Instuitional Investor - Goalvest Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Goalvest Advisory Llc |
| Portfolio Value | $511,981,440 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 287,151 | $171,587,195 | 33.51% | |
| 2. | Vanguard Growth Etf - ETF | 69,973 | $30,563,662 | 5.97% | |
| 3. | Spdr Series Trust | 611,069 | $20,495,254 | 4% | |
| 4. | Goldman Sachs Municipal Income Etf - ETF | 307,340 | $15,658,973 | 3.06% | |
| 5. | Spdr Series Trust | 55,614 | $14,197,142 | 2.77% |
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