Matthew Goff Investment Advisor

Companies in the Matthew Goff Investment Advisor portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Pwr Bshr 2019 Hi Yld Cp Bd 15.23 20781 41.80
Ishares Tr ibnd dec21 etf 10.14 14463 40.00
Ishares Trust Ibonds Dec 2020 Corporates 8.61 12468 39.42
General Electric Company (GE) 5.22 2660 111.86
Ishares Tr Ibonds December 2022 Corp Etf 4.96 7163 39.50
Ishares U S Etf Tr Short Matur sht mat bd etf 4.00 11479 19.86
Spdr Series Trust Short-term High Yield Bonds 3.91 6021 37.02
Bank of America Corporation (BAC) 3.70 6164 34.28
Microsoft Corporation (MSFT) 3.29 26118 7.19
Ishares Inc core msci emkt 3.14 8779 20.40
Oracle Corporation (ORCL) 2.31 7243 18.17
Bank of New York Mellon Corporation (BK) 2.27 5861 22.12
Ishares Tr ibnd dec23 etf 2.21 3230 39.06
Ishares Trust 0-5 Yr Investment Grade Corp Bonds 2.03 5915 19.55
Ssga Active Etf Tr ult sht trm bd 1.97 4539 24.73
Cisco Systems (CSCO) 1.89 5315 20.24
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 1.84 5632 18.63
Abbott Laboratories (ABT) 1.80 8593 11.95
Unilever (UL) 1.70 5843 16.64
Berkshire Hathaway (BRK.B) 1.64 19408 4.81
Merck & Co (MRK) 1.53 7366 11.88
Procter & Gamble Company (PG) 1.52 10815 8.04
Walt Disney Company (DIS) 1.11 8241 7.67
Visa (V) 1.03 10065 5.81
American Express Company (AXP) 0.92 6203 8.45
Pepsi (PEP) 0.83 6512 7.29
Vanguard Financials 0.79 3155 14.29
Novartis AG (NVS) 0.72 3564 11.51
United Technologies Corporation (UTX) 0.69 5365 7.32
Exxon Mobil Corporation (XOM) 0.65 2622 14.16
iShares S&P; 500 Value Index (IVE) 0.60 4059 8.39
Union Pacific Corporation (UNP) 0.58 5364 6.17
General Dynamics Corporation (GD) 0.53 5547 5.47
Johnson & Johnson (JNJ) 0.51 3777 7.73
Vanguard Emerging Markets Etf 0.43 996 24.85
Citigroup Inc 0.42 1645 14.47
Vanguard Short-term Corporate Bond 0.42 1928 12.34
Ishares Tr 0.41 584 40.25
Abbvie 0.36 1541 13.20
ConocoPhillips (COP) 0.35 1134 17.55
Vanguard Mega Cap 300 Value 0.33 1521 12.28
Vanguard Dividend Appreciation Etf 0.30 2035 8.36
Pgx etf 0.28 241 66.51
International Business Machines (IBM) 0.26 2153 6.88
Occidental Petroleum Corporation (OXY) 0.23 578 22.49
Vanguard Mega Cap 300 0.23 1354 9.70
Spdr Series Short Term Corporate Bonds 0.22 385 32.45
Phillips 66 0.19 1138 9.76
iShares S&P; 500 Growth Index (IVW) 0.15 1566 5.55
Intel Corporation (INTC) 0.13 391 19.42
iShares S&P; 1500 Index Fund (ISI) 0.13 483 14.90
McKesson Corporation (MCK) 0.12 958 7.32
Coca-Cola Company (KO) 0.11 340 18.36
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.11 283 22.63
iShares Dow Jones US Financial (IYF) 0.10 744 7.77
iShares Russell 1000 Value Index (IWD) 0.09 680 7.80
iShares Dow Jones US Technology (IYW) 0.09 1037 4.90
Apple (AAPL) 0.07 920 4.46
Marsh & McLennan Companies (MMC) 0.07 375 10.00
EOG Resources (EOG) 0.07 298 13.48
iShares S&P; MidCap 400 Value Index (IJJ) 0.07 872 4.46
Ishares Trust S&p 100 Index 0.07 509 7.61
Vanguard High Dividend Yield 0.07 373 11.26
Spdr S&p 500 Etf 0.05 900 3.37
iShares Russell 1000 Growth Index (IWF) 0.04 339 6.26
Okta Inc cl a 0.04 246 10.16
Vanguard Mega Cap 300 Growth 0.04 299 7.54
Chevron Corporation (CVX) 0.03 225 8.41
McDonald's Corporation (MCD) 0.02 256 4.65
Alphabet Inc Class C cs 0.01 511 0.82
S&p Global 0.01 205 4.08
Amazon (AMZN) 0.00 382 0.58
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