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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 :
11 |
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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 |
- |
$350.68 |
$35,294,000 |
102,540 |
29.32% |
4,734,000 |
4,239 |
0.038 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
2 |
- |
$161.18 |
$30,379,000 |
186,533 |
25.24% |
5,099,000 |
17,439 |
0.034 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
3 |
- |
$222.29 |
$13,999,000 |
61,242 |
11.63% |
1,777,000 |
3,950 |
0.033 |
Closed - End Fund - E... |
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VONV |
Vanguard Russell 1000 Value... |
5 |
- |
$77.73 |
$4,056,000 |
51,572 |
3.37% |
409,000 |
1,295 |
0.056 |
N/A |
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VONG |
Vanguard Russell 1000 Growt... |
6 |
- |
$88.06 |
$3,849,000 |
44,407 |
3.2% |
407,000 |
284 |
0.004 |
N/A |
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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... |
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VWO |
Vanguard Emerging Markets S... |
10 |
- |
$43.08 |
$1,563,000 |
37,426 |
1.3% |
165,000 |
3,414 |
0 |
Closed - End Fund - E... |
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VTWO |
Vanguard Russell 2000 Etf |
14 |
- |
$83.16 |
$1,050,000 |
12,346 |
0.87% |
100,000 |
628 |
0.018 |
N/A |
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VTI |
Vanguard Total Stock Market... |
22 |
- |
$260.44 |
$506,000 |
1,948 |
0.42% |
102,000 |
246 |
0 |
Closed - End Fund - E... |
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FB |
Meta Platforms Inc |
28 |
- |
$466.83 |
$320,000 |
660 |
0.27% |
88,000 |
4 |
0 |
Internet Service Prov... |
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JNJ |
Johnson & Johnson |
34 |
- |
$146.67 |
$241,000 |
1,526 |
0.2% |
3,000 |
9 |
0 |
Drug Manufacturers - ... |
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