test

David N. Goodson

Proffitt & Goodson Inc

Assets Managed
$648.792M
Holdings
283
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-9.58%(2Q avg: -3.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Proffitt & Goodson Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 283 positions.

Assets under management

The assets under management (AUM) of Proffitt & Goodson Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 648.792M in assets, with a quarterly growth rate of -9.58% and a 2-quarter average growth rate of -3.32%. The portfolio is managed by David N. Goodson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.7%
16.28%
$105.585M
176,697 shares@ $597.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -6.51%
11.61%
$75.269M
1.175M shares@ $64.09 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.17%
8.58%
$55.63M
173,405 shares@ $320.82 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -3.39%
7.01%
$45.477M
573,702 shares@ $79.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.75%
5.57%
$36.102M
55,512 shares@ $650.35 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.52%
4.63%
$29.985M
554,763 shares@ $54.05 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -60.64%
3.94%
$25.558M
429,184 shares@ $59.56 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -14.23%
3.19%
$20.657M
452,512 shares@ $45.66 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 3.98%
3.12%
$20.214M
430,538 shares@ $46.96 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Decreased -14.11%
2.52%
$16.301M
306,302 shares@ $53.23 avg price

1-10 of 283