Portfolio (Quarterly)
Guide ↗
LifeGoal Investments, LLC
· CIK 0002054684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CB | CHUBB LIMITED | Financial Services | 842.0 | $287K | 0.13% | NEW | — | $340.74 | +2.2% |
| 42 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,560.0 | $282K | 0.13% | NEW | — | $180.91 | +2.9% |
| 43 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,875.0 | $275K | 0.13% | NEW | — | $146.64 | +0.2% |
| 44 | AMAT | APPLIED MATLS INC | Technology | 380.0 | $275K | 0.13% | NEW | — | $723.00 | -39.7% |
| 45 | WCN | WASTE CONNECTIONS INC | Industrials | 1,646.0 | $274K | 0.13% | NEW | — | $166.69 | +0.1% |
| 46 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,797.0 | $272K | 0.12% | NEW | — | $151.50 | -12.7% |
| 47 | SNOW | SNOWFLAKE INC | Technology | 1,063.0 | $271K | 0.12% | NEW | — | $254.50 | +40.1% |
| 48 | PSX | PHILLIPS 66 | Energy | 1,586.0 | $268K | 0.12% | NEW | — | $169.05 | +50.6% |
| 49 | ES | EVERSOURCE ENERGY | Utilities | 3,671.0 | $265K | 0.12% | NEW | — | $72.27 | -1.1% |
| 50 | IDVO | AMPLIFY ETF TR | — | 6,313.0 | $265K | 0.12% | NEW | — | $42.00 | +2.5% |
| 51 | C | CITIGROUP INC | Financial Services | 1,893.0 | $265K | 0.12% | NEW | — | $139.96 | -1.3% |
| 52 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 550.0 | $263K | 0.12% | NEW | — | $477.57 | -12.7% |
| 53 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 10,040.0 | $261K | 0.12% | NEW | — | $26.00 | +6.1% |
| 54 | NFLX | NETFLIX INC. | Communication Services | 3,631.0 | $259K | 0.12% | NEW | — | $71.40 | +15.8% |
| 55 | GD | GENERAL DYNAMICS CORP | Industrials | 723.0 | $256K | 0.12% | NEW | — | $354.24 | +3.3% |
| 56 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 1,833.0 | $255K | 0.12% | NEW | — | $138.94 | -7.5% |
| 57 | — | TECHNIPFMC PLC | — | 3,796.0 | $252K | 0.12% | NEW | — | $66.30 | — |
| 58 | FCX | FREEPORT MCMORAN INC | Basic Materials | 3,919.0 | $246K | 0.11% | NEW | — | $62.89 | +15.4% |
| 59 | UAL | UNITED AIRLS HLDGS INC | Industrials | 1,804.0 | $245K | 0.11% | NEW | — | $135.99 | -20.1% |
| 60 | CMI | CUMMINS INC | Industrials | 337.0 | $240K | 0.11% | NEW | — | $713.21 | -23.5% |
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
38.9%
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%