LifeGoal Investments, LLC
CIK: 0002054684SEC EDGAR →
Portfolio Value
$150.1M
Holdings
75
As of
Q4 2025
New Positions
9
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 214,078 | $14.9M | 9.90% |
| 2 | CAPITAL GROUP GBL GROWTH EQT | 417,077 | $14.5M | 9.63% |
| 3 | ISHARES TR | 193,627 | $13.4M | 8.96% |
| 4 | RBB FUND TRUST | 233,345 | $10.8M | 7.17% |
| 5 | VANGUARD INDEX FDS | 21,682 | $10.6M | 7.05% |
| 6 | VANGUARD BD INDEX FDS | 130,570 | $9.7M | 6.44% |
| 7 | J P MORGAN EXCHANGE TRADED F | 135,702 | $6.3M | 4.20% |
| 8 | PIMCO ETF TR | 227,666 | $6.1M | 4.07% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 135,872 | $3.8M | 2.50% |
| 10 | APPLE INC | 12,939 | $3.5M | 2.34% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $133.6M | 89.1% |
| Technology | 4 | $6.3M | 4.2% |
| Communication Services | 3 | $3.2M | 2.2% |
| Unknown | 6 | $2.3M | 1.6% |
| Consumer Cyclical | 1 | $1.7M | 1.1% |
| Energy | 3 | $1.1M | 0.7% |
| Consumer Defensive | 1 | $652K | 0.4% |
| Healthcare | 2 | $600K | 0.4% |
| Industrials | 1 | $330K | 0.2% |
| Utilities | 1 | $163K | 0.1% |