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 | 2,818.0 | $872K | 0.50% | +288.0 | +11.4% | $309.51 | +36.3% |
| 22 | ESGV | VANGUARD WORLD FD | — | 7,681.0 | $862K | 0.50% | +169.0 | +2.2% | $112.27 | +18.1% |
| 23 | GOOG | ALPHABET INC | Communication Services | 2,724.0 | $781K | 0.45% | +239.0 | +9.6% | $286.86 | +34.2% |
| 24 | OEF | ISHARES TR | — | 2,180.0 | $693K | 0.40% | -104.0 | -4.5% | $318.07 | +17.4% |
| 25 | WMT | WALMART INC | Consumer Defensive | 5,569.0 | $692K | 0.40% | +3K | +114.0% | $124.28 | -3.2% |
| 26 | VTIP | VANGUARD MALVERN FDS | — | 12,700.0 | $634K | 0.36% | -176.0 | -1.4% | $49.95 | +0.7% |
| 27 | META | META PLATFORMS INC | Communication Services | 1,077.0 | $616K | 0.35% | +101.0 | +10.3% | $572.13 | +7.0% |
| 28 | BIV | VANGUARD BD INDEX FDS | — | 7,866.0 | $607K | 0.35% | +3K | +49.7% | $77.18 | -0.8% |
| 29 | IEFA | ISHARES TR | — | 6,612.0 | $599K | 0.34% | +256.0 | +4.0% | $90.53 | +8.6% |
| 30 | IWB | ISHARES TR | — | 1,571.0 | $560K | 0.32% | — | — | $356.56 | +14.8% |
| 31 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,115.0 | $534K | 0.31% | +118.0 | +11.8% | $479.20 | — |
| 32 | TSLA | TESLA INC | Consumer Cyclical | 1,415.0 | $526K | 0.30% | +146.0 | +11.5% | $371.75 | +16.6% |
| 33 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,752.0 | $515K | 0.30% | +156.0 | +9.8% | $294.16 | +4.3% |
| 34 | VGT | VANGUARD WORLD FD | — | 708.0 | $494K | 0.28% | +42.0 | +6.3% | $697.85 | -83.1% |
| 35 | LLY | ELI LILLY & CO | Healthcare | 488.0 | $449K | 0.26% | +41.0 | +9.2% | $919.77 | +15.8% |
| 36 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,724.0 | $421K | 0.24% | +225.0 | +15.0% | $244.44 | -5.8% |
| 37 | PDP | INVESCO EXCHANGE TRADED FD T | — | 3,175.0 | $383K | 0.22% | -60.0 | -1.9% | $120.74 | +18.8% |
| 38 | XOM | EXXON MOBIL CORP | Energy | 2,136.0 | $362K | 0.21% | +187.0 | +9.6% | $169.66 | -8.7% |
| 39 | EFA | ISHARES TR | — | 3,542.0 | $344K | 0.20% | — | — | $97.13 | +8.2% |
| 40 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,078.0 | $304K | 0.17% | NEW | — | $146.28 | -6.6% |
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%