Golden Reserve Retirement LLC: 13F holdings
CIK 20664882026Q2
| Positions | 112 |
|---|
| Reported value | $634.9m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 112 (+8 vs prior quarter) |
|---|
| Reported value | $634.9m (+31.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 410,464 | $151.9m | 23.9% |
| SCHG SCHWAB STRATEGIC TR | 4,249,804 | $143.8m | 22.7% |
| QQQ INVESCO QQQ TR | 109,093 | $80.3m | 12.7% |
| SCHD SCHWAB STRATEGIC TR | 2,339,310 | $74.2m | 11.7% |
| SCHA SCHWAB STRATEGIC TR | 1,526,535 | $55.2m | 8.7% |
| AAPL APPLE INC | 35,243 | $10.2m | 1.6% |
| NVDA NVIDIA CORPORATION | 39,665 | $7.9m | 1.2% |
| MSFT MICROSOFT CORP | 14,176 | $5.3m | 0.8% |
| AMZN AMAZON COM INC | 17,516 | $4.2m | 0.7% |
| GOOGL ALPHABET INC | 10,289 | $3.7m | 0.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066488")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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