Titelia

Holdings of Golden Reserve Retirement LLC

92 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 91.4 % of the equity sleeve

Sector breakdown

  • Technology 3.2 %
  • Financials 1.5 %
  • Communication 1.1 %
  • Consumer discretionary 0.9 %
  • Health care 0.8 %
  • Consumer staples 0.6 %
  • Industrials 0.5 %
  • Utilities 0.2 %
  • Energy 0.1 %
  • Funds 0.1 %
  • Unattributed 91.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US92476.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 397,278127.5M $
2Schwab Strategic Trust 4,061,494118.3M $
3Schwab US Dividend Equity ETF 2,287,65470.2M $
4Invesco QQQ Trust Series 1 108,16062.4M $
5Schwab U.S. Small-Cap ETF 1,500,79043.6M $
6NVIDIA Corp 22,3453.9M $
7Apple Inc 13,2463.4M $
8Microsoft Corp 6,8102.5M $
9Amazon.com Inc 9,5682M $
10Alphabet Inc 5,3931.6M $
11Broadcom Inc 4,6021.4M $
12Alphabet Inc 4,9651.4M $
13ALLIANZIM US 6M BF10 FEB-AUG 45,0611.4M $
14ALLIANZIM US BF15 UNCAP JUL 42,0981.2M $
15Meta Platforms Inc 2,0261.2M $
16Invesco BulletShares 2032 Corp 52,0061.1M $
17Invesco BulletShares 2034 Corp 51,5741.1M $
18Invesco Bulletshares 2031 Corp 64,7481.1M $
19Invesco BulletShares 2030 Corp 63,6311.1M $
20Invesco BulletShares 2033 Corp 50,1441.1M $
21ALLIANZIM US BF15 UNCAP DEC 35,467942.7K $
22Tesla Inc 2,506931.6K $
23JPMorgan Chase & Co 3,112915.4K $
24Berkshire Hathaway Inc 1,868895.1K $
25Exxon Mobil Corp 4,059688.7K $
26Johnson & Johnson 2,701660.2K $
27PIMCO 0-5 Year High Yield Corp 6,976650.7K $
28Walmart Inc 5,172642.8K $
29Simplify Exchange Traded Funds 30,381641K $
30Chevron Corp 3,025625.9K $
31ALLIANZIM US EQ BUFFER20 DEC 18,349613K $
32Eli Lilly & Co 664610.7K $
33Visa Inc 1,832553.7K $
34Bank of America Corp 11,212546.6K $
35McDonald's Corp. 1,727536.7K $
36Progressive Corp/The 2,589513.2K $
37Goldman Sachs Group Inc/The 572483.9K $
38PepsiCo Inc 2,880447.2K $
39Cisco Systems, Inc. 5,686441.2K $
40Costco Wholesale Corp 442440.4K $
41Coca-Cola Co/The 5,776439.3K $
42Procter & Gamble Co/The 2,924422.3K $
43Morgan Stanley 2,530416.4K $
44Blackrock Inc 432415.5K $
45Home Depot Inc/The 1,256413.2K $
46Vanguard S&P 500 ETF 687410.5K $
47Mastercard Inc 804401.7K $
48Lam Research Corp 1,871399.8K $
49AbbVie Inc 1,823396.5K $
50Advanced Micro Devices Inc 1,926391.8K $
51Palantir Technologies Inc 2,663389.5K $
52Moody's Corp 852371.7K $
53Micron Technology Inc 1,099371.3K $
54Abbott Laboratories 3,581367.7K $
55Caterpillar Inc 502355.6K $
56ALLIANZIM US 6M BF10 MAR-SEP 11,248351.6K $
57Citigroup Inc 3,062347.3K $
58S&P Global Inc 815346.7K $
59General Electric Co 1,196339.4K $
60Wells Fargo & Co 4,225336.4K $
61American Express Co 1,088329.1K $
62Netflix Inc 3,382325.2K $
63International Business Machines Corp. 1,328321.9K $
64Oracle Corp 2,159317.6K $
65Thermo Fisher Scientific Inc 645317K $
66Merck & Co Inc 2,634316.8K $
67Philip Morris International Inc. 1,859307.4K $
68Lowe's Cos Inc 1,269299.8K $
69Walt Disney Co/The 3,110299.7K $
70UnitedHealth Group Inc 1,087294.3K $
71PNC Financial Services Group Inc/The 1,405292.4K $
72Applied Materials Inc 831284K $
73RTX Corp 1,468283.1K $
74Union Pacific Corp 1,143277.3K $
75American Electric Power Co Inc 2,045268.1K $
76T-Mobile US Inc 1,266265.9K $
77Duke Energy Corp 2,027265.4K $
78Cummins Inc 491264.2K $
79Amphenol Corp 2,080262.8K $
80AT&T Inc 9,025261.6K $
81Texas Instruments Inc 1,314255.1K $
82Salesforce Inc 1,331248.5K $
83NextEra Energy Inc 2,541236K $
84Stryker Corp 706231.9K $
85United Parcel Service Inc 2,310227.3K $
86Parker-Hannifin Corp 248222K $
87Intuitive Surgical Inc 474218.5K $
88Intel Corp 4,933217.7K $
89Boeing Co/The 1,074213.8K $
90Capital One Financial Corp 1,153210.3K $
91Gilead Sciences Inc 1,498208.8K $
92Vanguard Intermediate-Term Corporate Bond ETF 2,514208K $