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.

$425.5m reported value +22.0% vs Q1 2026

129positions

96.2%in top 10

11 new 95 added 15 reduced 4 sold out vs Q1 2026

Holdings, Q2 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	204,291	$140.3m32.97%	32.97%	Added +19.8k	+19,818 10.7%
2	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	2,341,147	$118.5m27.85%	27.85%	Added +307.4k	+307,406 15.1%
3	ISHARES TR RUS 1000 GRW ETF IWF	IWF	435,281	$54.0m12.70%	12.70%	Added +33.0k	+32,957 8.2%
4	NEW YORK LIFE INVESTMENTS ET NYLI FTSE INTERN HFXI	HFXI	1,184,742	$45.1m10.60%	10.60%	Added +97.8k	+97,786 9.0%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	215,780	$18.6m4.37%	4.37%	Reduced -1.0k	-1,012 -0.5%
6	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	124,592	$9.6m2.25%	2.25%	Added +12.5k	+12,539 11.2%
7	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	30,194	$8.6m2.03%	2.03%	Added +1.7k	+1,727 6.1%
8	VANGUARD WORLD FD INF TECH ETF VGT	VGT	60,130	$7.2m1.69%	1.69%	Added +10.0k	+9,994 19.9%
9	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	115,884	$4.4m1.04%	1.04%	Added +10.6k	+10,574 10.0%
10	VANGUARD WORLD FD ENERGY ETF VDE	VDE	19,415	$2.9m0.68%	0.68%	Added +2.0k	+1,991 11.4%
11	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	58,586	$1.8m0.43%	0.43%	Added +17.0k	+16,976 40.8%
12	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	32,479	$1.6m0.39%	0.39%	Reduced -6.2k	-6,249 -16.1%
13	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	4,406	$1.3m0.31%	0.31%	Added +557	+557 14.5%
14	ISHARES TR CORE S&P SCP ETF IJR	IJR	8,124	$1.2m0.28%	0.28%	Added +897	+897 12.4%
15	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	20,273	$1.2m0.27%	0.27%	Added +2.8k	+2,778 15.9%
16	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	22,252	$979.8k0.23%	0.23%	Added +4.5k	+4,497 25.3%
17	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	28,707	$955.6k0.22%	0.22%	Added +489	+489 1.7%
18	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	19,222	$952.5k0.22%	0.22%	Added +850	+850 4.6%
19	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	12,166	$931.4k0.22%	0.22%	Added +841	+841 7.4%
20	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	5,751	$684.3k0.16%	0.16%	Reduced -1.5k	-1,504 -20.7%
21	J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF JPSE	JPSE	10,462	$629.4k0.15%	0.15%	Reduced -496	-496 -4.5%
22	BITWISE FUNDS TRUST CRYPTO INDUSTRY BITQ	BITQ	12,512	$306.6k0.07%	0.07%	Added +291	+291 2.4%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,373	$299.3k0.07%	0.07%	Added +50	+50 3.8%
24	ISHARES TR RESIDENTIAL MULT REZ	REZ	3,088	$292.4k0.07%	0.07%	Reduced -504	-504 -14.0%
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	2,980	$212.4k0.05%	0.05%	Added +15	+15 0.5%
26	CAMBRIA ETF TR TRINITY TRTY	TRTY	6,215	$187.7k0.04%	0.04%	Added +1.1k	+1,066 20.7%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	483	$178.9k0.04%	0.04%	Added +9	+9 1.9%
28	VANGUARD INDEX FDS SMALL CP ETF VB	VB	502	$152.1k0.04%	0.04%	Added +5	+5 1.0%
29	ISHARES TR RUS TP200 GR ETF IWY	IWY	521	$151.5k0.04%	0.04%	Added +3	+3 0.6%
30	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,767	$142.3k0.03%	0.03%	Added +39	+39 2.3%
31	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	629	$138.1k0.03%	0.03%	Added +10	+10 1.6%
32	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	2,681	$127.9k0.03%	0.03%	Added +225	+225 9.2%
33	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,737	$103.7k0.02%	0.02%	Added +39	+39 2.3%
34	ISHARES TR CORE S&P500 ETF IVV	IVV	137	$102.5k0.02%	0.02%	Added +1	+1 0.7%
35	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	136	$100.3k0.02%	0.02%	Added +1	+1 0.7%
36	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	1,334	$87.6k0.02%	0.02%	Reduced -226	-226 -14.5%
37	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	1,709	$82.7k0.02%	0.02%	Added +107	+107 6.7%
38	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	108	$70.9k0.02%	0.02%	Added +9	+9 9.1%
39	FLEXSHARES TR STOX US ESG SLCT ESG	ESG	391	$68.7k0.02%	0.02%	Reduced -99	-99 -20.2%
40	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	852	$62.6k0.01%	0.01%	Added +92	+92 12.1%
41	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,407	$62.4k0.01%	0.01%	Added +53	+53 3.9%
42	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	76	$48.8k0.01%	0.01%	Added +8	+8 11.8%
43	NORTHERN LTS FD TR IV INSPIRE 500 ETF PTL	PTL	165	$47.2k0.01%	0.01%	Added +8	+8 5.1%
44	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	894	$45.6k0.01%	0.01%	Added +97	+97 12.2%
45	INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS PSI	PSI	218	$40.9k0.01%	0.01%	Added +4	+4 1.9%
46	ISHARES TR US DIGI REAL ETF IDGT	IDGT	334	$40.0k0.01%	0.01%	Reduced -33	-33 -9.0%
47	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	866	$39.4k0.01%	0.01%	Added +293	+293 51.1%
48	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	405	$37.8k0.01%	0.01%	Added +2	+2 0.5%
49	ISHARES SILVER TR ISHARES SLV	SLV	667	$35.6k0.01%	0.01%	New
50	ISHARES INC MSCI EMRG CHN EMXC	EMXC	341	$34.9k0.01%	0.01%	Reduced -33	-33 -8.8%
51	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	363	$31.9k0.01%	0.01%	Added +3	+3 0.8%
52	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	466	$31.5k0.01%	0.01%	Added +2	+2 0.4%
53	ISHARES TR GLOBAL TECH ETF IXN	IXN	215	$31.1k0.01%	0.01%	Added +13	+13 6.4%
54	ISHARES TR CORE S&P US GWT IUSG	IUSG	161	$30.3k0.01%	0.01%	Unchanged
55	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	150	$28.7k0.01%	0.01%	Added +1	+1 0.7%
56	ISHARES TR U.S. TECH ETF IYW	IYW	113	$28.5k0.01%	0.01%	Added +1	+1 0.9%
57	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	720	$26.8k0.01%	0.01%	Added +56	+56 8.4%
58	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	727	$26.8k0.01%	0.01%	Added +110	+110 17.8%
59	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	262	$20.8k0.00%	0.00%	Added +157	+157 149.5%
60	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	608	$20.6k0.00%	0.00%	Added +434	+434 249.4%
61	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	400	$19.9k0.00%	0.00%	Added +29	+29 7.8%
62	NORTHERN LTS FD TR IV INSPIRE INTL ETF WWJD	WWJD	501	$19.1k0.00%	0.00%	Added +69	+69 16.0%
63	TIMOTHY PLAN INTL ETF TPIF	TPIF	510	$19.0k0.00%	0.00%	Added +64	+64 14.3%
64	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	183	$15.1k0.00%	0.00%	Added +2	+2 1.1%
65	SPDR SER TR S&P SEMICNDCTR XSD	XSD	22	$13.9k0.00%	0.00%	Added +1	+1 4.8%
66	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	45	$13.7k0.00%	0.00%	Added +4	+4 9.8%
67	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	133	$12.7k0.00%	0.00%	Added +9	+9 7.3%
68	SCHWAB STRATEGIC TR CRYPTO THEMATIC STCE	STCE	181	$12.7k0.00%	0.00%	Added +132	+132 269.4%
69	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	207	$12.6k0.00%	0.00%	Added +16	+16 8.4%
70	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	300	$12.2k0.00%	0.00%	Added +17	+17 6.0%
71	ISHARES GOLD TR ISHARES NEW IAU	IAU	158	$12.0k0.00%	0.00%	Added +28	+28 21.5%
72	ISHARES TR 3 7 YR TREAS BD IEI	IEI	96	$11.3k0.00%	0.00%	Added +1	+1 1.1%
73	INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN IGPT	IGPT	105	$10.9k0.00%	0.00%	New
74	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	650	$10.3k0.00%	0.00%	Added +403	+403 163.2%
75	VANECK BITCOIN ETF SH BEN INT HODL	HODL	621	$10.3k0.00%	0.00%	Added +18	+18 3.0%
76	PROSHARES TR BITCOIN STRATE BITO	BITO	1,285	$10.3k0.00%	0.00%	Added +43	+43 3.5%
77	BITWISE BITCOIN ETF TR SHS BEN INT BITB	BITB	322	$10.2k0.00%	0.00%	Added +7	+7 2.2%
78	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	29	$9.7k0.00%	0.00%	Unchanged
79	NORTHERN LTS FD TR IV MAIN SECTR ROTN SECT	SECT	102	$7.4k0.00%	0.00%	Added +8	+8 8.5%
80	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	137	$7.3k0.00%	0.00%	New
81	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	191	$7.0k0.00%	0.00%	Added +13	+13 7.3%
82	LISTED FDS TR WAHED FTSE ETF HLAL	HLAL	92	$6.6k0.00%	0.00%	Added +7	+7 8.2%
83	TIDAL TRUST I SP FDS S&P 500 SPUS	SPUS	112	$6.4k0.00%	0.00%	Added +9	+9 8.7%
84	SELECT SECTOR SPDR TR ENERGY XLE	XLE	115	$6.1k0.00%	0.00%	Added +42	+42 57.5%
85	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	20	$5.7k0.00%	0.00%	Added +3	+3 17.6%
86	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	61	$5.1k0.00%	0.00%	Reduced -155	-155 -71.8%
87	ISHARES TR RUS 2000 GRW ETF IWO	IWO	12	$4.6k0.00%	0.00%	Unchanged
88	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	15	$4.6k0.00%	0.00%	Unchanged
89	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	23	$4.5k0.00%	0.00%	New
90	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	21	$4.4k0.00%	0.00%	Added +1	+1 5.0%
91	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	37	$4.4k0.00%	0.00%	Reduced -3	-3 -7.5%
92	ISHARES TR CORE MSCI EAFE IEFA	IEFA	44	$4.3k0.00%	0.00%	Added +4	+4 10.0%
93	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	133	$4.2k0.00%	0.00%	Added +6	+6 4.7%
94	ISHARES TR EXPND TEC SC ETF IGM	IGM	24	$4.0k0.00%	0.00%	Added +3	+3 14.3%
95	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	16	$3.7k0.00%	0.00%	Added +1	+1 6.7%
96	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	56	$3.2k0.00%	0.00%	Added +6	+6 12.0%
97	GLOBAL X FDS GBL X FTSE ETF ASEA	ASEA	156	$3.1k0.00%	0.00%	Added +5	+5 3.3%
98	ISHARES TR CORE MSCI PAC IPAC	IPAC	37	$3.1k0.00%	0.00%	Added +1	+1 2.8%
99	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	55	$3.0k0.00%	0.00%	Added +1	+1 1.9%
100	ISHARES TR INTL SEL DIV ETF IDV	IDV	68	$2.8k0.00%	0.00%	Added +2	+2 3.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVUV	AVUV	53	$5.9k53 shares
GLOBAL X FDS COPX	COPX	52	$4.0k52 shares
GLOBAL X FDS URA	URA	79	$3.8k79 shares
INVESCO EXCH TRADED FD TR II SPHD	SPHD	0	$180 shares