Golden Road Advisors

Golden Road Advisors as of Dec. 31, 2024

Portfolio Holdings for Golden Road Advisors

Golden Road Advisors holds 39 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 30.3 $40M 98k 410.45
Vanguard Index Fds Value Etf (VTV) 24.2 $32M 189k 169.30
Vanguard Index Fds Small Cp Etf (VB) 12.1 $16M 67k 240.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $10M 19k 538.80
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.4 $4.5M 44k 103.30
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.2 $4.3M 53k 81.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $3.1M 65k 47.82
Apple (AAPL) 1.5 $2.0M 8.2k 250.42
NVIDIA Corporation (NVDA) 1.2 $1.6M 12k 134.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.6M 37k 44.04
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.4M 3.5k 401.58
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.3M 4.6k 289.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $1.3M 26k 48.42
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $1.2M 13k 89.33
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $939k 3.5k 266.72
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $873k 4.6k 189.99
Ishares Tr S&p 100 Etf (OEF) 0.6 $798k 2.8k 288.85
Microsoft Corporation (MSFT) 0.6 $765k 1.8k 421.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $754k 4.1k 185.13
Amazon (AMZN) 0.5 $686k 3.1k 219.39
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $624k 5.9k 104.89
Ishares Tr Rus 1000 Etf (IWB) 0.5 $606k 1.9k 322.16
Broadcom (AVGO) 0.4 $525k 2.3k 231.84
Alphabet Cap Stk Cl A (GOOGL) 0.3 $432k 2.3k 189.30
Meta Platforms Cl A (META) 0.3 $416k 711.00 585.51
Alphabet Cap Stk Cl C (GOOG) 0.3 $399k 2.1k 190.44
Tesla Motors (TSLA) 0.3 $397k 982.00 403.84
Ishares Tr Core Msci Eafe (IEFA) 0.3 $384k 5.5k 70.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $362k 799.00 453.28
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $348k 3.2k 107.61
JPMorgan Chase & Co. (JPM) 0.2 $310k 1.3k 239.71
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $291k 3.9k 74.73
Oracle Corporation (ORCL) 0.2 $279k 1.7k 166.64
Eli Lilly & Co. (LLY) 0.2 $273k 354.00 772.00
Visa Com Cl A (V) 0.2 $213k 675.00 316.04
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $205k 1.0k 195.83
Mastercard Incorporated Cl A (MA) 0.2 $205k 389.00 526.57
salesforce (CRM) 0.2 $202k 605.00 334.33
Costco Wholesale Corporation (COST) 0.2 $201k 219.00 916.27