GOLDEN ROAD ADVISORS LLC
54 holdingsFiling period: 2026-03-31Current AUM: $198.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 115.0K | $50.2M | $58.8M | 29.57% | +2.8K | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 218.6K | $42.9M | $48.1M | 24.19% | -388 | 2026-03-31 |
| 3 | VB | VANGUARD INDEX FDS | 69.5K | $18.2M | $20.5M | 10.32% | +1.3K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 19.4K | $11.6M | $13.3M | 6.71% | -222 | 2026-03-31 |
| 5 | VONV | VANGUARD SCOTTSDALE FDS | 63.0K | $5.9M | $7.0M | 3.50% | -358 | 2026-03-31 |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 53.0K | $5.8M | $6.5M | 3.25% | +348 | 2026-03-31 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 77.9K | $5.0M | $5.5M | 2.77% | -593 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 16.0K | $2.8M | $3.2M | 1.62% | +1.6K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 10.5K | $2.7M | $3.2M | 1.63% | -2,331 | 2026-03-31 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 42.4K | $2.3M | $2.5M | 1.25% | -302 | 2026-03-31 |
| 11 | VTI | VANGUARD INDEX FDS | 5.9K | $1.9M | $2.2M | 1.10% | +1.2K | 2026-03-31 |
| 12 | RJF | RAYMOND JAMES FINL INC | 10.1K | $1.5M | $1.8M | 0.89% | -- | 2026-03-31 |
| 13 | IWF | ISHARES TR | 3.3K | $1.4M | $1.6M | 0.79% | -8 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 2.9K | $1.1M | $1.4M | 0.68% | -48 | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 5.1K | $1.1M | $1.4M | 0.70% | +686 | 2026-03-31 |
| 16 | VONE | VANGUARD SCOTTSDALE FDS | 3.5K | $1.0M | $1.2M | 0.60% | -- | 2026-03-31 |
| 17 | VXF | VANGUARD INDEX FDS | 5.0K | $1.0M | $1.2M | 0.60% | +177 | 2026-03-31 |
| 18 | VTWO | VANGUARD SCOTTSDALE FDS | 9.5K | $953K | $1.1M | 0.56% | -414 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 3.3K | $943K | $1.2M | 0.59% | +336 | 2026-03-31 |
| 20 | IWD | ISHARES TR | 4.2K | $907K | $1.1M | 0.54% | -149 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 2.8K | $872K | $1.1M | 0.55% | +288 | 2026-03-31 |
| 22 | ESGV | VANGUARD WORLD FD | 7.7K | $862K | $1.0M | 0.51% | +169 | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 2.7K | $781K | $971K | 0.49% | +239 | 2026-03-31 |
| 24 | OEF | ISHARES TR | 2.2K | $693K | $804K | 0.40% | -104 | 2026-03-31 |
| 25 | WMT | WALMART INC | 5.6K | $692K | $619K | 0.31% | +3.0K | 2026-03-31 |
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