GOLDEN ROAD ADVISORS LLC
CIK 2014454 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $206.2M
- Posisi
- 67
- Per tanggal
- 30 Juni 2026
#6.363 dari 9.443 berdasarkan nilai 13F · top 67.4%
Nilai portofolio QoQ: +18.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 83,01%
- Bobot 25 kepemilikan teratas
- 91,97%
- Posisi di atas 1%
- 11
- Jumlah posisi efektif
- 6,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,36% Perkiraan pembelian $59.348.987 · penjualan $689.544
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 91,8% masih dipegang
- Posisi baru
- 15
- Meningkat
- 33
- Menurun
- 14
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
6,1%
Communication Services
1,4%
Financial Services
1,1%
Retail
1,1%
Healthcare
0,8%
Financials
0,6%
Consumer Staples
0,5%
Industrials
0,4%
Consumer Discretionary
0,3%
Energy
0,1%
Communications
0,1%
Lainnya/Tidak terpetakan
87,4%
Portofolio lengkap 67 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VUG | $60.376.572 | 29,28% | 700.912 | $10.163.391 | Naik ×6 | ||
| VTV | $48.065.452 | 23,31% | 220.555 | $5.183.840 | Naik ×1 | ||
| VB | $20.883.940 | 10,13% | 68.897 | $2.691.428 | Turun ×1 | ||
| VOO | $13.213.408 | 6,41% | 19.239 | $1.615.676 | Turun ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $6.875.795 | 3,33% | 53.797 | $1.066.722 | Naik ×6 | ||
| VONV Vanguard Russell 1000 Value ETF | $6.687.643 | 3,24% | 62.907 | $782.773 | Turun ×2 | ||
| VEA | $5.584.872 | 2,71% | 78.384 | $594.025 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.621.372 | 1,76% | 12.515 | $957.312 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.292.281 | 1,60% | 16.454 | $502.055 | Naik ×2 | ||
| VWO | $2.558.111 | 1,24% | 42.857 | $267.121 | Naik ×1 | ||
| VTI | $2.317.931 | 1,12% | 6.264 | $415.528 | Naik ×3 | ||
| IWF | $1.687.719 | 0,82% | 13.592 | $274.203 | Naik ×1 | ||
| RJF Raymond James Financial, Inc. Common Stock | $1.507.678 | 0,73% | 9.917 | $50.881 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.384.279 | 0,67% | 5.808 | $318.145 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.247.936 | 0,61% | 3.492 | $304.739 | Naik ×2 | ||
| VXF | $1.232.815 | 0,60% | 5.007 | $195.960 | Turun ×1 | ||
| VONE Vanguard Russell 1000 ETF | $1.192.294 | 0,58% | 3.520 | $153.472 | |||
| MSFT Microsoft Corporation - Common Stock | $1.180.981 | 0,57% | 3.166 | $97.493 | Naik ×1 | ||
| VTWO Vanguard Russell 2000 ETF | $1.139.891 | 0,55% | 9.388 | $186.874 | Turun ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1.080.743 | 0,52% | 2.861 | $208.544 | Naik ×5 | ||
| IWD | $1.007.054 | 0,49% | 4.154 | $99.384 | Turun ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.003.811 | 0,49% | 2.841 | $222.404 | Naik ×4 | ||
| ESGV | $998.676 | 0,48% | 7.552 | $136.330 | Turun ×1 | ||
| OEF | $797.597 | 0,39% | 2.180 | $104.204 | |||
| MU Micron Technology, Inc. - Common Stock | $686.803 | 0,33% | 595 | Naik ×1 | |||
| VGT | $677.089 | 0,33% | 5.665 | $183.014 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $658.486 | 0,32% | 1.169 | $42.302 | Naik ×5 | ||
| BIV | $653.331 | 0,32% | 8.518 | $46.233 | Naik ×3 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $648.319 | 0,31% | 12.907 | $13.954 | Naik ×1 | ||
| IWB | $643.324 | 0,31% | 1.571 | $83.168 | |||
| MO Altria Group, Inc. | $639.779 | 0,31% | 8.892 | Naik ×1 | |||
| IEFA | $636.462 | 0,31% | 6.590 | $37.878 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $635.396 | 0,31% | 5.610 | $-56.739 | Naik ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $629.218 | 0,31% | 1.496 | $103.192 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $615.380 | 0,30% | 1.880 | $100.012 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $590.120 | 0,29% | 492 | $141.272 | Naik ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $575.682 | 0,28% | 991 | $374.693 | Naik ×1 | ||
| BRKB | $531.915 | 0,26% | 1.063 | $-2.393 | Turun ×1 | ||
| PDP Invesco Dorsey Wright Momentum ETF | $481.743 | 0,23% | 3.175 | $98.380 | |||
| JNJ Johnson & Johnson Common Stock | $457.400 | 0,22% | 1.801 | $35.985 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $391.866 | 0,19% | 542 | Naik ×1 | |||
| V Visa Inc. | $382.545 | 0,19% | 1.115 | $79.096 | Naik ×5 | ||
| EFA | $367.943 | 0,18% | 3.542 | $23.909 | |||
| ABBV AbbVie Inc. Common Stock | $329.900 | 0,16% | 1.311 | $82.831 | Naik ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $323.698 | 0,16% | 747 | Naik ×1 | |||
| KLAC KLA Corporation - Common Stock | $321.623 | 0,16% | 1.066 | Naik ×1 | |||
| ZION Zions Bancorporation N.A. - Common Stock | $314.538 | 0,15% | 4.546 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $301.057 | 0,15% | 2.202 | $-61.337 | Naik ×3 | ||
| INTC Intel Corporation - Common Stock | $290.710 | 0,14% | 2.082 | Naik ×1 | |||
| IEMG | $287.372 | 0,14% | 3.469 | $43.247 | Turun ×1 | ||
| GE GE Aerospace Common Stock | $282.166 | 0,14% | 755 | $79.270 | Naik ×1 | ||
| IAU | $279.991 | 0,14% | 3.708 | $-17.373 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $272.583 | 0,13% | 1.860 | $24.850 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $272.222 | 0,13% | 291 | $-8.771 | Naik ×2 | ||
| PM Philip Morris International Inc Common Stock | $266.842 | 0,13% | 1.475 | $50.247 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $261.701 | 0,13% | 2.228 | Naik ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $260.066 | 0,13% | 626 | ||||
| RTX RTX Corporation Common Stock | $256.515 | 0,12% | 1.352 | $-1.199 | Naik ×2 | ||
| IJH | $243.128 | 0,12% | 3.153 | $29.125 | Turun ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $238.707 | 0,12% | 2.046 | $-65.263 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $234.202 | 0,11% | 456 | $-11.131 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $230.592 | 0,11% | 228 | Naik ×1 | |||
| BAC Bank of America Corporation Common Stock | $230.541 | 0,11% | 4.046 | ||||
| VIG | $229.521 | 0,11% | 970 | ||||
| PANW Palo Alto Networks, Inc. - Common Stock | $208.704 | 0,10% | 612 | Naik ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $206.263 | 0,10% | 2.538 | Naik ×1 | |||
| GEV GE Vernova Inc. Common Stock | $202.076 | 0,10% | 172 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VUG | $60.376.572 | 29,28% | naik ×6 |
| VONG | $6.875.795 | 3,33% | naik ×6 |
| VTI | $2.317.931 | 1,12% | naik ×3 |
| AVGO | $1.080.743 | 0,52% | naik ×5 |
| GOOG | $1.003.811 | 0,49% | naik ×4 |
| META | $658.486 | 0,32% | naik ×5 |
| BIV | $653.331 | 0,32% | naik ×3 |
| WMT | $635.396 | 0,31% | naik ×3 |
| LLY | $590.120 | 0,29% | naik ×6 |
| V | $382.545 | 0,19% | naik ×5 |
| ABBV | $329.900 | 0,16% | naik ×3 |
| XOM | $301.057 | 0,15% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| MU | $686.803 | 595 | 0,33% |
| MO | $639.779 | 8.892 | 0,31% |
| AMAT | $391.866 | 542 | 0,19% |
| LRCX | $323.698 | 747 | 0,16% |
| KLAC | $321.623 | 1.066 | 0,16% |
| ZION | $314.538 | 4.546 | 0,15% |
| INTC | $290.710 | 2.082 | 0,14% |
| CSCO | $261.701 | 2.228 | 0,13% |
| UNH | $260.066 | 626 | 0,13% |
| GS | $230.592 | 228 | 0,11% |
| BAC | $230.541 | 4.046 | 0,11% |
| VIG | $229.521 | 970 | 0,11% |
| PANW | $208.704 | 612 | 0,10% |
| KO | $206.263 | 2.538 | 0,10% |
| GEV | $202.076 | 172 | 0,10% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VUG | Beli lebih banyak | +586K | +$10.2M |
| VTV | Beli lebih banyak | +2K | +$5.2M |
| VB | Dipangkas | -561 | +$2.7M |
| VOO | Dipangkas | -170 | +$1.6M |
| VONG | Beli lebih banyak | +838 | +$1.1M |
| AAPL | Beli lebih banyak | +2K | +$957K |
| VONV | Dipangkas | -85 | +$783K |
| VEA | Beli lebih banyak | +499 | +$594K |
| NVDA | Beli lebih banyak | +455 | +$502K |
| VTI | Beli lebih banyak | +334 | +$416K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| RJF | 31 Des. 2025 | 8.248 | $1.423.605 | 9,8% |
| VIG | 31 Des. 2025 | 1.731 | $373.532 | Tidak lagi dilacak |
| IAU | 31 Des. 2025 | 5.000 | $363.850 | Tidak lagi dilacak |
| MDY | 31 Maret 2026 | 508 | $306.466 | Tidak lagi dilacak |
| PG | 31 Des. 2025 | 1.848 | $283.945 | 0,7% |
| NFLX | 30 Juni 2026 | 2.656 | $255.374 | 13,0% |
| HD | 31 Des. 2025 | 606 | $245.545 | -1,8% |
| VYM | 31 Des. 2025 | 1.563 | $220.305 | Tidak lagi dilacak |
| UNH | 30 Juni 2025 | 393 | $205.834 | 25,8% |
| VIG | 31 Maret 2025 | 1.046 | $204.838 | Tidak lagi dilacak |
| BAC | 31 Maret 2026 | 3.709 | $203.995 | 29,0% |
| CRM | 31 Maret 2025 | 605 | $202.270 | -23,4% |