Portfolio (Quarterly)
Guide ↗
GOLDEN ROAD ADVISORS LLC
· CIK 0002014454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AVGO | BROADCOM INC | Technology | 2,530.0 | $876K | 0.50% | NEW | — | $346.10 | +21.9% |
| 22 | OEF | ISHARES TR | — | 2,284.0 | $783K | 0.45% | NEW | — | $342.97 | +8.8% |
| 23 | GOOG | ALPHABET INC | Communication Services | 2,485.0 | $780K | 0.44% | NEW | — | $313.80 | +22.6% |
| 24 | META | META PLATFORMS INC | Communication Services | 976.0 | $644K | 0.37% | NEW | — | $660.09 | -7.2% |
| 25 | VTIP | VANGUARD MALVERN FDS | — | 12,876.0 | $637K | 0.36% | NEW | — | $49.46 | +1.7% |
| 26 | IWB | ISHARES TR | — | 1,571.0 | $587K | 0.33% | NEW | — | $373.44 | +9.6% |
| 27 | TSLA | TESLA INC | Consumer Cyclical | 1,269.0 | $571K | 0.33% | NEW | — | $449.72 | -3.6% |
| 28 | IEFA | ISHARES TR | — | 6,356.0 | $569K | 0.32% | NEW | — | $89.46 | +9.9% |
| 29 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,596.0 | $514K | 0.29% | NEW | — | $322.22 | -4.8% |
| 30 | VGT | VANGUARD WORLD FD | — | 666.0 | $502K | 0.29% | NEW | — | $753.78 | -84.3% |
| 31 | — | BERKSHIRE HATHAWAY INC DEL | — | 997.0 | $501K | 0.28% | NEW | — | $502.65 | — |
| 32 | LLY | ELI LILLY & CO | Healthcare | 447.0 | $480K | 0.27% | NEW | — | $1074.68 | -0.8% |
| 33 | BIV | VANGUARD BD INDEX FDS | — | 5,253.0 | $409K | 0.23% | NEW | — | $77.88 | -1.7% |
| 34 | PDP | INVESCO EXCHANGE TRADED FD T | — | 3,235.0 | $377K | 0.21% | NEW | — | $116.40 | +23.2% |
| 35 | EFA | ISHARES TR | — | 3,542.0 | $340K | 0.19% | NEW | — | $96.03 | +9.5% |
| 36 | V | VISA INC | Financial Services | 898.0 | $315K | 0.18% | NEW | — | $350.71 | -6.8% |
| 37 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,499.0 | $310K | 0.18% | NEW | — | $206.95 | +11.3% |
| 38 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 508.0 | $306K | 0.17% | NEW | — | $603.28 | +12.9% |
| 39 | ORCL | ORACLE CORP | Technology | 1,506.0 | $294K | 0.17% | NEW | — | $194.91 | -1.0% |
| 40 | WMT | WALMART INC | Consumer Defensive | 2,603.0 | $290K | 0.17% | NEW | — | $111.41 | +6.4% |
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
53.2%
Communication Services
15.4%
Consumer Cyclical
9.6%
Financial Services
9.6%
Healthcare
6.3%
Consumer Defensive
3.0%
Energy
1.4%
Industrials
1.4%