GoalVest Advisory LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$512M
Holdings
450
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P 500 ETF
Held since at least Q1 2024
33.5%
02
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
6.0%
03
$SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Held since at least Q1 2024
4.0%
04
$GMUB
GOLDMAN SACHS MUNICIPAL INCOME ETF
Held since at least Q1 2024
3.1%
05
$XNTK
STATE STREET SPDR NYSE TECHNOLOGY ETF
Held since at least Q1 2024
2.8%
06
$IEFA
ISHARES CORE MSCI EAFE ETF
Held since at least Q1 2024
2.7%
07
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Held since at least Q1 2024
2.3%
08
$VGK
VANGUARD FTSE EUROPE ETF
Held since at least Q1 2024
1.9%
09
$AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
Held since at least Q1 2024
1.8%
10
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:27 UTC.