Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOLDEN ROAD ADVISORS LLC | 04-18-2024 | 03-31-2024 | 37 | 120,373,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $35,294,444 | 102,540 | 0.03 | 0.03 | 4,239 | 4.31 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $30,378,552 | 186,533 | 0.03 | 0.02 | 17,439 | 10.31 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $13,999,347 | 61,242 | 0.01 | 0.01 | 3,950 | 6.89 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $8,815,251 | 18,338 | 0.01 | 0.01 | -352 | -1.88 | 03-31-2024 |
