Portfolio (Quarterly)
Guide ↗
LifeGoal Investments, LLC
· CIK 0002054684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VGT | VANGUARD WORLD FD | — | 386.0 | $291K | 0.19% | +77.0 | +24.9% | $753.78 | -84.0% |
| 42 | SPLB | SPDR SERIES TRUST | — | 11,924.0 | $269K | 0.18% | +176.0 | +1.5% | $22.58 | -5.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.7%
Financial Services
24.3%
Consumer Cyclical
10.5%
Communication Services
9.3%
Energy
6.5%
Consumer Defensive
4.0%
Healthcare
3.7%
Industrials
2.0%
Utilities
1.0%