13F HOLDINGS REPORT
GOLDEN ROAD ADVISORS LLC
Quarter ended Q1 2024 · Filed April 18, 2024 · Accession 0001951757-24-000317
Total Value
$120.4M
Positions
37
Other Managers
6
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 102,540 | $35.3M | 29.32% |
| 2 | VANGUARD INDEX FDS | 922908744 | 186,533 | $30.4M | 25.24% |
| 3 | VANGUARD INDEX FDS | 922908751 | 61,242 | $14.0M | 11.63% |
| 4 | VANGUARD INDEX FDS | 922908363 | 18,338 | $8.8M | 7.32% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C714 | 51,572 | $4.1M | 3.37% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C680 | 44,407 | $3.8M | 3.20% |
| 7 | VANGUARD TAX-MANAGED FDS | 921943858 | 66,501 | $3.3M | 2.77% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 60,311 | $2.9M | 2.40% |
| 9 | VANGUARD BD INDEX FDS | 921937819 | 22,055 | $1.7M | 1.38% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 37,426 | $1.6M | 1.30% |
| 11 | APPLE INC | AAPL | 7,949 | $1.4M | 1.13% |
| 12 | ISHARES TR | 464287614 | 3,598 | $1.2M | 1.01% |
| 13 | NVIDIA CORPORATION | NVDA | 1,189 | $1.1M | 0.89% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C664 | 12,346 | $1.1M | 0.87% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C730 | 3,520 | $838,886 | 0.70% |
| 16 | ISHARES TR | 464287101 | 3,268 | $808,536 | 0.67% |
| 17 | MICROSOFT CORP | MSFT | 1,868 | $786,001 | 0.65% |
| 18 | ISHARES TR | 464287598 | 4,023 | $720,560 | 0.60% |
| 19 | VANGUARD WORLD FD | 921910733 | 5,946 | $554,108 | 0.46% |
| 20 | ISHARES TR | 464287622 | 1,913 | $551,001 | 0.46% |
| 21 | VANGUARD INDEX FDS | 922908652 | 3,111 | $545,349 | 0.45% |
| 22 | VANGUARD INDEX FDS | 922908769 | 1,948 | $506,234 | 0.42% |
| 23 | AMAZON COM INC | AMZN | 2,527 | $455,820 | 0.38% |
| 24 | ISHARES TR | 46432F842 | 5,317 | $394,628 | 0.33% |
| 25 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,541 | $349,738 | 0.29% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 819 | $344,406 | 0.29% |
| 27 | ALPHABET INC | GOOG | 2,214 | $334,159 | 0.28% |
| 28 | META PLATFORMS INC | META | 660 | $320,483 | 0.27% |
| 29 | ALPHABET INC | GOOG | 2,073 | $315,635 | 0.26% |
| 30 | BROADCOM INC | AVGO | 238 | $315,448 | 0.26% |
| 31 | ELI LILLY & CO | LLY | 342 | $266,062 | 0.22% |
| 32 | UNITEDHEALTH GROUP INC | UNH | 536 | $265,293 | 0.22% |
| 33 | JPMORGAN CHASE & CO | VYLD | 1,304 | $261,191 | 0.22% |
| 34 | JOHNSON & JOHNSON | JNJ | 1,526 | $241,466 | 0.20% |
| 35 | ORACLE CORP | ORCL-PD | 1,818 | $228,359 | 0.19% |
| 36 | ISHARES TR | 464287226 | 2,300 | $225,262 | 0.19% |
| 37 | VISA INC | V | 723 | $201,775 | 0.17% |