Golden Road Advisors

Latest statistics and disclosures from Golden Road Advisors's latest quarterly 13F-HR filing:

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Positions held by Golden Road Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Golden Road Advisors

Golden Road Advisors holds 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 29.2 $31M 98k 310.88
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Vanguard Index Fds Value Etf (VTV) 24.2 $25M 169k 149.50
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Vanguard Index Fds Small Cp Etf (VB) 11.7 $12M 57k 213.33
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $8.2M 19k 436.79
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Vanguard Malvern Fds Strm Infproidx (VTIP) 3.7 $3.8M 80k 47.49
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.5 $3.6M 50k 72.54
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.3 $3.4M 44k 78.02
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $3.0M 64k 47.90
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Apple (AAPL) 1.5 $1.6M 8.2k 192.53
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.4M 34k 41.10
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.1M 3.6k 303.17
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $950k 12k 81.10
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $764k 3.5k 216.94
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Ishares Tr S&p 100 Etf (OEF) 0.7 $730k 3.3k 223.39
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Microsoft Corporation (MSFT) 0.7 $723k 1.9k 376.01
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Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $670k 4.1k 165.25
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NVIDIA Corporation (NVDA) 0.6 $592k 1.2k 495.22
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $521k 3.2k 164.44
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Vanguard World Esg Us Stk Etf (ESGV) 0.5 $506k 5.9k 85.06
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $502k 1.9k 262.26
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $404k 1.7k 237.16
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $396k 5.6k 70.35
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Amazon (AMZN) 0.4 $390k 2.6k 151.94
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $315k 2.3k 139.69
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Alphabet Cap Stk Cl C (GOOG) 0.3 $308k 2.2k 140.93
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UnitedHealth (UNH) 0.3 $304k 578.00 526.33
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $303k 3.5k 85.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $292k 819.00 356.66
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Broadcom (AVGO) 0.3 $278k 249.00 1116.25
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Johnson & Johnson (JNJ) 0.2 $238k 1.5k 156.69
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Meta Platforms Cl A (META) 0.2 $232k 656.00 353.96
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JPMorgan Chase & Co. (JPM) 0.2 $231k 1.4k 170.10
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $229k 2.3k 99.25
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Tesla Motors (TSLA) 0.2 $213k 858.00 248.48
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Eli Lilly & Co. (LLY) 0.2 $206k 353.00 582.92
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Past Filings by Golden Road Advisors

SEC 13F filings are viewable for Golden Road Advisors going back to 2023