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Home > Institutional Investor > Goodwin Investment Advisory > 13F Holdings

Instuitional Investor - Goodwin Investment Advisory

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Covington Trust
 1,681,966 $77,729,466 40.68%
2.
Fidelity Total Bond Etf
 711,339 $31,938,915 16.71%
3.
Fidelity Covington Trust
 190,276 $11,457,504 5.99%
4.
Vanguard Small Cap Value Etf
 50,296 $9,964,302 5.21%
5.
Pgim Etf Tr Actv Hy Bd Etf
 235,878 $8,230,699 4.3%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)