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Size ($ in 1000's)
At 03/31/2024: $120,371
At 12/31/2023: $104,551
Golden Road Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Golden Road Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Golden Road Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Golden Road Advisors LLC.
In the Golden Road Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Golden Road Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Golden Road Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VUG) |
102,540 |
+4,239 |
$35,294 | | VUG | 102,540 | +4,239 | $35,294 | | VANGUARD INDEX FDS (VTV) |
186,533 |
+17,439 |
$30,379 | | VTV | 186,533 | +17,439 | $30,379 | | VANGUARD INDEX FDS (VB) |
61,242 |
+3,950 |
$13,999 | | VB | 61,242 | +3,950 | $13,999 | | VANGUARD INDEX FDS (VOO) |
18,338 |
-352 |
$8,815 | | VOO | 18,338 | -352 | $8,815 | | VANGUARD SCOTTSDALE FDS (VONV) |
51,572 |
+1,295 |
$4,056 | | VONV | 51,572 | +1,295 | $4,056 | | VANGUARD SCOTTSDALE FDS (VONG) |
44,407 |
+284 |
$3,849 | | VONG | 44,407 | +284 | $3,849 | | VANGUARD TAX MANAGED FDS (VEA) |
66,501 |
+2,990 |
$3,336 | | VEA | 66,501 | +2,990 | $3,336 | | VANGUARD MALVERN FDS (VTIP) |
60,311 |
-20,106 |
$2,888 | | VTIP | 60,311 | -20,106 | $2,888 | | VANGUARD BD INDEX FDS (BIV) |
22,055 |
+22,055 |
$1,663 | | BIV | 22,055 | +22,055 | $1,663 | | VANGUARD INTL EQUITY INDEX F (VWO) |
37,426 |
+3,414 |
$1,563 | | VWO | 37,426 | +3,414 | $1,563 | | APPLE INC |
7,949 |
-233 |
$1,363 | | AAPL | 7,949 | -233 | $1,363 | | ISHARES TR (IWF) |
3,598 |
-48 |
$1,213 | | IWF | 3,598 | -48 | $1,213 | | NVIDIA CORPORATION |
1,189 |
-7 |
$1,074 | | NVDA | 1,189 | -7 | $1,074 | | VANGUARD SCOTTSDALE FDS (VTWO) |
12,346 |
+628 |
$1,050 | | VTWO | 12,346 | +628 | $1,050 | | VANGUARD SCOTTSDALE FDS (VONE) |
3,520 |
UNCH |
$839 | | VONE | 3,520 | UNCH | $839 | | ISHARES TR (OEF) |
3,268 |
UNCH |
$809 | | OEF | 3,268 | UNCH | $809 | | MICROSOFT CORP |
1,868 |
-56 |
$786 | | MSFT | 1,868 | -56 | $786 | | ISHARES TR (IWD) |
4,023 |
-32 |
$721 | | IWD | 4,023 | -32 | $721 | | VANGUARD WORLD FD (ESGV) |
5,946 |
UNCH |
$554 | | ESGV | 5,946 | UNCH | $554 | | ISHARES TR (IWB) |
1,913 |
-1 |
$551 | | IWB | 1,913 | -1 | $551 | | VANGUARD INDEX FDS (VXF) |
3,111 |
-59 |
$545 | | VXF | 3,111 | -59 | $545 | | VANGUARD INDEX FDS (VTI) |
1,948 |
+246 |
$506 | | VTI | 1,948 | +246 | $506 | | AMAZON COM INC |
2,527 |
-40 |
$456 | | AMZN | 2,527 | -40 | $456 | | ISHARES TR (IEFA) |
5,317 |
-318 |
$395 | | IEFA | 5,317 | -318 | $395 | | INVESCO EXCHANGE TRADED FD T (PDP) |
3,541 |
+1 |
$350 | | PDP | 3,541 | +1 | $350 |  BERKSHIRE HATHAWAY INC DEL |
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$344 | | BRK.B | 819 | UNCH | $344 | | ALPHABET INC |
2,214 |
-40 |
$334 | | GOOGL | 2,214 | -40 | $334 | | META PLATFORMS INC |
660 |
+4 |
$320 | | META | 660 | +4 | $320 | | ALPHABET INC |
2,073 |
-113 |
$316 | | GOOG | 2,073 | -113 | $316 | | BROADCOM INC |
238 |
-11 |
$315 | | AVGO | 238 | -11 | $315 | | ELI LILLY & CO |
342 |
-11 |
$266 | | LLY | 342 | -11 | $266 | | UNITEDHEALTH GROUP INC |
536 |
-42 |
$265 | | UNH | 536 | -42 | $265 | | JPMORGAN CHASE & CO |
1,304 |
-55 |
$261 | | JPM | 1,304 | -55 | $261 | | JOHNSON & JOHNSON |
1,526 |
+9 |
$241 | | JNJ | 1,526 | +9 | $241 | | ORACLE CORP |
1,818 |
+1,818 |
$228 | | ORCL | 1,818 | +1,818 | $228 | | ISHARES TR (AGG) |
2,300 |
-4 |
$225 | | AGG | 2,300 | -4 | $225 |
See Full List: All Stocks Held By Golden Road Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Golden Road Advisors LLC
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