Goodwin Investment Advisory

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$215M
Signature - Title
Lindsay Rider - Compliance Consultant
Location
238 River Park N. Dr., Woodstock, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 34 $215M +$7.48M -$7.98M -$507K FBCG, FVAL, FBND, IWR, VBR 13F-HR 8/1/2024, 10:11 AM
Q1 2024 47 $212M +$9.36M -$5.35M +$4.01M FBCG, FVAL, FBND, IWR, VBR Restatement 5/13/2024, 12:57 PM
Q4 2023 69 $192M +$19.8M -$15.5M +$4.27M FBCG, FVAL, FBND, IWR, VBR 13F-HR 1/31/2024, 08:29 AM
Q3 2023 81 $169M +$7.56M -$2.74M +$4.82M FBCG, FVAL, FBND, IWR, ESGU 13F-HR 11/7/2023, 04:41 PM
Q2 2023 83 $171M +$16.3M -$11.3M +$4.94M FBCG, FVAL, FBND, IWR, ESGU 13F-HR 8/10/2023, 10:19 AM
Q1 2023 79 $153M +$6.55M -$7.07M -$525K FBCG, FVAL, FBND, IWR, ESGU 13F-HR 5/15/2023, 05:17 PM
Q4 2022 218 $141M +$104M -$105M -$1.05M FBCG, FVAL, FBND, IWR, ESGU 13F-HR 2/14/2023, 09:06 AM
Q3 2022 213 $132M +$25.2M -$15.1M +$10.1M ESGU, VOO, EFV, SIGI, IYH 13F-HR 11/14/2022, 09:00 AM
Q2 2022 167 $93.8M +$6.09M -$7.31M -$1.22M VOO, VLUE, EFV, ESGE, IVV 13F-HR 8/16/2022, 11:30 AM
Q1 2022 160 $59.2M $0 $0 VOO, IVV, SUSL, ITM, XLG 13F-HR 5/16/2022, 01:47 PM
Q4 2021 135 $48.4M $0 $0 VOO, IVV, TFI, USXF, AAPL 13F-HR 2/11/2022, 05:25 PM
Q3 2021 120 $74.7M $0 $0 ESGU, VOO, IVV, MUB, EFG 13F-HR 11/1/2021, 05:24 PM
Q2 2021 101 $37.2M $0 $0 VOO, IVV, EFG, IEFA, VGT 13F-HR 7/28/2021, 09:59 AM
Q1 2021 117 $13.4M $0 $0 IVV, EFG, LQD, GOVT, AORT 13F-HR 5/5/2021, 08:41 AM
Q4 2020 73 $37.9M $0 $0 VOO, IVV, EFG, LQD, ESGE 13F-HR 1/20/2021, 03:02 PM