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Golden Reserve Retirement LLC Top Holdings and 13F Report (2025)

About Golden Reserve Retirement LLC

Investment Activity

  • Golden Reserve Retirement LLC has $251.30 million in total holdings as of March 31, 2025.
  • Golden Reserve Retirement LLC owns shares of 17 different stocks, but just 4 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofGolden Reserve Retirement LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$74,761,781272,20129.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$69,560,4032,779,74227.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$42,154,3481,508,12816.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$36,014,31976,86614.3%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$23,697,6791,012,0479.4%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$1,442,91115,7300.6%ETF
Apple Inc. stock logo
AAPL
Apple
$827,9483,7070.3%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$518,2652,5100.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$377,7097,5830.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$361,1129600.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$298,5233,5370.1%CL A
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$226,4621,5510.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$216,6608,2690.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$213,6394,0690.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$210,99010,3220.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$210,8081,1080.1%Retail/Wholesale
UMAR
Innovator U.S. Equity Ultra Buffer ETF - March
$209,7455,9000.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data