GR

GOLDEN ROAD ADVISORS LLC

13F
GOLDEN ROAD ADVISORS LLC
Last update 2024-10-29 38 Stocks (2 new)
Value $128.00 Mil Turnover 2 %
Countries:
Top Holdings: VUG(28.98%)VTV(24.64%)VB(11.81%)VOO(7.75%)VONV(3.41%)
Portfolio Report
Summary Stock Picks Current Portfolio
GOLDEN ROAD ADVISORS LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
96,383
37004.430
-0.95%
28.980
-0.30%
0.030
+14.40%
+25.52%
133945.142
 
VTV 		Vanguard Value ETF
180,211
31459.240
+0.84%
24.640
+0.20%
0.030
+8.51%
+16.10%
122992.043
 
VB 		Vanguard Small Cap ETF
63,576
15080.660
+3.02%
11.810
+0.35%
0.030
+12.14%
+12.90%
59967.783
 
VOO 		Vanguard S&P 500 ETF
18,760
9898.870
+7.87%
7.750
+0.57%
0.000
+11.55%
+21.36%
493529.541
 
VONV 		Vanguard Russell 1000 Value Index Fund
52,316
4359.490
+0.28%
3.410
+0.01%
0.050
+8.90%
+14.70%
9086.276
 
VONG 		Vanguard Russell 1000 Growth Index Fund
43,660
4214.060
-1.13%
3.300
-0.04%
0.020
+14.69%
+25.66%
21130.618
 
VEA 		Vanguard FTSE Developed Markets ETF
64,245
3392.760
+1.03%
2.660
+0.03%
0.000
+6.74%
+6.08%
139217.980
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
40,305
1987.440
-5.71%
1.560
-0.10%
0.020
+0.10%
+2.59%
11004.517
 
AAPL 		Apple Inc
8,153
1899.650
-2.17%
1.490
-0.03%
0.000
+6.90%
+16.50%
3377630.649
Hardware
VWO 		Vanguard FTSE Emerging Markets ETF
37,167
1778.460
+3.66%
1.390
+0.05%
0.000
+13.15%
+15.35%
79711.430
 

GOLDEN ROAD ADVISORS LLC's Historical Top Holdings Breakdowns

GOLDEN ROAD ADVISORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.57%
●
475.2 ($508.3) 527.7
$530.10
4.29%
Add 7.87%
18,760
1,368
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.35%
●
214.77 ($227.22) 237.72
$240.84
5.99%
Add 3.02%
63,576
1,862
VUG 		Vanguard Growth ETF2024-09-30Reduce
-0.30%
●
341.08 ($371.89) 391.94
$390.21
4.93%
Reduce -0.95%
96,383
-924
WMT 		Walmart Inc2024-09-30New Buy
+0.28%
●
66.91 ($73.44) 81.4
$83.68
13.94%
New holding
4,495
4,495
VTV 		Vanguard Value ETF2024-09-30Add
+0.20%
●
159.75 ($167.43) 174.57
$173.57
3.67%
Add 0.84%
180,211
1,499
JNJ 		Johnson & Johnson2024-09-30New Buy
+0.17%
●
145.48 ($159.33) 167.38
$158.35
-0.62%
New holding
1,320
1,320
VXF 		Vanguard Extended Market Index ETF2024-09-30Add
+0.16%
●
163.98 ($174.83) 182.92
$187.36
7.17%
Add 35.42%
4,370
1,143
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.13%
●
74.26 ($77.1) 78.84
$75.79
-1.70%
Add 23.62%
10,924
2,087
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.12%
●
255.18 ($272.76) 283.2
$285.30
4.60%
Add 19.46%
3,303
538
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-09-30Reduce
-0.10%
●
48.06 ($48.7) 49.39
$48.72
0.04%
Reduce -5.71%
40,305
-2,440

GOLDEN ROAD ADVISORS LLC Total Holding History ($B)

To

GOLDEN ROAD ADVISORS LLC's Asset Allocation

To

GOLDEN ROAD ADVISORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GOLDEN ROAD ADVISORS LLC's Hypothetical Growth since 2024-09-30

GOLDEN ROAD ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

GOLDEN ROAD ADVISORS LLC's Holdings Heat Map

Size field:

GOLDEN ROAD ADVISORS LLC's Holdings Bubble Chart

GOLDEN ROAD ADVISORS LLC News

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