Instuitional Investor - Goalvest Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Goalvest Advisory Llc |
| Portfolio Value | $522,069,451 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 276,212 | $173,220,952 | 33.18% | |
| 2. | Vanguard Growth Etf - ETF | 84,385 | $41,168,217 | 7.89% | |
| 3. | Spdr Series Trust | 612,998 | $20,725,462 | 3.97% | |
| 4. | Goldman Sachs Municipal Income Etf - ETF | 271,777 | $13,912,265 | 2.66% | |
| 5. | VLUE | 151,914 | $13,590,226 | 2.6% |
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