Golden Reserve Retirement LLC - Portfolio overview

Golden Reserve Retirement LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 26.26%
2. SCHG - SCHWAB STRATEGIC TR, 24.38%
3. SCHD - SCHWAB STRATEGIC TR, 14.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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