Portfolio (Quarterly)
Guide ↗
GOLDEN ROAD ADVISORS LLC
· CIK 0002014454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 114,960.0 | $50.2M | 28.92% | +3K | +2.5% | $436.79 | -79.7% |
| 2 | VB | VANGUARD INDEX FDS | — | 69,458.0 | $18.2M | 10.48% | +1K | +2.0% | $261.92 | +14.5% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | — | 52,959.0 | $5.8M | 3.35% | +348.0 | +0.7% | $109.69 | +15.8% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 15,999.0 | $2.8M | 1.61% | +2K | +10.9% | $174.40 | +32.1% |
| 5 | VTI | VANGUARD INDEX FDS | — | 5,930.0 | $1.9M | 1.10% | +1K | +24.8% | $320.81 | +18.4% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 5,119.0 | $1.1M | 0.61% | +686.0 | +15.5% | $208.27 | +24.1% |
| 7 | VXF | VANGUARD INDEX FDS | — | 5,038.0 | $1.0M | 0.60% | +177.0 | +3.6% | $205.81 | +17.9% |
| 8 | GOOGL | ALPHABET INC | Communication Services | 3,280.0 | $943K | 0.54% | +336.0 | +11.4% | $287.56 | +17.7% |
| 9 | AVGO | BROADCOM INC | Technology | 2,818.0 | $872K | 0.50% | +288.0 | +11.4% | $309.51 | +15.6% |
| 10 | ESGV | VANGUARD WORLD FD | — | 7,681.0 | $862K | 0.50% | +169.0 | +2.2% | $112.27 | +21.7% |
| 11 | GOOG | ALPHABET INC | — | 2,724.0 | $781K | 0.45% | +239.0 | +9.6% | $286.86 | — |
| 12 | WMT | WALMART INC | Consumer Defensive | 5,569.0 | $692K | 0.40% | +3K | +114.0% | $124.28 | -13.8% |
| 13 | META | META PLATFORMS INC | Communication Services | 1,077.0 | $616K | 0.35% | +101.0 | +10.3% | $572.13 | +7.8% |
| 14 | BIV | VANGUARD BD INDEX FDS | — | 7,866.0 | $607K | 0.35% | +3K | +49.7% | $77.18 | -2.9% |
| 15 | IEFA | ISHARES TR | — | 6,612.0 | $599K | 0.34% | +256.0 | +4.0% | $90.53 | +11.7% |
| 16 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,115.0 | $534K | 0.31% | +118.0 | +11.8% | $479.20 | — |
| 17 | TSLA | TESLA INC | Consumer Cyclical | 1,415.0 | $526K | 0.30% | +146.0 | +11.5% | $371.75 | -4.8% |
| 18 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,752.0 | $515K | 0.30% | +156.0 | +9.8% | $294.16 | +21.9% |
| 19 | VGT | VANGUARD WORLD FD | — | 708.0 | $494K | 0.28% | +42.0 | +6.3% | $697.85 | -82.6% |
| 20 | LLY | ELI LILLY & CO | Healthcare | 488.0 | $449K | 0.26% | +41.0 | +9.2% | $919.77 | +24.8% |
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
46.6%
Financial Services
16.1%
Communication Services
10.4%
Consumer Cyclical
9.1%
Consumer Defensive
6.8%
Healthcare
6.4%
Industrials
2.6%
Energy
2.1%