Portfolio (Quarterly)
Guide ↗
Matthew Goff Investment Advisor, LLC
· CIK 0000935359| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | Sandoz Group Ag Spon Ads Each | — | 13,712 | $1.1M | 0.18% | SOLD |
| 22 | VEXC | Vanguard Emerging Markets ETF | — | 16,153 | $873K | 0.15% | SOLD |
| 23 | OEF | iShares S&P 100 ETF | — | 2,369 | $754K | 0.13% | SOLD |
| 24 | VYM | Vanguard High Dividend Yield | — | 4,132 | $612K | 0.10% | SOLD |
| 25 | MGK | Vanguard Mega Cap 300 Growth | — | 1,483 | $545K | 0.09% | SOLD |
| 26 | RSG | REPUBLIC SVCS INC | Industrials | 914 | $200K | 0.03% | SOLD |
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%