Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VUG) | 102,540 | +4,239 | $35,294 |
VUG | 102,540 | +4,239 | $35,294 |
VANGUARD INDEX FDS (VTV) | 186,533 | +17,439 | $30,379 |
VTV | 186,533 | +17,439 | $30,379 |
VANGUARD INDEX FDS (VB) | 61,242 | +3,950 | $13,999 |
VB | 61,242 | +3,950 | $13,999 |
VANGUARD INDEX FDS (VOO) | 18,338 | -352 | $8,815 |
VOO | 18,338 | -352 | $8,815 |
VANGUARD SCOTTSDALE FDS (VONV) | 51,572 | +1,295 | $4,056 |
VONV | 51,572 | +1,295 | $4,056 |
VANGUARD SCOTTSDALE FDS (VONG) | 44,407 | +284 | $3,849 |
VONG | 44,407 | +284 | $3,849 |
VANGUARD TAX MANAGED FDS (VEA) | 66,501 | +2,990 | $3,336 |
VEA | 66,501 | +2,990 | $3,336 |
VANGUARD MALVERN FDS (VTIP) | 60,311 | -20,106 | $2,888 |
VTIP | 60,311 | -20,106 | $2,888 |
VANGUARD BD INDEX FDS (BIV) | 22,055 | +22,055 | $1,663 |
BIV | 22,055 | +22,055 | $1,663 |
VANGUARD INTL EQUITY INDEX F (VWO) | 37,426 | +3,414 | $1,563 |
VWO | 37,426 | +3,414 | $1,563 |
APPLE INC | 7,949 | -233 | $1,363 |
AAPL | 7,949 | -233 | $1,363 |
ISHARES TR (IWF) | 3,598 | -48 | $1,213 |
IWF | 3,598 | -48 | $1,213 |
NVIDIA CORPORATION | 1,189 | -7 | $1,074 |
NVDA | 1,189 | -7 | $1,074 |
VANGUARD SCOTTSDALE FDS (VTWO) | 12,346 | +628 | $1,050 |
VTWO | 12,346 | +628 | $1,050 |
VANGUARD SCOTTSDALE FDS (VONE) | 3,520 | UNCH | $839 |
VONE | 3,520 | UNCH | $839 |
ISHARES TR (OEF) | 3,268 | UNCH | $809 |
OEF | 3,268 | UNCH | $809 |
MICROSOFT CORP | 1,868 | -56 | $786 |
MSFT | 1,868 | -56 | $786 |
ISHARES TR (IWD) | 4,023 | -32 | $721 |
IWD | 4,023 | -32 | $721 |
VANGUARD WORLD FD (ESGV) | 5,946 | UNCH | $554 |
ESGV | 5,946 | UNCH | $554 |
ISHARES TR (IWB) | 1,913 | -1 | $551 |
IWB | 1,913 | -1 | $551 |
VANGUARD INDEX FDS (VXF) | 3,111 | -59 | $545 |
VXF | 3,111 | -59 | $545 |
VANGUARD INDEX FDS (VTI) | 1,948 | +246 | $506 |
VTI | 1,948 | +246 | $506 |
AMAZON COM INC | 2,527 | -40 | $456 |
AMZN | 2,527 | -40 | $456 |
ISHARES TR (IEFA) | 5,317 | -318 | $395 |
IEFA | 5,317 | -318 | $395 |
INVESCO EXCHANGE TRADED FD T (PDP) | 3,541 | +1 | $350 |
PDP | 3,541 | +1 | $350 |
BERKSHIRE HATHAWAY INC DEL | $344 | ||
BRK.B | 819 | UNCH | $344 |
ALPHABET INC | 2,214 | -40 | $334 |
GOOGL | 2,214 | -40 | $334 |
META PLATFORMS INC | 660 | +4 | $320 |
META | 660 | +4 | $320 |
ALPHABET INC | 2,073 | -113 | $316 |
GOOG | 2,073 | -113 | $316 |
BROADCOM INC | 238 | -11 | $315 |
AVGO | 238 | -11 | $315 |
ELI LILLY & CO | 342 | -11 | $266 |
LLY | 342 | -11 | $266 |
UNITEDHEALTH GROUP INC | 536 | -42 | $265 |
UNH | 536 | -42 | $265 |
JPMORGAN CHASE & CO | 1,304 | -55 | $261 |
JPM | 1,304 | -55 | $261 |
JOHNSON & JOHNSON | 1,526 | +9 | $241 |
JNJ | 1,526 | +9 | $241 |
ORACLE CORP | 1,818 | +1,818 | $228 |
ORCL | 1,818 | +1,818 | $228 |
ISHARES TR (AGG) | 2,300 | -4 | $225 |
AGG | 2,300 | -4 | $225 |
See Full List: All Stocks Held By Golden Road Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Golden Road Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $120,371 At 12/31/2023: $104,551 Golden Road Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Golden Road Advisors LLC 13F filings. Link to 13F filings: SEC filings |