Golden-Road-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VONG",
  null,
  "GOOGL",
  "AVGO",
  "META",
  null,
  "MA",
  "MSFT",
  "IWD",
  "ORCL",
  "IWF",
  "UNH",
  "AAPL",
  "NVDA",
  null,
  "IEFA",
  "BIV",
  "VXF",
  "VWO",
  "AMZN",
  "ESGV",
  "VUG",
  "VEA",
  "VONE",
  "VTWO",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "BRK-B",
  "COST",
  "IWB",
  "GOOG",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 38
Total Value: 128083619
Accession Number: 0001951757-25-000381
Form Type: 13F-HR
CIK: golden-road-advisors
Manager Name: Golden-Road-Advisors

Data Enrichment

89% identified

34 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $128.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:3.4K

Value:$649.2K

% of Portfolio:0.5% ($649.2K/$128.1M)

464287622

IWB|464287622

Shares:1.9K

Value:$577.0K

% of Portfolio:0.5% ($577.0K/$128.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:801

Value:$426.6K

% of Portfolio:0.3% ($426.6K/$128.1M)

46432F842

IEFA|46432F842

Shares:5.5K

Value:$413.4K

% of Portfolio:0.3% ($413.4K/$128.1M)

Meta Platforms, Inc.

META|30303M102

Shares:709

Value:$408.6K

% of Portfolio:0.3% ($408.6K/$128.1M)

Broadcom Inc.

AVGO|11135F101

Shares:2.2K

Value:$370.4K

% of Portfolio:0.3% ($370.4K/$128.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.3K

Value:$350.7K

% of Portfolio:0.3% ($350.7K/$128.1M)

Alphabet Inc.

GOOG|02079K107

Shares:2.1K

Value:$328.6K

% of Portfolio:0.3% ($328.6K/$128.1M)

46137V837

Shares:3.2K

Value:$323.4K

% of Portfolio:0.3% ($323.4K/$128.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$312.8K

% of Portfolio:0.2% ($312.8K/$128.1M)

ELI LILLY & Co

LLY|532457108

Shares:361

Value:$298.2K

% of Portfolio:0.2% ($298.2K/$128.1M)

921937819

BIV|921937819

Shares:3.6K

Value:$276.7K

% of Portfolio:0.2% ($276.7K/$128.1M)

Tesla, Inc.

TSLA|88160R101

Shares:958

Value:$248.3K

% of Portfolio:0.2% ($248.3K/$128.1M)

VISA INC.

V|92826C839

Shares:669

Value:$234.5K

% of Portfolio:0.2% ($234.5K/$128.1M)

ORACLE CORP

ORCL|68389X105

Shares:1.6K

Value:$228.2K

% of Portfolio:0.2% ($228.2K/$128.1M)

Mastercard Inc

MA|57636Q104

Shares:384

Value:$210.5K

% of Portfolio:0.2% ($210.5K/$128.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:393

Value:$205.8K

% of Portfolio:0.2% ($205.8K/$128.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:215

Value:$203.3K

% of Portfolio:0.2% ($203.3K/$128.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	3.4K	QoQ +9.07% (-284) YoY +35.02% (+885)	All Managers (Combined)	$649.2K	0.5% ($649.2K/$128.1M)	QoQ -5.40% (-$37.1K) YoY +42.41% (+$193.3K)
(IWBcusip464287622)	1.9K	QoQ 0.00% (-0) YoY -1.67% (-32)	All Managers (Combined)	$577.0K	0.5% ($577.0K/$128.1M)	QoQ -4.78% (-$29.0K) YoY +4.71% (-$26.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	801	QoQ +0.25% (+2) YoY -2.19% (-18)	All Managers (Combined)	$426.6K	0.3% ($426.6K/$128.1M)	QoQ +17.78% (+$64.4K) YoY +23.86% (-$82.2K)
(IEFAcusip46432F842)	5.5K	QoQ 0.00% (+0) YoY +2.76% (+147)	All Managers (Combined)	$413.4K	0.3% ($413.4K/$128.1M)	QoQ +7.64% (+$29.3K) YoY +4.74% (+$18.7K)
Meta Platforms, Inc.(METAcusip30303M102)	709	QoQ -0.28% (-2) YoY +7.42% (+49)	All Managers (Combined)	$408.6K	0.3% ($408.6K/$128.1M)	QoQ -1.83% (-$7.7K) YoY +27.50% (+$88.2K)
Broadcom Inc.(AVGOcusip11135F101)	2.2K	QoQ -2.29% (-52) YoY +829.41% (+2.0K)	All Managers (Combined)	$370.4K	0.3% ($370.4K/$128.1M)	QoQ -29.44% (-$154.5K) YoY +17.40% (+$54.9K)
Alphabet Inc.(GOOGLcusip02079K305)	2.3K	QoQ -0.56% (-13) YoY +2.43% (+54)	All Managers (Combined)	$350.7K	0.3% ($350.7K/$128.1M)	QoQ -18.77% (-$81.1K) YoY +4.95% (+$16.6K)
Alphabet Inc.(GOOGcusip02079K107)	2.1K	QoQ +0.38% (-8) YoY +1.44% (+30)	All Managers (Combined)	$328.6K	0.3% ($328.6K/$128.1M)	QoQ -17.65% (-$70.4K) YoY +4.09% (+$12.9K)
(cusip46137V837)✕	3.2K	QoQ 0.00% (-0) YoY -8.64% (-306)	All Managers (Combined)	$323.4K	0.3% ($323.4K/$128.1M)	QoQ -7.09% (-$24.7K) YoY -7.52% (-$26.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ -1.31% (-17) YoY -2.22% (-29)	All Managers (Combined)	$312.8K	0.2% ($312.8K/$128.1M)	QoQ +0.98% (-$3.1K) YoY +19.74% (-$51.6K)
ELI LILLY & Co(LLYcusip532457108)	361	QoQ +1.97% (+7) YoY +5.55% (+19)	All Managers (Combined)	$298.2K	0.2% ($298.2K/$128.1M)	QoQ +9.09% (+$24.9K) YoY +12.06% (+$32.1K)
(BIVcusip921937819)	3.6K	QoQ -7.07% (-275) YoY -83.61% (-18.4K)	All Managers (Combined)	$276.7K	0.2% ($276.7K/$128.1M)	QoQ -4.78% (-$13.9K) YoY -83.35% (-$1.4M)
Tesla, Inc.(TSLAcusip88160R101)	958	QoQ -2.44% (-24) YoY NEW(+958)	All Managers (Combined)	$248.3K	0.2% ($248.3K/$128.1M)	QoQ -37.39% (-$148.3K) YoY NEW(+$248.3K)
VISA INC.(Vcusip92826C839)	669	QoQ -0.88% (-6) YoY -7.46% (-54)	All Managers (Combined)	$234.5K	0.2% ($234.5K/$128.1M)	QoQ +9.90% (-$21.1K) YoY +16.19% (-$32.7K)
ORACLE CORP(ORCLcusip68389X105)	1.6K	QoQ -2.39% (-40) YoY -10.23% (-186)	All Managers (Combined)	$228.2K	0.2% ($228.2K/$128.1M)	QoQ -18.10% (-$50.5K) YoY -0.08% (-$189)
Mastercard Inc(MAcusip57636Q104)	384	QoQ -1.28% (-5) YoY NEW(+384)	All Managers (Combined)	$210.5K	0.2% ($210.5K/$128.1M)	QoQ +2.75% (-$5.6K) YoY NEW(+$210.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	393	QoQ NEW(+393) YoY -26.67% (-143)	All Managers (Combined)	$205.8K	0.2% ($205.8K/$128.1M)	QoQ NEW(+$205.8K) YoY -22.41% (-$59.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	215	QoQ -1.82% (-4) YoY NEW(+215)	All Managers (Combined)	$203.3K	0.2% ($203.3K/$128.1M)	QoQ +1.33% (-$2.7K) YoY NEW(+$203.3K)