GOLDEN ROAD ADVISORS LLC: 13F holdings

CIK 20144542026Q2

Positions67
Reported value$206.2m
Filed2026-08-07

Change since last quarter

Positions67 (+14 vs prior quarter)
Reported value$206.2m (+18.8%)

Top 10 holdings

SecuritySharesValueWeight
VUG VANGUARD INDEX FDS700,912$60.4m29.3%
VTV VANGUARD INDEX FDS220,555$48.1m23.3%
VB VANGUARD INDEX FDS68,897$20.9m10.1%
VOO VANGUARD INDEX FDS19,239$13.2m6.4%
VONG VANGUARD SCOTTSDALE FDS53,797$6.9m3.3%
VONV VANGUARD SCOTTSDALE FDS62,907$6.7m3.2%
VEA VANGUARD TAX-MANAGED FDS78,384$5.6m2.7%
AAPL APPLE INC12,515$3.6m1.8%
NVDA NVIDIA CORPORATION16,454$3.3m1.6%
VWO VANGUARD INTL EQUITY INDEX F42,857$2.6m1.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2014454")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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