Go Invest LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $60,798,125 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | +97,786 | 1,184,742 | $45,126,822 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +12,539 | 124,592 | $9,556,206 | |
| SGOL | abrdn Gold ETF Trust | +10,574 | 115,884 | $4,430,245 | |
| IBIT | iShares Bitcoin Trust ETF | +489 | 28,707 | $955,656 | |
| GBTC | Grayscale Bitcoin Trust ETF | +293 | 866 | $39,420 | |
| GLDM | World Gold Trust | +157 | 262 | $20,808 | |
| BNDX | Vanguard Total International Bond ETF | +107 | 1,709 | $82,766 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +97 | 894 | $45,638 | |
| IAU | Ishares Gold Trust | +28 | 158 | $11,930 | |
| HODL | VanEck Bitcoin ETF | +18 | 621 | $10,314 | |
| VEA | Vanguard FTSE Developed Markets ETF | +15 | 2,980 | $212,325 | |
| BITB | Bitwise Bitcoin ETF | +7 | 322 | $10,258 | |
| VB | Vanguard Morningstar Small-Cap ETF | +5 | 502 | $152,166 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1 | 136 | $100,150 | |
| VIG | Vanguard Dividend Appreciation ETF | +1 | 16 | $3,785 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | −32 | 29 | $2,479 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HFXI |
NYLI FTSE International Equity Currency Neutral ETF
|
Added | 1,184,742 | $45,126,822 | 74.22% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 124,592 | $9,556,206 | 15.72% | |
| SGOL |
abrdn Gold ETF Trust
|
Added | 115,884 | $4,430,245 | 7.29% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 28,707 | $955,656 | 1.57% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 2,980 | $212,325 | 0.35% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 502 | $152,166 | 0.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 136 | $100,150 | 0.16% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 1,709 | $82,766 | 0.14% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 894 | $45,638 | 0.08% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Added | 866 | $39,420 | 0.06% | |
| SLV |
iShares Silver Trust
|
NEW | 667 | $35,664 | 0.06% | |
| GLDM |
World Gold Trust
|
Added | 262 | $20,808 | 0.03% | |
| IAU |
Ishares Gold Trust
|
Added | 158 | $11,930 | 0.02% | |
| HODL |
VanEck Bitcoin ETF
|
Added | 621 | $10,314 | 0.02% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 322 | $10,258 | 0.02% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 16 | $3,785 | 0.01% | |
| VXUS |
Vanguard Total International Stock ETF
|
Reduced | 29 | $2,479 | 0.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 2 | $1,493 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.