Portfolio (Quarterly)
Guide ↗
Golden Reserve Retirement LLC
· CIK 0002066488| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | XLI | SELECT SECTOR SPDR TR | — | 2,436 | $378K | 0.07% | SOLD |
| 22 | DGRO | ISHARES TR | — | 5,030 | $349K | 0.06% | SOLD |
| 23 | — | ELEVATION SERIES TRUST | — | 14,567 | $349K | 0.06% | SOLD |
| 24 | IAU | ISHARES GOLD TR | Financial Services | 4,274 | $347K | 0.06% | SOLD |
| 25 | VYM | VANGUARD WHITEHALL FDS | — | 2,374 | $341K | 0.06% | SOLD |
| 26 | SCHM | SCHWAB STRATEGIC TR | — | 11,322 | $340K | 0.06% | SOLD |
| 27 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 667 | $321K | 0.06% | SOLD |
| 28 | XLC | SELECT SECTOR SPDR TR | — | 2,609 | $307K | 0.06% | SOLD |
| 29 | VGT | VANGUARD WORLD FD | — | 391 | $295K | 0.05% | SOLD |
| 30 | XLV | SELECT SECTOR SPDR TR | — | 1,897 | $294K | 0.05% | SOLD |
| 31 | HON | HONEYWELL INTL INC | Industrials | 1,480 | $289K | 0.05% | SOLD |
| 32 | IJH | ISHARES TR | — | 4,327 | $286K | 0.05% | SOLD |
| 33 | CSHI | NEOS ETF TRUST | — | 5,735 | $285K | 0.05% | SOLD |
| 34 | WM | WASTE MGMT INC DEL | Industrials | 1,265 | $278K | 0.05% | SOLD |
| 35 | VTV | VANGUARD INDEX FDS | — | 1,453 | $278K | 0.05% | SOLD |
| 36 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 875 | $266K | 0.05% | SOLD |
| 37 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,680 | $258K | 0.05% | SOLD |
| 38 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,981 | $244K | 0.04% | SOLD |
| 39 | VHT | VANGUARD WORLD FD | — | 820 | $236K | 0.04% | SOLD |
| 40 | ITOT | ISHARES TR | — | 1,564 | $233K | 0.04% | SOLD |
Sector Allocation
Financial Services
65.7%
Technology
14.7%
Communication Services
5.0%
Consumer Cyclical
4.0%
Healthcare
3.7%
Consumer Defensive
2.6%
Industrials
2.1%
Energy
1.3%
Utilities
0.7%
Basic Materials
0.3%