Goalvest Advisory LLC
CIK Number: 0001839307
363.73M
Market Value
367
# of Holdings
5 months
Avg. Holding Period
31.11%
Win Rate
26.68%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 482.42 | -3.34% | 235.84K | +2.46% | 127.07M | 392.35 | 34.85% |
| 2 | VUG | Vanguard Growth... | 353.19 | -3.97% | 77.93K | -0.29% | 31.98M | 290.89 | 8.77% |
| 3 | SPIB | SPDR Portfolio ... | 32.70 | -0.74% | 442.4K | +74.06% | 14.49M | 32.6 | 3.97% |
| 4 | VTI | Vanguard Total ... | 257.33 | -4.15% | 46.53K | -4.23% | 13.49M | 191.52 | 3.70% |
| 5 | VB | Vanguard Small ... | 202.90 | -4.31% | 34K | -0.4% | 8.17M | 202.65 | 2.24% |
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- Up to 30 years financial history
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