Go Invest LLC
CIK 2139692 · Holdings on Dec 31, 2025 · First reported Aug 5, 2026
Top ten holdings
Q4 2025- VOO31.16%
- USTB28.68%
- IWF12.53%
- IQLT10.53%
- VUG4.91%
- SCHD2.38%
- FTEC1.96%
- VGT1.26%
- SGOL1.11%
- HFXI1.10%
Share classes counted separately95.62%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $94.84M | 31.16% | 151.23K shares | Prior unavailable — | — | ↗▾ |
| 02 | USTBVICTORYSHARES SHORT-TERM BONETF View history and evidence | $87.31M | 28.68% | 1.72M shares | Prior unavailable — | — | ↗▾ |
| 03 | IWFISHARES RUSSELL 1000 GROWTHETF View history and evidence | $38.14M | 12.53% | 80.58K shares | Prior unavailable — | — | ↗▾ |
| 04 | IQLTISHARES MSCI INTERNATIONAL QETF View history and evidence | $32.04M | 10.53% | 704.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $14.94M | 4.91% | 30.61K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFETF View history and evidence | $7.23M | 2.38% | 263.61K shares | Prior unavailable — | — | ↗▾ |
| 07 | FTECFIDELITY MSCI INFO TECH INDXETF View history and evidence | $5.95M | 1.96% | 26.50K shares | Prior unavailable — | — | ↗▾ |
| 08 | VGTVANGUARD INFO TECH ETFETF View history and evidence | $3.82M | 1.26% | 5.07K shares | Prior unavailable — | — | ↗▾ |
| 09 | SGOLABRDN PHYSICAL GOLD SHARESETF View history and evidence | $3.39M | 1.11% | 82.61K shares | Prior unavailable — | — | ↗▾ |
| 10 | HFXINYLIM FTSE INTR EQ CN ETF-UIETF View history and evidence | $3.35M | 1.10% | 103.09K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2139692 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Aug 5, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 304404459
}Research all 113 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.