Golden Reserve Retirement LLC Top Holdings and 13F Report (2025) About Golden Reserve Retirement LLCInvestment ActivityGolden Reserve Retirement LLC has $311.64 million in total holdings as of June 30, 2025.Golden Reserve Retirement LLC owns shares of 18 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 12.53% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Golden Reserve Retirement LLC has purchased 17 new stocks and bought additional shares in 6 stocks.Golden Reserve Retirement LLC sold shares of 1 stock and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $92,309,228Schwab U.S. Large-Cap Growth ETF $91,031,836Invesco QQQ $47,278,166Schwab US Dividend Equity ETF $44,212,104Schwab US Small-Cap ETF $28,937,264 Largest New Holdings this Quarter 11135F101 - Broadcom $3,874,536 Holding922908363 - Vanguard S&P 500 ETF $646,986 Holding126650100 - CVS Health $467,960 Holding78462F103 - SPDR S&P 500 ETF Trust $274,009 Holding921937835 - Vanguard Total Bond Market ETF $266,594 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 338,665 shares (about $9.89M)Vanguard Total Stock Market ETF 31,697 shares (about $9.63M)Invesco QQQ 8,888 shares (about $4.90M)Schwab US Dividend Equity ETF 161,335 shares (about $4.27M)Broadcom 14,056 shares (about $3.87M) Largest Sales this Quarter Microsoft 191 shares (about $95.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden Reserve Retirement LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$92,309,228$9,627,986 ▲11.6%303,89829.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$91,031,836$9,886,233 ▲12.2%3,118,40729.2%ETFQQQInvesco QQQ$47,278,166$4,900,160 ▲11.6%85,75415.2%FinanceSCHDSchwab US Dividend Equity ETF$44,212,104$4,272,607 ▲10.7%1,669,46314.2%ETFSCHASchwab US Small-Cap ETF$28,937,264$3,349,558 ▲13.1%1,144,5299.3%ETFAVGOBroadcom$3,874,536$3,874,536 ▲New Holding14,0561.2%Computer and TechnologyVOOVanguard S&P 500 ETF$646,986$646,986 ▲New Holding1,1390.2%ETFAMZNAmazon.com$561,677$318,576 ▲131.0%2,5600.2%Retail/WholesaleCVSCVS Health$467,960$467,960 ▲New Holding6,7840.2%MedicalMSFTMicrosoft$382,508$95,005 ▼-19.9%7690.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$274,009$274,009 ▲New Holding4430.1%FinanceBNDVanguard Total Bond Market ETF$266,594$266,594 ▲New Holding3,6210.1%ETFOCTTAllianzIM U.S. Large Cap Buffer10 Oct ETF$250,755$250,755 ▲New Holding6,2470.1%ETFJANTAllianzIM U.S. Large Cap Buffer10 Jan ETF$249,783$249,783 ▲New Holding6,6110.1%ETFNVDANVIDIA$240,386$240,386 ▲New Holding1,6220.1%Computer and TechnologyAIM ETF PRODUCTS TRUST$230,683$230,683 ▲New Holding8,4080.1%ALLIANZIM U S LAUMARInnovator U.S. Equity Ultra Buffer ETF - March$221,8990.0%5,9000.1%ETFVUGVanguard Growth ETF$202,782$202,782 ▲New Holding4630.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$1,442,911 ▼-100.0%00.0%ETFAAPLApple$0$827,948 ▼-100.0%00.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$0$518,265 ▼-100.0%00.0%ETFXLFFinancial Select Sector SPDR Fund$0$377,709 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$298,523 ▼-100.0%00.0%CL AXLVHealth Care Select Sector SPDR Fund$0$226,462 ▼-100.0%00.0%ETFSCHMSchwab U.S. Mid-Cap ETF$0$216,660 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$213,639 ▼-100.0%00.0%ETFSCHFSchwab International Equity ETF$0$210,990 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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