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 | IWD | ISHARES TR | — | 4,154.0 | $1.0M | 0.49% | -94.0 | -2.2% | $242.43 | +5.6% |
| 22 | GOOG | ALPHABET INC | — | 2,841.0 | $1.0M | 0.49% | +117.0 | +4.3% | $353.33 | — |
| 23 | ESGV | VANGUARD WORLD FD | — | 7,552.0 | $999K | 0.48% | -129.0 | -1.7% | $132.24 | +2.0% |
| 24 | OEF | ISHARES TR | — | 2,180.0 | $798K | 0.39% | — | — | $365.87 | +3.3% |
| 25 | MU | MICRON TECHNOLOGY INC | Technology | 595.0 | $687K | 0.33% | NEW | — | $1154.29 | -19.1% |
| 26 | VGT | VANGUARD WORLD FD | — | 5,665.0 | $677K | 0.33% | +5K | +700.1% | $119.52 | -0.5% |
| 27 | META | META PLATFORMS INC | Communication Services | 1,169.0 | $658K | 0.32% | +92.0 | +8.5% | $563.29 | +2.7% |
| 28 | BIV | VANGUARD BD INDEX FDS | — | 8,518.0 | $653K | 0.32% | +652.0 | +8.3% | $76.70 | -2.4% |
| 29 | VTIP | VANGUARD MALVERN FDS | — | 12,907.0 | $648K | 0.31% | +207.0 | +1.6% | $50.23 | -1.1% |
| 30 | IWB | ISHARES TR | — | 1,571.0 | $643K | 0.31% | — | — | $409.50 | +1.7% |
| 31 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,892.0 | $640K | 0.31% | NEW | — | $71.95 | -3.3% |
| 32 | IEFA | ISHARES TR | — | 6,590.0 | $636K | 0.31% | — | — | $96.58 | +2.9% |
| 33 | WMT | WALMART INC | Consumer Defensive | 5,610.0 | $635K | 0.31% | +41.0 | +0.7% | $113.26 | -6.5% |
| 34 | TSLA | TESLA INC | Consumer Cyclical | 1,496.0 | $629K | 0.30% | +81.0 | +5.7% | $420.60 | -15.3% |
| 35 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,880.0 | $615K | 0.30% | +128.0 | +7.3% | $327.33 | +8.4% |
| 36 | LLY | ELI LILLY & CO | Healthcare | 492.0 | $590K | 0.29% | +4.0 | +0.8% | $1199.43 | -3.3% |
| 37 | AMD | ADVANCED MICRO DEVICES INC | Technology | 991.0 | $576K | 0.28% | — | — | $580.91 | -20.9% |
| 38 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,063.0 | $532K | 0.26% | -52.0 | -4.7% | $500.39 | — |
| 39 | PDP | INVESCO EXCHANGE TRADED FD T | — | 3,175.0 | $482K | 0.23% | — | — | $151.73 | -12.7% |
| 40 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,801.0 | $457K | 0.22% | +77.0 | +4.5% | $253.97 | +6.8% |
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
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%