| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2023 | 476 | 199,556 | 13F-HR | 10/10/2023 | 000183930723000005 | GoalVest Advisory LLC |
| Q2 2023 | 369 | 193,738 | RESTATEMENT | 7/17/2023 | 000183930723000004 | GoalVest Advisory LLC |
| Q2 2023 | 275 | 171,092 | 13F-HR | 7/10/2023 | 000183930723000003 | GoalVest Advisory LLC |
| Q1 2023 | 273 | 170,671 | 13F-HR | 4/3/2023 | 000183930723000002 | GoalVest Advisory LLC |
| Q4 2022 | 248 | 154,933 | 13F-HR | 1/6/2023 | 000183930723000001 | GoalVest Advisory LLC |
| Q3 2022 | 260 | 142,644 | 13F-HR | 10/11/2022 | 000183930722000004 | GoalVest Advisory LLC |
| Q2 2022 | 309 | 157,870 | 13F-HR | 7/6/2022 | 000183930722000003 | GoalVest Advisory LLC |
| Q1 2022 | 527 | 177,272 | 13F-HR | 5/3/2022 | 000183930722000001 | GoalVest Advisory LLC |
| Q2 2021 | 243 | 161,166 | 13F-HR | 9/1/2021 | 000183930721000004 | GoalVest Advisory LLC |
| Q1 2021 | 184 | 134,124 | 13F-HR | 5/13/2021 | 000183930721000003 | GoalVest Advisory LLC |
| Q4 2020 | 218 | 118,912 | 13F-HR | 1/28/2021 | 000183930721000002 | GoalVest Advisory LLC |