Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MATTHEW GOFF INVESTMENT ADVISOR LLC 01-09-2024 12-31-2023 91 450,785,592
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $49,919,051 132,749 0.01 0.01 -1,394 -1.04 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 2 $33,978,956 95,308 0.01 0.01 -763 -0.79 12-31-2023
SSGA ACTIVE ETF TR BLACKSTONE SENR 3 $18,910,051 451,027 0.00 0.00 -18,695 -3.98 12-31-2023
VISA INC COM CL A 4 $17,518,226 67,287 0.00 0.00 -309 -0.46 12-31-2023
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