The Analysis of GOLDEN ROAD ADVISORS LLC's Holdings
Currently, GOLDEN ROAD ADVISORS LLC holds 49 types of securities in its portfolio with a total value $175.6M. In the most recent quarter, they have increased their positions in VUG (+3.8K shares, valued at $1.9M), VTV (+8.2K shares, valued at $1.6M), MDY (+508 shares, valued at $306.5K); decreased their positions in NVDA (-5.6K shares, valued at $1.0M), AAPL (-1.9K shares, valued at $519.0K), JPM (-718 shares, valued at $231.4K); initiated new positions in MDY (+508 shares, valued at $306.5K), BAC (+3.7K shares, valued at $204.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS112.2K shares3.52%2025-12-312026-02-02
VTV VANGUARD INDEX FDS218.9K shares3.89%2025-12-312026-02-02
VB VANGUARD INDEX FDS68.1K shares-0.92%2025-12-312026-02-02
VONG VANGUARD SCOTTSDALE FDS52.6K shares2.41%2025-12-312026-02-02
VONV VANGUARD SCOTTSDALE FDS63.4K shares4.75%2025-12-312026-02-02
VEA VANGUARD TAX-MANAGED FDS78.5K shares1.01%2025-12-312026-02-02
AAPL APPLE INC12.8K shares-12.95%2025-12-312026-02-02
NVDA NVIDIA CORPORATION14.4K shares-27.97%2025-12-312026-02-02
VWO VANGUARD INTL EQUITY INDEX F42.7K shares1.17%2025-12-312026-02-02
VTI VANGUARD INDEX FDS4.8K shares11.06%2025-12-312026-02-02
IWF ISHARES TR3.3K shares-3.20%2025-12-312026-02-02
MSFT MICROSOFT CORP3.0K shares-12.45%2025-12-312026-02-02
VONE VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-12-312026-02-02
AMZN AMAZON COM INC4.4K shares-0.14%2025-12-312026-02-02
VXF VANGUARD INDEX FDS4.9K shares-2.59%2025-12-312026-02-02
VTWO VANGUARD SCOTTSDALE FDS9.9K shares-1.77%2025-12-312026-02-02
IWD ISHARES TR4.4K shares5.49%2025-12-312026-02-02
ALPHABET INC ALPHABET INC2.9K shares-0.24%2025-12-312026-02-02
ESGV VANGUARD WORLD FD7.5K shares-0.45%2025-12-312026-02-02
BROADCOM INC BROADCOM INC2.5K shares0.24%2025-12-312026-02-02
OEF ISHARES TR2.3K shares0.00%2025-12-312026-02-02
ALPHABET INC ALPHABET INC2.5K shares0.85%2025-12-312026-02-02
META META PLATFORMS INC976 shares6.78%2025-12-312026-02-02
VTIP VANGUARD MALVERN FDS12.9K shares-8.80%2025-12-312026-02-02
IWB ISHARES TR1.6K shares-16.48%2025-12-312026-02-02
TSLA TESLA INC1.3K shares-0.86%2025-12-312026-02-02
IEFA ISHARES TR6.4K shares1.45%2025-12-312026-02-02
JPM JPMORGAN CHASE & CO.1.6K shares-31.03%2025-12-312026-02-02
VGT VANGUARD WORLD FD666 shares-5.26%2025-12-312026-02-02
LLY ELI LILLY & CO447 shares3.71%2025-12-312026-02-02
BIV VANGUARD BD INDEX FDS5.3K shares31.52%2025-12-312026-02-02
PDP INVESCO EXCHANGE TRADED FD T3.2K shares-5.30%2025-12-312026-02-02
EFA ISHARES TR3.5K shares0.00%2025-12-312026-02-02
V VISA INC898 shares7.03%2025-12-312026-02-02
JNJ JOHNSON & JOHNSON1.5K shares-10.29%2025-12-312026-02-02
MDY SPDR S&P MIDCAP 400 ETF TR508 sharesnew addition2025-12-312026-02-02
ORCL ORACLE CORP1.5K shares-10.62%2025-12-312026-02-02
WMT WALMART INC2.6K shares5.34%2025-12-312026-02-02
ABBV ABBVIE INC1.1K shares6.12%2025-12-312026-02-02
MA MASTERCARD INCORPORATED437 shares-7.02%2025-12-312026-02-02
RTX RTX CORPORATION1.3K shares-6.12%2025-12-312026-02-02
XOM EXXON MOBIL CORP1.9K shares3.78%2025-12-312026-02-02
IEMG ISHARES INC3.3K shares-0.15%2025-12-312026-02-02
IJH ISHARES TR3.3K shares-4.69%2025-12-312026-02-02
NFLX NETFLIX INC2.2K shares809.17%2025-12-312026-02-02
BAC BANK AMERICA CORP3.7K sharesnew addition2025-12-312026-02-02
COST COSTCO WHSL CORP NEW235 shares-8.56%2025-12-312026-02-02
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available