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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 $311,639,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 303,898 $92,309,228 29.62%
2.
Schwab Strategic Trust
 FNDF 3,118,407 $91,031,836 29.21%
3.
Invesco Qqq Tr
 85,754 $47,278,166 15.17%
4.
Schwab Strategic Trust
 FNDF 1,669,463 $44,212,104 14.19%
5.
Schwab Strategic Trust
 FNDF 1,144,529 $28,937,264 9.29%
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)