Instuitional Investor - Goalvest Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Goalvest Advisory Llc |
| Portfolio Value | $539,118,468 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 302,452 | $207,727,190 | 38.53% | |
| 2. | Vanguard Growth Etf - ETF | 358,178 | $30,853,421 | 5.72% | |
| 3. | KRE | 59,120 | $23,095,228 | 4.28% | |
| 4. | KRE | 632,007 | $21,146,954 | 3.92% | |
| 5. | Goldman Sachs Municipal Income Etf - ETF | 348,570 | $17,930,441 | 3.33% |
Hedge Fund Resource Center 
