Long-term investor
Goalvest Advisory LLC @goalvestadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001839307).
Record
- Tracked since 2025-12-31 (257 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.1%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 38.5% · long · since 2025-12-31
- VUG · 5.7% · long · since 2025-12-31
- XNTK · 4.3% · long · since 2025-12-31
- SPIB · 3.9% · long · since 2025-12-31
- GMUB · 3.3% · long · since 2025-12-31
- IEFA · 3.0% · long · since 2025-12-31
- SPRX · 2.7% · long · since 2026-03-31
- VTI · 2.5% · long · since 2025-12-31
- IEMG · 2.0% · long · since 2025-12-31
- AAAU · 1.6% · long · since 2025-12-31
- GOOGL · 1.3% · long · since 2025-12-31
- TSLA · 1.1% · long · since 2025-12-31