Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MATTHEW GOFF INVESTMENT ADVISOR LLC | 04-11-2024 | 03-31-2024 | 95 | 493,945,245 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 51 | $1,972,918 | 10,804 | 0.00 | 0.00 | -184 | -1.67 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -210 | -1.78 | 03-31-2024 |
| APPLE INC | COM | 53 | $1,719,164 | 10,025 | 0.00 | 0.00 | -2,083 | -17.20 | 03-31-2024 |
| AMAZON COM INC | COM | 54 | $1,686,733 | 9,351 | 0.00 | 0.00 | 51 | 0.55 | 03-31-2024 |
