $1.6M |
DFLVDIMENSIONAL ETF TRUST | $1.6M |
ELVELEVANCE HEALTH INC | $1.6M |
SYKSTRYKER CORPORATION | $1.6M |
IJRISHARES TR | $1.6M |
ADBEADOBE INC | $1.5M |
DFASDIMENSIONAL ETF TRUST | $1.5M |
ANGLVANECK ETF TRUST | $1.4M |
JCPBJ P MORGAN EXCHANGE TRADED F | $1.4M |
VBVANGUARD INDEX FDS | $1.4M |
DTEDTE ENERGY CO | $1.4M |
VTVVANGUARD INDEX FDS | $1.4M |
CTASIMPLIFY EXCHANGE TRADED FUN | $1.4M |
BACVERIZON COMMUNICATIONS INC | $1.4M |
JNJJOHNSON & JOHNSON | $1.3M |
MOALTRIA GROUP INC | $1.3M |
KOCOCA COLA CO | $1.3M |
MCDMCDONALDS CORP | $1.3M |
SCHDSCHWAB STRATEGIC TR | $1.2M |
EZBCFRANKLIN TEMPLETON DIGITAL H | $1.2M |
XOMEXXON MOBIL CORP | $1.2M |
CVXCHEVRON CORP NEW | $1.2M |
AEPAMERICAN ELEC PWR CO INC | $1.2M |
DUKDUKE ENERGY CORP NEW | $1.2M |
ECLECOLAB INC | $1.2M |
WMWASTE MGMT INC DEL | $1.1M |
HSYHERSHEY CO | $1.1M |
NVSNNOVARTIS AG | $1.1M |
MDLZMONDELEZ INTL INC | $1.1M |
ABTABBOTT LABS | $1.1M |
CLCOLGATE PALMOLIVE CO | $1.1M |
ARKKARK ETF TR | $1.1M |
ULUNILEVER PLC | $1.0M |
MCXMCCORMICK & CO INC | $1.0M |
NEENEXTERA ENERGY INC | $1.0M |
AWCAMERICAN WTR WKS CO INC NEW | $1.0M |
BLVVANGUARD BD INDEX FDS | $1.0M |
GISGENERAL MLS INC | $1.0M |
PEPPEPSICO INC | $1.0M |
ADPAUTOMATIC DATA PROCESSING IN | $1.0M |
KMBKIMBERLY-CLARK CORP | $1.0M |
KELKELLANOVA | $1.0M |
ZTSZOETIS INC | $964K |
MGKVANGUARD WORLD FD | $947K |
CLXCLOROX CO DEL | $879K |
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