Golden Road Advisors
Latest statistics and disclosures from Golden Road Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VB, VOO, VONV, and represent 76.88% of Golden Road Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV, BIV, VUG, VB, ORCL, V, VEA, VWO, VONV, VTI.
- Started 3 new stock positions in BIV, V, ORCL.
- Reduced shares in these 10 stocks: VTIP, , VOO, AAPL, IEFA, MSFT, UNH, GOOG, IWF, AVGO.
- Sold out of its position in TSLA.
- Golden Road Advisors was a net buyer of stock by $6.3M.
- Golden Road Advisors has $120M in assets under management (AUM), dropping by 15.13%.
- Central Index Key (CIK): 0002014454
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Portfolio Holdings for Golden Road Advisors
Golden Road Advisors holds 37 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 29.3 | $35M | +4% | 103k | 344.20 |
|
| Vanguard Index Fds Value Etf (VTV) | 25.2 | $30M | +10% | 187k | 162.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 11.6 | $14M | +6% | 61k | 228.59 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.3 | $8.8M | 18k | 480.71 |
|
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.4 | $4.1M | +2% | 52k | 78.64 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.2 | $3.8M | 44k | 86.67 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $3.3M | +4% | 67k | 50.17 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.4 | $2.9M | -25% | 60k | 47.89 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.4 | $1.7M | NEW | 22k | 75.40 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $1.6M | +10% | 37k | 41.77 |
|
| Apple (AAPL) | 1.1 | $1.4M | -2% | 7.9k | 171.48 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $1.2M | 3.6k | 337.05 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.1M | 1.2k | 903.56 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.9 | $1.1M | +5% | 12k | 85.06 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.7 | $839k | 3.5k | 238.32 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $809k | 3.3k | 247.41 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $786k | -2% | 1.9k | 420.77 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $721k | 4.0k | 179.11 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $554k | 5.9k | 93.19 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $551k | 1.9k | 288.03 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $545k | 3.1k | 175.30 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $506k | +14% | 1.9k | 259.87 |
|
| Amazon (AMZN) | 0.4 | $456k | 2.5k | 180.38 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $395k | -5% | 5.3k | 74.22 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.3 | $350k | 3.5k | 98.77 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $344k | 819.00 | 420.52 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $334k | 2.2k | 150.93 |
|
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| Meta Platforms Cl A (META) | 0.3 | $321k | 660.00 | 485.58 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $316k | -5% | 2.1k | 152.26 |
|
| Broadcom (AVGO) | 0.3 | $315k | -4% | 238.00 | 1325.41 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $266k | -3% | 342.00 | 777.96 |
|
| UnitedHealth (UNH) | 0.2 | $265k | -7% | 536.00 | 494.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $261k | -4% | 1.3k | 200.30 |
|
| Johnson & Johnson (JNJ) | 0.2 | $242k | 1.5k | 158.23 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $228k | NEW | 1.8k | 125.61 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $225k | 2.3k | 97.94 |
|
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| Visa Com Cl A (V) | 0.2 | $202k | NEW | 723.00 | 279.08 |
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Past Filings by Golden Road Advisors
SEC 13F filings are viewable for Golden Road Advisors going back to 2023
- Golden Road Advisors 2024 Q1 filed April 18, 2024
- Golden Road Advisors 2023 Q4 filed March 14, 2024