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Portfolio (Quarterly) Guide ↗

Matthew Goff Investment Advisor, LLC

· CIK 0000935359
13F Portfolio $599.9B AUM 107 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 17 Added 33 Reduced 15 Exited
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 iShares iBonds Dec 2026 Corpor 160,242.0 $3.9M 0.65% NEW $24.24
42 ABBV ABBVIE INC Healthcare 16,822.0 $3.7M 0.61% -390.0 -2.3% $217.49 -3.3%
43 VDC Vanguard Consumer Staples Inde 16,252.0 $3.7M 0.61% NEW $224.59 +3.0%
44 IBMQ iShares iBonds Dec 2028 Corpor 134,643.0 $3.4M 0.57% NEW $25.33 +0.5%
45 IVW ISHARES TR 29,984.0 $3.4M 0.56% -369.0 -1.2% $113.11 +20.9%
46 IYW ISHARES TR 16,903.0 $3.1M 0.51% -208.0 -1.2% $181.42 +31.6%
47 IBMR iShares iBonds Dec 2029 Corpor 124,349.0 $2.9M 0.48% NEW $23.26 +8.6%
48 MGC Vanguard Mega Cap 300 11,181.0 $2.6M 0.44% NEW $236.35 +15.2%
49 SCHV SCHWAB STRATEGIC TR 76,791.0 $2.3M 0.39% NEW $30.50 +6.8%
50 VIG Vanguard Dividend Appreciation 10,351.0 $2.2M 0.37% NEW $215.07 +6.7%
51 C CITIGROUP INC Financial Services 18,640.0 $2.1M 0.35% -522.0 -2.7% $113.41 +8.8%
52 NVDA NVIDIA CORPORATION Technology 12,023.0 $2.1M 0.35% $174.40 +35.2%
53 IYK ISHARES TR 26,012.0 $1.8M 0.30% NEW $70.03 +3.1%
54 XLV SELECT SECTOR SPDR TR 12,223.0 $1.8M 0.30% +2K +20.5% $146.61 -1.0%
55 LLY ELI LILLY & CO Healthcare 1,930.0 $1.8M 0.30% +377.0 +24.3% $919.77 +9.5%
56 XLE SELECT SECTOR SPDR TR 26,749.0 $1.6M 0.27% +5K +23.2% $61.26 -2.9%
57 MGV Vanguard Mega Cap 300 Value 11,018.0 $1.6M 0.27% NEW $144.94 +6.3%
58 AAPL APPLE INC Technology 6,228.0 $1.6M 0.26% -76.0 -1.2% $253.80 +18.3%
59 SPY SPDR S&P 500 ETF Financial Services 2,365.0 $1.5M 0.26% NEW $650.34 +13.7%
60 BSCS Invesco BulletShares 2028 Corp 72,366.0 $1.5M 0.25% -4K -5.3% $20.42 -0.1%
Page 3 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.8%
Technology 24.9%
Communication Services 13.6%
Healthcare 11.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 2.9%
Utilities 2.7%
Consumer Cyclical 0.6%