Instuitional Investor - Goalvest Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Goalvest Advisory Llc |
| Portfolio Value | $363,734,711 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 238,906 | $122,775,949 | 33.75% | |
| 2. | Vanguard Growth Etf - ETF | 77,761 | $28,835,384 | 7.93% | |
| 3. | Spdr Series Trust | 470,098 | $15,626,058 | 4.3% | |
| 4. | Vanguard Total Stock Market Etf - ETF | 43,128 | $11,853,162 | 3.26% | |
| 5. | Ishares Core Msci Eafe Etf - ETF | 94,210 | $7,126,987 | 1.96% |
