Portfolio (Quarterly)
Guide ↗
LifeGoal Investments, LLC
· CIK 0002054684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | — | 12,871 | $643K | 0.54% | SOLD |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 7,980 | $519K | 0.43% | SOLD |
| 3 | MINT | PIMCO ETF TR | — | 4,091 | $412K | 0.34% | SOLD |
| 4 | SPTS | SPDR SERIES TRUST | — | 9,962 | $292K | 0.24% | SOLD |
| 5 | NSC | NORFOLK SOUTHN CORP | Industrials | 958 | $288K | 0.24% | SOLD |
| 6 | SRLN | SSGA ACTIVE ETF TR | — | 6,107 | $254K | 0.21% | SOLD |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,601 | $206K | 0.17% | SOLD |
Sector Allocation
Technology
35.1%
Financial Services
22.0%
Communication Services
17.9%
Consumer Cyclical
9.5%
Energy
5.9%
Consumer Defensive
3.6%
Healthcare
3.3%
Industrials
1.8%
Utilities
0.9%