Golden Road Advisors

Golden Road Advisors as of June 30, 2024

Portfolio Holdings for Golden Road Advisors

Golden Road Advisors holds 36 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 31.2 $38M 97k 388.33
Vanguard Index Fds Value Etf (VTV) 23.7 $29M 179k 160.58
Vanguard Index Fds Small Cp Etf (VB) 11.0 $13M 62k 216.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $8.9M 17k 510.89
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.5 $4.3M 44k 97.47
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.3 $4.0M 52k 76.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $3.2M 64k 50.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.7 $2.1M 43k 48.22
Apple (AAPL) 1.6 $1.9M 8.3k 228.68
NVIDIA Corporation (NVDA) 1.4 $1.6M 13k 131.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.6M 36k 44.85
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.4M 3.6k 378.95
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.8 $1.0M 13k 81.38
Microsoft Corporation (MSFT) 0.8 $918k 2.0k 459.45
Ishares Tr S&p 100 Etf (OEF) 0.7 $891k 3.3k 272.52
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $883k 3.5k 250.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $753k 2.8k 272.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $702k 4.0k 173.96
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $665k 8.8k 75.25
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $588k 5.9k 98.82
Ishares Tr Rus 1000 Etf (IWB) 0.5 $576k 1.9k 303.37
Amazon (AMZN) 0.5 $566k 2.8k 199.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $541k 3.2k 167.65
Alphabet Cap Stk Cl A (GOOGL) 0.4 $452k 2.4k 188.98
Broadcom (AVGO) 0.3 $420k 242.00 1733.31
Alphabet Cap Stk Cl C (GOOG) 0.3 $403k 2.1k 190.44
Ishares Tr Core Msci Eafe (IEFA) 0.3 $389k 5.3k 73.63
Meta Platforms Cl A (META) 0.3 $385k 727.00 530.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $349k 849.00 410.52
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $344k 3.5k 98.63
Eli Lilly & Co. (LLY) 0.3 $328k 352.00 932.50
UnitedHealth (UNH) 0.3 $309k 628.00 491.91
JPMorgan Chase & Co. (JPM) 0.2 $270k 1.3k 207.63
Tesla Motors (TSLA) 0.2 $263k 1.0k 262.33
Oracle Corporation (ORCL) 0.2 $261k 1.9k 140.68
Costco Wholesale Corporation (COST) 0.2 $219k 247.00 886.85