Institutions / LifeGoal Investments, LLC
LifeGoal Investments, LLC
CIK 2054684 · Institution · as of Dec 31, 2025
Portfolio value
$150.08M
Positions
75
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 75 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $14.86M | 9.9% |
| Capital Group Gbl Growth Eqt | $14.46M | 9.6% |
| iShares Tr | $13.44M | 9.0% |
| Rbb Fund Trust | $10.76M | 7.2% |
| Vanguard Index Fds | $10.58M | 7.0% |
| Vanguard Bd Index Fds | $9.66M | 6.4% |
| J P Morgan Exchange Traded F | $6.30M | 4.2% |
| PIMCO ETF Tr | $6.11M | 4.1% |
| Capital Grp Fixed Incm ETF T | $3.75M | 2.5% |
| Apple Inc. | $3.52M | 2.3% |
| iShares Inc | $3.31M | 2.2% |
| iShares Inc | $3.02M | 2.0% |
| Vanguard Index Fds | $2.58M | 1.7% |
| Ea Series Trust | $2.51M | 1.7% |
| Vanguard Whitehall Fds | $2.25M | 1.5% |
| VanEck ETF Trust | $2.03M | 1.4% |
| Vanguard Index Fds | $1.85M | 1.2% |
| iShares Tr | $1.76M | 1.2% |
| PIMCO ETF Tr | $1.72M | 1.1% |
| Amazon.com Inc | $1.72M | 1.1% |
| Alphabet Inc. | $1.71M | 1.1% |
| Vanguard Scottsdale Fds | $1.57M | 1.0% |
| Capital Group Dividend Growe | $1.55M | 1.0% |
| Fidelity Wise Origin Bitcoin | $1.48M | 1.0% |
| iShares Tr | $1.40M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.