$177 Million is the total value of GoalVest Advisory LLC's 527 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 13 | Q2 2024 | 37.3% |
| VANGUARD GROWTH INDEX FUND | 13 | Q2 2024 | 9.6% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 13 | Q2 2024 | 7.8% |
| VANGUARD SMALL-CAP INDEX FUND | 13 | Q2 2024 | 5.0% |
| MICROSOFT CORP COM | 13 | Q2 2024 | 3.9% |
| AMAZON COM INC COM | 13 | Q2 2024 | 3.6% |
| ARK INNOVATION ETF | 13 | Q2 2024 | 8.0% |
| ALPHABET INC CAP STK CL A | 13 | Q2 2024 | 2.3% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 13 | Q2 2024 | 1.5% |
| MERCK & CO. INC COM | 13 | Q2 2024 | 1.9% |
View GoalVest Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-02 |
| 13F-HR | 2023-10-10 |
| 13F-HR/A | 2023-07-17 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-03 |
| 13F-HR | 2023-01-06 |
| 13F-HR | 2022-10-11 |
View GoalVest Advisory LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.