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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $539M AUM 500 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 147 New 95 Added 134 Reduced 160 Exited
Page 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 472.0 $442K 0.08% -19.0 -3.9% $935.47 +2.3%
42 SCHX SCHWAB U.S. LARGE-CAP ETF 11,925.0 $351K 0.07% -2K -15.4% $29.43 +3.1%
43 SCHD SCHWAB US DIVIDEND EQUITY ETF 10,936.0 $347K 0.06% -2K -18.6% $31.71 +10.7%
44 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,888.0 $337K 0.06% -43K -93.8% $116.67 +50.2%
45 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 3,900.0 $273K 0.05% -150.0 -3.7% $69.90 +2.6%
46 IJH ISHARES CORE S&P MID-CAP ETF 3,242.0 $250K 0.05% -350.0 -9.7% $77.11 -0.1%
47 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 2,885.0 $247K 0.05% -717.0 -19.9% $85.49 +1.7%
48 VOT VANGUARD MID-CAP GROWTH ETF 787.0 $241K 0.04% -330.0 -29.5% $306.30 -0.2%
49 IWM ISHARES RUSSELL 2000 ETF 785.0 $236K 0.04% -50.0 -6.0% $300.45 +0.4%
50 CTAS CINTAS CORP COM Industrials 1,366.0 $232K 0.04% -169.0 -11.0% $170.08 +19.4%
51 JPEF JPMORGAN EQUITY FOCUS ETF 2,658.0 $214K 0.04% -641.0 -19.4% $80.33 +1.8%
52 VOE VANGUARD MID-CAP VALUE ETF 863.0 $171K 0.03% -139.0 -13.9% $197.60 +5.8%
53 IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 1,158.0 $169K 0.03% -257.0 -18.2% $146.30 -1.1%
54 JPMORGAN U.S. QUALITY FACTOR ETF 2,066.0 $149K 0.03% -53K -96.2% $72.28
55 HD HOME DEPOT INC COM Consumer Cyclical 410.0 $145K 0.03% -337.0 -45.1% $352.68 -2.4%
56 RITM RITHM CAPITAL CORP COM NEW Real Estate 14,254.0 $134K 0.03% -2K -10.4% $9.39 +10.5%
57 CRM SALESFORCE INC COM Technology 813.0 $127K 0.02% -105.0 -11.4% $156.66 +31.6%
58 TMUS T-MOBILE US INC COM Communication Services 734.0 $123K 0.02% -316.0 -30.1% $167.73 +8.7%
59 VICR VICOR CORP COM Technology 321.0 $122K 0.02% -199.0 -38.3% $379.78 -42.8%
60 PAYX PAYCHEX INC COM Industrials 1,227.0 $121K 0.02% -114.0 -8.5% $98.33 +24.6%
Page 3 of 7  ·  134 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 24.3%
Technology 19.7%
Consumer Cyclical 10.9%
Communication Services 9.1%
Energy 7.8%
Healthcare 7.2%
Consumer Defensive 6.7%
Industrials 5.1%
Real Estate 4.4%
Utilities 4.4%