GOLDEN ROAD ADVISORS LLC
68 holdingsFiling period: 2026-06-30Current AUM: $208.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 700.9K | $60.4M | $61.0M | 29.31% | +586.0K | 2026-06-30 |
| 2 | VTV | VANGUARD INDEX FDS | 220.6K | $48.1M | $49.1M | 23.59% | +2.0K | 2026-06-30 |
| 3 | VB | VANGUARD INDEX FDS | 68.9K | $20.9M | $20.0M | 9.63% | -561 | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 19.2K | $13.2M | $13.4M | 6.43% | -170 | 2026-06-30 |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | 53.8K | $6.9M | $6.7M | 3.21% | +838 | 2026-06-30 |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | 62.9K | $6.7M | $7.0M | 3.37% | -85 | 2026-06-30 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 78.4K | $5.6M | $5.6M | 2.69% | +499 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 12.5K | $3.6M | $4.1M | 1.99% | +2.0K | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 16.5K | $3.3M | $3.5M | 1.68% | +455 | 2026-06-30 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 42.9K | $2.6M | $2.5M | 1.22% | +471 | 2026-06-30 |
| 11 | VTI | VANGUARD INDEX FDS | 6.3K | $2.3M | $2.3M | 1.12% | +334 | 2026-06-30 |
| 12 | IWF | ISHARES TR | 13.6K | $1.7M | $1.6M | 0.79% | +10.3K | 2026-06-30 |
| 13 | RJF | RAYMOND JAMES FINL INC | 9.9K | $1.5M | $1.7M | 0.80% | -144 | 2026-06-30 |
| 14 | AMZN | AMAZON COM INC | 5.8K | $1.4M | $1.4M | 0.69% | +689 | 2026-06-30 |
| 15 | GOOGL | ALPHABET INC | 3.5K | $1.2M | $1.2M | 0.58% | +212 | 2026-06-30 |
| 16 | VXF | VANGUARD INDEX FDS | 5.0K | $1.2M | $1.2M | 0.57% | -31 | 2026-06-30 |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | 3.5K | $1.2M | $1.2M | 0.58% | -- | 2026-06-30 |
| 18 | MSFT | MICROSOFT CORP | 3.2K | $1.2M | $1.6M | 0.76% | +239 | 2026-06-30 |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | 9.4K | $1.1M | $1.1M | 0.52% | -126 | 2026-06-30 |
| 20 | AVGO | BROADCOM INC | 2.9K | $1.1M | $970K | 0.47% | +43 | 2026-06-30 |
| 21 | IWD | ISHARES TR | 4.2K | $1.0M | $1.1M | 0.51% | -94 | 2026-06-30 |
| 22 | GOOG | ALPHABET INC | 2.8K | $1.0M | $969K | 0.47% | +117 | 2026-06-30 |
| 23 | ESGV | VANGUARD WORLD FD | 7.6K | $998K | $1.0M | 0.49% | -129 | 2026-06-30 |
| 24 | OEF | ISHARES TR | 2.2K | $797K | $820K | 0.39% | -- | 2026-06-30 |
| 25 | MU | MICRON TECHNOLOGY INC | 595 | $686K | $551K | 0.26% | -- | 2026-06-30 |
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