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| Name: |
GOLDEN ROAD ADVISORS LLC |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33606 |
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| Holdings
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38 |
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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 |
|
VUG |
Vanguard Growth VIPERS |
1 |
- |
$342.82 |
$35,294,000 |
102,540 |
29.32% |
4,734,000 |
4,239 |
0.038 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
2 |
- |
$159.58 |
$30,379,000 |
186,533 |
25.24% |
5,099,000 |
17,439 |
0.034 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
3 |
- |
$220.83 |
$13,999,000 |
61,242 |
11.63% |
1,777,000 |
3,950 |
0.033 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
4 |
- |
$475.42 |
$8,815,000 |
18,338 |
7.32% |
651,000 |
-352 |
0.002 |
Closed - End Fund - E... |
|
|
VONV |
Vanguard Russell 1000 Value... |
5 |
- |
$76.84 |
$4,056,000 |
51,572 |
3.37% |
409,000 |
1,295 |
0.056 |
N/A |
|
|
VONG |
Vanguard Russell 1000 Growt... |
6 |
- |
$86.23 |
$3,849,000 |
44,407 |
3.2% |
407,000 |
284 |
0.004 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
7 |
- |
$49.56 |
$3,336,000 |
66,501 |
2.77% |
294,000 |
2,990 |
0.003 |
Closed - End Fund - F... |
|
|
VTIP |
Vanguard Short Term Inflati... |
8 |
- |
$48.00 |
$2,888,000 |
60,311 |
2.4% |
-931,000 |
-20,106 |
0.003 |
N/A |
|
|
BIV |
Vanguard Intermediate-Term ... |
9 |
New |
$74.10 |
$1,663,000 |
22,055 |
1.38% |
1,663,000 |
22,055 |
0.014 |
Closed - End Fund - Debt |
|
|
VWO |
Vanguard Emerging Markets S... |
10 |
- |
$43.20 |
$1,563,000 |
37,426 |
1.3% |
165,000 |
3,414 |
0 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
11 |
- |
$182.74 |
$1,363,000 |
7,949 |
1.13% |
-212,000 |
-233 |
0 |
Personal Computers |
|
|
IWF |
iShares Russell 1000 Growth |
12 |
- |
$335.19 |
$1,213,000 |
3,598 |
1.01% |
108,000 |
-48 |
0.001 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
13 |
- |
$904.12 |
$1,074,000 |
1,189 |
0.89% |
482,000 |
-7 |
0 |
Semiconductor - Speci... |
|
|
VTWO |
Vanguard Russell 2000 Etf |
14 |
- |
$82.40 |
$1,050,000 |
12,346 |
0.87% |
100,000 |
628 |
0.018 |
N/A |
|
|
VONE |
Vanguard Russell 1000 Etf |
15 |
- |
$235.14 |
$839,000 |
3,520 |
0.7% |
75,000 |
0 |
0.003 |
N/A |
|
|
OEF |
iShares S&P 100 Index |
16 |
- |
$246.62 |
$809,000 |
3,268 |
0.67% |
79,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
17 |
- |
$410.54 |
$786,000 |
1,868 |
0.65% |
63,000 |
-56 |
0 |
Application Software |
|
|
IWD |
iShares Russell 1000 Value |
18 |
- |
$175.05 |
$721,000 |
4,023 |
0.6% |
51,000 |
-32 |
0.001 |
Closed - End Fund - E... |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
19 |
- |
$0.00 |
$554,000 |
5,946 |
0.46% |
48,000 |
0 |
0.016 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
20 |
- |
$284.23 |
$551,000 |
1,913 |
0.46% |
49,000 |
-1 |
0.001 |
Closed - End Fund - E... |
|
|
VXF |
Vanguard Extended Market VI... |
21 |
- |
$169.69 |
$545,000 |
3,111 |
0.45% |
24,000 |
-59 |
0.004 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
22 |
- |
$256.30 |
$506,000 |
1,948 |
0.42% |
102,000 |
246 |
0 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
23 |
- |
$188.00 |
$456,000 |
2,527 |
0.38% |
66,000 |
-40 |
0 |
Internet Software & S... |
|
|
IEFA |
Ishares Core Msci Eafe |
24 |
- |
$0.00 |
$395,000 |
5,317 |
0.33% |
-1,000 |
-318 |
0 |
N/A |
|
|
PDP |
Invesco DWA Momentum ETF |
25 |
- |
$95.53 |
$350,000 |
3,541 |
0.29% |
47,000 |
1 |
0.016 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
26 |
- |
$406.37 |
$344,000 |
819 |
0.29% |
52,000 |
0 |
0 |
Property & Casualty I... |
|
|
GOOGL |
Alphabet Inc |
27 |
- |
$169.38 |
$334,000 |
2,214 |
0.28% |
19,000 |
-40 |
0 |
Search Engines & Info... |
|
|
FB |
Meta Platforms Inc |
28 |
- |
$472.60 |
$320,000 |
660 |
0.27% |
88,000 |
4 |
0 |
Internet Service Prov... |
|
|
GOOG |
Alphabet Inc |
29 |
- |
$171.16 |
$316,000 |
2,073 |
0.26% |
8,000 |
-113 |
0 |
Search Engines & Info... |
|
|
AVGO |
Broadcom Limited |
30 |
- |
$1,325.37 |
$315,000 |
238 |
0.26% |
37,000 |
-11 |
0 |
Semiconductor- Broad... |
|
|
LLY |
Eli Lilly & Co |
31 |
- |
$775.00 |
$266,000 |
342 |
0.22% |
60,000 |
-11 |
0 |
Drug Manufacturers - ... |
|
|
UNH |
Unitedhealth Group Inc |
32 |
- |
$503.21 |
$265,000 |
536 |
0.22% |
-39,000 |
-42 |
0 |
Health Care Plans |
|
|
JPM |
JP Morgan Chase & Co |
33 |
- |
$195.65 |
$261,000 |
1,304 |
0.22% |
30,000 |
-55 |
0 |
Domestic Money Center... |
|
|
JNJ |
Johnson & Johnson |
34 |
- |
$148.95 |
$241,000 |
1,526 |
0.2% |
3,000 |
9 |
0 |
Drug Manufacturers - ... |
|
|
ORCL |
Oracle Corp |
35 |
New |
$117.39 |
$228,000 |
1,818 |
0.19% |
228,000 |
1,818 |
0 |
Application Software |
|
|
AGG |
iShares Barclays Agency Bond |
36 |
- |
$96.26 |
$225,000 |
2,300 |
0.19% |
-4,000 |
-4 |
0 |
Closed - End Fund - E... |
|
|
V |
Visa Inc |
37 |
New |
$277.19 |
$202,000 |
723 |
0.17% |
202,000 |
723 |
0 |
Business Services |
|
|
TSLA |
Tesla Motors Inc |
38 |
Closed |
$177.81 |
$0 |
0 |
0% |
-213,000 |
-858 |
0 |
Auto Manufacturers |
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