LifeGoal Wealth Advisors
Latest statistics and disclosures from LifeGoal Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LRGF, CGGO, FEGE, DGRO, NVDA, and represent 30.26% of LifeGoal Investments's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$12M), VIG (+$6.8M), VYM (+$6.6M), CRWD (+$5.8M), VBR (+$5.4M), TSLA (+$5.1M), AMZN (+$5.1M), VOE (+$5.1M), ASML, AAPL.
- Started 78 new stock positions in ATO, PANW, VPU, TEAM, PODD, VGT, VEEV, AMP, IGV, IVZ.
- Reduced shares in these 10 stocks: BOXX, XLRE, JPIE, , BND, MUNY, MUNI, CGMU, , VRT.
- Sold out of its positions in AMAT, CRS, CMI, DKNG, EIX, Exxon Mobil Corporation, MLPA, LMT, MAA, MHK. PCG, ROST, TJX, TMUS, VHT, VB, VRT, AON, FTI, ZIM.
- LifeGoal Investments was a net buyer of stock by $110M.
- LifeGoal Investments has $328M in assets under management (AUM), dropping by 50.15%.
- Central Index Key (CIK): 0002054684
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Portfolio Holdings for LifeGoal Investments
LifeGoal Investments holds 213 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U S Equity Factr (LRGF) | 7.5 | $25M | +7% | 318k | 77.85 |
|
| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 7.1 | $23M | +8% | 584k | 39.78 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 5.6 | $18M | +8% | 366k | 50.19 |
|
| Ishares Tr Core Div Grwth (DGRO) | 5.5 | $18M | +2% | 239k | 75.39 |
|
| NVIDIA Corporation (NVDA) | 4.5 | $15M | +371% | 65k | 228.38 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 3.5 | $12M | +3% | 129k | 90.11 |
|
| Apple (AAPL) | 3.1 | $10M | +76% | 30k | 333.02 |
|
| Amazon (AMZN) | 2.3 | $7.6M | +205% | 31k | 249.15 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.3 | $7.5M | -8% | 108k | 70.15 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $7.4M | +1012% | 32k | 233.31 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 2.2 | $7.1M | +5% | 282k | 25.39 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.0 | $6.6M | NEW | 42k | 155.20 |
|
| Microsoft Corporation (MSFT) | 1.8 | $5.9M | +152% | 12k | 512.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $5.9M | +185% | 8.4k | 700.83 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.8 | $5.8M | NEW | 22k | 264.75 |
|
| Tesla Motors (TSLA) | 1.7 | $5.6M | +1113% | 16k | 354.81 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 1.7 | $5.4M | NEW | 24k | 231.03 |
|
| Ishares Emng Mkts Eqt (EMGF) | 1.6 | $5.2M | +3% | 72k | 71.54 |
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 1.5 | $5.1M | NEW | 26k | 195.53 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $4.9M | +1444% | 2.7k | 1811.67 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.4 | $4.6M | +10% | 174k | 26.23 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.3 | $4.4M | -18% | 97k | 44.89 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.3 | $4.2M | -33% | 36k | 118.39 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.0 | $3.3M | +13% | 8.8k | 374.25 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.0 | $3.2M | +6% | 34k | 94.42 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $3.2M | +587% | 3.5k | 910.43 |
|
| Broadcom (AVGO) | 1.0 | $3.1M | +148% | 8.9k | 351.17 |
|
| Morgan Stanley Com New (MS) | 0.8 | $2.8M | NEW | 15k | 188.08 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $2.7M | +976% | 5.9k | 456.19 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.8 | $2.6M | 29k | 88.76 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $2.5M | +716% | 17k | 148.30 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $2.3M | +3% | 28k | 82.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.2M | +2% | 6.4k | 340.72 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.6 | $2.1M | NEW | 41k | 50.79 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.6 | $2.1M | +7% | 62k | 33.49 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $2.0M | +285% | 20k | 100.68 |
|
| Eaton Corp SHS (ETN) | 0.5 | $1.6M | NEW | 3.8k | 429.71 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.5 | $1.5M | +82% | 31k | 49.15 |
|
| Ssga Active Tr Sst Bridgewater (ALLW) | 0.5 | $1.5M | +30% | 53k | 28.57 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.5 | $1.5M | 41k | 37.03 |
|
|
| Ishares Tr Global Equity (GLOF) | 0.4 | $1.4M | -3% | 23k | 60.65 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.4 | $1.4M | 19k | 72.64 |
|
|
| Micron Technology (MU) | 0.4 | $1.4M | -6% | 1.3k | 1064.71 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | +81% | 1.8k | 739.83 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.3M | +43% | 1.8k | 725.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.1M | -4% | 12k | 94.54 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $1.1M | NEW | 6.6k | 171.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | 3.3k | 344.09 |
|
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.3 | $1.1M | -46% | 27k | 40.91 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.1M | +12% | 23k | 47.36 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $1.1M | -25% | 16k | 68.50 |
|
| Coca-Cola Company (KO) | 0.3 | $1.0M | NEW | 12k | 86.08 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.0M | +19% | 1.6k | 611.76 |
|
| Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) | 0.3 | $920k | 24k | 37.77 |
|
|
| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.3 | $893k | +96% | 50k | 17.89 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.3 | $837k | +283% | 17k | 50.52 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $810k | +9% | 2.4k | 330.84 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $738k | +22% | 968.00 | 762.63 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.2 | $737k | NEW | 17k | 42.59 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.2 | $706k | -5% | 9.2k | 76.61 |
|
| Chevron Corporation (CVX) | 0.2 | $704k | +13% | 3.4k | 204.22 |
|
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.2 | $697k | +192% | 9.4k | 74.01 |
|
| Caterpillar (CAT) | 0.2 | $696k | +33% | 858.00 | 810.79 |
|
| Fortinet (FTNT) | 0.2 | $682k | +33% | 3.8k | 178.76 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.2 | $665k | 8.0k | 83.56 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $665k | +89% | 27k | 25.13 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $660k | +10% | 15k | 44.09 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $613k | 5.0k | 122.72 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $605k | -50% | 12k | 49.69 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $602k | +22% | 653.00 | 922.34 |
|
| Blackrock (BLK) | 0.2 | $577k | +26% | 545.00 | 1058.62 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $575k | NEW | 3.5k | 162.77 |
|
| Capital One Financial (COF) | 0.2 | $566k | +45% | 2.9k | 193.07 |
|
| Intel Corporation (INTC) | 0.2 | $562k | NEW | 4.7k | 120.23 |
|
| Centene Corporation (CNC) | 0.2 | $557k | +8% | 9.0k | 62.12 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $554k | 7.8k | 70.61 |
|
|
| Ge Vernova (GEV) | 0.2 | $553k | +16% | 582.00 | 950.49 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $550k | +7% | 3.4k | 160.65 |
|
| Intuit (INTU) | 0.2 | $545k | +9% | 2.0k | 275.71 |
|
| Oracle Corporation (ORCL) | 0.2 | $544k | +179% | 4.0k | 137.30 |
|
| Wal-Mart Stores (WMT) | 0.2 | $536k | +16% | 5.2k | 103.93 |
|
| Procter & Gamble Company (PG) | 0.2 | $535k | +96% | 3.7k | 145.28 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $530k | 5.4k | 97.44 |
|
|
| Comfort Systems USA (FIX) | 0.2 | $519k | 314.00 | 1654.09 |
|
|
| Phillips 66 (PSX) | 0.2 | $511k | +26% | 2.0k | 255.31 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $510k | -8% | 441.00 | 1157.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $506k | 1.3k | 380.84 |
|
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $487k | 4.0k | 123.08 |
|
|
| Spdr Series Trust St Long Bd Etf (SPLB) | 0.1 | $482k | +102% | 24k | 20.38 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $475k | 2.0k | 235.88 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $460k | NEW | 2.6k | 179.29 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $458k | NEW | 1.6k | 280.11 |
|
| Chubb (CB) | 0.1 | $457k | +66% | 1.4k | 325.25 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $453k | NEW | 19k | 24.16 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $444k | NEW | 2.8k | 156.44 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $438k | +3% | 2.0k | 222.20 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $432k | 4.9k | 87.79 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $428k | NEW | 9.8k | 43.65 |
|
| Sandisk Corp (SNDK) | 0.1 | $421k | +3% | 242.00 | 1739.89 |
|
| Citigroup Com New (C) | 0.1 | $416k | +69% | 3.2k | 129.48 |
|
| Western Digital (WDC) | 0.1 | $408k | -13% | 898.00 | 454.46 |
|
| Norfolk Southern (NSC) | 0.1 | $408k | +38% | 1.3k | 309.00 |
|
| Bank of America Corporation (BAC) | 0.1 | $400k | +27% | 7.4k | 54.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $395k | +17% | 793.00 | 497.95 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $381k | NEW | 7.5k | 50.47 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $380k | NEW | 1.8k | 211.08 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $380k | 5.7k | 66.79 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $379k | 1.2k | 312.29 |
|
|
| Linde SHS (LIN) | 0.1 | $361k | NEW | 761.00 | 474.65 |
|
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.1 | $360k | -57% | 14k | 25.94 |
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.1 | $359k | NEW | 1.1k | 337.68 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $357k | NEW | 6.4k | 55.32 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.1 | $346k | 10k | 34.46 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $345k | -4% | 1.0k | 339.56 |
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| Pfizer (PFE) | 0.1 | $345k | NEW | 12k | 28.52 |
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| Abbott Laboratories (ABT) | 0.1 | $344k | +53% | 3.5k | 98.83 |
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| Synopsys (SNPS) | 0.1 | $341k | +73% | 783.00 | 434.94 |
|
| Rubrik Cl A (RBRK) | 0.1 | $336k | NEW | 2.9k | 114.47 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $335k | NEW | 823.00 | 406.66 |
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| Honeywell International (HON) | 0.1 | $334k | NEW | 1.6k | 210.94 |
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| Newmont Mining Corporation (NEM) | 0.1 | $333k | NEW | 2.9k | 115.34 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $333k | +13% | 5.2k | 63.89 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $333k | 5.9k | 56.22 |
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| Philip Morris International (PM) | 0.1 | $331k | +11% | 1.7k | 190.85 |
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| Bristol Myers Squibb (BMY) | 0.1 | $331k | -5% | 5.3k | 62.40 |
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| General Dynamics Corporation (GD) | 0.1 | $328k | +36% | 989.00 | 331.83 |
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| Verisign (VRSN) | 0.1 | $327k | +25% | 1.2k | 282.01 |
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| MetLife (MET) | 0.1 | $322k | NEW | 3.4k | 94.16 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $319k | +16% | 4.6k | 70.00 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $314k | +56% | 2.7k | 117.75 |
|
| Johnson & Johnson (JNJ) | 0.1 | $313k | +13% | 1.2k | 264.77 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $312k | NEW | 2.5k | 125.67 |
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.1 | $308k | NEW | 1.1k | 292.10 |
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| American Tower Reit (AMT) | 0.1 | $307k | NEW | 1.9k | 163.69 |
|
| Netflix (NFLX) | 0.1 | $303k | +19% | 4.4k | 69.58 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $301k | NEW | 5.2k | 57.47 |
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| Molina Healthcare (MOH) | 0.1 | $300k | +7% | 1.6k | 189.10 |
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| Palo Alto Networks (PANW) | 0.1 | $298k | NEW | 751.00 | 397.31 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $298k | 3.5k | 85.49 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $295k | 3.8k | 78.10 |
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|
| Teradyne (TER) | 0.1 | $294k | -11% | 734.00 | 400.91 |
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| Shell Spon Ads (SHEL) | 0.1 | $294k | NEW | 3.1k | 95.05 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $294k | NEW | 1.2k | 237.53 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $293k | NEW | 386.00 | 758.27 |
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| Cloudflare Cl A Com (NET) | 0.1 | $291k | NEW | 837.00 | 347.28 |
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| Emcor (EME) | 0.1 | $291k | 385.00 | 754.49 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $289k | NEW | 1.7k | 172.31 |
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| PNC Financial Services (PNC) | 0.1 | $287k | +6% | 1.3k | 222.26 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.1 | $283k | NEW | 6.2k | 45.63 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $283k | +7% | 1.3k | 224.05 |
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| American Intl Group Com New (AIG) | 0.1 | $280k | NEW | 3.8k | 74.42 |
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| Medtronic SHS (MDT) | 0.1 | $274k | NEW | 3.2k | 86.29 |
|
| Waste Connections (WCN) | 0.1 | $274k | +8% | 1.8k | 153.93 |
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| Arista Networks Com Shs (ANET) | 0.1 | $272k | NEW | 1.3k | 203.59 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $269k | NEW | 1.6k | 170.73 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $265k | NEW | 2.1k | 125.26 |
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| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 0.1 | $263k | 6.3k | 41.54 |
|
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| Antero Res (AR) | 0.1 | $262k | NEW | 7.8k | 33.39 |
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| Nutanix Cl A (NTNX) | 0.1 | $260k | NEW | 3.7k | 70.41 |
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| ConocoPhillips (COP) | 0.1 | $260k | -7% | 2.1k | 125.15 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $260k | NEW | 909.00 | 285.45 |
|
| Ametek (AME) | 0.1 | $259k | NEW | 1.0k | 247.74 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $259k | +30% | 425.00 | 608.84 |
|
| Wells Fargo & Company (WFC) | 0.1 | $257k | NEW | 3.2k | 80.05 |
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| Cbre Group Cl A (CBRE) | 0.1 | $256k | NEW | 2.0k | 128.47 |
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| Anthem (ELV) | 0.1 | $256k | NEW | 659.00 | 388.82 |
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| News Corp Cl A (NWSA) | 0.1 | $254k | NEW | 8.9k | 28.65 |
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| NVR (NVR) | 0.1 | $252k | NEW | 41.00 | 6154.39 |
|
| EOG Resources (EOG) | 0.1 | $251k | +7% | 1.8k | 137.76 |
|
| General Motors Company (GM) | 0.1 | $249k | +17% | 3.2k | 77.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $248k | -48% | 2.5k | 101.09 |
|
| Ameriprise Financial (AMP) | 0.1 | $247k | NEW | 502.00 | 492.35 |
|
| Lumentum Hldgs (LITE) | 0.1 | $244k | 251.00 | 971.26 |
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| General Mills (GIS) | 0.1 | $242k | +21% | 7.5k | 32.16 |
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| Goldman Sachs (GS) | 0.1 | $241k | NEW | 268.00 | 900.36 |
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| Expedia Group Com New (EXPE) | 0.1 | $237k | NEW | 901.00 | 263.36 |
|
| Insulet Corporation (PODD) | 0.1 | $237k | NEW | 1.8k | 130.47 |
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| Dow (DOW) | 0.1 | $234k | NEW | 8.5k | 27.54 |
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| Invesco SHS (IVZ) | 0.1 | $232k | NEW | 7.7k | 30.16 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $228k | NEW | 1.4k | 166.98 |
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| Equinix (EQIX) | 0.1 | $228k | NEW | 226.00 | 1010.63 |
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| Danaher Corporation (DHR) | 0.1 | $228k | -11% | 1.0k | 221.55 |
|
| Visa Com Cl A (V) | 0.1 | $226k | +6% | 630.00 | 359.37 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $226k | 2.2k | 103.05 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $226k | 4.8k | 47.21 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $224k | NEW | 806.00 | 277.81 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $223k | -47% | 3.5k | 63.13 |
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| Hldgs (UAL) | 0.1 | $223k | +11% | 2.0k | 110.95 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $222k | NEW | 5.2k | 42.37 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $222k | -5% | 2.8k | 78.33 |
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| Merck & Co (MRK) | 0.1 | $221k | NEW | 1.5k | 145.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $220k | 2.3k | 96.87 |
|
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| Walt Disney Company (DIS) | 0.1 | $220k | NEW | 2.1k | 104.90 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $219k | +23% | 1.1k | 207.50 |
|
| Crane Company Common Stock (CR) | 0.1 | $218k | NEW | 1.1k | 204.02 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $215k | NEW | 2.4k | 90.85 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $215k | NEW | 654.00 | 328.51 |
|
| Iron Mountain (IRM) | 0.1 | $214k | NEW | 1.9k | 110.95 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $213k | NEW | 2.0k | 106.48 |
|
| UnitedHealth (UNH) | 0.1 | $212k | NEW | 577.00 | 367.08 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $211k | +3% | 3.4k | 61.26 |
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| American Express Company (AXP) | 0.1 | $208k | NEW | 684.00 | 304.10 |
|
| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.1 | $208k | -75% | 2.1k | 97.35 |
|
| Cnh Indl N V SHS (CNH) | 0.1 | $206k | NEW | 16k | 12.85 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $205k | NEW | 2.1k | 97.20 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.1 | $204k | 2.6k | 78.41 |
|
|
| F5 Networks (FFIV) | 0.1 | $202k | NEW | 454.00 | 445.18 |
|
| Eversource Energy (ES) | 0.1 | $201k | -14% | 3.1k | 64.16 |
|
| V.F. Corporation (VFC) | 0.1 | $191k | NEW | 14k | 14.06 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $156k | +8% | 11k | 13.83 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $150k | +21% | 14k | 11.05 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $92k | NEW | 10k | 9.05 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $79k | NEW | 14k | 5.63 |
|
Past Filings by LifeGoal Investments
SEC 13F filings are viewable for LifeGoal Investments going back to 2025
- LifeGoal Investments 2026 Q3 filed Oct. 9, 2026
- LifeGoal Investments 2026 Q2 filed July 8, 2026
- LifeGoal Investments 2026 Q1 filed April 14, 2026
- LifeGoal Investments 2025 Q4 filed Jan. 15, 2026
- LifeGoal Investments 2025 Q3 filed Nov. 24, 2025
- LifeGoal Wealth Advisors 2025 Q2 filed July 17, 2025
- LifeGoal Wealth Advisors 2025 Q1 filed April 21, 2025