The Analysis of Golden Reserve Retirement LLC's Holdings


Currently, Golden Reserve Retirement LLC holds 20 types of securities in its portfolio with a total value $385.4M. In the most recent quarter, they have increased their positions in VTI (+49.3K shares, valued at $16.2M), SCHG (+469.9K shares, valued at $15.0M), SCHD (+293.8K shares, valued at $8.0M); decreased their positions in AMZN (-1.4K shares, valued at $374.5K), MSFT (-278 shares, valued at $184.5K); initiated new positions in AAPL (+2.0K shares, valued at $549.4K), SIXF (+15.4K shares, valued at $479.1K), JULU (+14.5K shares, valued at $424.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS353.2K shares16.23%2025-09-302025-11-04history
SCHG SCHWAB STRATEGIC TR3.6M shares15.07%2025-09-302025-11-04history
QQQ INVESCO QQQ TR97.2K shares13.35%2025-09-302025-11-04history
SCHD SCHWAB STRATEGIC TR2.0M shares17.60%2025-09-302025-11-04history
SCHA SCHWAB STRATEGIC TR1.3M shares16.62%2025-09-302025-11-04history
NVDA NVIDIA CORPORATION4.1K shares154.56%2025-09-302025-11-04history
AAPL APPLE INC2.0K sharesnew addition2025-09-302025-11-04history
JANT AIM ETF PRODUCTS TRUST13.0K shares96.73%2025-09-302025-11-04history
Sponsored
SIXF AIM ETF PRODUCTS TRUST15.4K sharesnew addition2025-09-302025-11-04history
JULU AIM ETF PRODUCTS TRUST14.5K sharesnew addition2025-09-302025-11-04history
DECT AIM ETF PRODUCTS TRUST11.3K sharesnew addition2025-09-302025-11-04history
DECU AIM ETF PRODUCTS TRUST12.4K sharesnew addition2025-09-302025-11-04history
MSFT MICROSOFT CORP491 shares-36.15%2025-09-302025-11-04history
AMZN AMAZON COM INC1.2K shares-53.59%2025-09-302025-11-04history
GOOGL ALPHABET INC1.2K sharesnew addition2025-09-302025-11-04history
BIL SPDR SERIES TRUST3.0K sharesnew addition2025-09-302025-11-04history
Sponsored
UMAR INNOVATOR ETFS TRUST5.9K shares0.00%2025-09-302025-11-04history
JEPI J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2025-09-302025-11-04history
DECW AIM ETF PRODUCTS TRUST6.4K sharesnew addition2025-09-302025-11-04history
BILZ PIMCO ETF TR2.0K sharesnew addition2025-09-302025-11-04history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available