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Disclosery

13F-HR filed by GOLDEN ROAD ADVISORS LLC

GOLDEN ROAD ADVISORS LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-03-14, with 35 holding rows worth $104,552,047.

Accession
0001951757-24-000261
Filer
CIK 2014454
Filed
2024-03-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 35 entries on the cover page, a total value of $104,552,047 stated on the cover page (in dollars after the unit check, H1), rows summing to $104,552,047 with VALUE read as dollars as filed, 13F file number 028-24016. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • included managerColumbia Threadneedle
  • included managerJennison Associates
  • included managerFreedom UMA
  • included managerBoston Partners Gobal Investments
  • included managerParametric Portfolio Association
  • included managerAtlantic Capital Management Co
  • included managerEagle Asset Management
  • included managerStringer Asset Management
  • included managerPanassus Investments

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Growth922908736COM98,301$30,559,937dollars as filed
Vanguard Value ETF922908744SHS169,094$25,279,622dollars as filed
Vanguard Small-Cap ETF922908751SHS57,292$12,222,127dollars as filed
Vanguard S&P 500 ETF922908363COM18,690$8,163,583dollars as filed
VANGUARD MALVERN FDS922020805SHS80,417$3,818,994dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM50,277$3,647,094dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM44,123$3,442,476dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS63,511$3,042,189dollars as filed
Apple Inc037833100COM8,182$1,575,280dollars as filed
VWO922042858SHS34,012$1,397,890dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,646$1,105,358dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK11,718$950,330dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM3,520$763,629dollars as filed
ISHARES TR464287101S&P 100 ETF3,268$730,039dollars as filed
Microsoft Corp594918104COM1,924$723,438dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,055$670,089dollars as filed
NVIDIA Corp67066G104COM1,196$592,283dollars as filed
Vanguard Extended Market ETF922908652SHS3,170$521,275dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS5,946$505,767dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,914$501,966dollars as filed
VTI922908769COM1,702$403,646dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS5,635$396,422dollars as filed
Amazon.com, Inc023135106COM2,567$390,030dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,254$314,861dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,186$308,073dollars as filed
UnitedHealth Group Inc91324P102COM578$304,217dollars as filed
INVESCO EXCHANGE TRADED FD T46137V837DORSEY WRIGHT MO3,540$302,677dollars as filed
Berkshire Hathaway Inc084670702COM819$292,105dollars as filed
Broadcom Inc.11135F101COM249$277,946dollars as filed
Johnson & Johnson478160104COM1,517$237,701dollars as filed
META PLATFORMS INC CL A30303M102COM656$232,198dollars as filed
JPMorgan Chase & Co46625H100COM1,359$231,166dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,304$228,672dollars as filed
Tesla Motors, Inc88160R101COM858$213,196dollars as filed
Eli Lilly and Company532457108COM353$205,771dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-24-000261this filing2024-03-14acceptance time not in the bulk data set