StockDriftsStockDriftsTop 50 Golden Reserve Retirement LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 26.3% | 397.3K | $127.5M | -4.14%(-17.15K) | $294.61(+23.80%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 24.41% | 4.06M | $118.3M | -1.12%(-46.06K) | $27.71(+23.84%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 14.48% | 2.29M | $70.2M | -4.66%(-111.90K) | $27.46(+15.63%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 12.88% | 108.2K | $62.4M | -4.72%(-5.36K) | $517.18(+38.19%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 9% | 1.50M | $43.6M | -4.66%(-73.41K) | $25.40(+30.28%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.8% | 22.3K | $3.9M | -15.58%(-4.12K) | $181.96(+24.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.69% | 13.2K | $3.4M | -11.06%(-1.65K) | $259.09(+15.35%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.52% | 6.8K | $2.5M | -35.35%(-3.72K) | $496.01(-18.31%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.41% | 9.6K | $2.0M | -0.27%(-26) | $222.76(+21.27%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 0.32% | 5.4K | $1.6M | +4.41%(+228) | $263.41(+52.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.88% | +59.68% |
| Top 20 Holdings Unweighted | +16.89% | +59.70% |
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