GoalVest Advisory’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

GoalVest Advisory’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	2,249 +2,226	+9,678%	+$260K	0.05%	110
2026 Q1	$2.67K	Sell	23 -1,008	-98%	-$117K	﹤0.01%	420
2025 Q4	$119K	Sell	1,031 -41,446	-98%	-$4.74M	0.02%	174
2025 Q3	$4.84M	Sell	42,477 -799	-2%	-$90.5K	1.03%	17
2025 Q2	$4.88M	Buy	43,276 +1,159	+3%	+$130K	1.21%	13
2025 Q1	$4.7M	Buy	42,117 +948	+2%	+$105K	1.29%	10
2024 Q4	$4.54M	Sell	41,169 -49,046	-54%	-$5.37M	1.25%	11
2024 Q3	$9.83M	Buy	90,215 +71,169	+374%	+$7.71M	2.83%	5
2024 Q2	$2.05M	Buy	+19,046	New	+$2.04M	0.66%	22

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return