Portfolio (Quarterly)
Guide ↗
LifeGoal Investments, LLC
· CIK 0002054684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LRGF | ISHARES TR | — | 172,924.0 | $12.0M | 9.93% | NEW | — | $69.12 | +8.5% |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 337,302.0 | $11.5M | 9.57% | NEW | — | $34.17 | +15.2% |
| 3 | DGRO | ISHARES TR | — | 165,013.0 | $11.2M | 9.33% | NEW | — | $68.08 | +9.9% |
| 4 | VUG | VANGUARD INDEX FDS | — | 19,189.0 | $9.2M | 7.64% | NEW | — | $479.60 | -81.7% |
| 5 | BND | VANGUARD BD INDEX FDS | — | 109,839.0 | $8.2M | 6.78% | NEW | — | $74.35 | -1.8% |
| 6 | FEGE | RBB FUND TRUST | — | 169,721.0 | $7.5M | 6.24% | NEW | — | $44.23 | +12.8% |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 106,427.0 | $4.9M | 4.10% | NEW | — | $46.41 | -1.1% |
| 8 | PYLD | PIMCO ETF TR | — | 152,496.0 | $4.1M | 3.40% | NEW | — | $26.84 | -1.9% |
| 9 | EMGF | ISHARES INC | — | 47,274.0 | $2.7M | 2.22% | NEW | — | $56.58 | +25.1% |
| 10 | SGOV | ISHARES TR | — | 27,031.0 | $2.6M | 2.18% | NEW | — | $96.98 | +3.8% |
| 11 | VTI | VANGUARD INDEX FDS | — | 7,755.0 | $2.5M | 2.11% | NEW | — | $328.18 | +11.8% |
| 12 | RING | ISHARES INC | — | 38,017.0 | $2.5M | 2.04% | NEW | — | $64.71 | +14.7% |
| 13 | VWOB | VANGUARD WHITEHALL FDS | — | 33,481.0 | $2.2M | 1.86% | NEW | — | $66.90 | -0.9% |
| 14 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 19,381.0 | $1.9M | 1.61% | NEW | — | $99.81 | -33.9% |
| 15 | GPZ | VANECK ETF TRUST | — | 64,791.0 | $1.9M | 1.56% | NEW | — | $29.04 | -20.5% |
| 16 | VIGI | VANGUARD WHITEHALL FDS | — | 20,309.0 | $1.8M | 1.51% | NEW | — | $89.57 | +4.8% |
| 17 | VCLT | VANGUARD SCOTTSDALE FDS | — | 19,041.0 | $1.5M | 1.23% | NEW | — | $77.65 | -4.1% |
| 18 | GLOF | ISHARES TR | — | 27,811.0 | $1.4M | 1.19% | NEW | — | $51.62 | +13.3% |
| 19 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 41,082.0 | $1.4M | 1.18% | NEW | — | $34.65 | +8.2% |
| 20 | HTAB | HARTFORD FDS EXCHANGE TRADED | — | 71,608.0 | $1.4M | 1.14% | NEW | — | $19.13 | -0.9% |
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
Financial Services
36.1%
Technology
28.2%
Communication Services
19.2%
Consumer Cyclical
6.9%
Energy
3.0%
Industrials
2.6%
Consumer Defensive
2.1%
Healthcare
1.8%