Golden Road Advisors LLC Top Holdings and 13F Report (2024) → Revolutionizing the Green Energy Space and Building Shareholder Value Along the Way (From Small Cap Sniper) (Ad) About Golden Road Advisors LLCInvestment ActivityGolden Road Advisors LLC has $120.37 million in total holdings as of March 31, 2024.Golden Road Advisors LLC owns shares of 37 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.51% of the portfolio was purchased this quarter.About 1.29% of the portfolio was sold this quarter.This quarter, Golden Road Advisors LLC has purchased 35 new stocks and bought additional shares in 12 stocks.Golden Road Advisors LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $35,294,444Vanguard Value ETF $30,378,552Vanguard Small-Cap ETF $13,999,347Vanguard S&P 500 ETF $8,815,251Vanguard Russell 1000 Value $4,055,622 Largest New Holdings this Quarter Vanguard Intermediate-Term Bond ETF $1,662,947 HoldingOracle $228,359 HoldingVisa $201,775 Holding Largest Purchases this Quarter Vanguard Value ETF 17,439 shares (about $2.84M)Vanguard Intermediate-Term Bond ETF 22,055 shares (about $1.66M)Vanguard Growth ETF 4,239 shares (about $1.46M)Vanguard Small-Cap ETF 3,950 shares (about $902.93K)Oracle 1,818 shares (about $228.36K) Largest Sales this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 20,106 shares (about $962.87K)Vanguard S&P 500 ETF 352 shares (about $169.21K)Apple 233 shares (about $39.95K)iShares Core MSCI EAFE ETF 318 shares (about $23.60K)Microsoft 56 shares (about $23.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden Road Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$35,294,444$1,459,071 ▲4.3%102,54029.3%ETFVTVVanguard Value ETF$30,378,552$2,840,096 ▲10.3%186,53325.2%ETFVBVanguard Small-Cap ETF$13,999,347$902,933 ▲6.9%61,24211.6%ETFVOOVanguard S&P 500 ETF$8,815,251$169,210 ▼-1.9%18,3387.3%ETFVONVVanguard Russell 1000 Value$4,055,622$101,839 ▲2.6%51,5723.4%ETFVONGVanguard Russell 1000 Growth ETF$3,848,755$24,614 ▲0.6%44,4073.2%ETFVEAVanguard FTSE Developed Markets ETF$3,336,299$150,006 ▲4.7%66,5012.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,888,284$962,873 ▼-25.0%60,3112.4%ManufacturingBIVVanguard Intermediate-Term Bond ETF$1,662,947$1,662,947 ▲New Holding22,0551.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,563,278$142,602 ▲10.0%37,4261.3%ETFAAPLApple$1,363,095$39,955 ▼-2.8%7,9491.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,212,706$16,178 ▼-1.3%3,5981.0%ETFNVDANVIDIA$1,074,333$6,325 ▼-0.6%1,1890.9%Computer and TechnologyVTWOVanguard Russell 2000 ETF$1,050,151$53,418 ▲5.4%12,3460.9%ETFVONEVanguard Russell 1000$838,8860.0%3,5200.7%ETFOEFiShares S&P 100 ETF$808,5360.0%3,2680.7%ETFMSFTMicrosoft$786,001$23,563 ▼-2.9%1,8680.7%Computer and TechnologyIWDiShares Russell 1000 Value ETF$720,560$5,732 ▼-0.8%4,0230.6%ETFESGVVanguard ESG US Stock ETF$554,1080.0%5,9460.5%ETFIWBiShares Russell 1000 ETF$551,001$288 ▼-0.1%1,9130.5%ETFVXFVanguard Extended Market ETF$545,349$10,343 ▼-1.9%3,1110.5%ETFVTIVanguard Total Stock Market ETF$506,234$63,929 ▲14.5%1,9480.4%ETFAMZNAmazon.com$455,820$7,215 ▼-1.6%2,5270.4%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$394,628$23,602 ▼-5.6%5,3170.3%ETFPDPInvesco Dorsey Wright Momentum ETF$349,738$99 ▲0.0%3,5410.3%ETFBRK.BBerkshire Hathaway$344,4060.0%8190.3%FinanceGOOGLAlphabet$334,159$6,037 ▼-1.8%2,2140.3%Computer and TechnologyMETAMeta Platforms$320,483$1,942 ▲0.6%6600.3%Computer and TechnologyGOOGAlphabet$315,635$17,205 ▼-5.2%2,0730.3%Computer and TechnologyAVGOBroadcom$315,448$14,580 ▼-4.4%2380.3%Computer and TechnologyLLYEli Lilly and Company$266,062$8,558 ▼-3.1%3420.2%MedicalUNHUnitedHealth Group$265,293$20,788 ▼-7.3%5360.2%MedicalJPMJPMorgan Chase & Co.$261,191$11,016 ▼-4.0%1,3040.2%FinanceJNJJohnson & Johnson$241,466$1,424 ▲0.6%1,5260.2%MedicalORCLOracle$228,359$228,359 ▲New Holding1,8180.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$225,262$392 ▼-0.2%2,3000.2%FinanceVVisa$201,775$201,775 ▲New Holding7230.2%Business ServicesTSLATesla$0$213,196 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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