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Home > Institutional Investor > Golden Reserve Retirement Llc > Profile

Instuitional Investor - Golden Reserve Retirement Llc

Fund Profile
Filing Period:
Fund Name: Golden Reserve Retirement Llc
Portfolio Value $251,303,302
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 272,201 $74,761,781 29.75%
2.
Schwab Strategic Trust
 FNDF 2,779,742 $69,560,403 27.68%
3.
Schwab Strategic Trust
 FNDF 1,508,128 $42,154,348 16.77%
4.
Invesco Qqq Tr
 76,866 $36,014,319 14.33%
5.
Schwab Strategic Trust
 FNDF 1,012,047 $23,697,679 9.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)