Portfolio (Quarterly)
Guide ↗
LifeGoal Investments, LLC
· CIK 0002054684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | CB | CHUBB LIMITED | Financial Services | 842.0 | $287K | 0.13% | NEW | — | $340.74 | -0.2% |
| 102 | IAU | ISHARES GOLD TR | Financial Services | 3,774.0 | $285K | 0.13% | +912.0 | +31.9% | $75.51 | +8.8% |
| 103 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,560.0 | $282K | 0.13% | NEW | — | $180.91 | +4.3% |
| 104 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,875.0 | $275K | 0.13% | NEW | — | $146.64 | +0.8% |
| 105 | AMAT | APPLIED MATLS INC | Technology | 380.0 | $275K | 0.13% | NEW | — | $723.00 | -39.3% |
| 106 | WCN | WASTE CONNECTIONS INC | Industrials | 1,646.0 | $274K | 0.13% | NEW | — | $166.69 | -1.0% |
| 107 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,797.0 | $272K | 0.12% | NEW | — | $151.50 | -12.9% |
| 108 | VB | VANGUARD INDEX FDS | — | 893.0 | $271K | 0.12% | — | — | $303.01 | -1.9% |
| 109 | SNOW | SNOWFLAKE INC | Technology | 1,063.0 | $271K | 0.12% | NEW | — | $254.50 | +20.1% |
| 110 | PSX | PHILLIPS 66 | Energy | 1,586.0 | $268K | 0.12% | NEW | — | $169.05 | +51.7% |
| 111 | ES | EVERSOURCE ENERGY | Utilities | 3,671.0 | $265K | 0.12% | NEW | — | $72.27 | -2.3% |
| 112 | IDVO | AMPLIFY ETF TR | — | 6,313.0 | $265K | 0.12% | NEW | — | $42.00 | +1.5% |
| 113 | C | CITIGROUP INC | Financial Services | 1,893.0 | $265K | 0.12% | NEW | — | $139.96 | -4.7% |
| 114 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,041.0 | $264K | 0.12% | -645.0 | -38.3% | $253.97 | +8.1% |
| 115 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 550.0 | $263K | 0.12% | NEW | — | $477.57 | -13.6% |
| 116 | SPLB | SPDR SERIES TRUST | — | 11,654.0 | $261K | 0.12% | -270.0 | -2.3% | $22.40 | -5.2% |
| 117 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 10,040.0 | $261K | 0.12% | NEW | — | $26.00 | +6.4% |
| 118 | NFLX | NETFLIX INC. | Communication Services | 3,631.0 | $259K | 0.12% | NEW | — | $71.40 | +15.2% |
| 119 | GD | GENERAL DYNAMICS CORP | Industrials | 723.0 | $256K | 0.12% | NEW | — | $354.24 | +2.7% |
| 120 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 1,833.0 | $255K | 0.12% | NEW | — | $138.94 | -7.0% |
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%