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Investment manager · 13F filer · SEC CIK 1933059
Retirement Guys Formula LLC
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Reported value$269Mas of Sep 30, 2026
Positions173 24 new, 9 sold out
Top 10 weight24.3%JPST alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
5.6%
HEGDListed FDS Tr
2.8%Trimmed −3%
QQQInvesco QQQ Tr
2.5%
SCHGSchwab Strategic Tr
2.3%Added +30%
AAPLApple Inc.
2.3%
JEPIJ P Morgan Exchange Traded F
1.9%Added +8%
PYLDPimco ETF Tr
1.8%Added +12%
VOVanguard Index FDS
1.7%Trimmed −23%
JNJJohnson & Johnson
1.7%
JEPQJ P Morgan Exchange Traded F
1.6%Added +7%
SPYSPDR S&P 500 ETF Trust
1.6%Trimmed −3%
AVEMAmerican Centy ETF Tr
1.6%Trimmed −5%
JPSTJ P Morgan Exchange Traded F
5.6%
HEGDListed FDS Tr
2.8%
QQQInvesco QQQ Tr
2.5%
SCHGSchwab Strategic Tr
2.3%+30%
AAPLApple Inc.
2.3%
JEPIJ P Morgan Exchange Traded F
1.9%
PYLDPimco ETF Tr
1.8%
VOVanguard Index FDS
1.7%
JNJJohnson & Johnson
1.7%
JEPQ1.6%
SPY1.6%AVEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPST J P Morgan Exchange Traded F 5.6% Held
HEGD Listed FDS Tr 2.8% Trimmed −3%
QQQ Invesco QQQ Tr 2.5% Held
SCHG Schwab Strategic Tr 2.3% Added +30%
AAPL Apple Inc. 2.3% HeldJEPI J P Morgan Exchange Traded F 1.9% Added +8%
PYLD Pimco ETF Tr 1.8% Added +12%
VO Vanguard Index FDS 1.7% Trimmed −23%
JNJ Johnson & Johnson 1.7% HeldJEPQ J P Morgan Exchange Traded F 1.6% Added +7%
SPY SPDR S&P 500 ETF Trust 1.6% Trimmed −3%AVEM American Centy ETF Tr 1.6% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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