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Home > Institutional Investor > Goalvest Advisory Llc > 13F Holdings

Instuitional Investor - Goalvest Advisory Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 239,109 $135,820,827 33.63%
2.
Vanguard Growth Etf - ETF
 77,773 $34,095,742 8.44%
3.
Spdr Series Trust
 524,943 $17,627,586 4.36%
4.
Vanguard Total Stock Market Etf - ETF
 41,491 $12,610,208 3.12%
5.
Ishares Core Msci Eafe Etf - ETF
 106,398 $8,882,105 2.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)