Golden Road Advisors

Golden Road Advisors as of Sept. 30, 2024

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
Vanguard Index Fds Value Etf (VTV) 24.6 $32M 180k 174.57
Vanguard Index Fds Small Cp Etf (VB) 11.8 $15M 64k 237.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $9.9M 19k 527.66
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.4 $4.4M 52k 83.33
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.3 $4.2M 44k 96.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $3.4M 64k 52.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $2.0M 40k 49.31
Apple (AAPL) 1.5 $1.9M 8.2k 233.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $1.8M 37k 47.85
NVIDIA Corporation (NVDA) 1.2 $1.5M 13k 121.44
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.3M 3.6k 375.38
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $1.2M 13k 89.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $935k 3.3k 283.16
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $915k 3.5k 260.07
Ishares Tr S&p 100 Etf (OEF) 0.7 $905k 3.3k 276.76
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $856k 11k 78.37
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $795k 4.4k 181.98
Microsoft Corporation (MSFT) 0.6 $778k 1.8k 430.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $766k 4.0k 189.80
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $604k 5.9k 101.65
Ishares Tr Rus 1000 Etf (IWB) 0.5 $591k 1.9k 314.39
Amazon (AMZN) 0.5 $580k 3.1k 186.33
Ishares Tr Core Msci Eafe (IEFA) 0.3 $422k 5.4k 78.05
Broadcom (AVGO) 0.3 $415k 2.4k 172.50
Meta Platforms Cl A (META) 0.3 $406k 710.00 572.44
Alphabet Cap Stk Cl A (GOOGL) 0.3 $379k 2.3k 165.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $368k 799.00 460.26
Wal-Mart Stores (WMT) 0.3 $363k 4.5k 80.75
Alphabet Cap Stk Cl C (GOOG) 0.3 $357k 2.1k 167.19
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $334k 3.2k 103.26
Oracle Corporation (ORCL) 0.2 $312k 1.8k 170.40
Eli Lilly & Co. (LLY) 0.2 $311k 351.00 885.94
JPMorgan Chase & Co. (JPM) 0.2 $274k 1.3k 210.86
Tesla Motors (TSLA) 0.2 $251k 960.00 261.63
UnitedHealth (UNH) 0.2 $232k 397.00 584.68
Costco Wholesale Corporation (COST) 0.2 $222k 250.00 886.52
Johnson & Johnson (JNJ) 0.2 $214k 1.3k 162.06