Sponsored

The Analysis of LifeGoal Investments, LLC's Holdings & P&L

Currently, LifeGoal Investments, LLC holds 112 types of securities in its portfolio with a total value $174.7M. In the most recent quarter, they have increased their positions in BOXX (+25.6K shares, valued at $3.0M), LRGF (+36.3K shares, valued at $2.4M), FEGE (+50.6K shares, valued at $2.4M); decreased their positions in RING (-30.8K shares, valued at $2.5M), HTAB (-45.5K shares, valued at $868.0K), NYF (-11.6K shares, valued at $617.5K); initiated new positions in GLDM (+25.0K shares, valued at $2.4M), XLRE (+38.3K shares, valued at $1.6M), FLIN (+47.1K shares, valued at $1.6M).

1M P&L

+5.1M+2.98%

3M P&L

-46.2M-20.63%

HY P&L

-39.4M-18.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A143.2M

85.6%

2Consumer Electronics4.0M

2.4%

3Semiconductors2.2M

1.3%

Top Industries by Stock Count

1N/A53 stocks

52.0%

2Drug Manufacturers - General3 stocks

2.9%

3Software - Infrastructure3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LRGF ISHARES TR250.3K shares16.94%2026-03-312026-04-14

CGGO CAPITAL GROUP GBL GROWTH EQT473.8K shares13.61%2026-03-312026-04-14

DGRO ISHARES TR210.1K shares8.53%2026-03-312026-04-14

FEGE RBB FUND TRUST283.9K shares21.67%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS134.7K shares3.17%2026-03-312026-04-14

VUG VANGUARD INDEX FDS22.0K shares1.28%2026-03-312026-04-14

PYLD PIMCO ETF TR264.9K shares16.35%2026-03-312026-04-14

JPIE J P MORGAN EXCHANGE TRADED F126.7K shares-6.65%2026-03-312026-04-14

Sponsored

BOXX EA SERIES TRUST47.2K shares118.96%2026-03-312026-04-14

CGMS CAPITAL GRP FIXED INCM ETF T158.4K shares16.55%2026-03-312026-04-14

AAPL APPLE INC15.6K shares20.36%2026-03-312026-04-14

EMGF ISHARES INC63.8K shares11.59%2026-03-312026-04-14

VTI VANGUARD INDEX FDS7.7K shares0.10%2026-03-312026-04-14

VIGI VANGUARD WHITEHALL FDS26.8K shares9.31%2026-03-312026-04-14

GLDM WORLD GOLD TR25.0K sharesnew addition2026-03-312026-04-14

IGRO ISHARES TR23.9K shares17.43%2026-03-312026-04-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares-0.24%2026-03-312026-04-14

ALPHABET INC ALPHABET INC6.0K shares8.95%2026-03-312026-04-14

NVDA NVIDIA CORPORATION9.8K shares61.67%2026-03-312026-04-14

VCLT VANGUARD SCOTTSDALE FDS21.7K shares5.15%2026-03-312026-04-14

XLRE SELECT SECTOR SPDR TR38.3K sharesnew addition2026-03-312026-04-14

CGDG CAPITAL GROUP DIVIDEND GROWE43.6K shares0.13%2026-03-312026-04-14

FLIN FRANKLIN TEMPLETON ETF TR47.1K sharesnew addition2026-03-312026-04-14

AMZN AMAZON COM INC7.2K shares-3.03%2026-03-312026-04-14

Sponsored

MSFT MICROSOFT CORP3.7K shares69.79%2026-03-312026-04-14

GLOF ISHARES TR25.4K shares-0.11%2026-03-312026-04-14

CGMU CAPITAL GRP FIXED INCM ETF T48.2K shares6.67%2026-03-312026-04-14

MUNI PIMCO ETF TR24.3K shares24.92%2026-03-312026-04-14

AGG ISHARES TR12.6K shares-10.58%2026-03-312026-04-14

FBTC FIDELITY WISE ORIGIN BITCOIN19.4K shares-1.62%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS21.7K shares-0.45%2026-03-312026-04-14

BROADCOM INC BROADCOM INC2.9K shares57.03%2026-03-312026-04-14

Sponsored

MUNY VANGUARD NY TAX FREE FDS8.5K sharesnew addition2026-03-312026-04-14

ALPHABET INC ALPHABET INC2.9K shares30.30%2026-03-312026-04-14

SGOV ISHARES TR8.5K shares-11.94%2026-03-312026-04-14

RING ISHARES INC10.2K shares-75.05%2026-03-312026-04-14

WMT WALMART INC6.7K shares14.24%2026-03-312026-04-14

INTU INTUIT1.8K sharesnew addition2026-03-312026-04-14

META META PLATFORMS INC1.3K shares6.21%2026-03-312026-04-14

XOM EXXON MOBIL CORP4.4K shares-1.20%2026-03-312026-04-14

Sponsored

IVVM BLACKROCK ETF TRUST II20.1K shares-20.84%2026-03-312026-04-14

VHT VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-14

SMLF ISHARES TR8.4K shares-0.18%2026-03-312026-04-14

ACWV ISHARES INC5.2K shares0.00%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.39%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR1.0K shares120.22%2026-03-312026-04-14

GLD SPDR GOLD TR1.3K shares0.00%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO1.9K shares33.62%2026-03-312026-04-14

Sponsored

IUSB ISHARES TR11.6K shares-13.07%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC1.4K sharesnew addition2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS7.8K shares7.93%2026-03-312026-04-14

MUB ISHARES TR4.7K shares-27.14%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T759 shares-0.78%2026-03-312026-04-14

HTAB HARTFORD FDS EXCHANGE TRADED26.0K shares-63.60%2026-03-312026-04-14

SCHP SCHWAB STRATEGIC TR18.1K shares-28.50%2026-03-312026-04-14

VWOB VANGUARD WHITEHALL FDS7.2K shares-28.19%2026-03-312026-04-14

Sponsored

GDX VANECK ETF TRUST4.8K shares0.00%2026-03-312026-04-14

LLY ELI LILLY & CO465 shares97.87%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION427 sharesnew addition2026-03-312026-04-14

CAT CATERPILLAR INC578 shares0.17%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO6.8K sharesnew addition2026-03-312026-04-14

GEV GE VERNOVA INC463 sharesnew addition2026-03-312026-04-14

JNJ JOHNSON & JOHNSON1.6K shares-2.25%2026-03-312026-04-14

PCG PG&E CORP22.5K shares120.47%2026-03-312026-04-14

Sponsored

CVX CHEVRON CORPORATION2.0K shares9.73%2026-03-312026-04-14

SPYG SPDR SERIES TRUST3.8K shares0.00%2026-03-312026-04-14

FIX COMFORT SYS USA INC258 sharesnew addition2026-03-312026-04-14

QUAL ISHARES TR1.9K shares1.06%2026-03-312026-04-14

WDC WESTERN DIGITAL CORP1.2K sharesnew addition2026-03-312026-04-14

PG PROCTER & GAMBLE CO2.4K sharesnew addition2026-03-312026-04-14

TSLA TESLA INC889 sharesnew addition2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC341 sharesnew addition2026-03-312026-04-14

Sponsored

ABNB AIRBNB INC2.6K sharesnew addition2026-03-312026-04-14

COP CONOCOPHILLIPS2.5K shares-10.48%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR3.5K shares22.01%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP506 sharesnew addition2026-03-312026-04-14

NYF ISHARES TR5.8K shares-66.87%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL626 shares39.73%2026-03-312026-04-14

REGN REGENERON PHARMACEUTICALS385 sharesnew addition2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP851 sharesnew addition2026-03-312026-04-14

Sponsored

MMC MARSH & MCLENNAN COS INC1.7K sharesnew addition2026-03-312026-04-14

EIX EDISON INTL3.9K sharesnew addition2026-03-312026-04-14

EME EMCOR GROUP INC378 sharesnew addition2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE978 sharesnew addition2026-03-312026-04-14

TJX TJX COS INC NEW1.7K sharesnew addition2026-03-312026-04-14

SPLB SPDR SERIES TRUST11.9K shares0.16%2026-03-312026-04-14

FTI TECHNIPFMC PLC3.8K sharesnew addition2026-03-312026-04-14

CNC CENTENE CORP DEL7.7K sharesnew addition2026-03-312026-04-14

Sponsored

JBBB JANUS DETROIT STR TR5.5K shares-33.76%2026-03-312026-04-14

FTNT FORTINET INC3.1K sharesnew addition2026-03-312026-04-14

KMI KINDER MORGAN INC DEL7.7K sharesnew addition2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC60 sharesnew addition2026-03-312026-04-14

TER TERADYNE INC803 sharesnew addition2026-03-312026-04-14

CB CHUBB LTD SWITZ756 sharesnew addition2026-03-312026-04-14

VPLS VANGUARD MALVERN FDS3.2K shares-1.58%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-04-14

Sponsored

PM PHILIP MORRIS INTL INC1.5K sharesnew addition2026-03-312026-04-14

VB VANGUARD INDEX FDS893 shares0.00%2026-03-312026-04-14

VOOG VANGUARD ADMIRAL FDS INC554 shares-15.93%2026-03-312026-04-14

ASML ASML HLDG NV166 sharesnew addition2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS2.8K shares-9.44%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP751 sharesnew addition2026-03-312026-04-14

VRT VERTIV HOLDINGS CO828 sharesnew addition2026-03-312026-04-14

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-04-14

Sponsored

ESGD ISHARES TR2.2K sharesnew addition2026-03-312026-04-14

NEM NEWMONT CORP1.8K sharesnew addition2026-03-312026-04-14

JBHT HUNT J B TRANS SVCS INC976 sharesnew addition2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC994 sharesnew addition2026-03-312026-04-14

IEFA ISHARES TR2.3K shares0.00%2026-03-312026-04-14

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-14

FCX FREEPORT MCMORAN INC3.3K sharesnew addition2026-03-312026-04-14

SAN BANCO SANTANDER SA11.2K sharesnew addition2026-03-312026-04-14

Sponsored

LRGF

ISHARES TR

16.94%

Shares250.3K

Event2026-03-31

Filed2026-04-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

13.61%

Shares473.8K

Event2026-03-31

Filed2026-04-14

DGRO

ISHARES TR

8.53%

Shares210.1K

Event2026-03-31

Filed2026-04-14

FEGE

RBB FUND TRUST

21.67%

Shares283.9K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

3.17%

Shares134.7K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

1.28%

Shares22.0K

Event2026-03-31

Filed2026-04-14

PYLD

PIMCO ETF TR

16.35%

Shares264.9K

Event2026-03-31

Filed2026-04-14

JPIE

J P MORGAN EXCHANGE TRADED F

-6.65%

Shares126.7K

Event2026-03-31

Filed2026-04-14

BOXX

EA SERIES TRUST

118.96%

Shares47.2K

Event2026-03-31

Filed2026-04-14

CGMS

CAPITAL GRP FIXED INCM ETF T

16.55%

Shares158.4K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

20.36%

Shares15.6K

Event2026-03-31

Filed2026-04-14

EMGF

ISHARES INC

11.59%

Shares63.8K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

0.10%

Shares7.7K

Event2026-03-31

Filed2026-04-14

VIGI

VANGUARD WHITEHALL FDS

9.31%

Shares26.8K

Event2026-03-31

Filed2026-04-14

GLDM

WORLD GOLD TR

New

Shares25.0K

Event2026-03-31

Filed2026-04-14

IGRO

ISHARES TR

17.43%

Shares23.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.24%

Shares2.9K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

8.95%

Shares6.0K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

61.67%

Shares9.8K

Event2026-03-31

Filed2026-04-14

VCLT

VANGUARD SCOTTSDALE FDS

5.15%

Shares21.7K

Event2026-03-31

Filed2026-04-14

XLRE

SELECT SECTOR SPDR TR

New

Shares38.3K

Event2026-03-31

Filed2026-04-14

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.13%

Shares43.6K

Event2026-03-31

Filed2026-04-14

FLIN

FRANKLIN TEMPLETON ETF TR

New

Shares47.1K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-3.03%

Shares7.2K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

69.79%

Shares3.7K

Event2026-03-31

Filed2026-04-14

GLOF

ISHARES TR

-0.11%

Shares25.4K

Event2026-03-31

Filed2026-04-14

CGMU

CAPITAL GRP FIXED INCM ETF T

6.67%

Shares48.2K

Event2026-03-31

Filed2026-04-14

MUNI

PIMCO ETF TR

24.92%

Shares24.3K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

-10.58%

Shares12.6K

Event2026-03-31

Filed2026-04-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

-1.62%

Shares19.4K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

-0.45%

Shares21.7K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

57.03%

Shares2.9K

Event2026-03-31

Filed2026-04-14

MUNY

VANGUARD NY TAX FREE FDS

New

Shares8.5K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

30.30%

Shares2.9K

Event2026-03-31

Filed2026-04-14

SGOV

ISHARES TR

-11.94%

Shares8.5K

Event2026-03-31

Filed2026-04-14

RING

ISHARES INC

-75.05%

Shares10.2K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

14.24%

Shares6.7K

Event2026-03-31

Filed2026-04-14

INTU

INTUIT

New

Shares1.8K

Event2026-03-31

Filed2026-04-14