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| Name: |
GOLDEN ROAD ADVISORS LLC |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33606 |
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data |
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| Holdings
Found :
18 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
4 |
- |
$497.64 |
$8,815,000 |
18,338 |
7.32% |
651,000 |
-352 |
0.002 |
Closed - End Fund - E... |
|
|
VTIP |
Vanguard Short Term Inflati... |
8 |
- |
$48.27 |
$2,888,000 |
60,311 |
2.4% |
-931,000 |
-20,106 |
0.003 |
N/A |
|
|
AAPL |
Apple Inc |
11 |
- |
$213.07 |
$1,363,000 |
7,949 |
1.13% |
-212,000 |
-233 |
0 |
Personal Computers |
|
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IWF |
iShares Russell 1000 Growth |
12 |
- |
$360.10 |
$1,213,000 |
3,598 |
1.01% |
108,000 |
-48 |
0.001 |
Closed - End Fund - E... |
|
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NVDA |
NVIDIA Corporation |
13 |
- |
$125.20 |
$1,074,000 |
1,189 |
0.89% |
482,000 |
-7 |
0 |
Semiconductor - Speci... |
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MSFT |
Microsoft Corp |
17 |
- |
$441.06 |
$786,000 |
1,868 |
0.65% |
63,000 |
-56 |
0 |
Application Software |
|
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IWD |
iShares Russell 1000 Value |
18 |
- |
$174.35 |
$721,000 |
4,023 |
0.6% |
51,000 |
-32 |
0.001 |
Closed - End Fund - E... |
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IWB |
ishares trust Russell 1000 |
20 |
- |
$295.52 |
$551,000 |
1,913 |
0.46% |
49,000 |
-1 |
0.001 |
Closed - End Fund - E... |
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VXF |
Vanguard Extended Market VI... |
21 |
- |
$169.98 |
$545,000 |
3,111 |
0.45% |
24,000 |
-59 |
0.004 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
23 |
- |
$186.89 |
$456,000 |
2,527 |
0.38% |
66,000 |
-40 |
0 |
Internet Software & S... |
|
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IEFA |
Ishares Core Msci Eafe |
24 |
- |
$0.00 |
$395,000 |
5,317 |
0.33% |
-1,000 |
-318 |
0 |
N/A |
|
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GOOGL |
Alphabet Inc |
27 |
- |
$177.79 |
$334,000 |
2,214 |
0.28% |
19,000 |
-40 |
0 |
Search Engines & Info... |
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GOOG |
Alphabet Inc |
29 |
- |
$179.56 |
$316,000 |
2,073 |
0.26% |
8,000 |
-113 |
0 |
Search Engines & Info... |
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AVGO |
Broadcom Limited |
30 |
- |
$1,495.51 |
$315,000 |
238 |
0.26% |
37,000 |
-11 |
0 |
Semiconductor- Broad... |
|
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LLY |
Eli Lilly & Co |
31 |
- |
$867.30 |
$266,000 |
342 |
0.22% |
60,000 |
-11 |
0 |
Drug Manufacturers - ... |
|
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UNH |
Unitedhealth Group Inc |
32 |
- |
$493.07 |
$265,000 |
536 |
0.22% |
-39,000 |
-42 |
0 |
Health Care Plans |
|
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JPM |
JP Morgan Chase & Co |
33 |
- |
$191.53 |
$261,000 |
1,304 |
0.22% |
30,000 |
-55 |
0 |
Domestic Money Center... |
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AGG |
iShares Barclays Agency Bond |
36 |
- |
$97.33 |
$225,000 |
2,300 |
0.19% |
-4,000 |
-4 |
0 |
Closed - End Fund - E... |
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