Filed: 4/21/2025ACC: 0001951757-25-000381
📋 What this filing means
GOLDEN ROAD ADVISORS LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $128.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$128.08M
Total AUM (reported)
708.36K
Total Shares
Allocation by class
GROWTH ETF$36.87M28.8%
VALUE ETF$33.60M26.2%
SMALL CP ETF$14.96M11.7%
S&P 500 ETF SHS$9.92M7.7%
COM$7.10M5.5%
VNG RUS1000VAL$4.33M3.4%
VNG RUS1000GRW$4.08M3.2%
Portfolio Concentration
Top 3$85.43M66.7%
4–10$27.26M21.3%
11–25$11.80M9.2%
Rest$3.59M2.8%
Top 3 weight
66.7%
Top 10 weight
88.0%
Voting Authority Distribution
Total shares with voting rights: 708.36K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
31.72K
shares
% of voting shares4.5%
None
No voting authority
676.64K
shares
% of voting shares95.5%
Investment Discretion (by position count)
Sole20
Shared0
Other18
Dominant voting typeNone · 95.5% of voting shares
Institutional Holdings38
Rows:
VANGUARD INDEX FDS
SOLEShares99.43K
TypeSH
Market value$36.87M
28.79%
Sole
0.00
Shared
0.00
None
99.43K
VANGUARD INDEX FDS
SOLEShares194.54K
TypeSH
Market value$33.60M
26.24%
Sole
0.00
Shared
0.00
None
194.54K
VANGUARD INDEX FDS
SOLEShares67.45K
TypeSH
Market value$14.96M
11.68%
Sole
0.00
Shared
0.00
None
67.45K
VANGUARD INDEX FDS
SOLEShares19.31K
TypeSH
Market value$9.92M
7.75%
Sole
0.00
Shared
0.00
None
19.31K
VANGUARD SCOTTSDALE FDS
SOLEShares52.46K
TypeSH
Market value$4.33M
3.38%
Sole
0.00
Shared
0.00
None
52.46K
VANGUARD SCOTTSDALE FDS
SOLEShares43.96K
TypeSH
Market value$4.08M
3.18%
Sole
0.00
Shared
0.00
None
43.96K
VANGUARD TAX-MANAGED FDS
SOLEShares70.56K
TypeSH
Market value$3.59M
2.80%
Sole
0.00
Shared
0.00
None
70.56K
APPLE INC
DFNDShares9.99K
TypeSH
Market value$2.22M
1.73%
Sole
0.00
Shared
5.04K
None
4.95K
VANGUARD INTL EQUITY INDEX F
SOLEShares39.63K
TypeSH
Market value$1.79M
1.40%
Sole
0.00
Shared
0.00
None
39.63K
NVIDIA CORPORATION
DFNDShares12.21K
TypeSH
Market value$1.32M
1.03%
Sole
0.00
Shared
8.91K
None
3.30K
ISHARES TR
SOLEShares3.44K
TypeSH
Market value$1.24M
0.97%
Sole
0.00
Shared
0.00
None
3.44K
VANGUARD MALVERN FDS
SOLEShares22.11K
TypeSH
Market value$1.10M
0.86%
Sole
0.00
Shared
0.00
None
22.11K
MICROSOFT CORP
DFNDShares2.78K
TypeSH
Market value$1.04M
0.81%
Sole
0.00
Shared
1.64K
None
1.13K
VANGUARD SCOTTSDALE FDS
SOLEShares12.87K
TypeSH
Market value$1.04M
0.81%
Sole
0.00
Shared
0.00
None
12.87K
VANGUARD INDEX FDS
SOLEShares3.43K
TypeSH
Market value$943.5K
0.74%
Sole
0.00
Shared
0.00
None
3.43K
VANGUARD SCOTTSDALE FDS
DFNDShares3.52K
TypeSH
Market value$893.6K
0.70%
Sole
0.00
Shared
0.00
None
3.52K
VANGUARD INDEX FDS
SOLEShares4.71K
TypeSH
Market value$812.1K
0.63%
Sole
0.00
Shared
0.00
None
4.71K
ISHARES TR
SOLEShares4.08K
TypeSH
Market value$768.3K
0.60%
Sole
0.00
Shared
0.00
None
4.08K
ISHARES TR
SOLEShares2.76K
TypeSH
Market value$748.6K
0.58%
Sole
0.00
Shared
0.00
None
2.76K
VANGUARD WORLD FD
SOLEShares7.51K
TypeSH
Market value$735.8K
0.57%
Sole
0.00
Shared
0.00
None
7.51K
AMAZON COM INC
DFNDShares3.41K
TypeSH
Market value$649.2K
0.51%
Sole
0.00
Shared
3.36K
None
50.00
ISHARES TR
SOLEShares1.88K
TypeSH
Market value$577.0K
0.45%
Sole
0.00
Shared
0.00
None
1.88K
BERKSHIRE HATHAWAY INC DEL
DFNDShares801.00
TypeSH
Market value$426.6K
0.33%
Sole
0.00
Shared
501.00
None
300.00
ISHARES TR
SOLEShares5.46K
TypeSH
Market value$413.4K
0.32%
Sole
0.00
Shared
0.00
None
5.46K
META PLATFORMS INC
DFNDShares709.00
TypeSH
Market value$408.6K
0.32%
Sole
0.00
Shared
709.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 99.43K | SH | $36.87M 28.79% | 0.00 | 0.00 | 99.43K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 194.54K | SH | $33.60M 26.24% | 0.00 | 0.00 | 194.54K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 67.45K | SH | $14.96M 11.68% | 0.00 | 0.00 | 67.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.31K | SH | $9.92M 7.75% | 0.00 | 0.00 | 19.31K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 52.46K | SH | $4.33M 3.38% | 0.00 | 0.00 | 52.46K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 43.96K | SH | $4.08M 3.18% | 0.00 | 0.00 | 43.96K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 70.56K | SH | $3.59M 2.80% | 0.00 | 0.00 | 70.56K |
APPLE INCDFND | COM | 9.99K | SH | $2.22M 1.73% | 0.00 | 5.04K | 4.95K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 39.63K | SH | $1.79M 1.40% | 0.00 | 0.00 | 39.63K |
NVIDIA CORPORATIONDFND | COM | 12.21K | SH | $1.32M 1.03% | 0.00 | 8.91K | 3.30K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.44K | SH | $1.24M 0.97% | 0.00 | 0.00 | 3.44K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 22.11K | SH | $1.10M 0.86% | 0.00 | 0.00 | 22.11K |
MICROSOFT CORPDFND | COM | 2.78K | SH | $1.04M 0.81% | 0.00 | 1.64K | 1.13K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 12.87K | SH | $1.04M 0.81% | 0.00 | 0.00 | 12.87K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.43K | SH | $943.5K 0.74% | 0.00 | 0.00 | 3.43K |
VANGUARD SCOTTSDALE FDSDFND | VNG RUS1000IDX | 3.52K | SH | $893.6K 0.70% | 0.00 | 0.00 | 3.52K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 4.71K | SH | $812.1K 0.63% | 0.00 | 0.00 | 4.71K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.08K | SH | $768.3K 0.60% | 0.00 | 0.00 | 4.08K |
ISHARES TRSOLE | S&P 100 ETF | 2.76K | SH | $748.6K 0.58% | 0.00 | 0.00 | 2.76K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 7.51K | SH | $735.8K 0.57% | 0.00 | 0.00 | 7.51K |
AMAZON COM INCDFND | COM | 3.41K | SH | $649.2K 0.51% | 0.00 | 3.36K | 50.00 |
ISHARES TRSOLE | RUS 1000 ETF | 1.88K | SH | $577.0K 0.45% | 0.00 | 0.00 | 1.88K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 801.00 | SH | $426.6K 0.33% | 0.00 | 501.00 | 300.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 5.46K | SH | $413.4K 0.32% | 0.00 | 0.00 | 5.46K |
META PLATFORMS INCDFND | CL A | 709.00 | SH | $408.6K 0.32% | 0.00 | 709.00 | 0.00 |
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