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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 2024-06-30, filed 2024-07-31, with 36 holding rows worth $121,263,440.

Accession
0001951757-24-000596
Filer
CIK 2014454
Filed
2024-07-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 36 entries on the cover page, a total value of $121,263,440 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,263,440 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 managerFederated Investments
  • 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

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 Growth922908736COM97,307$37,787,387dollars as filed
Vanguard Value ETF922908744SHS178,712$28,697,445dollars as filed
Vanguard Small-Cap ETF922908751SHS61,714$13,335,591dollars as filed
Vanguard S&P 500 ETF922908363COM17,392$8,885,368dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM44,160$4,304,275dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM52,171$3,981,169dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS63,587$3,185,086dollars as filed
VANGUARD MALVERN FDS922020805SHS42,745$2,061,164dollars as filed
Apple Inc037833100COM8,334$1,905,819dollars as filed
NVIDIA Corp67066G104COM12,541$1,647,637dollars as filed
VWO922042858SHS35,854$1,608,036dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,598$1,363,462dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK12,624$1,027,341dollars as filed
Microsoft Corp594918104COM1,997$917,518dollars as filed
ISHARES TR464287101S&P 100 ETF3,268$890,595dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM3,520$883,027dollars as filed
VTI922908769COM2,765$753,253dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,037$702,277dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS8,837$664,984dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS5,946$587,584dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,898$575,796dollars as filed
Amazon.com, Inc023135106COM2,838$565,727dollars as filed
Vanguard Extended Market ETF922908652SHS3,227$541,010dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,390$451,662dollars as filed
Broadcom Inc.11135F101COM242$419,461dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,118$403,352dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS5,279$388,693dollars as filed
META PLATFORMS INC CL A30303M102COM727$385,310dollars as filed
Berkshire Hathaway Inc084670702COM849$348,531dollars as filed
INVESCO EXCHANGE TRADED FD T46137V837DORSEY WRIGHT MO3,489$344,113dollars as filed
Eli Lilly and Company532457108COM352$328,240dollars as filed
UnitedHealth Group Inc91324P102COM628$308,922dollars as filed
JPMorgan Chase & Co46625H100COM1,302$270,334dollars as filed
Tesla Motors, Inc88160R101COM1,003$263,117dollars as filed
Oracle Corporation68389X105COM1,856$261,102dollars as filed
Costco Wholesale Corporation22160K105COM247$219,052dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-24-000596this filing2024-07-31acceptance time not in the bulk data set