LifeGoal Investments, LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $1.34M | 0.9% |
| CAPITAL GRP FIXED INCM ETF T | $1.24M | 0.8% |
| NVIDIA Corp | $1.13M | 0.8% |
| VANGUARD MUN BD FDS | $1.10M | 0.7% |
| MICROSOFT CORP | $1.06M | 0.7% |
| ISHARES TR | $966.2K | 0.6% |
| BLACKROCK ETF TRUST II | $882.4K | 0.6% |
| VANGUARD NY TAX FREE FDS | $869.7K | 0.6% |
| Meta Platforms Inc | $818.1K | 0.5% |
| Alphabet Inc. | $699.2K | 0.5% |
| VANGUARD WORLD FD | $694.9K | 0.5% |
| ISHARES TR | $691.9K | 0.5% |
| SCHWAB STRATEGIC TR | $669.8K | 0.4% |
| VANGUARD WHITEHALL FDS | $669.1K | 0.4% |
| Walmart Inc. | $652.5K | 0.4% |
| Broadcom Inc. | $634.7K | 0.4% |
| ISHARES TR | $630.5K | 0.4% |
| ISHARES TR | $617.5K | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $616.3K | 0.4% |
| ISHARES INC | $612.7K | 0.4% |
| EXXON MOBIL CORP | $532.6K | 0.4% |
| SPDR S&P 500 ETF TR | $521.7K | 0.3% |
| SPDR GOLD TR | $520.8K | 0.3% |
| Hartford Funds Exchange-Traded Trust | $494.7K | 0.3% |
| VANGUARD TAX-MANAGED FDS | $452.3K | 0.3% |