Instuitional Investor - Goalvest Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Goalvest Advisory Llc |
| Portfolio Value | $471,663,036 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 261,688 | $160,252,393 | 33.98% | |
| 2. | Vanguard Growth Etf - ETF | 79,825 | $38,284,963 | 8.12% | |
| 3. | Spdr Series Trust | 568,062 | $19,251,621 | 4.08% | |
| 4. | Vanguard Total Stock Market Etf - ETF | 40,149 | $13,175,732 | 2.79% | |
| 5. | VLUE | 121,675 | $10,623,444 | 2.25% |
Hedge Fund Resource Center 
