GoalVest Advisory LLC at 2023-03-31

Filling information for GoalVest Advisory LLC as Treemap, investor disclosed 273 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
000375204 000375204 ABB LTD SPONSORED ADR ADR 32928 960 0 100
002824100 002824100 ABBOTT LABS COM Stock 48200 476 0 100
00287Y109 00287Y109 ABBVIE INC COM Stock 140564 882 0 100
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A Stock 1143 4 0 100
00650F109 00650F109 ADAPTIVE BIOTECHNOLOGIES CORP COM Stock 7329 830 0 100
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM Stock 100582 261 0 100
007903107 007903107 ADVANCED MICRO DEVICES INC COM Stock 2058 21 0 100
009066101 009066101 AIRBNB INC COM CL A Stock 2861 23 0 100
01881G106 01881G106 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Stock 28626 783 0 100
02079K305 02079K305 ALPHABET INC CAP STK CL A Stock 1824630 17595 0 100
02079K107 02079K107 ALPHABET INC CAP STK CL C Stock 150800 1450 0 100
00162Q395 00162Q395 ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF ETF 78304 2217 0 100
02209S103 02209S103 ALTRIA GROUP INC COM Stock 1104316 24750 0 100
023135106 023135106 AMAZON COM INC COM Stock 1679793 16265 0 100
025816109 025816109 AMERICAN EXPRESS CO COM Stock 37114 225 0 100
03027X100 03027X100 AMERICAN TOWER CORP NEW COM REIT 36781 180 0 100
030420103 030420103 AMERICAN WTR WKS CO INC NEW COM Stock 16114 110 0 100
032654105 032654105 ANALOG DEVICES INC COM Stock 125178 635 0 100
037833100 037833100 APPLE INC COM Stock 882380 5351 0 100
038222105 038222105 APPLIED MATLS INC COM Stock 26040 212 0 100
04010L103 04010L103 ARES CAPITAL CORP COM CEF 1264100 69175 0 100
00214Q104 00214Q104 ARK INNOVATION ETF ETF 40300 999 0 100
00214Q807 00214Q807 ARK SPACE EXPLORATION & INNOVATION ETF ETF 6692 478 0 100
N07059210 N07059210 ASML HOLDING N V N Y REGISTRY SHS ADR 1041426 1530 0 100
00206R102 00206R102 AT&T INC COM Stock 1561954 81148 0 100
060505104 060505104 BANK AMERICA CORP COM Stock 77315 2703 0 100
070830104 070830104 BATH & BODY WORKS INC COM Stock 1536 42 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 1948452 6311 0 100
09247X101 09247X101 BLACKROCK INC COM Stock 32118 48 0 100
09257W100 09257W100 BLACKSTONE MTG TR INC COM CL A REIT 915250 51283 0 100
852234103 852234103 BLOCK INC CL A Stock 824 12 0 100
097023105 097023105 BOEING CO COM Stock 42486 200 0 100
055622104 055622104 BP PLC SPONSORED ADR ADR 58212 1534 0 100
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM Stock 28998 418 0 100
11135F101 11135F101 BROADCOM INC COM Stock 760216 1185 0 100
G16252101 G16252101 BROOKFIELD INFRAST PARTNERS LP LP INT UNIT Stock 59604 1765 0 100
136375102 136375102 CANADIAN NATL RY CO COM Stock 11797 100 0 100
14040H105 14040H105 CAPITAL ONE FINL CORP COM Stock 769 8 0 100
14817C107 14817C107 CASSAVA SCIENCES INC COM Stock 17994 746 0 100
149123101 149123101 CATERPILLAR INC COM Stock 57439 251 0 100
166764100 166764100 CHEVRON CORP NEW COM Stock 71475 438 0 100
17133Q502 17133Q502 CHUNGHWA TELECOM CO LTD SPON ADR NEW11 ADR 156 4 0 100
171779309 171779309 CIENA CORP COM NEW Stock 31617 602 0 100
172062101 172062101 CINCINNATI FINL CORP COM Stock 12329 110 0 100
17248W105 17248W105 CINGULATE INC COMMON STOCK Stock 3152 3200 0 100
17248W113 17248W113 CINGULATE INC WT EXP 121026 Stock 450 3000 0 100
172908105 172908105 CINTAS CORP COM Stock 18507 40 0 100
17275R102 17275R102 CISCO SYS INC COM Stock 1328890 25426 0 100
12572Q105 12572Q105 CME GROUP INC COM Stock 11491 60 0 100
191216100 191216100 COCA COLA CO COM Stock 145212 2341 0 100
19247G107 19247G107 COHERENT CORP COM Stock 17593 462 0 100
20030N101 20030N101 COMCAST CORP NEW CL A Stock 152 4 0 100
M25722105 M25722105 COMPUGEN LTD ORD Stock 0 0 0 100
205887102 205887102 CONAGRA BRANDS INC COM Stock 1130578 30102 0 100
20825C104 20825C104 CONOCOPHILLIPS COM Stock 19346 195 0 100
219350105 219350105 CORNING INC COM Stock 33568 951 0 100
22160K105 22160K105 COSTCO WHSL CORP NEW COM Stock 282222 568 0 100
22822V101 22822V101 CROWN CASTLE INC COM REIT 1186557 8866 0 100
235851102 235851102 DANAHER CORPORATION COM Stock 24700 98 0 100
23753F107 23753F107 DASEKE INC COM Stock 18768 2428 0 100
244199105 244199105 DEERE & CO COM Stock 1239 3 0 100
25179M103 25179M103 DEVON ENERGY CORP NEW COM Stock 2072 41 0 100
25278X109 25278X109 DIAMONDBACK ENERGY INC COM Stock 2163 16 0 100
25434V872 25434V872 DIMENSIONAL CORE FIXED INCOME ETF ETF 1403 33 0 100
25434V302 25434V302 DIMENSIONAL EMERGING CORE EQUITY MARKET ETF ETF 691 30 0 100
254687106 254687106 DISNEY WALT CO COM Stock 19726 197 0 100
256163106 256163106 DOCUSIGN INC COM Stock 10552 181 0 100
25746U109 25746U109 DOMINION ENERGY INC COM Stock 1319318 23598 0 100
28176E108 28176E108 EDWARDS LIFESCIENCES CORP COM Stock 14891 180 0 100
29250N105 29250N105 ENBRIDGE INC COM Stock 6714 176 0 100
81369Y506 81369Y506 ENERGY SELECT SECTOR SPDR FUND ETF 774295 9348 0 100
29287L106 29287L106 ENGINE NO. 1 TRANSFORM 500 ETF ETF 6425 135 0 100
293792107 293792107 ENTERPRISE PRODS PARTNERS L P COM Stock 0 0 0 100
29444U700 29444U700 EQUINIX INC COM REIT 30284 42 0 100
29786A106 29786A106 ETSY INC COM Stock 28278 254 0 100
30034W106 30034W106 EVERGY INC COM Stock 311284 5093 0 100
30040W108 30040W108 EVERSOURCE ENERGY COM Stock 87729 1121 0 100
30212W100 30212W100 EXP WORLD HLDGS INC COM Stock 7360 580 0 100
30231G102 30231G102 EXXON MOBIL CORP COM Stock 68318 623 0 100
316092600 316092600 FIDELITY MSCI HEALTH CARE INDEX ETF ETF 369 6 0 100
33733E104 33733E104 FIRST TRUST CAPITAL STRENGTH ETF ETF 0 0 0 100
345370860 345370860 FORD MTR CO DEL COM Stock 1260 100 0 100
35671D857 35671D857 FREEPORT-MCMORAN INC CL B Stock 55819 1364 0 100
36872P103 36872P103 GENASYS INC COM Stock 0 0 0 100
369550108 369550108 GENERAL DYNAMICS CORP COM Stock 22649 100 0 100
369604301 369604301 GENERAL ELECTRIC CO COM NEW Stock 1129 12 0 100
372460105 372460105 GENUINE PARTS CO COM Stock 1287403 7696 0 100
381430230 381430230 GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF ETF 350 7 0 100
37733W204 37733W204 GSK PLC SPONSORED ADR ADR 5693 160 0 100
406216101 406216101 HALLIBURTON CO COM Stock 1297 41 0 100
428103105 428103105 HESS MIDSTREAM LP CL A SHS Stock 11664 403 0 100
437076102 437076102 HOME DEPOT INC COM Stock 99751 338 0 100
446150104 446150104 HUNTINGTON BANCSHARES INC COM Stock 1072195 95737 0 100
454089103 454089103 INDIA FD INC COM CEF 2723 180 0 100
81369Y704 81369Y704 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 6476 64 0 100
458140100 458140100 INTEL CORP COM Stock 0 0 0 100
460146103 460146103 INTERNATIONAL PAPER CO COM Stock 1224806 33973 0 100
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW Stock 31423 123 0 100
46137V746 46137V746 INVESCO DYNAMIC LARGE CAP GROWTH ETF ETF 56292 866 0 100
46090E103 46090E103 INVESCO QQQ TRUST ETF 64828 202 0 100
46133G107 46133G107 INVESCO QUALITY MUN INCOME TR COM CEF 3124 313 0 100
46138J619 46138J619 INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF ETF 4324 93 0 100
46429B747 46429B747 ISHARES 0-5 YEAR TIPS BOND ETF ETF 5786892 58324 0 100
464288638 464288638 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 51 1 0 100
46432F842 46432F842 ISHARES CORE MSCI EAFE ETF ETF 359571 5379 0 100
464287200 464287200 ISHARES CORE S&P 500 ETF ETF 373261 908 0 100
464287507 464287507 ISHARES CORE S&P MID-CAP ETF ETF 45029 180 0 100
464287804 464287804 ISHARES CORE S&P SMALL CAP ETF ETF 196591 2033 0 100
464287150 464287150 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 85751 947 0 100
46435U135 46435U135 ISHARES CYBERSECURITY & TECH ETF ETF 727 20 0 100
46434V381 46434V381 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 3320 63 0 100
464285204 464285204 ISHARES GOLD TRUST ETF 9230 247 0 100
464287465 464287465 ISHARES MSCI EAFE ETF ETF 37262 521 0 100
464287234 464287234 ISHARES MSCI EMERGING MARKETS ETF ETF 232027 5880 0 100
46434G764 46434G764 ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 5673 115 0 100
464286608 464286608 ISHARES MSCI EUROZONE ETF ETF 10278 228 0 100
46434V456 46434V456 ISHARES MSCI INTL QUALITY FACTOR ETF ETF 0 0 0 100
46429B697 46429B697 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 7092035 97510 0 100
46432F388 46432F388 ISHARES MSCI USA VALUE FACTOR ETF ETF 20277 219 0 100
464287655 464287655 ISHARES RUSSELL 2000 ETF ETF 28187 158 0 100
464287630 464287630 ISHARES RUSSELL 2000 VALUE ETF ETF 1370 10 0 100
464287309 464287309 ISHARES S&P 500 GROWTH ETF ETF 85868 1344 0 100
464287168 464287168 ISHARES SELECT DIVIDEND ETF ETF 2117990 18080 0 100
46428Q109 46428Q109 ISHARES SILVER TRUST ETF 28645 1295 0 100
464287739 464287739 ISHARES U.S. REAL ESTATE ETF ETF 0 0 0 100
464287721 464287721 ISHARES U.S. TECHNOLOGY ETF ETF 25059 270 0 100
478160104 478160104 JOHNSON & JOHNSON COM Stock 1516128 9783 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM Stock 274775 2109 0 100
46641Q761 46641Q761 JPMORGAN U.S. QUALITY FACTOR ETF ETF 4006020 97178 0 100
49338L103 49338L103 KEYSIGHT TECHNOLOGIES INC COM Stock 188124 1165 0 100
494368103 494368103 KIMBERLY-CLARK CORP COM Stock 1295502 9653 0 100
502431109 502431109 L3HARRIS TECHNOLOGIES INC COM Stock 9616 49 0 100
512807108 512807108 LAM RESEARCH CORP COM Stock 76645 145 0 100
532457108 532457108 LILLY ELI & CO COM Stock 51513 150 0 100
G54950103 G54950103 LINDE PLC SHS Stock 355 1 0 100
53814L108 53814L108 LIVENT CORP COM Stock 32580 1500 0 100
539830109 539830109 LOCKHEED MARTIN CORP COM Stock 1405442 2973 0 100
559080106 559080106 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP Stock 62663 1155 0 100
565849106 565849106 MARATHON OIL CORP COM Stock 10476 437 0 100
56585A102 56585A102 MARATHON PETE CORP COM Stock 81437 604 0 100
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A Stock 60707 167 0 100
580135101 580135101 MCDONALDS CORP COM Stock 1697499 6071 0 100
G5960L103 G5960L103 MEDTRONIC PLC SHS Stock 1273132 15795 0 100
58933Y105 58933Y105 MERCK & CO INC COM Stock 2099763 19738 0 100
30303M102 30303M102 META PLATFORMS INC CL A Stock 240128 1133 0 100
59156R108 59156R108 METLIFE INC COM Stock 13326 230 0 100
595017104 595017104 MICROCHIP TECHNOLOGY INC. COM Stock 95529 1140 0 100
594918104 594918104 MICROSOFT CORP COM Stock 3061978 10622 0 100
59522J103 59522J103 MID-AMER APT CMNTYS INC COM REIT 17370 115 0 100
55306N104 55306N104 MKS INSTRS INC COM Stock 98733 1114 0 100
60770K107 60770K107 MODERNA INC COM Stock 18890 123 0 100
617446448 617446448 MORGAN STANLEY COM NEW Stock 1054 12 0 100
63633D104 63633D104 NATIONAL HEALTH INVS INC COM REIT 1196413 23199 0 100
63938C108 63938C108 NAVIENT CORPORATION COM Stock 193127 12078 0 100
651639106 651639106 NEWMONT CORP COM Stock 98 2 0 100
65339F101 65339F101 NEXTERA ENERGY INC COM Stock 156087 2025 0 100
67066G104 67066G104 NVIDIA CORPORATION COM Stock 54165 195 0 100
N6596X109 N6596X109 NXP SEMICONDUCTORS N V COM Stock 55943 300 0 100
674599105 674599105 OCCIDENTAL PETE CORP COM Stock 3309 53 0 100
670837103 670837103 OGE ENERGY CORP COM Stock 1440377 38251 0 100
679295105 679295105 OKTA INC CL A Stock 35358 410 0 100
679580100 679580100 OLD DOMINION FREIGHT LINE INC COM Stock 54534 160 0 100
682680103 682680103 ONEOK INC NEW COM Stock 1384510 21793 0 100
69374H881 69374H881 PACER US CASH COWS 100 ETF ETF 5634 120 0 100
69374H857 69374H857 PACER US SMALL CAP CASH COWS 100 ETF ETF 1903 50 0 100
697435105 697435105 PALO ALTO NETWORKS INC COM Stock 90882 455 0 100
704326107 704326107 PAYCHEX INC COM Stock 61306 535 0 100
70450Y103 70450Y103 PAYPAL HLDGS INC COM Stock 1056781 13919 0 100
713448108 713448108 PEPSICO INC COM Stock 1261490 6921 0 100
717081103 717081103 PFIZER INC COM Stock 1357278 33270 0 100
718172109 718172109 PHILIP MORRIS INTL INC COM Stock 977194 10049 0 100
726503105 726503105 PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 126259 10125 0 100
72703X106 72703X106 PLANET LABS PBC COM CL A Stock 31397 7989 0 100
74251V102 74251V102 PRINCIPAL FINANCIAL GROUP INC COM Stock 1315434 17700 0 100
742718109 742718109 PROCTER AND GAMBLE CO COM Stock 1692869 11386 0 100
74340W103 74340W103 PROLOGIS INC. COM REIT 28073 225 0 100
74347G705 74347G705 PROSHARES ULTRA ENERGY ETF 32814 879 0 100
74460D109 74460D109 PUBLIC STORAGE COM REIT 906 3 0 100
747525103 747525103 QUALCOMM INC COM Stock 66795 524 0 100
74767V109 74767V109 QUANTUMSCAPE CORP COM CL A Stock 5096 623 0 100
74837P405 74837P405 QUICKLOGIC CORP COM NEW Stock 0 0 0 100
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM Stock 8226 84 0 100
756109104 756109104 REALTY INCOME CORP COM REIT 9498 150 0 100
75886F107 75886F107 REGENERON PHARMACEUTICALS COM Stock 11503 14 0 100
64828T201 64828T201 RITHM CAPITAL CORP COM NEW REIT 114032 14254 0 100
V7780T103 V7780T103 ROYAL CARIBBEAN GROUP COM Stock 13060 200 0 100
78409V104 78409V104 S&P GLOBAL INC COM Stock 20000 58 0 100
79466L302 79466L302 SALESFORCE INC COM Stock 43752 219 0 100
808513105 808513105 SCHWAB CHARLES CORP COM Stock 2671 51 0 100
808524706 808524706 SCHWAB EMERGING MARKETS EQUITY ETF ETF 0 0 0 100
808524805 808524805 SCHWAB INTERNATIONAL EQUITY ETF ETF 22168 637 0 100
808524888 808524888 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF ETF 303 9 0 100
808524102 808524102 SCHWAB U.S. BROAD MARKET ETF ETF 13972 292 0 100
808524201 808524201 SCHWAB U.S. LARGE-CAP ETF ETF 18090 374 0 100
808524300 808524300 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 0 0 0 100
808524409 808524409 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 7324 112 0 100
808524508 808524508 SCHWAB U.S. MID-CAP ETF ETF 4420 65 0 100
808524847 808524847 SCHWAB U.S. REIT ETF ETF 2630 135 0 100
808524607 808524607 SCHWAB U.S. SMALL-CAP ETF ETF 4291 102 0 100
808524797 808524797 SCHWAB US DIVIDEND EQUITY ETF ETF 30069 411 0 100
G7997R103 G7997R103 SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Stock 40267 609 0 100
81762P102 81762P102 SERVICENOW INC COM Stock 34854 75 0 100
780259305 780259305 SHELL PLC SPON ADS ADR 0 0 0 100
82509L107 82509L107 SHOPIFY INC CL A Stock 31017 647 0 100
83088M102 83088M102 SKYWORKS SOLUTIONS INC COM Stock 53445 453 0 100
78442P106 78442P106 SLM CORP COM Stock 185850 15000 0 100
833445109 833445109 SNOWFLAKE INC CL A Stock 34561 224 0 100
835495102 835495102 SONOCO PRODS CO COM Stock 1324444 21716 0 100
83587F202 83587F202 SORRENTO THERAPEUTICS INC COM NEW Stock 11849 32915 0 100
842587107 842587107 SOUTHERN CO COM Stock 1117986 16069 0 100
78463X889 78463X889 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 0 0 0 100
78464A664 78464A664 SPDR PORTFOLIO LONG TERM TREASURY ETF ETF 0 0 0 100
78464A805 78464A805 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 4690 93 0 100
78464A854 78464A854 SPDR PORTFOLIO S&P 500 ETF ETF 150984 3136 0 100
78464A409 78464A409 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 5727922 103493 0 100
78462F103 78462F103 SPDR S&P 500 ETF TRUST ETF 334472 817 0 100
78464A763 78464A763 SPDR S&P DIVIDEND ETF ETF 84741 685 0 100
78464A698 78464A698 SPDR S&P REGIONAL BANKING ETF ETF 51650 1178 0 100
L8681T102 L8681T102 SPOTIFY TECHNOLOGY S A SHS Stock 30065 225 0 100
85571B105 85571B105 STARWOOD PPTY TR INC COM REIT 896613 50700 0 100
861012102 861012102 STMICROELECTRONICS N V NY REGISTRY ADR 80235 1500 0 100
87612G101 87612G101 TARGA RES CORP COM Stock 13123 180 0 100
88160R101 88160R101 TESLA INC COM Stock 24273 117 0 100
882508104 882508104 TEXAS INSTRS INC COM Stock 178339 959 0 100
125523100 125523100 THE CIGNA GROUP COM Stock 1533 6 0 100
88339J105 88339J105 THE TRADE DESK INC COM CL A Stock 90147 1480 0 100
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM Stock 208646 362 0 100
89832Q109 89832Q109 TRUIST FINL CORP COM Stock 1043210 30595 0 100
898202106 898202106 TRUPANION INC COM Stock 14969 349 0 100
90089L108 90089L108 TUSIMPLE HLDGS INC CL A Stock 0 0 0 100
90138F102 90138F102 TWILIO INC CL A Stock 1999 30 0 100
902681105 902681105 UGI CORP NEW COM Stock 1162400 33448 0 100
904767704 904767704 UNILEVER PLC SPON ADR NEW ADR 1124816 21660 0 100
907818108 907818108 UNION PAC CORP COM Stock 1417 7 0 100
911312106 911312106 UNITED PARCEL SERVICE INC CL B Stock 40350 208 0 100
91232N207 91232N207 UNITED STATES OIL FUND LP ETF 95873 1443 0 100
91324P102 91324P102 UNITEDHEALTH GROUP INC COM Stock 1195142 2529 0 100
91325V108 91325V108 UNITI GROUP INC COM REIT 174 49 0 100
902973304 902973304 US BANCORP DEL COM NEW Stock 36 1 0 100
91913Y100 91913Y100 VALERO ENERGY CORP COM Stock 1084791 7772 0 100
92189F643 92189F643 VANECK MORNINGSTAR WIDE MOAT ETF ETF 0 0 0 100
92204A207 92204A207 VANGUARD CONSUMER STAPLES ETF ETF 0 0 0 100
921908844 921908844 VANGUARD DIVIDEND APPRECIATION ETF ETF 92098 598 0 100
921943858 921943858 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 217223 4809 0 100
922042858 922042858 VANGUARD FTSE EMERGING MARKETS ETF ETF 7757 192 0 100
922908736 922908736 VANGUARD GROWTH ETF ETF 8585297 34423 0 100
92206C706 92206C706 VANGUARD INTERMEDIATE-TERM TREASURY ETF ETF 0 0 0 100
922908637 922908637 VANGUARD LARGE-CAP ETF ETF 203997 1092 0 100
921910816 921910816 VANGUARD MEGA CAP GROWTH ETF ETF 5113 25 0 100
922908538 922908538 VANGUARD MID-CAP GROWTH ETF ETF 34301 176 0 100
92206C771 92206C771 VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 93 2 0 100
922908553 922908553 VANGUARD REAL ESTATE ETF ETF 244802 2948 0 100
92206C680 92206C680 VANGUARD RUSSELL 1000 GROWTH ETF ETF 3145 50 0 100
922908363 922908363 VANGUARD S&P 500 ETF ETF 49698417 132177 0 100
922908751 922908751 VANGUARD SMALL-CAP ETF ETF 6055588 31955 0 100
922907746 922907746 VANGUARD TAX-EXEMPT BOND ETF ETF 10689 211 0 100
921937835 921937835 VANGUARD TOTAL BOND MARKET ETF ETF 31747 430 0 100
92203J407 92203J407 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 49 1 0 100
922908769 922908769 VANGUARD TOTAL STOCK MARKET ETF ETF 11667192 57171 0 100
92204A876 92204A876 VANGUARD UTILITIES ETF ETF 0 0 0 100
922908744 922908744 VANGUARD VALUE ETF ETF 14502 105 0 100
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM Stock 5911 152 0 100
925652109 925652109 VICI PPTYS INC COM REIT 983264 30150 0 100
92826C839 92826C839 VISA INC COM CL A Stock 137283 609 0 100
929160109 929160109 VULCAN MATLS CO COM Stock 9779 57 0 100
929740108 929740108 WABTEC COM Stock 1617 16 0 100
931142103 931142103 WALMART INC COM Stock 1026744 6964 0 100
942622200 942622200 WATSCO INC COM Stock 34361 108 0 100
949746101 949746101 WELLS FARGO CO NEW COM Stock 0 0 0 100
969457100 969457100 WILLIAMS COS INC COM Stock 1253936 42000 0 100
97717W703 97717W703 WISDOMTREE INTERNATIONAL EQUITY FUND ETF 8056 162 0 100
92936U109 92936U109 WP CAREY INC COM REIT 1198019 15469 0 100
98978V103 98978V103 ZOETIS INC CL A Stock 180421 1084 0 100

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