0001951757-24-000317.txt : 20240418 0001951757-24-000317.hdr.sgml : 20240418 20240418120121 ACCESSION NUMBER: 0001951757-24-000317 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GOLDEN ROAD ADVISORS LLC CENTRAL INDEX KEY: 0002014454 ORGANIZATION NAME: IRS NUMBER: 861406992 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24016 FILM NUMBER: 24853515 BUSINESS ADDRESS: STREET 1: 615 W. DE LEON ST CITY: TAMPA STATE: FL ZIP: 33606 BUSINESS PHONE: 813-491-1593 MAIL ADDRESS: STREET 1: 615 W. DE LEON ST CITY: TAMPA STATE: FL ZIP: 33606 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002014454 XXXXXXXX 03-31-2024 03-31-2024 GOLDEN ROAD ADVISORS LLC

615 W. DE LEON ST TAMPA FL 33606

13F HOLDINGS REPORT 028-24016 N Jeffrey Kikoler 813-491-1593 Jeffrey Kikoler Tampa FL 04-18-2024 6 37 120373464 false 1 Atlantic Capital Management Co 2 Boston Partners Gobal Investments 3 Columbia Threadneedle 4 Freedom UMA 5 Jennison Associates 6 Parametric Portfolio Association INFORMATION TABLE 2 F_13F_GoldenRoad_Q12024.xml AMAZON COM INC COM 023135106 455820 2527 SH DFND 5,6 0 2477 50 APPLE INC COM 037833100 1363095 7949 SH DFND 4,5,6 0 4747 3202 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 344406 819 SH DFND 2,6 0 519 300 ISHARES TR S&P 100 ETF 464287101 808536 3268 SH SOLE 0 0 3268 ISHARES TR CORE US AGGBD ET 464287226 225262 2300 SH SOLE 0 0 2300 ISHARES TR RUS 1000 VAL ETF 464287598 720560 4023 SH SOLE 0 0 4023 ISHARES TR RUS 1000 GRW ETF 464287614 1212706 3598 SH SOLE 0 0 3598 ISHARES TR RUS 1000 ETF 464287622 551001 1913 SH DFND 4 0 32 1881 JOHNSON & JOHNSON COM 478160104 241466 1526 SH DFND 3,4,6 0 810 716 ELI LILLY & CO COM 532457108 266062 342 SH DFND 4,5,6 0 342 0 MICROSOFT CORP COM 594918104 786001 1868 SH DFND 3,4,5,6 0 1474 394 VANGUARD WORLD FD ESG US STK ETF 921910733 554108 5946 SH SOLE 0 0 5946 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1662947 22055 SH SOLE 0 0 22055 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3336299 66501 SH SOLE 0 0 66501 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2888284 60311 SH SOLE 0 0 60311 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1563278 37426 SH SOLE 0 0 37426 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8815251 18338 SH SOLE 0 0 18338 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 545349 3111 SH SOLE 0 0 3111 VANGUARD INDEX FDS GROWTH ETF 922908736 35294444 102540 SH SOLE 0 0 102540 VANGUARD INDEX FDS VALUE ETF 922908744 30378552 186533 SH SOLE 0 0 186533 VANGUARD INDEX FDS SMALL CP ETF 922908751 13999347 61242 SH SOLE 0 0 61242 VANGUARD INDEX FDS TOTAL STK MKT 922908769 506234 1948 SH SOLE 0 0 1948 ALPHABET INC CAP STK CL C 02079K107 315635 2073 SH DFND 1,5,6 0 1873 200 ALPHABET INC CAP STK CL A 02079K305 334159 2214 SH DFND 2,6 0 2164 50 BROADCOM INC COM 11135F101 315448 238 SH DFND 3,4,5,6 0 238 0 META PLATFORMS INC CL A 30303M102 320483 660 SH DFND 5,6 0 660 0 INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837 349738 3541 SH SOLE 0 0 3541 ISHARES TR CORE MSCI EAFE 46432F842 394628 5317 SH SOLE 0 0 5317 JPMORGAN CHASE & CO COM 46625H100 261191 1304 SH DFND 2,3,4,6 0 1304 0 NVIDIA CORPORATION COM 67066G104 1074333 1189 SH DFND 5,6 0 859 330 ORACLE CORP COM 68389X105 228359 1818 SH DFND 2,4,6 0 1261 557 UNITEDHEALTH GROUP INC COM 91324P102 265293 536 SH DFND 2,3,4,5,6 0 420 116 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1050151 12346 SH SOLE 0 0 12346 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 3848755 44407 SH SOLE 0 0 44407 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 4055622 51572 SH SOLE 0 0 51572 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 838886 3520 SH SOLE 0 0 3520 VISA INC COM CL A 92826C839 201775 723 SH DFND 1,3,4,5,6 0 723 0