0001398344-23-009874.txt : 20230515
0001398344-23-009874.hdr.sgml : 20230515
20230515171700
ACCESSION NUMBER: 0001398344-23-009874
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230515
DATE AS OF CHANGE: 20230515
EFFECTIVENESS DATE: 20230515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Goodwin Investment Advisory
CENTRAL INDEX KEY: 0001803294
IRS NUMBER: 311834039
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20444
FILM NUMBER: 23924351
BUSINESS ADDRESS:
STREET 1: 238 RIVER PARK N. DR.
CITY: WOODSTOCK
STATE: GA
ZIP: 30188
BUSINESS PHONE: 6787412370
MAIL ADDRESS:
STREET 1: 238 RIVER PARK N. DR.
CITY: WOODSTOCK
STATE: GA
ZIP: 30188
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001803294
XXXXXXXX
03-31-2023
03-31-2023
false
Goodwin Investment Advisory
238 RIVER PARK N. DR.
WOODSTOCK
GA
30188
13F HOLDINGS REPORT
028-20444
000131193
801-117942
N
Justin Pitcock
CCO
678-741-2370
/s/ Justin Pitcock
Woodstock
GA
05-15-2023
0
79
153340511
INFORMATION TABLE
2
fp0083465-1_13fhr-table.xml
APPLE INC
COM
037833100
497477
3017
SH
SOLE
0
0
3017
BANK NEW YORK MELLON CORP
COM
064058100
515471
11344
SH
SOLE
0
0
11344
BLACKROCK ETF TRUST
US CARBON TRANS
09290C509
753744
16661
SH
SOLE
0
0
16661
FIDELITY COVINGTON TRUST
BLUE CHIP GRWTH
316092352
52579228
2065170
SH
SOLE
0
0
2065170
FIDELITY COVINGTON TRUST
VLU FACTOR ETF
316092782
25339892
553756
SH
SOLE
0
0
553756
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
23496715
510798
SH
SOLE
0
0
510798
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
1474889
4750
SH
SOLE
0
0
4750
ISHARES INC
CORE MSCI EMKT
46434G103
27371
561
SH
SOLE
0
0
561
ISHARES INC
ESG AWR MSCI EM
46434G863
441318
14019
SH
SOLE
0
0
14019
ISHARES TR
CORE S&P TTL STK
464287150
28728
317
SH
SOLE
0
0
317
ISHARES TR
TIPS BD ETF
464287176
1552135
14078
SH
SOLE
0
0
14078
ISHARES TR
CORE S&P500 ETF
464287200
3587311
8727
SH
SOLE
0
0
8727
ISHARES TR
CORE US AGGBD ET
464287226
2790
28
SH
SOLE
0
0
28
ISHARES TR
MSCI EMG MKT ETF
464287234
238023
6032
SH
SOLE
0
0
6032
ISHARES TR
IBOXX INV CP ETF
464287242
26854
245
SH
SOLE
0
0
245
ISHARES TR
GLOBAL TECH ETF
464287291
252720
4649
SH
SOLE
0
0
4649
ISHARES TR
GLOB HLTHCRE ETF
464287325
227406
2728
SH
SOLE
0
0
2728
ISHARES TR
NORTH AMERN NAT
464287374
12769
326
SH
SOLE
0
0
326
ISHARES TR
S&P 500 VAL ETF
464287408
308680
2034
SH
SOLE
0
0
2034
ISHARES TR
20 YR TR BD ETF
464287432
67013
630
SH
SOLE
0
0
630
ISHARES TR
RUS MID CAP ETF
464287499
9266764
132534
SH
SOLE
0
0
132534
ISHARES TR
CORE S&P MCP ETF
464287507
204631
818
SH
SOLE
0
0
818
ISHARES TR
EXPND TEC SC ETF
464287549
2036
6
SH
SOLE
0
0
6
ISHARES TR
RUS 1000 ETF
464287622
77254
343
SH
SOLE
0
0
343
ISHARES TR
RUS 2000 VAL ETF
464287630
437682
3194
SH
SOLE
0
0
3194
ISHARES TR
US HLTHCARE ETF
464287762
302004
1106
SH
SOLE
0
0
1106
ISHARES TR
U.S. FIN SVC ETF
464287770
6340
42
SH
SOLE
0
0
42
ISHARES TR
U.S. ENERGY ETF
464287796
323488
7394
SH
SOLE
0
0
7394
ISHARES TR
CORE S&P SCP ETF
464287804
1054844
10908
SH
SOLE
0
0
10908
ISHARES TR
EUROPE ETF
464287861
116397
2327
SH
SOLE
0
0
2327
ISHARES TR
S&P SML 600 GWT
464287887
516718
4700
SH
SOLE
0
0
4700
ISHARES TR
SHRT NAT MUN ETF
464288158
190832
1823
SH
SOLE
0
0
1823
ISHARES TR
EAFE SML CP ETF
464288273
14223
239
SH
SOLE
0
0
239
ISHARES TR
JPMORGAN USD EMG
464288281
36583
424
SH
SOLE
0
0
424
ISHARES TR
CRE U S REIT ETF
464288521
1114581
22115
SH
SOLE
0
0
22115
ISHARES TR
MSCI KLD400 SOC
464288570
733886
9410
SH
SOLE
0
0
9410
ISHARES TR
MBS ETF
464288588
192965
2037
SH
SOLE
0
0
2037
ISHARES TR
USD INV GRDE ETF
464288620
139163
2747
SH
SOLE
0
0
2747
ISHARES TR
10-20 YR TRS ETF
464288653
167343
1461
SH
SOLE
0
0
1461
ISHARES TR
MSCI USA ESG SLC
464288802
20889
238
SH
SOLE
0
0
238
ISHARES TR
U.S. MED DVC ETF
464288810
63480
1176
SH
SOLE
0
0
1176
ISHARES TR
EAFE VALUE ETF
464288877
350241
7217
SH
SOLE
0
0
7217
ISHARES TR
EAFE GRWTH ETF
464288885
524327
5597
SH
SOLE
0
0
5597
ISHARES TR
US TREAS BD ETF
46429B267
67521
2888
SH
SOLE
0
0
2888
ISHARES TR
MSCI USA MIN VOL
46429B697
501397
6893
SH
SOLE
0
0
6893
ISHARES TR
MSCI USA QLT FCT
46432F339
130640
1053
SH
SOLE
0
0
1053
ISHARES TR
MSCI USA SZE FT
46432F370
34887
296
SH
SOLE
0
0
296
ISHARES TR
MSCI USA VALUE
46432F388
507486
5481
SH
SOLE
0
0
5481
ISHARES TR
CORE MSCI TOTAL
46432F834
536549
8661
SH
SOLE
0
0
8661
ISHARES TR
CORE MSCI EAFE
46432F842
100008
1496
SH
SOLE
0
0
1496
ISHARES TR
CONV BD ETF
46435G102
20697
285
SH
SOLE
0
0
285
ISHARES TR
ESG AWRE USD ETF
46435G193
316134
13736
SH
SOLE
0
0
13736
ISHARES TR
ESG AWRE 1 5 YR
46435G243
962
40
SH
SOLE
0
0
40
ISHARES TR
RUSEL 2500 ETF
46435G268
24011
438
SH
SOLE
0
0
438
ISHARES TR
MSCI INTL VLU FT
46435G409
294679
11887
SH
SOLE
0
0
11887
ISHARES TR
ESG AWR MSCI USA
46435G425
7075226
78223
SH
SOLE
0
0
78223
ISHARES TR
ESG AW MSCI EAFE
46435G516
446629
6217
SH
SOLE
0
0
6217
ISHARES TR
ESG MSCI LEADR
46435U218
509652
7152
SH
SOLE
0
0
7152
ISHARES TR
ESG AWR US AGRGT
46435U549
271443
5648
SH
SOLE
0
0
5648
ISHARES TR
ESG AWARE MSCI
46435U663
351083
10329
SH
SOLE
0
0
10329
ISHARES TR
ESG MSCI EM LDRS
46436E601
94156
2068
SH
SOLE
0
0
2068
ISHARES TR
ESG ADV TTL USD
46436E619
127139
2941
SH
SOLE
0
0
2941
ISHARES TR
ESG EAFE ETF
46436E759
472430
7928
SH
SOLE
0
0
7928
ISHARES TR
ESG MSCI USA ETF
46436E767
723371
21874
SH
SOLE
0
0
21874
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
10920
200
SH
SOLE
0
0
200
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
46641Q753
498042
14622
SH
SOLE
0
0
14622
MICROSOFT CORP
COM
594918104
272007
943
SH
SOLE
0
0
943
SELECTIVE INS GROUP INC
COM
816300107
1769706
18564
SH
SOLE
0
0
18564
VANECK ETF TRUST
INTRMDT MUNI ETF
92189H201
1321560
28439
SH
SOLE
0
0
28439
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3422986
9102
SH
SOLE
0
0
9102
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
26620
123
SH
SOLE
0
0
123
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3419260
21537
SH
SOLE
0
0
21537
VANGUARD INDEX FDS
MID CAP ETF
922908629
140273
665
SH
SOLE
0
0
665
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
78087
418
SH
SOLE
0
0
418
VANGUARD INDEX FDS
GROWTH ETF
922908736
1094543
4388
SH
SOLE
0
0
4388
VANGUARD INDEX FDS
VALUE ETF
922908744
58006
420
SH
SOLE
0
0
420
VANGUARD INDEX FDS
SMALL CP ETF
922908751
67673
357
SH
SOLE
0
0
357
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
298401
1462
SH
SOLE
0
0
1462
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
969122
19130
SH
SOLE
0
0
19130