Golden Reserve Retirement

Latest statistics and disclosures from Golden Reserve Retirement's latest quarterly 13F-HR filing:

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Positions held by Golden Reserve Retirement consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Golden Reserve Retirement

Golden Reserve Retirement holds 17 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.7 $75M 272k 274.66
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 27.7 $70M 2.8M 25.02
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Schwab Strategic Tr Us Dividend Eq (SCHD) 16.8 $42M 1.5M 27.95
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Invesco Qqq Tr Unit Ser 1 (QQQ) 14.3 $36M 77k 468.53
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 9.4 $24M 1.0M 23.42
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $1.4M 16k 91.73
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Apple (AAPL) 0.3 $828k 3.7k 223.35
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Select Sector Spdr Tr Technology (XLK) 0.2 $518k 2.5k 206.48
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Select Sector Spdr Tr Financial (XLF) 0.2 $378k 7.6k 49.81
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Microsoft Corporation (MSFT) 0.1 $361k 960.00 376.16
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Palantir Technologies Cl A (PLTR) 0.1 $299k 3.5k 84.40
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $227k 1.6k 146.01
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $217k 8.3k 26.20
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $214k 4.1k 52.50
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $211k 10k 20.44
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Amazon (AMZN) 0.1 $211k 1.1k 190.26
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $210k 5.9k 35.55
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Past Filings by Golden Reserve Retirement

SEC 13F filings are viewable for Golden Reserve Retirement going back to 2025