GoalVest Advisory LLC: 13F holdings
CIK 18393072026Q2
| Positions | 500 |
|---|---|
| Reported value | $539.1m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD S&P 500 ETF | 302,452 | $207.7m | 38.5% |
| VUG VANGUARD GROWTH ETF | 358,178 | $30.9m | 5.7% |
| XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF | 59,120 | $23.1m | 4.3% |
| SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 632,007 | $21.1m | 3.9% |
| GOLDMAN SACHS MUNICIPAL INCOME ETF | 348,570 | $17.9m | 3.3% |
| IEFA ISHARES CORE MSCI EAFE ETF | 168,361 | $16.3m | 3.0% |
| SPEAR ALPHA ETF | 248,646 | $14.4m | 2.7% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 36,198 | $13.4m | 2.5% |
| IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 132,157 | $10.9m | 2.0% |
| GOLDMAN SACHS PHYSICAL GOLD ETF | 221,219 | $8.8m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1839307")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.