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Portfolio (Quarterly) Guide ↗

Goodman Financial Corp

· CIK 0001382303
13F Portfolio $647M AUM 73 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 38 Added 15 Reduced 12 Exited
Page 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES S&P 500 INDEX 5,278.0 $4.0M 0.61% $748.89 +2.7%
42 IWF ISHARES RUSSELL 1000 GROWTH ETF 31,096.0 $3.9M 0.60% +23K +300.0% $124.17 -1.4%
43 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,698.0 $2.8M 0.43% -234.0 -6.0% $746.78 +2.5%
44 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 42,614.0 $2.5M 0.38% $57.67 -0.7%
45 EXXON MOBIL CORP 16,709.0 $2.3M 0.35% NEW $136.72
46 IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 14,706.0 $2.2M 0.33% +238.0 +1.6% $146.30 -1.6%
47 AAPL APPLE Technology 7,277.0 $2.1M 0.33% -147.0 -2.0% $289.37 +6.9%
48 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 23,925.0 $2.1M 0.33% -10K -28.9% $87.88 +2.6%
49 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 18,326.0 $2.1M 0.32% +5K +33.5% $114.19 +3.7%
50 DCOR DIMENSIONAL US CORE EQUITY 1 ETF 23,458.0 $1.9M 0.30% $81.98 +3.1%
51 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 38,044.0 $1.6M 0.25% +22K +141.4% $43.14 +1.7%
52 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 5,589.0 $1.2M 0.18% +67.0 +1.2% $212.77 +4.2%
53 EPD ENTERPRISE PRODS PARTNERS L P 23,341.0 $858K 0.13% $36.76
54 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,610.0 $806K 0.12% -11.0 -0.7% $500.39
55 IJH ISHARES CORE S&P MID CAP ETF 9,165.0 $707K 0.11% $77.11 -0.4%
56 IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 5,793.0 $661K 0.10% +61.0 +1.1% $114.06 +0.9%
57 EZU ISHARES MSCI EUROZONE 8,866.0 $616K 0.10% -260K -96.7% $69.50 +2.9%
58 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 6,536.0 $593K 0.09% +362.0 +5.9% $90.78 +2.4%
59 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 31,634.0 $588K 0.09% $18.57 -0.1%
60 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 28,277.0 $576K 0.09% $20.36 +0.1%
Page 3 of 4  ·  73 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
Technology 22.5%
Industrials 17.5%
Consumer Cyclical 13.4%
Energy 12.5%
Healthcare 9.1%
Financial Services 7.8%
Communication Services 7.8%
Consumer Defensive 5.1%
Utilities 3.0%
Basic Materials 1.3%