Retirement Guys Formula LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $9.02M | 4.1% |
| LISTED FDS TR | $7.53M | 3.4% |
| INVESCO QQQ TR | $5.53M | 2.5% |
| SCHWAB STRATEGIC TR | $5.27M | 2.4% |
| Apple Inc. | $4.88M | 2.2% |
| SPDR S&P 500 ETF TR | $4.64M | 2.1% |
| J P MORGAN EXCHANGE TRADED F | $4.30M | 2.0% |
| VANGUARD INDEX FDS | $4.18M | 1.9% |
| VANGUARD WHITEHALL FDS | $3.93M | 1.8% |
| AMERICAN CENTY ETF TR | $3.88M | 1.8% |
| J P MORGAN EXCHANGE TRADED F | $3.69M | 1.7% |
| GOLDMAN SACHS PHYSICAL GOLD | $3.51M | 1.6% |
| COCA COLA CO | $3.43M | 1.6% |
| JOHNSON & JOHNSON | $3.38M | 1.5% |
| J P MORGAN EXCHANGE TRADED F | $3.38M | 1.5% |
| FIRST TR EXCHANGE-TRADED FD | $3.09M | 1.4% |
| VANGUARD STAR FDS | $3.08M | 1.4% |
| FIRST TR EXCHANGE-TRADED FD | $3.06M | 1.4% |
| Cencora Inc | $3.00M | 1.4% |
| NVIDIA Corp | $2.77M | 1.3% |
| Alphabet Inc. | $2.70M | 1.2% |
| Amazon.com Inc | $2.50M | 1.1% |
| SELECT SECTOR SPDR TR | $2.30M | 1.0% |
| ELI LILLY & Co | $2.28M | 1.0% |
| MICROSOFT CORP | $2.25M | 1.0% |
| FIRST TR EXCHANGE TRADED FD | $2.20M | 1.0% |
| Meta Platforms Inc | $2.18M | 1.0% |
| APPLIED MATERIALS INC /DE | $2.13M | 1.0% |
| Eaton Corp plc | $2.08M | 0.9% |
| VANGUARD WORLD FD | $2.07M | 0.9% |
| CUMMINS INC | $2.06M | 0.9% |
| Netflix Inc | $2.05M | 0.9% |
| TJX Cos Inc/The | $2.05M | 0.9% |
| Walmart Inc. | $2.02M | 0.9% |
| UNITEDHEALTH GROUP INC | $1.99M | 0.9% |
| Arista Networks, Inc.ANET | $1.93M | 0.9% |
| Visa Inc | $1.89M | 0.9% |
| Mastercard Inc | $1.88M | 0.9% |
| VANGUARD INDEX FDS | $1.87M | 0.9% |
| AbbVie Inc. | $1.86M | 0.8% |
| ISHARES TR | $1.85M | 0.8% |
| Broadcom Inc. | $1.83M | 0.8% |
| Palo Alto Networks Inc | $1.82M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.76M | 0.8% |
| INNOVATOR ETFS TRUST | $1.74M | 0.8% |
| GE Vernova Inc. | $1.74M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.73M | 0.8% |
| Uber Technologies, Inc | $1.70M | 0.8% |
| VANGUARD INDEX FDS | $1.69M | 0.8% |
| Cboe Global Markets Inc | $1.68M | 0.8% |