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 | VB | VANGUARD INDEX FDS | — | 68,897.0 | $20.9M | 10.13% | -561.0 | -0.8% | $303.12 | -2.4% |
| 2 | VOO | VANGUARD INDEX FDS | — | 19,239.0 | $13.2M | 6.41% | -170.0 | -0.9% | $686.80 | +1.9% |
| 3 | RJF | RAYMOND JAMES FINL INC | Financial Services | 9,917.0 | $1.5M | 0.73% | -144.0 | -1.4% | $152.03 | +14.1% |
| 4 | VXF | VANGUARD INDEX FDS | — | 5,007.0 | $1.2M | 0.60% | -31.0 | -0.6% | $246.22 | -3.3% |
| 5 | VTWO | VANGUARD SCOTTSDALE FDS | — | 9,388.0 | $1.1M | 0.55% | -126.0 | -1.3% | $121.42 | -3.2% |
| 6 | IWD | ISHARES TR | — | 4,154.0 | $1.0M | 0.49% | -94.0 | -2.2% | $242.43 | +5.6% |
| 7 | ESGV | VANGUARD WORLD FD | — | 7,552.0 | $999K | 0.48% | -129.0 | -1.7% | $132.24 | +2.0% |
| 8 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,063.0 | $532K | 0.26% | -52.0 | -4.7% | $500.39 | — |
| 9 | IEMG | ISHARES INC | — | 3,469.0 | $287K | 0.14% | -31.0 | -0.9% | $82.84 | -1.7% |
| 10 | IJH | ISHARES TR | — | 3,153.0 | $243K | 0.12% | -16.0 | -0.5% | $77.11 | -3.3% |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,046.0 | $239K | 0.12% | -32.0 | -1.5% | $116.67 | +54.2% |
| 12 | MA | MASTERCARD INCORPORATED | Financial Services | 456.0 | $234K | 0.11% | -35.0 | -7.1% | $513.60 | +13.1% |
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
50.7%
Financial Services
15.1%
Consumer Defensive
8.0%
Consumer Cyclical
8.0%
Communication Services
7.6%
Healthcare
6.5%
Industrials
2.1%
Energy
1.2%
Utilities
0.8%