LifeGoal Investments, LLC
113 holdingsFiling period: 2026-03-31Current AUM: $191.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LRGF | ISHARES TR | 250.3K | $16.6M | $19.2M | 10.00% | +36.3K | 2026-03-31 |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 473.8K | $16.1M | $19.1M | 9.93% | +56.8K | 2026-03-31 |
| 3 | DGRO | ISHARES TR | 210.1K | $14.7M | $16.4M | 8.54% | +16.5K | 2026-03-31 |
| 4 | FEGE | RBB FUND TRUST | 283.9K | $13.4M | $14.5M | 7.58% | +50.6K | 2026-03-31 |
| 5 | BND | VANGUARD BD INDEX FDS | 134.7K | $9.9M | $9.7M | 5.05% | +4.1K | 2026-03-31 |
| 6 | VUG | VANGUARD INDEX FDS | 22.0K | $9.7M | $11.4M | 5.92% | +278 | 2026-03-31 |
| 7 | PYLD | PIMCO ETF TR | 264.9K | $6.9M | $6.9M | 3.60% | +37.2K | 2026-03-31 |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | 126.7K | $5.8M | $5.8M | 3.02% | -9,029 | 2026-03-31 |
| 9 | BOXX | EA SERIES TRUST | 47.2K | $5.5M | $5.5M | 2.89% | +25.6K | 2026-03-31 |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | 158.4K | $4.3M | $4.3M | 2.23% | +22.5K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 15.6K | $4.0M | $4.8M | 2.53% | +2.6K | 2026-03-31 |
| 12 | EMGF | ISHARES INC | 63.8K | $3.9M | $4.4M | 2.29% | +6.6K | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 7.7K | $2.5M | $2.9M | 1.49% | +8 | 2026-03-31 |
| 14 | VIGI | VANGUARD WHITEHALL FDS | 26.8K | $2.4M | $2.6M | 1.38% | +2.3K | 2026-03-31 |
| 15 | GLDM | WORLD GOLD TR | 25.0K | $2.4M | $2.0M | 1.06% | -- | 2026-03-31 |
| 16 | IGRO | ISHARES TR | 23.9K | $2.0M | $2.2M | 1.15% | +3.5K | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 2.9K | $1.8M | $2.0M | 1.06% | -7 | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 6.0K | $1.8M | $2.2M | 1.14% | +489 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 9.8K | $1.7M | $2.0M | 1.03% | +3.7K | 2026-03-31 |
| 20 | VCLT | VANGUARD SCOTTSDALE FDS | 21.7K | $1.6M | $1.6M | 0.81% | +1.1K | 2026-03-31 |
| 21 | XLRE | SELECT SECTOR SPDR TR | 38.3K | $1.6M | $1.7M | 0.90% | -- | 2026-03-31 |
| 22 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 43.6K | $1.6M | $1.7M | 0.87% | +56 | 2026-03-31 |
| 23 | FLIN | FRANKLIN TEMPLETON ETF TR | 47.1K | $1.6M | $1.7M | 0.88% | -- | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 7.2K | $1.5M | $2.0M | 1.03% | -225 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 3.7K | $1.4M | $1.7M | 0.90% | +1.5K | 2026-03-31 |
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