LifeGoal Investments, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002054684 · SARATOGA SPRINGS, NY

As of Sep 30, 2025, LifeGoal Investments, LLC reported 70 positions worth 20.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES US EQUITY FACTOR ETF	LRGF	—	172,924	2.0M	9.93%
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF	CGGO	—	337,302	1.5M	9.57%
ISHARES CORE DIVIDEND GROWTH ETF	DGRO	—	165,013	1.2M	9.33%
VANGUARD GROWTH INDEX FUND	VUG	—	19,189	$9.2M	7.65%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	109,839	$8.2M	6.78%
FIRST EAGLE GLOBAL EQUITY ETF	FEGE	—	169,721	$7.5M	6.24%
JPMORGAN INCOME ETF	JPIE	—	106,427	$4.9M	4.10%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	PYLD	—	152,496	$4.1M	3.40%
ISHARES EMERGING MARKETS EQUITY FACTOR ETF	EMGF	—	47,274	$2.7M	2.22%
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	27,031	$2.6M	2.18%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	7,755	$2.5M	2.11%
ISHARES MSCI GLOBAL GOLD MINERS ETF	RING	—	38,017	$2.5M	2.04%
VANGUARD WHITEHALL FUNDS	VWOB	—	33,481	$2.2M	1.86%
FIDELITY WISE ORIGIN BITCOIN FUND	FBTC	—	19,381	.9M	1.61%
VANECK ETF TRUST	GPZ	—	64,791	.9M	1.56%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND	VIGI	—	20,309	.8M	1.51%
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND	VCLT	—	19,041	.5M	1.23%
ISHARES GLOBAL EQUITY FACTOR ETF	GLOF	—	27,811	.4M	1.19%
CAPITAL GROUP DIVIDEND GROWERS ETF	CGDG	—	41,082	.4M	1.18%
HARTFORD FDS EXCHANGE TRADED	—	—	71,608	.4M	1.14%
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF	IGRO	—	16,448	.3M	1.09%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	SHYG	—	27,669	.2M	1.00%
ALPHABET INC	GOOG	Equity	4,734	.2M	0.96%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	11,150	.1M	0.93%
CAPITAL GROUP MUNICIPAL INCOME ETF	CGMU	—	37,289	.0M	0.85%