GOLDEN ROAD ADVISORS LLC - Portfolio Stock Holdings
Report Period:
March 31, 2024No. of Stocks:
38Est Stock Holding Value:
$120,373,069Top Stock Holdings By Sector
Portfolio Stock Holdings - GOLDEN ROAD ADVISORS LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
| VUG | 102,540 | $35,294,268 | 29.32% | +4,239 | +$1,459,064 | +4.31% |
| VTV | 186,533 | $30,378,764 | 25.24% | +17,439 | +$2,840,116 | +10.31% |
| VB | 61,242 | $13,999,309 | 11.63% | +3,950 | +$902,931 | +6.89% |
| VOO | 18,338 | $8,815,077 | 7.32% | -352 | -$169,206 | -1.88% |
| VONV | 51,572 | $4,055,622 | 3.37% | +1,295 | +$101,839 | +2.58% |
| VONG | 44,407 | $3,848,755 | 3.20% | +284 | +$24,614 | +0.64% |
| VEA | 66,501 | $3,336,355 | 2.77% | +2,990 | +$150,008 | +4.71% |
| VTIP | 60,311 | $2,888,294 | 2.40% | -20,106 | -$962,876 | -25.00% |
| BIV | 22,055 | $1,662,947 | 1.38% | +22,055 | +$1,662,947 | Open |
| VWO | 37,426 | $1,563,284 | 1.30% | +3,414 | +$142,603 | +10.04% |
| AAPL | 7,949 | $1,363,095 | 1.13% | -233 | -$39,955 | -2.85% |
| IWF | 3,598 | $1,212,706 | 1.01% | -48 | -$16,178 | -1.32% |
| NVDA | 1,189 | $1,074,333 | 0.89% | -7 | -$6,325 | -0.59% |
| VTWO | 12,346 | $1,050,151 | 0.87% | +628 | +$53,418 | +5.36% |
| VONE | 3,520 | $838,886 | 0.70% | - | - | - |
| OEF | 3,268 | $808,536 | 0.67% | - | - | - |
| MSFT | 1,868 | $785,905 | 0.65% | -56 | -$23,560 | -2.91% |
| IWD | 4,023 | $720,560 | 0.60% | -32 | -$5,732 | -0.79% |
| ESGV | 5,946 | $554,108 | 0.46% | - | - | - |
| IWB | 1,913 | $551,001 | 0.46% | -1 | -$288 | -0.05% |
| VXF | 3,111 | $545,265 | 0.45% | -59 | -$10,341 | -1.86% |
| VTI | 1,948 | $506,285 | 0.42% | +246 | +$63,935 | +14.45% |
| AMZN | 2,527 | $455,820 | 0.38% | -40 | -$7,215 | -1.56% |
| IEFA | 5,317 | $394,628 | 0.33% | -318 | -$23,602 | -5.64% |
| PDP | 3,541 | $349,780 | 0.29% | +1 | +$99 | +0.03% |
| BRK.B | 819 | $344,406 | 0.29% | - | - | - |
| GOOGL | 2,214 | $334,159 | 0.28% | -40 | -$6,037 | -1.77% |
| META | 660 | $320,483 | 0.27% | +4 | +$1,942 | +0.61% |
| GOOG | 2,073 | $315,635 | 0.26% | -113 | -$17,205 | -5.17% |
| AVGO | 238 | $315,448 | 0.26% | -11 | -$14,580 | -4.42% |
| LLY | 342 | $266,062 | 0.22% | -11 | -$8,558 | -3.12% |
| UNH | 536 | $265,159 | 0.22% | -42 | -$20,777 | -7.27% |
| JPM | 1,304 | $261,191 | 0.22% | -55 | -$11,017 | -4.05% |
| JNJ | 1,526 | $241,398 | 0.20% | +9 | +$1,424 | +0.59% |
| ORCL | 1,818 | $228,359 | 0.19% | +1,818 | +$228,359 | Open |
| AGG | 2,300 | $225,262 | 0.19% | -4 | -$392 | -0.17% |
| V | 723 | $201,775 | 0.17% | +723 | +$201,775 | Open |
| TSLA | 0 | $0 | 0.00% | -858 | -$150,828 | -100.00% |