GOLDEN ROAD ADVISORS LLC

Filed: 1/29/2025ACC: 0001951757-25-000143

📋 What this filing means

GOLDEN ROAD ADVISORS LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $132.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$132.21M

Total AUM (reported)

694.04K

Total Shares

Allocation by class

GROWTH ETF$40.07M30.3%

VALUE ETF$32.04M24.2%

SMALL CP ETF$16.06M12.1%

S&P 500 ETF SHS$10.16M7.7%

COM$7.33M5.5%

VNG RUS1000GRW$4.54M3.4%

VNG RUS1000VAL$4.28M3.2%

Portfolio Concentration

Top 3$88.17M66.7%

4–10$27.40M20.7%

11–25$12.57M9.5%

Rest$4.07M3.1%

Top 3 weight

66.7%

Top 10 weight

87.4%

Voting Authority Distribution

Total shares with voting rights: 694.04K

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

31.89K

% of voting shares4.6%

None

No voting authority

662.15K

% of voting shares95.4%

Investment Discretion (by position count)

Sole22

Shared0

Other17

Dominant voting typeNone · 95.4% of voting shares

Institutional Holdings39

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares97.62K

TypeSH

Market value$40.07M

30.31%

Sole

0.00

Shared

0.00

None

97.62K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares189.27K

TypeSH

Market value$32.04M

24.24%

Sole

0.00

Shared

0.00

None

189.27K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares66.83K

TypeSH

Market value$16.06M

12.15%

Sole

0.00

Shared

0.00

None

66.83K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares18.86K

TypeSH

Market value$10.16M

7.69%

Sole

0.00

Shared

0.00

None

18.86K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares43.95K

TypeSH

Market value$4.54M

3.43%

Sole

0.00

Shared

0.00

None

43.95K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000VAL

Shares52.65K

TypeSH

Market value$4.28M

3.24%

Sole

0.00

Shared

0.00

None

52.65K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares65.18K

TypeSH

Market value$3.12M

2.36%

Sole

0.00

Shared

0.00

None

65.18K

APPLE INC

DFND

COM

Shares8.17K

TypeSH

Market value$2.05M

1.55%

Sole

0.00

Shared

5.07K

None

3.10K

NVIDIA CORPORATION

DFND

COM

Shares12.25K

TypeSH

Market value$1.64M

1.24%

Sole

0.00

Shared

8.95K

None

3.30K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares36.58K

TypeSH

Market value$1.61M

1.22%

Sole

0.00

Shared

0.00

None

36.58K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares3.50K

TypeSH

Market value$1.40M

1.06%

Sole

0.00

Shared

0.00

None

3.50K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares4.61K

TypeSH

Market value$1.34M

1.01%

Sole

0.00

Shared

0.00

None

4.61K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares25.87K

TypeSH

Market value$1.25M

0.95%

Sole

0.00

Shared

0.00

None

25.87K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000IDX

Shares13.02K

TypeSH

Market value$1.16M

0.88%

Sole

0.00

Shared

0.00

None

13.02K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000IDX

Shares3.52K

TypeSH

Market value$938.9K

0.71%

Sole

0.00

Shared

0.00

None

3.52K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares4.59K

TypeSH

Market value$872.8K

0.66%

Sole

0.00

Shared

0.00

None

4.59K

ISHARES TR

SOLE

S&P 100 ETF

Shares2.76K

TypeSH

Market value$798.4K

0.60%

Sole

0.00

Shared

0.00

None

2.76K

MICROSOFT CORP

DFND

COM

Shares1.82K

TypeSH

Market value$765.4K

0.58%

Sole

0.00

Shared

1.63K

None

184.00

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares4.07K

TypeSH

Market value$753.7K

0.57%

Sole

0.00

Shared

0.00

None

4.07K

AMAZON COM INC

DFND

COM

Shares3.13K

TypeSH

Market value$686.3K

0.52%

Sole

0.00

Shared

3.08K

None

50.00

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares5.95K

TypeSH

Market value$623.7K

0.47%

Sole

0.00

Shared

0.00

None

5.95K

ISHARES TR

SOLE

RUS 1000 ETF

Shares1.88K

TypeSH

Market value$606.0K

0.46%

Sole

0.00

Shared

0.00

None

1.88K

BROADCOM INC

DFND

COM

Shares2.26K

TypeSH

Market value$524.9K

0.40%

Sole

0.00

Shared

2.26K

None

0.00

ALPHABET INC

DFND

CAP STK CL A

Shares2.28K

TypeSH

Market value$431.8K

0.33%

Sole

0.00

Shared

2.23K

None

50.00

META PLATFORMS INC

DFND

CL A

Shares711.00

TypeSH

Market value$416.3K

0.31%

Sole

0.00

Shared

711.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Shared	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	97.62K	SH	$40.07M 30.31%	0.00	97.62K
VANGUARD INDEX FDSSOLE	VALUE ETF	189.27K	SH	$32.04M 24.24%	0.00	189.27K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	66.83K	SH	$16.06M 12.15%	0.00	66.83K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	18.86K	SH	$10.16M 7.69%	0.00	18.86K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	43.95K	SH	$4.54M 3.43%	0.00	43.95K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000VAL	52.65K	SH	$4.28M 3.24%	0.00	52.65K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	65.18K	SH	$3.12M 2.36%	0.00	65.18K
APPLE INCDFND	COM	8.17K	SH	$2.05M 1.55%	5.07K	3.10K
NVIDIA CORPORATIONDFND	COM	12.25K	SH	$1.64M 1.24%	8.95K	3.30K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	36.58K	SH	$1.61M 1.22%	0.00	36.58K
ISHARES TRSOLE	RUS 1000 GRW ETF	3.50K	SH	$1.40M 1.06%	0.00	3.50K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	4.61K	SH	$1.34M 1.01%	0.00	4.61K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	25.87K	SH	$1.25M 0.95%	0.00	25.87K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000IDX	13.02K	SH	$1.16M 0.88%	0.00	13.02K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000IDX	3.52K	SH	$938.9K 0.71%	0.00	3.52K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	4.59K	SH	$872.8K 0.66%	0.00	4.59K
ISHARES TRSOLE	S&P 100 ETF	2.76K	SH	$798.4K 0.60%	0.00	2.76K
MICROSOFT CORPDFND	COM	1.82K	SH	$765.4K 0.58%	1.63K	184.00
ISHARES TRSOLE	RUS 1000 VAL ETF	4.07K	SH	$753.7K 0.57%	0.00	4.07K
AMAZON COM INCDFND	COM	3.13K	SH	$686.3K 0.52%	3.08K	50.00
VANGUARD WORLD FDSOLE	ESG US STK ETF	5.95K	SH	$623.7K 0.47%	0.00	5.95K
ISHARES TRSOLE	RUS 1000 ETF	1.88K	SH	$606.0K 0.46%	0.00	1.88K
BROADCOM INCDFND	COM	2.26K	SH	$524.9K 0.40%	2.26K	0.00
ALPHABET INCDFND	CAP STK CL A	2.28K	SH	$431.8K 0.33%	2.23K	50.00
META PLATFORMS INCDFND	CL A	711.00	SH	$416.3K 0.31%	711.00	0.00

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