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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 2024-12-31, filed 2025-01-29, with 39 holding rows worth $132,209,552.

Accession
0001951757-25-000143
Filer
CIK 2014454
Filed
2025-01-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 39 entries on the cover page, a total value of $132,209,552 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,209,552 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

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 Growth922908736COM97,622$40,068,474dollars as filed
Vanguard Value ETF922908744SHS189,274$32,043,961dollars as filed
Vanguard Small-Cap ETF922908751SHS66,827$16,057,090dollars as filed
Vanguard S&P 500 ETF922908363COM18,862$10,162,913dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM43,948$4,539,828dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM52,652$4,277,975dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS65,180$3,116,907dollars as filed
Apple Inc037833100COM8,169$2,045,681dollars as filed
NVIDIA Corp67066G104COM12,246$1,644,515dollars as filed
VWO922042858SHS36,582$1,611,070dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,498$1,404,727dollars as filed
VTI922908769COM4,607$1,335,155dollars as filed
VANGUARD MALVERN FDS922020805SHS25,867$1,252,490dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK13,016$1,162,719dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM3,520$938,854dollars as filed
Vanguard Extended Market ETF922908652SHS4,594$872,800dollars as filed
ISHARES TR464287101S&P 100 ETF2,764$798,381dollars as filed
Microsoft Corp594918104COM1,816$765,444dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,071$753,664dollars as filed
Amazon.com, Inc023135106COM3,128$686,252dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS5,946$623,676dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,881$605,983dollars as filed
Broadcom Inc.11135F101COM2,264$524,886dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,281$431,793dollars as filed
META PLATFORMS INC CL A30303M102COM711$416,298dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,095$398,972dollars as filed
Tesla Motors, Inc88160R101COM982$396,571dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS5,464$384,010dollars as filed
Berkshire Hathaway Inc084670702COM799$362,171dollars as filed
INVESCO EXCHANGE TRADED FD T46137V837DORSEY WRIGHT MO3,235$348,118dollars as filed
JPMorgan Chase & Co46625H100COM1,292$309,705dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS3,889$290,625dollars as filed
Oracle Corporation68389X105COM1,672$278,622dollars as filed
Eli Lilly and Company532457108COM354$273,288dollars as filed
Visa Inc92826C839COM675$213,327dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,046$204,838dollars as filed
MasterCard, Inc57636Q104COM389$204,836dollars as filed
Salesforce.com, Inc79466L302COM605$202,270dollars as filed
Costco Wholesale Corporation22160K105COM219$200,663dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000143this filing2025-01-29acceptance time not in the bulk data set