The Analysis of LifeGoal Investments, LLC's Holdings

Currently, LifeGoal Investments, LLC holds 70 types of securities in its portfolio with a total value $120.4M. In the most recent quarter, they have increased their positions in VWOB (+33.5K shares, valued at $2.2M), GPZ (+64.8K shares, valued at $1.9M), CGGO (+42.2K shares, valued at $1.4M); decreased their positions in SCHP (-103.0K shares, valued at $2.8M), SMLF (-23.5K shares, valued at $1.7M), JBBB (-6.1K shares, valued at $294.3K); initiated new positions in VWOB (+33.5K shares, valued at $2.2M), GPZ (+64.8K shares, valued at $1.9M), VUSB (+12.9K shares, valued at $643.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LRGF ISHARES TR172.9K shares11.31%2025-09-302025-11-24

CGGO CAPITAL GROUP GBL GROWTH EQT337.3K shares14.30%2025-09-302025-11-24

DGRO ISHARES TR165.0K shares3.22%2025-09-302025-11-24

VUG VANGUARD INDEX FDS19.2K shares5.63%2025-09-302025-11-24

BND VANGUARD BD INDEX FDS109.8K shares14.10%2025-09-302025-11-24

FEGE RBB FUND TRUST169.7K shares16.23%2025-09-302025-11-24

JPIE J P MORGAN EXCHANGE TRADED F106.4K shares7.29%2025-09-302025-11-24

PYLD PIMCO ETF TR152.5K shares13.29%2025-09-302025-11-24

Sponsored

EMGF ISHARES INC47.3K shares4.68%2025-09-302025-11-24

SGOV ISHARES TR27.0K shares59.41%2025-09-302025-11-24

VTI VANGUARD INDEX FDS7.8K shares29.55%2025-09-302025-11-24

RING ISHARES INC38.0K shares11.36%2025-09-302025-11-24

VWOB VANGUARD WHITEHALL FDS33.5K sharesnew addition2025-09-302025-11-24

FBTC FIDELITY WISE ORIGIN BITCOIN19.4K shares0.03%2025-09-302025-11-24

GPZ VANECK ETF TRUST64.8K sharesnew addition2025-09-302025-11-24

VIGI VANGUARD WHITEHALL FDS20.3K shares13.04%2025-09-302025-11-24

Sponsored

VCLT VANGUARD SCOTTSDALE FDS19.0K shares-0.19%2025-09-302025-11-24

GLOF ISHARES TR27.8K shares-8.30%2025-09-302025-11-24

CGDG CAPITAL GROUP DIVIDEND GROWE41.1K shares-16.57%2025-09-302025-11-24

HTAB HARTFORD FDS EXCHANGE TRADED71.6K shares-15.28%2025-09-302025-11-24

IGRO ISHARES TR16.4K shares-9.66%2025-09-302025-11-24

SHYG ISHARES TR27.7K shares158.20%2025-09-302025-11-24

GOOG ALPHABET INC4.7K shares-1.23%2025-09-302025-11-24

AGG ISHARES TR11.2K shares-12.85%2025-09-302025-11-24

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T37.3K shares-2.61%2025-09-302025-11-24

SCHP SCHWAB STRATEGIC TR37.4K shares-73.34%2025-09-302025-11-24

CGMS CAPITAL GRP FIXED INCM ETF T35.5K shares-1.80%2025-09-302025-11-24

NVDA NVIDIA CORPORATION5.1K shares-2.34%2025-09-302025-11-24

NYF ISHARES TR17.7K shares0.85%2025-09-302025-11-24

AAPL APPLE INC3.6K shares-5.30%2025-09-302025-11-24

MSFT MICROSOFT CORP1.7K shares2.76%2025-09-302025-11-24

VOO VANGUARD INDEX FDS1.4K shares-11.03%2025-09-302025-11-24

Sponsored

AMZN AMAZON COM INC3.5K shares-22.81%2025-09-302025-11-24

IVVM BLACKROCK ETF TRUST II20.8K shares172.30%2025-09-302025-11-24

VUSB VANGUARD BD INDEX FDS12.9K sharesnew addition2025-09-302025-11-24

VIG VANGUARD SPECIALIZED FUNDS2.9K shares8.16%2025-09-302025-11-24

ACWV ISHARES INC5.3K shares0.00%2025-09-302025-11-24

VHT VANGUARD WORLD FD2.4K shares2.90%2025-09-302025-11-24

SMLF ISHARES TR8.4K shares-73.64%2025-09-302025-11-24

MUB ISHARES TR5.5K shares-29.45%2025-09-302025-11-24

Sponsored

META META PLATFORMS INC784 shares-4.51%2025-09-302025-11-24

IUSB ISHARES TR11.2K shares4.79%2025-09-302025-11-24

IBIT ISHARES BITCOIN TRUST ETF8.0K sharesnew addition2025-09-302025-11-24

JBBB JANUS DETROIT STR TR10.1K shares-37.76%2025-09-302025-11-24

VTEB VANGUARD MUN BD FDS8.8K shares24.09%2025-09-302025-11-24

MINT PIMCO ETF TR4.1K sharesnew addition2025-09-302025-11-24

GOOGL ALPHABET INC1.7K shares6.97%2025-09-302025-11-24

SPY SPDR S&P 500 ETF TR603 shares3.61%2025-09-302025-11-24

Sponsored

BOXX EA SERIES TRUST3.5K shares-6.70%2025-09-302025-11-24

SPYG SPDR SERIES TRUST3.8K shares0.00%2025-09-302025-11-24

QQQ INVESCO QQQ TR657 sharesnew addition2025-09-302025-11-24

QUAL ISHARES TR2.0K shares-37.15%2025-09-302025-11-24

AVGO BROADCOM INC1.1K shares-1.06%2025-09-302025-11-24

JPM JPMORGAN CHASE & CO.1.2K shares7.08%2025-09-302025-11-24

GDX VANECK ETF TRUST4.6K shares0.00%2025-09-302025-11-24

XOM EXXON MOBIL CORP3.0K shares2.32%2025-09-302025-11-24

Sponsored

VEA VANGUARD TAX-MANAGED FDS5.5K shares53.59%2025-09-302025-11-24

VOOG VANGUARD ADMIRAL FDS INC687 shares0.00%2025-09-302025-11-24

SPTS SPDR SERIES TRUST10.0K sharesnew addition2025-09-302025-11-24

NSC NORFOLK SOUTHN CORP958 shares-8.50%2025-09-302025-11-24

SPLB SPDR SERIES TRUST11.7K shares0.68%2025-09-302025-11-24

SRLN SSGA ACTIVE ETF TR6.1K shares-3.49%2025-09-302025-11-24

BRK.B BERKSHIRE HATHAWAY INC DEL503 sharesnew addition2025-09-302025-11-24

WMT WALMART INC2.3K shares2.62%2025-09-302025-11-24

Sponsored

VGT VANGUARD WORLD FD309 shares0.00%2025-09-302025-11-24

VB VANGUARD INDEX FDS893 shares0.00%2025-09-302025-11-24

V VISA INC628 shares-13.62%2025-09-302025-11-24

JEPI J P MORGAN EXCHANGE TRADED F3.6K shares-5.11%2025-09-302025-11-24

LLY ELI LILLY & CO264 shares1.15%2025-09-302025-11-24

GLD SPDR GOLD TR564 sharesnew addition2025-09-302025-11-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available