Instuitional Investor - Goalvest Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Goalvest Advisory Llc |
| Portfolio Value | $227,387,558 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf | 194,025 | $84,750,149 | 37.27% | |
| 2. | Vanguard Growth Etf | 70,143 | $21,806,087 | 9.58% | |
| 3. | Vanguard Total Stock Market Etf | 55,820 | $13,241,623 | 5.82% | |
| 4. | Vanguard Small-Cap Etf | 53,119 | $11,331,876 | 4.98% | |
| 5. | Jpmorgan U.s. Quality Factor Etf | 207,413 | $9,926,786 | 4.36% |
