Lindsay Marie Rider

Goodwin Investment Advisory

Assets Managed

$83.992M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

-7.79%(2Q avg: -5.05%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Goodwin Investment Advisory's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Goodwin Investment Advisory 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 83.992M in assets, with a quarterly growth rate of -7.79% and a 2-quarter average growth rate of -5.05%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FBCG Fidelity Blue Chip Growth Recent Activity Decreased -4.63%	49.94%	$41.939M 836,772 shares@ $50.12 avg price	Decreased -4.63%
FBND Fidelity Total Bond Etf Recent Activity Increased 1.07%	15.47%	$12.992M 284,777 shares@ $45.63 avg price	Increased 1.07%
FVAL Fidelity Value Factor Etf Recent Activity Decreased -1.01%	6.58%	$5.523M 79,585 shares@ $69.4 avg price	Decreased -1.01%
ESGU Ishares Esg Aware Msci Usa Recent Activity Decreased -0.43%	5.16%	$4.333M 30,637 shares@ $141.42 avg price	Decreased -0.43%
VOO Vanguard S&p 500 Etf Recent Activity Decreased -5.86%	3.65%	$3.058M 5,118 shares@ $597.55 avg price	Decreased -5.86%
IVV Ishares Core S&p 500 Etf Recent Activity	2.2%	$1.845M 2,825 shares@ $653.16 avg price
XLG Invesco S&p 500 Top 50 Etf Recent Activity	2.19%	$1.836M 33,660 shares@ $54.55 avg price
VUG Vanguard Growth Etf Recent Activity Decreased -17.67%	1.61%	$1.351M 3,093 shares@ $436.79 avg price	Decreased -17.67%
BK Bank Of New York Mellon Corp Recent Activity	1.61%	$1.346M 11,344 shares@ $118.64 avg price
EQWL Invesco S&p 100 Equal Weight Recent Activity	1.26%	$1.054M 9,144 shares@ $115.25 avg price

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