GRR
Golden Reserve Retirement Portfolio holdings
AUM
$312M
This Quarter Return
-6.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$251M
AUM Growth
–
Cap. Flow
+$251M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
99.37%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$74.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$69.6M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$42.2M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$36M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$23.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Consumer Discretionary | 0.08% |
