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  Name: GOLDEN ROAD ADVISORS LLC
  City: TAMPA
  State: FL
  Zip: 33606
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,371,000
  Total Value Change : $15,820,000
  Securities Held Change : 2
   
All Securities Held : 37
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 12
  Unchanged Positions : 4
  Decreased Positions : 18

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 9 New $74.55 $1,663,000 22,055 1.38% 1,663,000 22,055 0.014    Closed - End Fund - Debt
   (ORCL)1 Year Chart         ORCL Oracle Corp 35 New $123.50 $228,000 1,818 0.19% 228,000 1,818 0    Application Software
   (V)1 Year Chart         V Visa Inc 37 New $280.10 $202,000 723 0.17% 202,000 723 0    Business Services

      3 Records Found
  1    
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