GRR
Golden Reserve Retirement Portfolio holdings
AUM
$385M
1 Year Est. Return
–
AUM
$385M
AUM Growth
+$73.7M
(+24%)
Holding
28
Top Buys
| 1 | +$16.2M | |
| 2 | +$15M | |
| 3 | +$8.02M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$6.87M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$5.31M |
Top Sells
| 1 | +$3.87M | |
| 2 | +$647K | |
| 3 | +$468K | |
| 4 |
Amazon
AMZN
|
+$375K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$274K |
Sector Composition
| 1 | Technology | 0.44% |
| 2 | Consumer Discretionary | 0.08% |
| 3 | Communication Services | 0.08% |
| 4 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard S&P 500 ETF
VOO
$815B
| – | – |
-1,139
|
|
||
27
Vanguard Growth ETF
VUG
$199B
| – | – |
-463
|
|
||
|
SIXD
28
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
SIXD
$36.6M
| – | – |
-8,408
|
|