Portfolio (Quarterly) Guide ↗

GOLDEN ROAD ADVISORS LLC

· CIK 0002014454

13F Portfolio $174M AUM 53 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 30 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VOO	VANGUARD INDEX FDS	—	19,409.0	$11.6M	6.68%	-222.0	-1.1%	$597.54	+15.3%
2	VONV	VANGUARD SCOTTSDALE FDS	—	62,992.0	$5.9M	3.40%	-358.0	-0.6%	$93.74	+11.5%
3	VEA	VANGUARD TAX-MANAGED FDS	—	77,885.0	$5.0M	2.88%	-593.0	-0.8%	$64.08	+11.7%
4	AAPL	APPLE INC	Technology	10,497.0	$2.7M	1.53%	-2K	-18.2%	$253.79	+22.1%
5	VWO	VANGUARD INTL EQUITY INDEX F	—	42,386.0	$2.3M	1.32%	-302.0	-0.7%	$54.05	+11.3%
6	MSFT	MICROSOFT CORP	Technology	2,927.0	$1.1M	0.62%	-48.0	-1.6%	$370.17	+12.1%
7	VTWO	VANGUARD SCOTTSDALE FDS	—	9,514.0	$953K	0.55%	-414.0	-4.2%	$100.17	+16.9%
8	IWD	ISHARES TR	—	4,248.0	$908K	0.52%	-149.0	-3.4%	$213.67	+11.5%
9	OEF	ISHARES TR	—	2,180.0	$693K	0.40%	-104.0	-4.5%	$318.07	+17.2%
10	VTIP	VANGUARD MALVERN FDS	—	12,700.0	$634K	0.36%	-176.0	-1.4%	$49.95	+0.7%
11	PDP	INVESCO EXCHANGE TRADED FD T	—	3,175.0	$383K	0.22%	-60.0	-1.9%	$120.74	+19.0%
12	IJH	ISHARES TR	—	3,169.0	$214K	0.12%	-145.0	-4.4%	$67.53	+10.3%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 44.6%

Financial Services 15.4%

Communication Services 14.2%

Consumer Cyclical 8.7%

Consumer Defensive 6.5%

Healthcare 6.1%

Industrials 2.5%

Energy 2.0%