GoalVest Advisory LLC - Portfolio overview

GoalVest Advisory LLC has 519 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 32.65%
2. VUG - VANGUARD GROWTH ETF, 5.81%
3. SPIB - STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, 3.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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