Matthew Goff Investment Advisor

Latest statistics and disclosures from Matthew Goff Investment Advisor's latest quarterly 13F-HR filing:

Portfolio Holdings for Matthew Goff Investment Advisor

Companies in the Matthew Goff Investment Advisor portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 12.12 182500 157.71
Berkshire Hathaway (BRK.B) 7.10 92260 182.83
Ishares Tr ibnd dec21 etf 6.07 585162 -6% 24.65
Ishares U S Etf Tr Short Matur sht mat bd etf 5.68 278363 48.49
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 5.26 238383 +17% 52.36
Visa (V) 3.98 58635 +2% 161.12
Procter & Gamble Company (PG) 3.92 84612 110.00
Abbott Laboratories (ABT) 3.28 98854 78.91
Ishares Tr Ibonds December 2022 Corp Etf 3.24 310826 -9% 24.79
Merck & Co (MRK) 2.87 88467 +3% 76.94
Oracle Corporation (ORCL) 2.82 138482 +6% 48.33
Ishares Tr ibnd dec23 etf 2.74 260563 +5% 25.00
Ishares Inc core msci emkt 2.69 157633 -4% 40.47
Walt Disney Company (DIS) 2.63 64655 +3% 96.61
Pepsi (PEP) 2.55 50491 +7% 120.10
iShares S&P; 500 Value Index (IVE) 2.50 61647 +49% 96.26
Ssga Active Etf Tr ult sht trm bd 2.50 152135 -12% 38.95
Unilever (UL) 2.23 104787 +9% 50.57
Bank of America Corporation (BAC) 1.98 221100 +5% 21.23
Union Pacific Corporation (UNP) 1.98 33269 141.03
Bank of New York Mellon Corporation (BK) 1.97 139262 +7% 33.68
American Express Company (AXP) 1.89 52567 +3% 85.61
General Dynamics Corporation (GD) 1.87 33595 +11% 132.31
Cisco Systems (CSCO) 1.74 105429 39.31
Novartis AG (NVS) 1.67 48092 +17% 82.45
Johnson & Johnson (JNJ) 1.59 28805 131.12
United Technologies Corporation (UTX) 1.57 39578 94.32
General Electric Company (GE) 1.10 329768 +11% 7.94
Ishares Tr ibnd dec24 etf 0.76 72656 NEW 24.72
Ishares Tr ibnd dec25 etf 0.75 71116 NEW 24.97
Exxon Mobil Corporation (XOM) 0.69 43068 +15% 37.96
International Business Machines (IBM) 0.68 14473 110.97
Abbvie 0.64 20009 76.22
iShares S&P; 500 Growth Index (IVW) 0.59 8544 165.03
Apple (AAPL) 0.43 4058 254.31
iShares Dow Jones US Technology (IYW) 0.43 4942 204.37
Citigroup Inc 0.41 23167 42.13
McKesson Corporation (MCK) 0.39 6826 135.22
iShares S&P; MidCap 400 Value Index (IJJ) 0.27 4918 128.10
iShares Dow Jones US Financial (IYF) 0.24 5782 97.20
ConocoPhillips (COP) 0.21 16510 -17% 30.83
iShares Russell 1000 Value Index (IWD) 0.21 5053 99.15
Alphabet Inc Class C cs 0.20 413 1162.23
Phillips 66 0.19 8358 -7% 53.60
Amazon (AMZN) 0.18 220 1950.00
Intel Corporation (INTC) 0.18 7893 +3% 54.10
iShares S&P; 1500 Index Fund (ISI) 0.16 6824 57.15
Marsh & McLennan Companies (MMC) 0.14 3842 +2% 86.41
iShares Russell 1000 Growth Index (IWF) 0.13 2082 150.82
Coca-Cola Company (KO) 0.12 6460 +3% 44.27
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.10 6142 -4% 39.24
Royal Dutch Shell (RDS.A) 0.09 5900 34.92
McDonald's Corporation (MCD) 0.09 1244 +4% 165.59
S&p Global 0.09 836 245.22
Pgx etf 0.08 15262 -4% 13.17

Past Filings by Matthew Goff Investment Advisor

View past SEC 13F filings by Matthew Goff Investment Advisor

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