Instuitional Investor - Goalvest Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Goalvest Advisory Llc |
| Portfolio Value | $364,651,958 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 235,839 | $127,072,485 | 34.84% | |
| 2. | Vanguard Growth Etf - ETF | 77,926 | $31,984,000 | 8.77% | |
| 3. | Spdr Series Trust | 442,404 | $14,493,155 | 3.97% | |
| 4. | Vanguard Total Stock Market Etf - ETF | 46,533 | $13,485,729 | 3.69% | |
| 5. | Vanguard Small-Cap Etf - ETF | 33,998 | $8,169,039 | 2.24% |
