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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WMWASTE MGMT INC DEL | 1,265 | $277K | 0.05% | |
| 102 | VTVVANGUARD INDEX FDS | 1,453 | $277K | 0.05% | |
| 103 | KOCOCA COLA CO | 3,910 | $273K | 0.05% | |
| 104 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 875 | $265K | 0.05% | |
| 105 | TJXTJX COS INC NEW | 1,680 | $258K | 0.05% | |
| 106 | BSCQINVESCO EXCH TRD SLF IDX FD | 13,188 | $258K | 0.05% | |
| 107 | BACVERIZON COMMUNICATIONS INC | 5,981 | $243K | 0.04% | |
| 108 | PNCPNC FINL SVCS GROUP INC | 1,147 | $239K | 0.04% | |
| 109 | VHTVANGUARD WORLD FD | 820 | $236K | 0.04% | |
| 110 | UMARINNOVATOR ETFS TRUST | 5,900 | $235K | 0.04% | |
| 111 | MRKMERCK & CO INC | 2,214 | $233K | 0.04% | |
| 112 | ITOTISHARES TR | 1,564 | $232K | 0.04% | |
| 113 | VEUVANGUARD INTL EQUITY INDEX F | 3,105 | $228K | 0.04% | |
| 114 | PHPARKER-HANNIFIN CORP | 258 | $227K | 0.04% | |
| 115 | LMTLOCKHEED MARTIN CORP | 456 | $220K | 0.04% | |
| 116 | SYKSTRYKER CORPORATION | 629 | $220K | 0.04% | |
| 117 | AXPAMERICAN EXPRESS CO | 587 | $217K | 0.04% | |
| 118 | BLKBLACKROCK INC | 200 | $214K | 0.04% | |
| 119 | NEENEXTERA ENERGY INC | 2,666 | $214K | 0.04% | |
| 120 | 4I1PHILIP MORRIS INTL INC | 1,340 | $214K | 0.04% | |
| 121 | AGGISHARES TR | 2,133 | $212K | 0.04% | |
| 122 | LRCXLAM RESEARCH CORP | 1,229 | $210K | 0.04% | |
| 123 | ONEZELEVATION SERIES TRUST | 8,114 | $210K | 0.04% | |
| 124 | VXUSVANGUARD STAR FDS | 2,787 | $210K | 0.04% | |
| 125 | CRMSALESFORCE INC | 792 | $209K | 0.04% | |
| 126 | HBANHUNTINGTON BANCSHARES INC | 11,947 | $207K | 0.04% | |
| 127 | XLYSELECT SECTOR SPDR TR | 1,726 | $206K | 0.04% | |
| 128 | TAT&T INC | 8,081 | $200K | 0.04% | |
| 129 | DFAUDIMENSIONAL ETF TRUST | 4,287 | $200K | 0.04% | |
| 130 | FNBF N B CORP | 10,509 | $179K | 0.03% |
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