Portfolio (Quarterly)
Guide ↗
Golden Reserve Retirement LLC
· CIK 0002066488| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,105 | $228K | 0.04% | SOLD |
| 42 | LMT | LOCKHEED MARTIN CORP | Industrials | 456 | $221K | 0.04% | SOLD |
| 43 | AGG | ISHARES TR | — | 2,133 | $213K | 0.04% | SOLD |
| 44 | VXUS | VANGUARD STAR FDS | — | 2,787 | $210K | 0.04% | SOLD |
| 45 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 11,947 | $207K | 0.04% | SOLD |
| 46 | XLY | SELECT SECTOR SPDR TR | — | 1,726 | $206K | 0.04% | SOLD |
| 47 | DFAU | DIMENSIONAL ETF TRUST | — | 4,287 | $201K | 0.04% | SOLD |
| 48 | FNB | F N B CORP | Financial Services | 10,509 | $180K | 0.03% | 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%