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Portfolio (Quarterly) Guide ↗

Matthew Goff Investment Advisor, LLC

· CIK 0000935359
13F Portfolio $593M AUM 91 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 7 Added 45 Reduced 26 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKLN INVESCO EXCH TRADED FD TR II 447,190.0 $9.1M 1.54% +31K +7.5% $20.37 +1.1%
2 BSCS INVESCO EXCH TRD SLF IDX FD 156,188.0 $3.2M 0.54% +84K +115.8% $20.36 +0.1%
3 XLV SELECT SECTOR SPDR TR 12,486.0 $2.0M 0.33% +263.0 +2.1% $158.66 +10.1%
4 XLK SELECT SECTOR SPDR TR 9,604.0 $1.8M 0.31% +73.0 +0.8% $190.52 -3.8%
5 USRT ISHARES TR 25,909.0 $1.7M 0.29% +1K +5.1% $66.45 +1.0%
6 XLP SELECT SECTOR SPDR TR 9,919.0 $824K 0.14% +716.0 +7.8% $83.07 +3.5%
7 IWF ISHARES TR 5,584.0 $693K 0.12% +4K +246.8% $124.17 -1.4%

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 34.4%
Technology 30.6%
Healthcare 13.2%
Industrials 6.8%
Consumer Defensive 5.0%
Utilities 3.8%
Communication Services 3.5%
Energy 2.2%
Consumer Cyclical 0.7%