RETIREMITTEN FINANCIAL LLC 13F Holdings

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Disclosed positions

RETIREMITTEN FINANCIAL LLC: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer: SPDRA Portfolio S&P 500 ETF
Ticker: SPYM
Class: Exchange Traded Fund
Reported value: $47,329,518
Reported amount: 538,570
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002127635-26-000004

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Disclosed positions

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SPDRA Portfolio S&P 500 ETF	SPYM	Exchange Traded Fund	$47,329,518	538,570	SH	None
SPDRA Portfolio S&P 500 Growth ETF	SPYG	Exchange Traded Fund	$34,643,583	291,147	SH	None
Vanguard High Dividend Yield ETF	VYM	Exchange Traded Fund	$32,470,136	205,468	SH	None
SPDRA Portfolio Aggregate Bond ETF	SPAB	Exchange Traded Fund	$31,951,638	1,252,023	SH	None
SPDRA Portfolio Developed Wld ex-US ETF	SPDW	Exchange Traded Fund	$19,640,466	389,769	SH	None
SPDR Portfolio High Yield Bond ETF	SPHY	Exchange Traded Fund	$15,052,052	642,152	SH	None
iShares Core 10 Year USD Bond ETF	ILTB	Exchange Traded Fund	$13,822,657	280,658	SH	None
SPDRA Portfolio S&P 400 Mid Cap ETF	SPMD	Exchange Traded Fund	$9,739,981	144,168	SH	None
Vanguard Short-Term Bond ETF	BSV	Exchange Traded Fund	$8,078,722	103,693	SH	None
SPDRA Portfolio S&P 600 Sm Cap ETF	SPSM	Exchange Traded Fund	$4,975,899	86,282	SH	None
iShares Core US REIT ETF	USRT	Exchange Traded Fund	$4,762,607	71,672	SH	None
SPDRA Portfolio Emerging Markets ETF	SPEM	Exchange Traded Fund	$3,385,566	65,384	SH	None
iShares Core S&P Total US Stock Mkt ETF	ITOT	Exchange Traded Fund	$1,000,669	6,092	SH	None
Caterpillar Inc	CAT	Stock	$887,976	834	SH	None
Vanguard Growth ETF	VUG	Exchange Traded Fund	$879,099	10,205	SH	None
SPDRA S&P 500 ETF Trust	SPY	Exchange Traded Fund	$803,045	1,075	SH	None
iShares Core S&P 500 ETF	IVV	Exchange Traded Fund	$633,561	846	SH	None
Schwab US Large-Cap ETF	SCHX	Exchange Traded Fund	$581,331	19,753	SH	None
Apple Inc	AAPL	Stock	$483,231	1,670	SH	None
Cummins Inc	CMI	Stock	$434,409	609	SH	None
iShares Russell 1000 Growth ETF	IWF	Exchange Traded Fund	$430,001	3,463	SH	None
Vanguard Mid-Cap ETF	VO	Exchange Traded Fund	$424,222	5,265	SH	None
Invesco QQQ Trust	QQQ	Exchange Traded Fund	$419,748	570	SH	None
Schwab International Equity ETF	SCHF	Exchange Traded Fund	$362,891	13,101	SH	None
Vanguard Interm-Term Corp Bd ETF	VCIT	Exchange Traded Fund	$348,122	4,212	SH	None
iShares Core US Aggregate Bond ETF	AGG	Exchange Traded Fund	$294,268	2,973	SH	None
Xcel Energy Inc	XEL	Stock	$290,452	3,617	SH	None
NVIDIA Corp	NVDA	Stock	$283,928	1,419	SH	None
Vanguard FTSE Developed Markets ETF	VEA	Exchange Traded Fund	$278,070	3,903	SH	None
iShares Core MSCI EAFE ETF	IEFA	Exchange Traded Fund	$272,645	2,823	SH	None
Berkshire Hathaway Class B	BRK.B	Stock	$267,709	535	SH	None
iShares Russell 1000 Value ETF	IWD	Exchange Traded Fund	$258,188	1,065	SH	None
Broadcom Inc	AVGO	Stock	$250,448	663	SH	None
Vanguard Small-Cap Value ETF	VBR	Exchange Traded Fund	$248,093	1,021	SH	None
Vanguard Total Stock Market ETF	VTI	Exchange Traded Fund	$246,817	667	SH	None
JP Morgan Chase	JPM	Stock	$204,909	626	SH	None
iShares Core MSCI Emerging Markets ETF	IEMG	Exchange Traded Fund	$201,136	2,428	SH	None
BlackRock Corp High Yield	HYT	Closed-End Fund	$134,041	15,659	SH	None
DNP Select Income	DNP	Closed-End Fund	$133,257	12,350	SH	None
MFS Multi-Market Income	MMT	Closed-End Fund	$70,673	16,062	SH	None
Wells Fargo Inc Opp	EAD	Closed-End Fund	$65,000	10,000	SH	None
JEFFERIES FINL GR VAR 30 DUE 08/06/30	Unresolved	Bond	$28,672	28,000	PRN	None
Pacific Gas & Electric Co Note M/w Clbl	PCG	Bond	$11,784	12,000	PRN	None
FNMA PL CA3872 3.5 49 DUE 07/01/49	Unresolved	Bond	$9,198	100,000	PRN	None
FNMA PL CA2374 4 48 DUE 09/01/48	Unresolved	Bond	$6,892	104,000	PRN	None
FNMA PL BK0677 3 50 DUE 02/01/50	Unresolved	Bond	$4,084	26,000	PRN	None
FNMA PL AV1823 3.5 28 DUE 12/01/28	Unresolved	Bond	$441	11,000	PRN	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 5 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.