Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOALVEST ADVISORY LLC | 04-15-2024 | 03-31-2024 | 412 | 299,878,520 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | ETF | 1 | $100,304,336 | 208,663 | 0.03 | 0.04 | 26,078 | 14.28 | 03-31-2024 |
| VANGUARD GROWTH ETF | ETF | 2 | $26,796,352 | 77,851 | 0.01 | 0.01 | 27,447 | 54.45 | 03-31-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 3 | $14,320,033 | 55,098 | 0.00 | 0.01 | -1,710 | -3.01 | 03-31-2024 |
| VANGUARD SMALL-CAP ETF | ETF | 4 | $13,294,337 | 58,158 | 0.00 | 0.00 | 6,980 | 13.64 | 03-31-2024 |
