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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IYK ISHARES TR 26,012.0 $1.8M 0.30% NEW $70.03 +3.7%
22 MGV Vanguard Mega Cap 300 Value 11,018.0 $1.6M 0.27% NEW $144.94 +6.3%
23 SPY SPDR S&P 500 ETF Financial Services 2,365.0 $1.5M 0.26% NEW $650.34 +13.2%
24 IYF ISHARES TR 9,230.0 $1.1M 0.18% NEW $117.67 +4.3%
25 Sandoz Group Ag Spon Ads Each 13,712.0 $1.1M 0.18% NEW $78.20
26 VEXC Vanguard Emerging Markets ETF 16,153.0 $873K 0.15% NEW $54.05 +68.0%
27 OEF iShares S&P 100 ETF 2,369.0 $754K 0.13% NEW $318.07 +15.6%
28 VYM Vanguard High Dividend Yield 4,132.0 $612K 0.10% NEW $148.11 +5.4%
29 MGK Vanguard Mega Cap 300 Growth 1,483.0 $545K 0.09% NEW $367.44 -76.1%
30 IHE ISHARES TR 3,615.0 $313K 0.05% NEW $86.68 +1.2%
31 AMAT APPLIED MATLS INC Technology 753.0 $257K 0.04% NEW $341.79 +21.1%
32 IYJ ISHARES TR 1,549.0 $228K 0.04% NEW $147.50 +4.7%
33 MOAT VANECK ETF TRUST 2,115.0 $205K 0.03% NEW $96.70 +3.6%
34 RSG REPUBLIC SVCS INC Industrials 914.0 $200K 0.03% NEW $219.02 -2.9%
35 HYDB ISHARES TR 4,302.0 $200K 0.03% NEW $46.52 +0.1%
Page 2 of 2  ·  35 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%