LifeGoal Investments, LLC Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$92.6M

Holdings

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (63 positions)

#	Stock	Shares	Value	% Portfolio
1	DGROISHARES TR	149,309	$9.2M	9.97%
2	CGGOCAPITAL GROUP GBL GROWTH EQT	309,959	$8.8M	9.48%
3	LRGFISHARES TR	115,814	$6.7M	7.24%
4	VUGVANGUARD INDEX FDS	17,216	$6.4M	6.89%
5	BNDVANGUARD BD INDEX FDS	76,443	$5.6M	6.08%
6	JPIEJ P MORGAN EXCHANGE TRADED F	97,605	$4.5M	4.86%
7	CGMSCAPITAL GRP FIXED INCM ETF T	142,129	$3.9M	4.19%
8	FEGERBB FUND TRUST	86,654	$3.3M	3.52%
9	JBBBJANUS DETROIT STR TR	59,036	$2.8M	3.07%
10	PYLDPIMCO ETF TR	100,939	$2.7M	2.87%
11	CGDGCAPITAL GROUP DIVIDEND GROWE	68,499	$2.1M	2.31%
12	SMLFISHARES TR	31,448	$2.0M	2.11%
13	HTABHARTFORD FDS EXCHANGE TRADED	98,513	$1.9M	2.04%
14	GLOFISHARES TR	42,164	$1.8M	1.95%
15	EMGFISHARES INC	38,507	$1.8M	1.95%
16	VTIVANGUARD INDEX FDS	6,348	$1.7M	1.88%
17	VOOVANGUARD INDEX FDS	2,949	$1.4M	1.53%
18	FBTCFIDELITY WISE ORIGIN BITCOIN	19,375	$1.4M	1.51%
19	CGMUCAPITAL GRP FIXED INCM ETF T	48,003	$1.3M	1.39%
20	VIGIVANGUARD WHITEHALL FDS	14,644	$1.2M	1.31%
21	VCLTVANGUARD SCOTTSDALE FDS	15,991	$1.2M	1.31%
22	RINGISHARES INC	31,121	$1.2M	1.29%
23	SPYSPDR S&P 500 ETF TR	2,121	$1.2M	1.28%
24	AGGISHARES TR	11,575	$1.1M	1.24%
25	IGROISHARES TR	15,257	$1.1M	1.19%
26	AAPLAPPLE INC	4,080	$906K	0.98%
27	MUBISHARES TR	8,404	$886K	0.96%
28	NYFISHARES TR	16,158	$851K	0.92%
29	VTEBVANGUARD MUN BD FDS	15,327	$761K	0.82%
30	SGOVISHARES TR	7,318	$737K	0.80%
31	GOOGALPHABET INC	4,706	$735K	0.79%
32	VHTVANGUARD WORLD FD	2,346	$621K	0.67%
33	ACWVISHARES INC	5,194	$604K	0.65%
34	CLOABLACKROCK ETF TRUST II	10,537	$546K	0.59%
35	BILSPDR SER TR	5,927	$544K	0.59%
36	SCHPSCHWAB STRATEGIC TR	19,832	$533K	0.58%
37	VIGVANGUARD SPECIALIZED FUNDS	2,741	$532K	0.57%
38	BOXXEA SERIES TRUST	4,676	$521K	0.56%
39	MSFTMICROSOFT CORP	1,369	$514K	0.56%
40	QUALISHARES TR	2,612	$471K	0.51%
41	VBVANGUARD INDEX FDS	2,086	$463K	0.50%
42	METAMETA PLATFORMS INC	776	$447K	0.48%
43	NVDANVIDIA CORPORATION	3,817	$414K	0.45%
44	AMZNAMAZON COM INC	2,103	$400K	0.43%
45	XOMEXXON MOBIL CORP	3,314	$394K	0.43%
46	SPLBSPDR SER TR	14,588	$329K	0.36%
47	IVVMBLACKROCK ETF TRUST II	10,635	$325K	0.35%
48	SRLNSSGA ACTIVE ETF TR	7,604	$313K	0.34%
49	SPYGSPDR SER TR	3,794	$305K	0.33%
50	WMTWALMART INC	2,956	$260K	0.28%
51	NDQINVESCO QQQ TR	549	$257K	0.28%
52	BRK/BBERKSHIRE HATHAWAY INC DEL	482	$257K	0.28%
53	GOOGLALPHABET INC	1,657	$256K	0.28%
54	NSCNORFOLK SOUTHN CORP	1,048	$248K	0.27%
55	VOOGVANGUARD ADMIRAL FDS INC	721	$241K	0.26%
56	LLYELI LILLY & CO	281	$232K	0.25%
57	GDXVANECK ETF TRUST	4,844	$223K	0.24%
58	RSPINVESCO EXCHANGE TRADED FD T	1,246	$216K	0.23%
59	VCSHVANGUARD SCOTTSDALE FDS	2,660	$210K	0.23%
60	MUNIPIMCO ETF TR	4,059	$209K	0.23%
61	XNCMXNUVEEN CALIFORNIA AMT QLT MU	16,140	$203K	0.22%
62	XNEAXNUVEEN AMT FREE QLTY MUN INC	14,522	$163K	0.18%
63	AFBALLIANCEBERNSTEIN NATL MUN I	10,698	$116K	0.13%