Golden Reserve Retirement LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 23, 2025
Value $
$312M
Signature - Title
Anna Christine - Chief Compliance Officer
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by Golden Reserve Retirement LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Golden Reserve Retirement LLC reported 18 stock holdings with total value $312M as of Q2 2025. Top holdings included VTI, SCHG, QQQ, SCHD, and SCHA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 18 $312M +$39.1M -$4.43M +$34.6M VTI, SCHG, QQQ, SCHD, SCHA 13F-HR 7/23/2025, 04:01 PM
Q1 2025 17 $251M $0 $0 VTI, SCHG, SCHD, QQQ, SCHA 13F-HR 5/7/2025, 07:11 PM