LifeGoal Investments, LLC
156 holdingsFiling period: 2026-06-30Current AUM: $219.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 536.9K | $22.7M | $21.0M | 9.56% | +63.1K | 2026-06-30 |
| 2 | LRGF | ISHARES TR | 295.9K | $22.4M | $22.8M | 10.42% | +45.5K | 2026-06-30 |
| 3 | DGRO | ISHARES TR | 232.6K | $17.6M | $18.0M | 8.23% | +22.5K | 2026-06-30 |
| 4 | FEGE | RBB FUND TRUST | 338.5K | $16.6M | $17.6M | 8.03% | +54.6K | 2026-06-30 |
| 5 | VUG | VANGUARD INDEX FDS | 124.7K | $10.7M | $10.9M | 4.95% | +102.7K | 2026-06-30 |
| 6 | BND | VANGUARD BD INDEX FDS | 117.5K | $8.6M | $8.4M | 3.81% | -17,177 | 2026-06-30 |
| 7 | PYLD | PIMCO ETF TR | 267.9K | $7.1M | $6.9M | 3.14% | +3.0K | 2026-06-30 |
| 8 | BOXX | EA SERIES TRUST | 54.1K | $6.3M | $6.4M | 2.91% | +6.9K | 2026-06-30 |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | 118.5K | $5.5M | $5.4M | 2.45% | -8,144 | 2026-06-30 |
| 10 | EMGF | ISHARES INC | 69.8K | $5.1M | $4.9M | 2.25% | +6.1K | 2026-06-30 |
| 11 | AAPL | APPLE INC | 17.2K | $5.0M | $5.7M | 2.60% | +1.7K | 2026-06-30 |
| 12 | CGMS | CAPITAL GRP FIXED INCM ETF T | 157.8K | $4.3M | $4.2M | 1.92% | -598 | 2026-06-30 |
| 13 | VIGI | VANGUARD WHITEHALL FDS | 31.7K | $3.0M | $3.1M | 1.40% | +4.8K | 2026-06-30 |
| 14 | VTI | VANGUARD INDEX FDS | 7.7K | $2.8M | $2.9M | 1.31% | +8 | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 13.9K | $2.8M | $2.9M | 1.34% | +4.1K | 2026-06-30 |
| 16 | IGRO | ISHARES TR | 28.9K | $2.5M | $2.6M | 1.19% | +5.0K | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 10.0K | $2.4M | $2.5M | 1.13% | +2.8K | 2026-06-30 |
| 18 | XLRE | SELECT SECTOR SPDR TR | 51.0K | $2.2M | $2.2M | 1.00% | +12.7K | 2026-06-30 |
| 19 | GOOG | ALPHABET INC | 6.3K | $2.2M | $2.1M | 0.98% | +319 | 2026-06-30 |
| 20 | GLDM | WORLD GOLD TR | 27.3K | $2.2M | $2.3M | 1.06% | +2.3K | 2026-06-30 |
| 21 | FLIN | FRANKLIN TEMPLETON ETF TR | 57.4K | $2.0M | $2.0M | 0.90% | +10.3K | 2026-06-30 |
| 22 | VOO | VANGUARD INDEX FDS | 2.9K | $2.0M | $2.0M | 0.93% | -2 | 2026-06-30 |
| 23 | MSFT | MICROSOFT CORP | 4.6K | $1.7M | $2.3M | 1.03% | +858 | 2026-06-30 |
| 24 | MU | MICRON TECHNOLOGY INC | 1.4K | $1.6M | $1.3M | 0.59% | -36 | 2026-06-30 |
| 25 | VCLT | VANGUARD SCOTTSDALE FDS | 21.0K | $1.6M | $1.5M | 0.68% | -739 | 2026-06-30 |
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