The Analysis of Golden Reserve Retirement LLC's Holdings
Currently, Golden Reserve Retirement LLC holds 130 types of securities in its portfolio with a total value $541.6M. In the most recent quarter, they have increased their positions in VTI (+61.2K shares, valued at $20.5M), SCHG (+519.2K shares, valued at $16.9M), SCHD (+436.3K shares, valued at $12.0M); initiated new positions in N/A (+18.9K shares, valued at $6.6M), SPY (+4.0K shares, valued at $2.8M), ABBV (+7.3K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS414.4K shares17.32%2025-12-312026-01-29
SCHG SCHWAB STRATEGIC TR4.1M shares14.47%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR2.4M shares22.22%2025-12-312026-01-29 SCHA SCHWAB STRATEGIC TR1.6M shares17.94%2025-12-312026-01-29 BROADCOM INC BROADCOM INC18.9K sharesnew addition2025-12-312026-01-29 MSFT MICROSOFT CORP10.5K shares2045.21%2025-12-312026-01-29 NVDA NVIDIA CORPORATION26.5K shares541.08%2025-12-312026-01-29 AAPL APPLE INC14.9K shares645.40%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR4.0K sharesnew addition2025-12-312026-01-29 AMZN AMAZON COM INC9.6K shares707.58%2025-12-312026-01-29 BIL SPDR SERIES TRUST19.7K shares551.68%2025-12-312026-01-29 ABBV ABBVIE INC7.3K sharesnew addition2025-12-312026-01-29 ALPHABET INC ALPHABET INC5.2K shares320.26%2025-12-312026-01-29 LLY ELI LILLY & CO1.3K sharesnew addition2025-12-312026-01-29 JANT AIM ETF PRODUCTS TRUST30.8K shares136.70%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.3.8K sharesnew addition2025-12-312026-01-29 SIXF AIM ETF PRODUCTS TRUST36.9K shares139.85%2025-12-312026-01-29 SCHF SCHWAB STRATEGIC TR48.9K sharesnew addition2025-12-312026-01-29 ALPHABET INC ALPHABET INC3.6K sharesnew addition2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC6.4K sharesnew addition2025-12-312026-01-29 TSLA TESLA INC2.4K sharesnew addition2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS3.7K sharesnew addition2025-12-312026-01-29 PG PROCTER AND GAMBLE CO7.2K sharesnew addition2025-12-312026-01-29 JULU AIM ETF PRODUCTS TRUST34.3K shares136.81%2025-12-312026-01-29 ORCL ORACLE CORP5.2K sharesnew addition2025-12-312026-01-29 COST COSTCO WHSL CORP NEW1.2K sharesnew addition2025-12-312026-01-29 SHW SHERWIN WILLIAMS CO3.0K sharesnew addition2025-12-312026-01-29 DECT AIM ETF PRODUCTS TRUST26.2K shares133.27%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR6.7K sharesnew addition2025-12-312026-01-29 META META PLATFORMS INC1.4K sharesnew addition2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS14.2K sharesnew addition2025-12-312026-01-29 IVV ISHARES TR1.2K sharesnew addition2025-12-312026-01-29 DECU AIM ETF PRODUCTS TRUST29.3K shares135.99%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON3.8K sharesnew addition2025-12-312026-01-29 XOM EXXON MOBIL CORP5.8K sharesnew addition2025-12-312026-01-29 NSC NORFOLK SOUTHN CORP2.4K sharesnew addition2025-12-312026-01-29 NUE NUCOR CORP4.2K sharesnew addition2025-12-312026-01-29 HD HOME DEPOT INC1.9K sharesnew addition2025-12-312026-01-29 WMT WALMART INC5.6K sharesnew addition2025-12-312026-01-29 DIS DISNEY WALT CO5.4K sharesnew addition2025-12-312026-01-29 VB VANGUARD INDEX FDS2.2K sharesnew addition2025-12-312026-01-29 CVS CVS HEALTH CORP7.2K sharesnew addition2025-12-312026-01-29 ABT ABBOTT LABS4.5K sharesnew addition2025-12-312026-01-29 RTX RTX CORPORATION2.9K sharesnew addition2025-12-312026-01-29 SCHX SCHWAB STRATEGIC TR19.3K sharesnew addition2025-12-312026-01-29 DECW AIM ETF PRODUCTS TRUST15.2K shares137.99%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC2.4K sharesnew addition2025-12-312026-01-29 BILZ PIMCO ETF TR5.0K shares143.96%2025-12-312026-01-29 ZROZ PIMCO ETF TR7.5K sharesnew addition2025-12-312026-01-29 CVX CHEVRON CORP NEW3.1K sharesnew addition2025-12-312026-01-29 VUG VANGUARD INDEX FDS967 sharesnew addition2025-12-312026-01-29 XLF SELECT SECTOR SPDR TR8.6K sharesnew addition2025-12-312026-01-29 BSCV INVESCO EXCH TRD SLF IDX FD27.5K sharesnew addition2025-12-312026-01-29 BSCW INVESCO EXCH TRD SLF IDX FD22.0K sharesnew addition2025-12-312026-01-29 JPST J P MORGAN EXCHANGE TRADED F9.0K sharesnew addition2025-12-312026-01-29 BSCZ INVESCO EXCH TRD SLF IDX FD21.9K sharesnew addition2025-12-312026-01-29 BSCY INVESCO EXCH TRD SLF IDX FD21.6K sharesnew addition2025-12-312026-01-29 BSCX INVESCO EXCH TRD SLF IDX FD21.1K sharesnew addition2025-12-312026-01-29 IWF ISHARES TR955 sharesnew addition2025-12-312026-01-29 BSCU INVESCO EXCH TRD SLF IDX FD26.5K sharesnew addition2025-12-312026-01-29 CSCO CISCO SYS INC5.8K sharesnew addition2025-12-312026-01-29 V VISA INC1.2K sharesnew addition2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE1.4K sharesnew addition2025-12-312026-01-29 IEFA ISHARES TR4.7K sharesnew addition2025-12-312026-01-29 PEP PEPSICO INC2.8K sharesnew addition2025-12-312026-01-29 USMV ISHARES TR4.1K sharesnew addition2025-12-312026-01-29 XLI SELECT SECTOR SPDR TR2.4K sharesnew addition2025-12-312026-01-29 BAC BANK AMERICA CORP6.8K sharesnew addition2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC415 sharesnew addition2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC1.1K sharesnew addition2025-12-312026-01-29 MS MORGAN STANLEY2.0K sharesnew addition2025-12-312026-01-29 DGRO ISHARES TR5.0K sharesnew addition2025-12-312026-01-29 QBER ELEVATION SERIES TRUST14.6K sharesnew addition2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS2.4K sharesnew addition2025-12-312026-01-29 SCHM SCHWAB STRATEGIC TR11.3K sharesnew addition2025-12-312026-01-29 CAT CATERPILLAR INC577 sharesnew addition2025-12-312026-01-29 LOW LOWES COS INC1.4K sharesnew addition2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGE667 sharesnew addition2025-12-312026-01-29 AEP AMERICAN ELEC PWR CO INC2.8K sharesnew addition2025-12-312026-01-29 NFLX NETFLIX INC3.3K sharesnew addition2025-12-312026-01-29 XLC SELECT SECTOR SPDR TR2.6K sharesnew addition2025-12-312026-01-29 MA MASTERCARD INCORPORATED534 sharesnew addition2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2025-12-312026-01-29 VGT VANGUARD WORLD FD391 sharesnew addition2025-12-312026-01-29 XLV SELECT SECTOR SPDR TR1.9K sharesnew addition2025-12-312026-01-29 SIXP AIM ETF PRODUCTS TRUST9.3K sharesnew addition2025-12-312026-01-29 HON HONEYWELL INTL INC1.5K sharesnew addition2025-12-312026-01-29 IJH ISHARES TR4.3K sharesnew addition2025-12-312026-01-29 CSHI NEOS ETF TRUST5.7K sharesnew addition2025-12-312026-01-29 WFC WELLS FARGO CO NEW3.0K sharesnew addition2025-12-312026-01-29 BSCT INVESCO EXCH TRD SLF IDX FD15.0K sharesnew addition2025-12-312026-01-29 TUA SIMPLIFY EXCHANGE TRADED FUN12.9K sharesnew addition2025-12-312026-01-29 IBHF ISHARES TR12.2K sharesnew addition2025-12-312026-01-29 HYS PIMCO ETF TR3.0K sharesnew addition2025-12-312026-01-29 MCD MCDONALDS CORP915 sharesnew addition2025-12-312026-01-29 WM WASTE MGMT INC DEL1.3K sharesnew addition2025-12-312026-01-29 VTV VANGUARD INDEX FDS1.5K sharesnew addition2025-12-312026-01-29 KO COCA COLA CO3.9K sharesnew addition2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD875 sharesnew addition2025-12-312026-01-29 BSCQ INVESCO EXCH TRD SLF IDX FD13.2K sharesnew addition2025-12-312026-01-29 TJX TJX COS INC NEW1.7K sharesnew addition2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC6.0K sharesnew addition2025-12-312026-01-29 PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2025-12-312026-01-29 VHT VANGUARD WORLD FD820 sharesnew addition2025-12-312026-01-29 UMAR INNOVATOR ETFS TRUST5.9K shares0.00%2025-12-312026-01-29 MERCK & CO INC MERCK & CO INC2.2K sharesnew addition2025-12-312026-01-29 ITOT ISHARES TR1.6K sharesnew addition2025-12-312026-01-29 VEU VANGUARD INTL EQUITY INDEX F3.1K sharesnew addition2025-12-312026-01-29 PH PARKER-HANNIFIN CORP258 sharesnew addition2025-12-312026-01-29 SYK STRYKER CORPORATION629 sharesnew addition2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP456 sharesnew addition2025-12-312026-01-29 AXP AMERICAN EXPRESS CO587 sharesnew addition2025-12-312026-01-29 PM PHILIP MORRIS INTL INC1.3K sharesnew addition2025-12-312026-01-29 BLACKROCK INC BLACKROCK INC200 sharesnew addition2025-12-312026-01-29 NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-12-312026-01-29 AGG ISHARES TR2.1K sharesnew addition2025-12-312026-01-29 ONEZ ELEVATION SERIES TRUST8.1K sharesnew addition2025-12-312026-01-29 VXUS VANGUARD STAR FDS2.8K sharesnew addition2025-12-312026-01-29 CRM SALESFORCE INC792 sharesnew addition2025-12-312026-01-29 HBAN HUNTINGTON BANCSHARES INC11.9K sharesnew addition2025-12-312026-01-29 XLY SELECT SECTOR SPDR TR1.7K sharesnew addition2025-12-312026-01-29 T AT&T INC8.1K sharesnew addition2025-12-312026-01-29 DFAU DIMENSIONAL ETF TRUST4.3K sharesnew addition2025-12-312026-01-29 FNB F N B CORP10.5K sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available