Golden Road Advisors

Golden Road Advisors as of March 31, 2025

Portfolio Holdings for Golden Road Advisors

Golden Road Advisors holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 28.8 $37M 99k 370.82
Vanguard Index Fds Value Etf (VTV) 26.2 $34M 195k 172.74
Vanguard Index Fds Small Cp Etf (VB) 11.7 $15M 67k 221.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $9.9M 19k 513.90
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.4 $4.3M 53k 82.54
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.2 $4.1M 44k 92.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $3.6M 71k 50.83
Apple (AAPL) 1.7 $2.2M 10k 222.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $1.8M 40k 45.26
NVIDIA Corporation (NVDA) 1.0 $1.3M 12k 108.38
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.2M 3.4k 361.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $1.1M 22k 49.90
Microsoft Corporation (MSFT) 0.8 $1.0M 2.8k 375.39
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.8 $1.0M 13k 80.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $944k 3.4k 274.84
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $894k 3.5k 253.86
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $812k 4.7k 172.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $768k 4.1k 188.16
Ishares Tr S&p 100 Etf (OEF) 0.6 $749k 2.8k 270.83
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $736k 7.5k 97.95
Amazon (AMZN) 0.5 $649k 3.4k 190.26
Ishares Tr Rus 1000 Etf (IWB) 0.5 $577k 1.9k 306.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $427k 801.00 532.58
Ishares Tr Core Msci Eafe (IEFA) 0.3 $413k 5.5k 75.65
Meta Platforms Cl A (META) 0.3 $409k 709.00 576.36
Broadcom (AVGO) 0.3 $370k 2.2k 167.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $351k 2.3k 154.64
Alphabet Cap Stk Cl C (GOOG) 0.3 $329k 2.1k 156.23
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $323k 3.2k 99.98
JPMorgan Chase & Co. (JPM) 0.2 $313k 1.3k 245.30
Eli Lilly & Co. (LLY) 0.2 $298k 361.00 825.91
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $277k 3.6k 76.57
Tesla Motors (TSLA) 0.2 $248k 958.00 259.16
Visa Com Cl A (V) 0.2 $235k 669.00 350.46
Oracle Corporation (ORCL) 0.2 $228k 1.6k 139.81
Mastercard Incorporated Cl A (MA) 0.2 $211k 384.00 548.12
UnitedHealth (UNH) 0.2 $206k 393.00 523.75
Costco Wholesale Corporation (COST) 0.2 $203k 215.00 945.78