The Analysis of LifeGoal Investments, LLC's Holdings
Currently, LifeGoal Investments, LLC holds 75 types of securities in its portfolio with a total value $150.1M. In the most recent quarter, they have increased their positions in FEGE (+63.6K shares, valued at $2.9M), LRGF (+41.2K shares, valued at $2.9M), CGMS (+100.4K shares, valued at $2.8M); decreased their positions in SGOV (-17.4K shares, valued at $1.7M), VWOB (-23.5K shares, valued at $1.6M), SHYG (-14.9K shares, valued at $512.9K); initiated new positions in MUNI (+19.5K shares, valued at $1.7M), MUNY (+N/A shares, valued at $869.7K), JNJ (+1.7K shares, valued at $348.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LRGF ISHARES TR214.1K shares23.80%2025-12-312026-01-15
CGGO CAPITAL GROUP GBL GROWTH EQT417.1K shares23.65%2025-12-312026-01-15 DGRO ISHARES TR193.6K shares17.34%2025-12-312026-01-15 FEGE RBB FUND TRUST233.3K shares37.49%2025-12-312026-01-15 VUG VANGUARD INDEX FDS21.7K shares12.99%2025-12-312026-01-15 BND VANGUARD BD INDEX FDS130.6K shares18.87%2025-12-312026-01-15 JPIE J P MORGAN EXCHANGE TRADED F135.7K shares27.51%2025-12-312026-01-15 PYLD PIMCO ETF TR227.7K shares49.29%2025-12-312026-01-15 CGMS CAPITAL GRP FIXED INCM ETF T135.9K shares282.63%2025-12-312026-01-15 AAPL APPLE INC12.9K shares255.08%2025-12-312026-01-15 EMGF ISHARES INC57.1K shares20.85%2025-12-312026-01-15 RING ISHARES INC41.0K shares7.96%2025-12-312026-01-15 VTI VANGUARD INDEX FDS7.7K shares-0.94%2025-12-312026-01-15 BOXX EA SERIES TRUST21.6K shares521.96%2025-12-312026-01-15 VIGI VANGUARD WHITEHALL FDS24.6K shares20.93%2025-12-312026-01-15 GPZ VANECK ETF TRUST74.8K shares15.47%2025-12-312026-01-15 IGRO ISHARES TR20.3K shares23.67%2025-12-312026-01-15 MUNI PIMCO ETF TR19.5K sharesnew addition2025-12-312026-01-15 AMZN AMAZON COM INC7.4K shares111.34%2025-12-312026-01-15 ALPHABET INC ALPHABET INC5.5K shares15.38%2025-12-312026-01-15 VCLT VANGUARD SCOTTSDALE FDS20.7K shares8.54%2025-12-312026-01-15 CGDG CAPITAL GROUP DIVIDEND GROWE43.5K shares5.98%2025-12-312026-01-15 FBTC FIDELITY WISE ORIGIN BITCOIN19.7K shares1.65%2025-12-312026-01-15 AGG ISHARES TR14.1K shares26.33%2025-12-312026-01-15 GLOF ISHARES TR25.4K shares-8.65%2025-12-312026-01-15 CGMU CAPITAL GRP FIXED INCM ETF T45.2K shares21.22%2025-12-312026-01-15 NVDA NVIDIA CORPORATION6.1K shares19.85%2025-12-312026-01-15 VTEB VANGUARD MUN BD FDS21.8K shares147.32%2025-12-312026-01-15 MSFT MICROSOFT CORP2.2K shares24.93%2025-12-312026-01-15 SGOV ISHARES TR9.6K shares-64.39%2025-12-312026-01-15 IVVM BLACKROCK ETF TRUST II25.4K shares21.67%2025-12-312026-01-15 MUNY VANGUARD NY TAX FREE FDSN/A sharesnew addition2025-12-312026-01-15 META META PLATFORMS INC1.2K shares58.04%2025-12-312026-01-15 ALPHABET INC ALPHABET INC2.2K shares32.35%2025-12-312026-01-15 VHT VANGUARD WORLD FD2.4K shares0.00%2025-12-312026-01-15 MUB ISHARES TR6.5K shares17.80%2025-12-312026-01-15 SCHP SCHWAB STRATEGIC TR25.3K shares-32.42%2025-12-312026-01-15 VWOB VANGUARD WHITEHALL FDS10.0K shares-70.22%2025-12-312026-01-15 WMT WALMART INC5.9K shares157.41%2025-12-312026-01-15 BROADCOM INC BROADCOM INC1.8K shares63.02%2025-12-312026-01-15 SMLF ISHARES TR8.4K shares0.02%2025-12-312026-01-15 IUSB ISHARES TR13.3K shares19.22%2025-12-312026-01-15 VIG VANGUARD SPECIALIZED FUNDS2.8K shares-4.27%2025-12-312026-01-15 ACWV ISHARES INC5.2K shares-1.81%2025-12-312026-01-15 XOM EXXON MOBIL CORP4.4K shares47.68%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR765 shares26.87%2025-12-312026-01-15 GLD SPDR GOLD TR1.3K shares132.98%2025-12-312026-01-15 HTAB HARTFORD FDS EXCHANGE TRADED71.6K shares-0.06%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS7.2K shares32.33%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.1.4K shares19.48%2025-12-312026-01-15 SHYG ISHARES TR12.8K shares-53.92%2025-12-312026-01-15 GDX VANECK ETF TRUST4.8K shares3.56%2025-12-312026-01-15 SPYG SPDR SERIES TRUST3.8K shares0.00%2025-12-312026-01-15 QUAL ISHARES TR1.9K shares-5.99%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON1.7K sharesnew addition2025-12-312026-01-15 CAT CATERPILLAR INC577 sharesnew addition2025-12-312026-01-15 JBBB JANUS DETROIT STR TR8.3K shares-17.13%2025-12-312026-01-15 VOOG VANGUARD ADMIRAL FDS INC659 shares-4.08%2025-12-312026-01-15 VGT VANGUARD WORLD FD386 shares24.92%2025-12-312026-01-15 COF CAPITAL ONE FINL CORP1.2K sharesnew addition2025-12-312026-01-15 CVX CHEVRON CORP NEW1.8K sharesnew addition2025-12-312026-01-15 SPLB SPDR SERIES TRUST11.9K shares1.50%2025-12-312026-01-15 COP CONOCOPHILLIPS2.8K sharesnew addition2025-12-312026-01-15 LLY ELI LILLY & CO235 shares-10.98%2025-12-312026-01-15 VPLS VANGUARD MALVERN FDS3.2K sharesnew addition2025-12-312026-01-15 VCSH VANGUARD SCOTTSDALE FDS3.1K sharesnew addition2025-12-312026-01-15 VB VANGUARD INDEX FDS893 shares0.00%2025-12-312026-01-15 V VISA INC587 shares-6.53%2025-12-312026-01-15 IEFA ISHARES TR2.3K sharesnew addition2025-12-312026-01-15 PCG PG&E CORP10.2K sharesnew addition2025-12-312026-01-15 NYF ISHARES TR17.4K shares-1.58%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available