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Portfolio (Quarterly) Guide ↗

Goodwin Investment Advisory

· CIK 0001803294
13F Portfolio $84M AUM 212 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 3 Added 6 Reduced
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMUB J P MORGAN EXCHANGE TRADED F 5,912.0 $296K 0.35% +115.0 +2.0% $49.99 -0.3%
22 IVE ISHARES TR 1,324.0 $280K 0.33% $211.15 +6.5%
23 TSLA TESLA INC Consumer Cyclical 683.0 $254K 0.30% $371.75 +8.0%
24 JVAL J P MORGAN EXCHANGE TRADED F 4,985.0 $244K 0.29% $48.86 +11.4%
25 USRT ISHARES TR 3,922.0 $232K 0.28% $59.19 +8.8%
26 LLY ELI LILLY & CO Healthcare 249.0 $229K 0.27% $919.77 +10.1%
27 SCHP SCHWAB STRATEGIC TR 8,537.0 $227K 0.27% +846.0 +11.0% $26.61 -0.1%
28 IWF ISHARES TR 523.0 $223K 0.27% $426.40 -71.1%
29 KR KROGER CO Consumer Defensive 2,997.0 $217K 0.26% NEW $72.36 -2.3%
Page 2 of 2  ·  29 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 55.9%
Healthcare 29.4%
Consumer Cyclical 7.9%
Consumer Defensive 6.7%