Matthew Goff Investment Advisor

Matthew Goff Investment Advisor as of Dec. 31, 2020

Portfolio Holdings for Matthew Goff Investment Advisor

Matthew Goff Investment Advisor holds 84 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.4 $38M 172k 222.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.5 $22M 94k 231.88
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.1 $14M 252k 55.17
Ishares Tr Ibonds Dec21 Etf 4.0 $13M 537k 24.91
Visa Com Cl A (V) 3.8 $13M 58k 218.73
Walt Disney Company (DIS) 3.6 $12M 66k 181.18
Ishares U S Etf Tr Blackrock St Mat (NEAR) 3.5 $12M 235k 50.17
Bank of America Corporation (BAC) 3.5 $12M 389k 30.31
Procter & Gamble Company (PG) 3.4 $11M 81k 139.13
Bank of New York Mellon Corporation (BK) 2.9 $9.8M 231k 42.44
Ishares Core Msci Emkt (IEMG) 2.7 $9.2M 149k 62.04
Oracle Corporation (ORCL) 2.7 $9.1M 141k 64.69
General Dynamics Corporation (GD) 2.6 $8.9M 60k 148.82
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $8.5M 66k 128.02
Pepsi (PEP) 2.3 $7.9M 53k 148.30
Merck & Co (MRK) 2.3 $7.7M 94k 81.80
Ishares Tr Ibonds Dec22 Etf 2.2 $7.3M 287k 25.57
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.1 $7.0M 154k 45.44
Unilever Spon Adr New (UL) 2.0 $6.8M 113k 60.36
Union Pacific Corporation (UNP) 2.0 $6.7M 32k 208.21
American Express Company (AXP) 2.0 $6.7M 55k 120.92
Ishares Tr Ibonds Dec23 Etf 2.0 $6.6M 253k 26.27
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.9 $6.2M 154k 40.44
Novartis Sponsored Adr (NVS) 1.5 $5.1M 54k 94.44
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.5 $5.0M 96k 52.22
Cisco Systems (CSCO) 1.3 $4.3M 96k 44.75
Johnson & Johnson (JNJ) 1.3 $4.2M 27k 157.39
General Electric Company 1.3 $4.2M 390k 10.80
Vanguard World Fds Consum Stp Etf (VDC) 1.0 $3.4M 19k 173.93
Raytheon Technologies Corp (RTX) 0.9 $3.1M 43k 71.50
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.9 $3.0M 111k 27.37
Vanguard World Fds Financials Etf (VFH) 0.8 $2.8M 38k 72.85
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.8 $2.6M 97k 26.58
Apple (AAPL) 0.6 $2.2M 16k 132.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.0M 32k 63.83
Abbvie (ABBV) 0.6 $1.9M 18k 107.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.8M 15k 127.53
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.8M 13k 141.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.6M 20k 83.24
International Business Machines (IBM) 0.5 $1.6M 13k 125.90
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.6M 19k 85.11
Exxon Mobil Corporation (XOM) 0.5 $1.5M 38k 41.21
Vanguard World Mega Cap Index (MGC) 0.5 $1.5M 11k 133.41
Carrier Global Corporation (CARR) 0.4 $1.4M 36k 37.71
Citigroup Com New (C) 0.4 $1.3M 21k 61.65
Vanguard World Mega Cap Val Etf (MGV) 0.4 $1.2M 14k 86.79
Otis Worldwide Corp (OTIS) 0.4 $1.2M 18k 67.52
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.2M 14k 85.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.1M 23k 50.10
McKesson Corporation (MCK) 0.3 $1.1M 6.5k 173.87
Amazon (AMZN) 0.3 $1.1M 337.00 3258.16
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.0M 12k 86.20
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $1.0M 38k 27.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.0M 2.8k 373.92
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $982k 36k 27.57
Alphabet Cap Stk Cl C (GOOG) 0.2 $736k 420.00 1752.38
Ishares Tr U.s. Finls Etf (IYF) 0.2 $705k 11k 66.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $678k 5.0k 136.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $620k 7.2k 86.28
ConocoPhillips (COP) 0.2 $610k 15k 39.97
Wisdomtree Tr Us Shrt Trm High 0.2 $591k 12k 49.35
Phillips 66 (PSX) 0.2 $573k 8.2k 69.95
Ishares Tr S&p 100 Etf (OEF) 0.2 $520k 3.0k 171.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $494k 2.1k 240.98
Vanguard World Mega Grwth Ind (MGK) 0.1 $459k 2.3k 203.73
Marsh & McLennan Companies (MMC) 0.1 $455k 3.9k 116.94
Coca-Cola Company (KO) 0.1 $409k 7.5k 54.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $384k 4.2k 91.45
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $383k 5.3k 72.26
Intel Corporation (INTC) 0.1 $362k 7.3k 49.79
Autodesk (ADSK) 0.1 $360k 1.2k 305.34
McDonald's Corporation (MCD) 0.1 $299k 1.4k 214.49
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $280k 8.9k 31.35
S&p Global (SPGI) 0.1 $275k 836.00 328.95
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.1 $273k 6.1k 44.45
Chevron Corporation (CVX) 0.1 $250k 3.0k 84.55
Ishares Tr High Yld Bd Fctr (HYDB) 0.1 $236k 4.6k 51.32
Occidental Petroleum Corporation (OXY) 0.1 $234k 14k 17.33
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $233k 15k 15.27
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $216k 1.2k 179.25
Alphabet Cap Stk Cl A (GOOGL) 0.1 $210k 120.00 1750.00
Royal Dutch Shell Spons Adr A 0.1 $207k 5.9k 35.08
3M Company (MMM) 0.1 $206k 1.2k 174.58
JPMorgan Chase & Co. (JPM) 0.1 $204k 1.6k 127.34