Golden Road Advisors

Golden Road Advisors as of March 31, 2024

Portfolio Holdings for Golden Road Advisors

Golden Road Advisors holds 37 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 29.3 $35M 103k 344.20
Vanguard Index Fds Value Etf (VTV) 25.2 $30M 187k 162.86
Vanguard Index Fds Small Cp Etf (VB) 11.6 $14M 61k 228.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $8.8M 18k 480.71
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.4 $4.1M 52k 78.64
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.2 $3.8M 44k 86.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $3.3M 67k 50.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $2.9M 60k 47.89
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $1.7M 22k 75.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.6M 37k 41.77
Apple (AAPL) 1.1 $1.4M 7.9k 171.48
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.2M 3.6k 337.05
NVIDIA Corporation (NVDA) 0.9 $1.1M 1.2k 903.56
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $1.1M 12k 85.06
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $839k 3.5k 238.32
Ishares Tr S&p 100 Etf (OEF) 0.7 $809k 3.3k 247.41
Microsoft Corporation (MSFT) 0.7 $786k 1.9k 420.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $721k 4.0k 179.11
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $554k 5.9k 93.19
Ishares Tr Rus 1000 Etf (IWB) 0.5 $551k 1.9k 288.03
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $545k 3.1k 175.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $506k 1.9k 259.87
Amazon (AMZN) 0.4 $456k 2.5k 180.38
Ishares Tr Core Msci Eafe (IEFA) 0.3 $395k 5.3k 74.22
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $350k 3.5k 98.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $344k 819.00 420.52
Alphabet Cap Stk Cl A (GOOGL) 0.3 $334k 2.2k 150.93
Meta Platforms Cl A (META) 0.3 $321k 660.00 485.58
Alphabet Cap Stk Cl C (GOOG) 0.3 $316k 2.1k 152.26
Broadcom (AVGO) 0.3 $315k 238.00 1325.41
Eli Lilly & Co. (LLY) 0.2 $266k 342.00 777.96
UnitedHealth (UNH) 0.2 $265k 536.00 494.95
JPMorgan Chase & Co. (JPM) 0.2 $261k 1.3k 200.30
Johnson & Johnson (JNJ) 0.2 $242k 1.5k 158.23
Oracle Corporation (ORCL) 0.2 $228k 1.8k 125.61
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $225k 2.3k 97.94
Visa Com Cl A (V) 0.2 $202k 723.00 279.08