Golden Road Advisors

Golden Road Advisors as of June 30, 2025

Portfolio Holdings for Golden Road Advisors

Golden Road Advisors holds 41 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 30.6 $46M 105k 438.40
Vanguard Index Fds Value Etf (VTV) 23.9 $36M 204k 176.74
Vanguard Index Fds Small Cp Etf (VB) 10.8 $16M 68k 236.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $12M 21k 568.02
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.7 $5.5M 50k 109.20
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.3 $5.0M 59k 85.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $4.1M 73k 57.01
NVIDIA Corporation (NVDA) 1.4 $2.0M 13k 157.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $2.0M 41k 49.46
Apple (AAPL) 1.1 $1.7M 8.4k 205.17
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.5M 4.9k 303.93
Raymond James Financial (RJF) 1.0 $1.5M 9.6k 153.37
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.5M 3.4k 424.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.1M 22k 50.27
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.0M 5.3k 192.72
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $989k 3.5k 280.86
Microsoft Corporation (MSFT) 0.7 $982k 2.0k 497.41
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $879k 10k 87.22
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $842k 7.7k 109.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $804k 4.1k 194.23
Amazon (AMZN) 0.5 $789k 3.6k 219.39
Ishares Tr S&p 100 Etf (OEF) 0.5 $783k 2.6k 304.35
Ishares Tr Rus 1000 Etf (IWB) 0.4 $639k 1.9k 339.57
Broadcom (AVGO) 0.4 $633k 2.3k 275.65
Meta Platforms Cl A (META) 0.4 $557k 755.00 738.09
Ishares Tr Core Msci Eafe (IEFA) 0.3 $523k 6.3k 83.48
Wal-Mart Stores (WMT) 0.3 $474k 4.9k 97.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $439k 2.5k 176.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $414k 853.00 485.77
JPMorgan Chase & Co. (JPM) 0.3 $389k 1.3k 289.91
Alphabet Cap Stk Cl C (GOOG) 0.2 $369k 2.1k 177.39
Oracle Corporation (ORCL) 0.2 $356k 1.6k 218.63
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.2 $351k 3.2k 108.59
Tesla Motors (TSLA) 0.2 $324k 1.0k 317.66
Ishares Tr Msci Eafe Etf (EFA) 0.2 $317k 3.5k 89.39
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $309k 4.0k 77.34
Eli Lilly & Co. (LLY) 0.2 $298k 382.00 779.53
Netflix (NFLX) 0.2 $292k 218.00 1339.13
Visa Com Cl A (V) 0.2 $252k 711.00 355.05
Mastercard Incorporated Cl A (MA) 0.2 $227k 404.00 561.94
Costco Wholesale Corporation (COST) 0.1 $225k 227.00 989.94