Notify me when GoalVest Advisory LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 513 | $522,069,451 | +$68,093,003 | -$24,608,901 | +$43,484,102 | VOO, VUG, SPIB, GMUB, IEFA | 13F-HR | 05 Jan 2026, 14:27 |
| Q3 2025 | 403 | $471,663,036 | +$49,952,616 | -$15,182,341 | +$34,770,275 | VOO, VUG, SPIB, VTI, IEFA | 13F-HR | 22 Oct 2025, 10:59 |
| Q2 2025 | 358 | $403,901,550 | +$23,063,168 | -$19,143,862 | +$3,919,306 | VOO, VUG, SPIB, VTI, IEFA | 13F-HR | 01 Aug 2025, 09:25 |
| Q1 2025 | 502 | $363,734,714 | +$25,918,709 | -$14,095,019 | +$11,823,690 | VOO, VUG, SPIB, VTI, IEFA | 13F-HR | 07 Apr 2025, 15:48 |
| Q4 2024 | 377 | $364,651,958 | +$28,889,440 | -$16,930,154 | +$11,959,286 | VOO, VUG, SPIB, VTI, VB | 13F-HR | 17 Jan 2025, 13:57 |
| Q3 2024 | 372 | $347,813,640 | +$26,561,019 | -$9,019,479 | +$17,541,540 | VOO, VUG, VTI, JQUA, BOXX | 13F-HR | 06 Nov 2024, 15:36 |
| Q2 2024 | 315 | $312,916,737 | +$26,496,533 | -$20,480,916 | +$6,015,617 | VOO, VUG, VTI, JQUA, SPIB | 13F-HR | 30 Jul 2024, 13:16 |
| Q1 2024 | 409 | $299,878,520 | +$59,864,951 | -$6,936,256 | +$52,928,695 | VOO, VUG, VTI, VB, JQUA | 13F-HR | 15 Apr 2024, 17:02 |
| Q4 2023 | 364 | $227,387,558 | +$27,443,839 | -$20,117,150 | +$7,326,689 | VOO, VUG, VTI, VB, JQUA | 13F-HR | 02 Jan 2024, 11:10 |
| Q3 2023 | 474 | $199,556,251 | +$22,352,013 | -$9,072,338 | +$13,279,675 | VOO, VUG, VTI, VB, JQUA | 13F-HR | 10 Oct 2023, 11:05 |
| Q2 2023 | 363 | $193,738,809 | +$35,800,556 | -$21,734,393 | +$14,066,163 | VOO, VTI, VUG, VB, JQUA | Restatement | 17 Jul 2023, 09:28 |
| Q1 2023 | 254 | $170,671,107 | +$27,938,594 | -$17,308,076 | +$10,630,518 | VOO, VTI, VUG, USMV, VB | 13F-HR | 03 Apr 2023, 09:59 |
| Q4 2022 | 247 | $154,933,807 | +$29,206,699 | -$25,584,708 | +$3,621,991 | VOO, VTI, USMV, VUG, SPYG | 13F-HR | 06 Jan 2023, 16:25 |
| Q3 2022 | 249 | $142,636,000 | +$43,723,481 | -$44,659,919 | -$936,438 | VOO, VUG, MSFT, STIP, JNJ | 13F-HR | 11 Oct 2022, 09:31 |
| Q2 2022 | 298 | $157,868,000 | +$50,047,064 | -$42,400,415 | +$7,646,649 | VOO, VLUE, MSFT, AMZN, VUG | 13F-HR | 06 Jul 2022, 09:36 |
| Q1 2022 | 373 | $177,198,000 | $0 | $0 | $0 | VUG, VLUE, DGRO, MSFT, AMZN | 13F-HR | 03 May 2022, 12:06 |
| Q2 2021 | 235 | $161,165,000 | +$31,343,437 | -$13,620,354 | +$17,723,083 | ARKK, VLUE, DGRO, AMZN, MSFT | 13F-HR | 01 Sep 2021, 16:05 |
| Q1 2021 | 173 | $134,123,000 | +$37,810,093 | -$26,871,324 | +$10,938,769 | ARKK, DGRO, VLUE, AMZN, IJS | 13F-HR | 13 May 2021, 16:00 |
| Q4 2020 | 203 | $118,900,000 | $0 | $0 | $0 | ARKK, AGG, VLUE, DGRO, MSFT | 13F-HR | 28 Jan 2021, 15:52 |