Golden Reserve Retirement LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$541.6M
Holdings
130
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (130 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $138.9M |
SCHGSCHWAB STRATEGIC TR | $134.0M |
NDQINVESCO QQQ TR | $69.7M |
SCHDSCHWAB STRATEGIC TR | $65.8M |
SCHASCHWAB STRATEGIC TR | $44.8M |
AVGOBROADCOM INC | $6.6M |
MSFTMICROSOFT CORP | $5.1M |
NVDANVIDIA CORPORATION | $4.9M |
AAPLAPPLE INC | $4.0M |
SPYSPDR S&P 500 ETF TR | $2.8M |
AMZNAMAZON COM INC | $2.2M |
BILSPDR SERIES TRUST | $1.8M |
ABBVABBVIE INC | $1.7M |
GOOGLALPHABET INC | $1.6M |
LLYELI LILLY & CO | $1.4M |
JANTAIM ETF PRODUCTS TRUST | $1.3M |
VOOVANGUARD INDEX FDS | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
JPMJPMORGAN CHASE & CO. | $1.2M |
SIXFAIM ETF PRODUCTS TRUST | $1.2M |
SCHFSCHWAB STRATEGIC TR | $1.2M |
GOOGALPHABET INC | $1.1M |
PLTRPALANTIR TECHNOLOGIES INC | $1.1M |
TSLATESLA INC | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
PGPROCTER AND GAMBLE CO | $1.0M |
JULUAIM ETF PRODUCTS TRUST | $1.0M |
ORCLORACLE CORP | $1.0M |
COSTCOSTCO WHSL CORP NEW | $1.0M |
SHWSHERWIN WILLIAMS CO | $977K |
DECTAIM ETF PRODUCTS TRUST | $962K |
XLKSELECT SECTOR SPDR TR | $958K |
METAMETA PLATFORMS INC | $939K |
VEAVANGUARD TAX-MANAGED FDS | $888K |
IVVISHARES TR | $810K |
DECUAIM ETF PRODUCTS TRUST | $801K |
JNJJOHNSON & JOHNSON | $784K |
XOMEXXON MOBIL CORP | $700K |
NSCNORFOLK SOUTHN CORP | $696K |
NUENUCOR CORP | $690K |
HDHOME DEPOT INC | $651K |
AKREPROFESIONALLY MANAGED PORTFO | $630K |
WMTWALMART INC | $623K |
DISDISNEY WALT CO | $611K |
VBVANGUARD INDEX FDS | $577K |
CVSCVS HEALTH CORP | $568K |
ABTABBOTT LABS | $559K |
RTXRTX CORPORATION | $538K |
SCHXSCHWAB STRATEGIC TR | $518K |
DECWAIM ETF PRODUCTS TRUST | $514K |
AMDADVANCED MICRO DEVICES INC | $503K |
BILZPIMCO ETF TR | $500K |
ZROZPIMCO ETF TR | $482K |
CVXCHEVRON CORP NEW | $473K |
VUGVANGUARD INDEX FDS | $471K |
XLFSELECT SECTOR SPDR TR | $469K |
BSCVINVESCO EXCH TRD SLF IDX FD | $459K |
BSCWINVESCO EXCH TRD SLF IDX FD | $458K |
JPSTJ P MORGAN EXCHANGE TRADED F | $455K |
BSCZINVESCO EXCH TRD SLF IDX FD | $454K |
BSCXINVESCO EXCH TRD SLF IDX FD | $453K |
BSCYINVESCO EXCH TRD SLF IDX FD | $453K |
IWFISHARES TR | $452K |
BSCUINVESCO EXCH TRD SLF IDX FD | $447K |
CSCOCISCO SYS INC | $444K |
VVISA INC | $435K |
GEGE AEROSPACE | $419K |
AQLTISHARES TR | $418K |
PEPPEPSICO INC | $396K |
USMVISHARES TR | $390K |
XLISELECT SECTOR SPDR TR | $377K |
BACBANK AMERICA CORP | $372K |
GSGOLDMAN SACHS GROUP INC | $364K |
UNHUNITEDHEALTH GROUP INC | $356K |
DWDMORGAN STANLEY | $353K |
DGROISHARES TR | $349K |
QBERELEVATION SERIES TRUST | $349K |
IAU*ISHARES GOLD TR | $346K |
SCHMSCHWAB STRATEGIC TR | $340K |
VYMVANGUARD WHITEHALL FDS | $340K |
CATCATERPILLAR INC | $330K |
LOWLOWES COS INC | $329K |
AEPAMERICAN ELEC PWR CO INC | $320K |
DONSPDR DOW JONES INDL AVERAGE | $320K |
NFLXNETFLIX INC | $311K |
XLCSELECT SECTOR SPDR TR | $307K |
MAMASTERCARD INCORPORATED | $304K |
VGTVANGUARD WORLD FD | $295K |
VCITVANGUARD SCOTTSDALE FDS | $295K |
SIXPAIM ETF PRODUCTS TRUST | $293K |
XLVSELECT SECTOR SPDR TR | $293K |
HONHONEYWELL INTL INC | $288K |
IJHISHARES TR | $285K |
CSHINEOS ETF TRUST | $285K |
WFCWELLS FARGO CO NEW | $283K |
BSCTINVESCO EXCH TRD SLF IDX FD | $282K |
IBHFISHARES TR | $281K |
TUASIMPLIFY EXCHANGE TRADED FUN | $281K |
HYSPIMCO ETF TR | $281K |
MCDMCDONALDS CORP | $279K |
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