Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Golden Reserve Retirement LLC (CIK 2066488) reported $484.7M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($127.5M, 26.30%), SCHG ($118.3M, 24.41%), SCHD ($70.2M, 14.48%), QQQ ($62.4M, 12.88%), SCHA ($43.6M, 9.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $127.5M | 26.30% | 397,278 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $118.3M | 24.41% | 4.1M | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $70.2M | 14.48% | 2.3M | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $62.4M | 12.88% | 108,160 | Trimmed |
| 5 | SCHA | SCHWAB STRATEGIC TR | $43.6M | 9.00% | 1.5M | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $3.9M | 0.80% | 22,345 | Trimmed |
| 7 | AAPL | APPLE INC | $3.4M | 0.69% | 13,246 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $2.5M | 0.52% | 6,810 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $2.0M | 0.41% | 9,568 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $1.6M | 0.32% | 5,393 | Added |
| 11 | JANT | AIM ETF PRODUCTS TRUST | $1.5M | 0.31% | 37,380 | Added |
| 12 | SIXF | AIM ETF PRODUCTS TRUST | $1.4M | 0.29% | 45,061 | Added |
| 13 | GOOG | ALPHABET INC | $1.4M | 0.29% | 4,965 | Added |
| 14 | AVGO | BROADCOM INC | $1.4M | 0.29% | 4,602 | Trimmed |
| 15 | JULU | AIM ETF PRODUCTS TRUST | $1.2M | 0.25% | 42,098 | Added |
| 16 | META | META PLATFORMS INC | $1.2M | 0.24% | 2,026 | Added |
| 17 | ZROZ | PIMCO ETF TR | $1.2M | 0.24% | 18,537 | Added |
| 18 | DECT | AIM ETF PRODUCTS TRUST | $1.1M | 0.23% | 31,978 | Added |
| 19 | BSCX | INVESCO EXCH TRD SLF IDX FD | $1.1M | 0.22% | 50,144 | Added |
| 20 | BSCY | INVESCO EXCH TRD SLF IDX FD | $1.1M | 0.22% | 51,574 | Added |
| 21 | BSCZ | INVESCO EXCH TRD SLF IDX FD | $1.1M | 0.22% | 51,585 | Added |
| 22 | BSCU | INVESCO EXCH TRD SLF IDX FD | $1.1M | 0.22% | 63,631 | Added |
| 23 | BSCV | INVESCO EXCH TRD SLF IDX FD | $1.1M | 0.22% | 64,748 | Added |
| 24 | BSCW | INVESCO EXCH TRD SLF IDX FD | $1.1M | 0.22% | 52,006 | Added |
| 25 | TSLA | TESLA INC | $931,606 | 0.19% | 2,506 | Added |
Source: SEC Form 13F filings · as of 2026-03-31