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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 2024-09-30, filed 2024-10-28, with 38 holding rows worth $127,683,127.

Accession
0001951757-24-001133
Filer
CIK 2014454
Filed
2024-10-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 38 entries on the cover page, a total value of $127,683,127 stated on the cover page (in dollars after the unit check, H1), rows summing to $127,683,127 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 managerAtlantic Capital Management Co
  • included managerBoston Partners Gobal Investments
  • included managerColumbia Threadneedle
  • included managerEagle Asset Management
  • included managerFederated Investments
  • included managerFreedom UMA
  • included managerJennison Associates
  • included managerParametric Portfolio Association

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 Growth922908736COM96,383$37,004,426dollars as filed
Vanguard Value ETF922908744SHS180,211$31,459,236dollars as filed
Vanguard Small-Cap ETF922908751SHS63,576$15,080,657dollars as filed
Vanguard S&P 500 ETF922908363COM18,760$9,898,870dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM52,316$4,359,492dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM43,660$4,214,063dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS64,245$3,392,757dollars as filed
VANGUARD MALVERN FDS922020805SHS40,305$1,987,440dollars as filed
Apple Inc037833100COM8,153$1,899,649dollars as filed
VWO922042858SHS37,167$1,778,456dollars as filed
NVIDIA Corp67066G104COM12,597$1,529,780dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,567$1,338,980dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK12,897$1,152,476dollars as filed
VTI922908769COM3,303$935,277dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM3,520$915,446dollars as filed
ISHARES TR464287101S&P 100 ETF3,268$904,452dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS10,924$856,114dollars as filed
Vanguard Extended Market ETF922908652SHS4,370$795,265dollars as filed
Microsoft Corp594918104COM1,808$777,982dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,036$766,033dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS5,946$604,411dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,881$591,368dollars as filed
Amazon.com, Inc023135106COM3,115$580,418dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS5,412$422,407dollars as filed
Broadcom Inc.11135F101COM2,407$415,208dollars as filed
META PLATFORMS INC CL A30303M102COM710$406,432dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,282$378,470dollars as filed
Berkshire Hathaway Inc084670702COM799$367,748dollars as filed
Walmart Inc.931142103COM4,495$362,981dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,135$356,951dollars as filed
INVESCO EXCHANGE TRADED FD T46137V837DORSEY WRIGHT MO3,235$334,046dollars as filed
Oracle Corporation68389X105COM1,833$312,343dollars as filed
Eli Lilly and Company532457108COM351$310,965dollars as filed
JPMorgan Chase & Co46625H100COM1,298$273,696dollars as filed
Tesla Motors, Inc88160R101COM960$251,165dollars as filed
UnitedHealth Group Inc91324P102COM397$232,118dollars as filed
Costco Wholesale Corporation22160K105COM250$221,630dollars as filed
Johnson & Johnson478160104COM1,320$213,919dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-24-001133this filing2024-10-28acceptance time not in the bulk data set