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LifeGoal Investments, LLC

All holdings · as of Dec 31, 2025

75 positions

CompanyClassValueShares% of portfolio
ISHARES TR$59.9K17,3790.0%
PG&E Corp$163.9K10,1970.1%
ISHARES TR$201.5K2,2520.1%
Visa Inc$205.9K5870.1%
Warren E. Buffett$225.2K4480.2%
VANGUARD INDEX FDS$230.3K8930.2%
ISHARES GOLD TR$232.3K2,8620.2%
VANGUARD SCOTTSDALE FDS$248.2K3,1130.2%
VANGUARD MALVERN FDS$252.3K3,2370.2%
ELI LILLY & Co$252.6K2350.2%
ConocoPhillips$259.1K2,7850.2%
SPDR SERIES TRUST$269.2K11,9240.2%
CHEVRON CORP$273.4K1,8300.2%
INVESCO QQQ TR$282.6K4600.2%
CAPITAL ONE FINANCIAL CORP$287.4K1,1860.2%
VANGUARD WORLD FD$291.0K3860.2%
VANGUARD ADMIRAL FDS INC$293.0K6590.2%
JANUS DETROIT STR TR$294.5K8,3440.2%
CATERPILLAR INC$330.5K5770.2%
JOHNSON & JOHNSON$348.9K1,6860.2%
iShares MSCI UAE ETF$374.4K1,8850.2%
SPDR SERIES TRUST$402.8K3,7750.3%
VANECK ETF TRUST$408.7K4,7650.3%
ISHARES TR$438.4K12,7500.3%
JPMORGAN CHASE & CO$448.5K1,3920.3%
VANGUARD TAX-MANAGED FDS$452.3K7,2400.3%
Hartford Funds Exchange-Traded Trust$494.7K71,5650.3%
SPDR GOLD TR$520.8K1,3140.3%
SPDR S&P 500 ETF TR$521.7K7650.3%
EXXON MOBIL CORP$532.6K4,4260.4%
ISHARES INC$612.7K5,1600.4%
VANGUARD SPECIALIZED FUNDS$616.3K2,8040.4%
ISHARES TR$617.5K13,3340.4%
ISHARES TR$630.5K8,4200.4%
Broadcom Inc.$634.7K1,8340.4%
Walmart Inc.$652.5K5,8560.4%
VANGUARD WHITEHALL FDS$669.1K9,9720.4%
SCHWAB STRATEGIC TR$669.8K25,3020.4%
ISHARES TR$691.9K6,4590.5%
VANGUARD WORLD FD$694.9K2,4140.5%
Alphabet Inc.$699.2K2,2340.5%
Meta Platforms Inc$818.1K1,2390.5%
VANGUARD NY TAX FREE FDS$869.7K00.6%
BLACKROCK ETF TRUST II$882.4K25,3640.6%
ISHARES TR$966.2K9,6260.6%
MICROSOFT CORP$1.06M2,1850.7%
VANGUARD MUN BD FDS$1.10M21,8010.7%
NVIDIA Corp$1.13M6,0610.8%
CAPITAL GRP FIXED INCM ETF T$1.24M45,2000.8%
ISHARES TR$1.34M25,4040.9%
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