Go Invest LLC

WEST JORDAN, UT · CIK 2139692 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$348.9m reported value +14.6% vs Q4 2025

122positions

96.0%in top 10

13 new 81 added 11 reduced 4 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	184,473	$110.2m31.60%	31.60%	Added +33.2k	+33,246 22.0%
2	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	2,033,741	$102.9m29.48%	29.48%	Added +316.5k	+316,481 18.4%
3	ISHARES TR RUS 1000 GRW ETF IWF	IWF	100,581	$42.9m12.29%	12.29%	Added +20.0k	+20,002 24.8%
4	NEW YORK LIFE INVESTMENTS ET NYLI FTSE INTERN HFXI	HFXI	1,086,956	$36.5m10.46%	10.46%	Added +983.9k	+983,867 954.4%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	36,132	$15.8m4.52%	4.52%	Added +5.5k	+5,518 18.0%
6	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	112,053	$8.6m2.48%	2.48%	New
7	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	28,467	$5.9m1.70%	1.70%	Added +2.0k	+1,964 7.4%
8	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	105,310	$4.7m1.35%	1.35%	Added +22.7k	+22,702 27.5%
9	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,267	$4.4m1.25%	1.25%	Added +1.2k	+1,194 23.5%
10	VANGUARD WORLD FD ENERGY ETF VDE	VDE	17,424	$3.0m0.86%	0.86%	Added +3.9k	+3,908 28.9%
11	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	38,728	$2.0m0.56%	0.56%	Added +12.5k	+12,479 47.5%
12	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	41,610	$1.2m0.33%	0.33%	Added +5.9k	+5,943 16.7%
13	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	28,218	$1.1m0.31%	0.31%	Added +7.5k	+7,491 36.1%
14	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,849	$1.0m0.30%	0.30%	Reduced -485	-485 -11.2%
15	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,227	$898.4k0.26%	0.26%	Added +363	+363 5.3%
16	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	18,372	$849.3k0.24%	0.24%	Reduced -686.6k	-686,584 -97.4%
17	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	17,495	$845.4k0.24%	0.24%	Added +695	+695 4.1%
18	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	11,325	$795.0k0.23%	0.23%	Added +1.1k	+1,119 11.0%
19	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	17,755	$724.9k0.21%	0.21%	Added +4.3k	+4,320 32.1%
20	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	7,255	$710.3k0.20%	0.20%	Added +373	+373 5.4%
21	J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF JPSE	JPSE	10,958	$574.5k0.16%	0.16%	Added +1.6k	+1,615 17.3%
22	ISHARES TR RESIDENTIAL MULT REZ	REZ	3,592	$298.9k0.09%	0.09%	Added +522	+522 17.0%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,323	$259.6k0.07%	0.07%	Added +9	+9 0.7%
24	BITWISE FUNDS TRUST CRYPTO INDUSTRY BITQ	BITQ	12,221	$230.5k0.07%	0.07%	Added +942	+942 8.3%
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	2,965	$190.0k0.05%	0.05%	Added +6	+6 0.2%
26	CAMBRIA ETF TR TRINITY TRTY	TRTY	5,149	$153.7k0.04%	0.04%	Added +3.9k	+3,880 305.8%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	474	$152.2k0.04%	0.04%	Added +7	+7 1.5%
28	VANGUARD INDEX FDS SMALL CP ETF VB	VB	497	$130.1k0.04%	0.04%	Added +15	+15 3.1%
29	ISHARES TR RUS TP200 GR ETF IWY	IWY	518	$128.8k0.04%	0.04%	Added +13	+13 2.6%
30	VANGUARD INDEX FDS MID CAP ETF VO	VO	432	$124.0k0.04%	0.04%	Added +19	+19 4.6%
31	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	619	$118.8k0.03%	0.03%	Added +28	+28 4.7%
32	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	2,456	$111.8k0.03%	0.03%	Reduced -185	-185 -7.0%
33	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,698	$91.8k0.03%	0.03%	Reduced -2	-2 -0.1%
34	ISHARES TR CORE S&P500 ETF IVV	IVV	136	$89.1k0.03%	0.03%	Added +1	+1 0.7%
35	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	135	$77.6k0.02%	0.02%	Added +9	+9 7.1%
36	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	1,602	$77.0k0.02%	0.02%	Added +73	+73 4.8%
37	FLEXSHARES TR STOX US ESG SLCT ESG	ESG	490	$74.4k0.02%	0.02%	Added +36	+36 7.9%
38	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	1,560	$72.8k0.02%	0.02%	Added +125	+125 8.7%
39	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	760	$56.0k0.02%	0.02%	Added +27	+27 3.7%
40	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,354	$52.6k0.02%	0.02%	New
41	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	797	$47.0k0.01%	0.01%	Added +130	+130 19.5%
42	NORTHERN LTS FD TR IV INSPIRE 500 ETF PTL	PTL	157	$39.4k0.01%	0.01%	Added +8	+8 5.4%
43	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	99	$37.9k0.01%	0.01%	Added +8	+8 8.8%
44	ISHARES TR US DIGI REAL ETF IDGT	IDGT	367	$35.8k0.01%	0.01%	Added +1	+1 0.3%
45	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	403	$34.0k0.01%	0.01%	Reduced -43	-43 -9.6%
46	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	573	$30.2k0.01%	0.01%	Added +66	+66 13.0%
47	ISHARES INC MSCI EMRG CHN EMXC	EMXC	374	$29.4k0.01%	0.01%	Unchanged
48	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	464	$27.5k0.01%	0.01%	Added +1	+1 0.2%
49	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	72	$26.5k0.01%	0.01%	Unchanged
50	ISHARES TR CORE S&P US GWT IUSG	IUSG	161	$25.0k0.01%	0.01%	Unchanged
51	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	664	$23.6k0.01%	0.01%	New
52	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	68	$22.5k0.01%	0.01%	Added +2	+2 3.0%
53	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	617	$21.0k0.01%	0.01%	Added +62	+62 11.2%
54	ISHARES TR U.S. TECH ETF IYW	IYW	112	$20.4k0.01%	0.01%	Unchanged
55	INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS PSI	PSI	214	$20.2k0.01%	0.01%	Added +1	+1 0.5%
56	ISHARES TR GLOBAL TECH ETF IXN	IXN	202	$20.2k0.01%	0.01%	Added +70	+70 53.0%
57	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	149	$19.8k0.01%	0.01%	Added +1	+1 0.7%
58	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	371	$18.5k0.01%	0.01%	Added +198	+198 114.5%
59	NORTHERN LTS FD TR IV INSPIRE INTL ETF WWJD	WWJD	432	$16.1k0.00%	0.00%	Added +6	+6 1.4%
60	TIMOTHY PLAN INTL ETF TPIF	TPIF	446	$16.1k0.00%	0.00%	Unchanged
61	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	181	$15.0k0.00%	0.00%	Added +2	+2 1.1%
62	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	36	$14.7k0.00%	0.00%	Added +1	+1 2.9%
63	BITWISE BITCOIN ETF TR SHS BEN INT BITB	BITB	315	$11.6k0.00%	0.00%	Added +14	+14 4.7%
64	PROSHARES TR BITCOIN STRATE BITO	BITO	1,242	$11.6k0.00%	0.00%	Added +67	+67 5.7%
65	VANECK BITCOIN ETF SH BEN INT HODL	HODL	603	$11.6k0.00%	0.00%	Added +60	+60 11.1%
66	ISHARES GOLD TR ISHARES NEW IAU	IAU	130	$11.5k0.00%	0.00%	Added +39	+39 42.9%
67	ISHARES TR 3 7 YR TREAS BD IEI	IEI	95	$11.3k0.00%	0.00%	Added +1	+1 1.1%
68	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	191	$10.8k0.00%	0.00%	Added +21	+21 12.3%
69	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	124	$10.8k0.00%	0.00%	Added +8	+8 6.9%
70	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	41	$9.8k0.00%	0.00%	Added +3	+3 7.9%
71	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	283	$9.8k0.00%	0.00%	New
72	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	105	$9.7k0.00%	0.00%	Added +77	+77 275.0%
73	SPDR SER TR S&P SEMICNDCTR XSD	XSD	21	$6.9k0.00%	0.00%	Unchanged
74	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	29	$6.2k0.00%	0.00%	Added +1	+1 3.6%
75	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	178	$6.0k0.00%	0.00%	New
76	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	53	$5.9k0.00%	0.00%	New
77	NORTHERN LTS FD TR IV MAIN SECTR ROTN SECT	SECT	94	$5.6k0.00%	0.00%	New
78	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	174	$5.1k0.00%	0.00%	Added +100	+100 135.1%
79	LISTED FDS TR WAHED FTSE ETF HLAL	HLAL	85	$5.0k0.00%	0.00%	Added +27	+27 46.5%
80	TIDAL TRUST I SP FDS S&P 500 SPUS	SPUS	103	$4.9k0.00%	0.00%	Added +33	+33 47.1%
81	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	61	$4.7k0.00%	0.00%	New
82	SELECT SECTOR SPDR TR ENERGY XLE	XLE	73	$4.5k0.00%	0.00%	Reduced -29	-29 -28.4%
83	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	17	$4.4k0.00%	0.00%	Added +3	+3 21.4%
84	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	247	$4.3k0.00%	0.00%	New
85	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	52	$4.0k0.00%	0.00%	New
86	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	20	$3.9k0.00%	0.00%	Unchanged
87	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	127	$3.9k0.00%	0.00%	Reduced -263.5k	-263,486 -100.0%
88	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	40	$3.9k0.00%	0.00%	Unchanged
89	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	15	$3.8k0.00%	0.00%	Added +1	+1 7.1%
90	GLOBAL X FDS GLOBAL X URANIUM URA	URA	79	$3.8k0.00%	0.00%	New
91	ISHARES TR RUS 2000 GRW ETF IWO	IWO	12	$3.7k0.00%	0.00%	Unchanged
92	ISHARES TR CORE MSCI EAFE IEFA	IEFA	40	$3.6k0.00%	0.00%	Added +4	+4 11.1%
93	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	15	$3.3k0.00%	0.00%	Unchanged
94	ISHARES TR LATN AMER 40 ETF ILF	ILF	85	$3.0k0.00%	0.00%	Reduced -9	-9 -9.6%
95	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	54	$3.0k0.00%	0.00%	Unchanged
96	GLOBAL X FDS GBL X FTSE ETF ASEA	ASEA	151	$2.9k0.00%	0.00%	Unchanged
97	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	50	$2.8k0.00%	0.00%	Unchanged
98	ISHARES TR INTL SEL DIV ETF IDV	IDV	66	$2.8k0.00%	0.00%	Reduced -6	-6 -8.3%
99	ISHARES TR CORE MSCI PAC IPAC	IPAC	36	$2.8k0.00%	0.00%	Reduced -3	-3 -7.7%
100	ISHARES INC MSCI STH KOR ETF EWY	EWY	21	$2.6k0.00%	0.00%	New

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
EXCHANGE TRADED CONCEPTS TRU THNQ	THNQ	90	$5.7k90 shares
INVESCO EXCH TRADED FD TR II TAN	TAN	90	$4.4k90 shares
GLOBAL X FDS SHLD	SHLD	42	$2.7k42 shares
J P MORGAN EXCHANGE TRADED F JEPQ	JEPQ	17	$1.0k17 shares