Golden Reserve Retirement

Golden Reserve Retirement as of June 30, 2025

Portfolio Holdings for Golden Reserve Retirement

Golden Reserve Retirement holds 18 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.6 $92M 304k 303.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 29.2 $91M 3.1M 29.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.2 $47M 86k 551.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 14.2 $44M 1.7M 26.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 9.3 $29M 1.1M 25.28
Broadcom (AVGO) 1.2 $3.9M 14k 275.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $647k 1.1k 568.03
Amazon (AMZN) 0.2 $562k 2.6k 219.41
CVS Caremark Corporation (CVS) 0.2 $468k 6.8k 68.98
Microsoft Corporation (MSFT) 0.1 $383k 769.00 497.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $274k 443.00 618.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $267k 3.6k 73.62
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.1 $251k 6.2k 40.14
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.1 $250k 6.6k 37.78
NVIDIA Corporation (NVDA) 0.1 $240k 1.6k 148.20
Aim Etf Products Trust Allianzim U S La (SIXD) 0.1 $231k 8.4k 27.44
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $222k 5.9k 37.61
Vanguard Index Fds Growth Etf (VUG) 0.1 $203k 463.00 437.97