Golden Road Advisors
Latest statistics and disclosures from Golden Road Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VB, VOO, VONV, and represent 76.60% of Golden Road Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO, VB, AVGO, WMT, VTV, JNJ, VXF, BIV, VTI, VWO.
- Started 2 new stock positions in JNJ, WMT.
- Reduced shares in these 10 stocks: VUG, UNH, VTIP, MSFT, VONG, AAPL, PDP, BRK.B, GOOGL, IWF.
- Golden Road Advisors was a net buyer of stock by $2.2M.
- Golden Road Advisors has $128M in assets under management (AUM), dropping by 5.29%.
- Central Index Key (CIK): 0002014454
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Portfolio Holdings for Golden Road Advisors
Golden Road Advisors holds 38 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 29.0 | $37M | 96k | 383.93 |
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| Vanguard Index Fds Value Etf (VTV) | 24.6 | $32M | 180k | 174.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 11.8 | $15M | +3% | 64k | 237.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.8 | $9.9M | +7% | 19k | 527.66 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.4 | $4.4M | 52k | 83.33 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.3 | $4.2M | 44k | 96.52 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $3.4M | 64k | 52.81 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.6 | $2.0M | -5% | 40k | 49.31 |
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| Apple (AAPL) | 1.5 | $1.9M | -2% | 8.2k | 233.00 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $1.8M | +3% | 37k | 47.85 |
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| NVIDIA Corporation (NVDA) | 1.2 | $1.5M | 13k | 121.44 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $1.3M | 3.6k | 375.38 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.9 | $1.2M | +2% | 13k | 89.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $935k | +19% | 3.3k | 283.16 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.7 | $915k | 3.5k | 260.07 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $905k | 3.3k | 276.76 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.7 | $856k | +23% | 11k | 78.37 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $795k | +35% | 4.4k | 181.98 |
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| Microsoft Corporation (MSFT) | 0.6 | $778k | -9% | 1.8k | 430.30 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $766k | 4.0k | 189.80 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $604k | 5.9k | 101.65 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $591k | 1.9k | 314.39 |
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| Amazon (AMZN) | 0.5 | $580k | +9% | 3.1k | 186.33 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $422k | +2% | 5.4k | 78.05 |
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| Broadcom (AVGO) | 0.3 | $415k | +894% | 2.4k | 172.50 |
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| Meta Platforms Cl A (META) | 0.3 | $406k | -2% | 710.00 | 572.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $379k | -4% | 2.3k | 165.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $368k | -5% | 799.00 | 460.26 |
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| Wal-Mart Stores (WMT) | 0.3 | $363k | NEW | 4.5k | 80.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $357k | 2.1k | 167.19 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.3 | $334k | -7% | 3.2k | 103.26 |
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| Oracle Corporation (ORCL) | 0.2 | $312k | 1.8k | 170.40 |
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| Eli Lilly & Co. (LLY) | 0.2 | $311k | 351.00 | 885.94 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $274k | 1.3k | 210.86 |
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| Tesla Motors (TSLA) | 0.2 | $251k | -4% | 960.00 | 261.63 |
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| UnitedHealth (UNH) | 0.2 | $232k | -36% | 397.00 | 584.68 |
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| Costco Wholesale Corporation (COST) | 0.2 | $222k | 250.00 | 886.52 |
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| Johnson & Johnson (JNJ) | 0.2 | $214k | NEW | 1.3k | 162.06 |
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Past Filings by Golden Road Advisors
SEC 13F filings are viewable for Golden Road Advisors going back to 2023
- Golden Road Advisors 2024 Q3 filed Oct. 28, 2024
- Golden Road Advisors 2024 Q2 filed July 31, 2024
- Golden Road Advisors 2024 Q1 filed April 18, 2024
- Golden Road Advisors 2023 Q4 filed March 14, 2024