Portfolio (Quarterly) Guide ↗

LifeGoal Investments, LLC

· CIK 0002054684

13F Portfolio $218M AUM 155 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 85 New 38 Added 25 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GPZ	VANECK ETF TRUST	—	74,814	$2.0M	1.35%	SOLD
2	SHYG	ISHARES TR	—	12,750	$438K	0.29%	SOLD
3	VGT	VANGUARD WORLD FD	—	386	$291K	0.19%	SOLD
4	VCSH	VANGUARD SCOTTSDALE FDS	—	3,113	$248K	0.17%	SOLD

Sector Allocation

Technology 38.9%

Financial Services 18.6%

Industrials 10.3%

Consumer Cyclical 9.6%

Communication Services 5.6%

Healthcare 5.2%

Consumer Defensive 3.7%

Energy 3.6%

Utilities 3.3%

Basic Materials 0.5%