LifeGoal Wealth Advisors

LifeGoal Investments as of Dec. 31, 2025

Portfolio Holdings for LifeGoal Investments

LifeGoal Investments holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U S Equity Factr (LRGF) 10.0 $15M 214k 69.43
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 9.7 $15M 417k 34.66
Ishares Tr Core Div Grwth (DGRO) 9.0 $13M 194k 69.42
Rbb Fund Trust First Eagle Gbl (FEGE) 7.2 $11M 233k 46.09
Vanguard Index Fds Growth Etf (VUG) 7.1 $11M 22k 487.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.5 $9.7M 131k 74.01
J P Morgan Exchange Traded F Income Etf (JPIE) 4.2 $6.3M 136k 46.42
Pimco Etf Tr Multisector Bd (PYLD) 4.1 $6.1M 228k 26.82
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.5 $3.8M 136k 27.62
Apple (AAPL) 2.4 $3.5M 13k 271.86
Ishares Emng Mkts Eqt (EMGF) 2.2 $3.3M 57k 57.85
Ishares Msci Gbl Gold Mn (RING) 2.0 $3.0M 41k 73.65
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.6M 7.7k 335.28
Ea Series Trust Alpha Arch 1-3 (BOXX) 1.7 $2.5M 22k 116.40
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $2.2M 25k 91.45
Vaneck Etf Trust Alternative Asse (GPZ) 1.4 $2.0M 75k 27.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.9M 3.0k 627.14
Ishares Tr Intl Div Grwth (IGRO) 1.2 $1.8M 20k 86.64
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.2 $1.7M 20k 88.26
Amazon (AMZN) 1.1 $1.7M 7.4k 230.82
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.7M 5.5k 313.82
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.1 $1.6M 21k 75.85
Capital Group Dividend Growe Shs Etf (CGDG) 1.0 $1.6M 44k 35.61
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.0 $1.5M 20k 75.37
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.4M 14k 99.60
Ishares Tr Global Equity (GLOF) 0.9 $1.3M 25k 52.78
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.8 $1.2M 45k 27.38
NVIDIA Corporation (NVDA) 0.8 $1.1M 6.1k 186.51
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.1M 22k 50.27
Microsoft Corporation (MSFT) 0.7 $1.1M 2.2k 483.55
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $966k 9.6k 100.38
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.6 $882k 25k 34.79
Meta Platforms Cl A (META) 0.5 $818k 1.2k 660.27
Alphabet Cap Stk Cl A (GOOGL) 0.5 $699k 2.2k 313.00
Vanguard World Health Car Etf (VHT) 0.5 $695k 2.4k 287.85
Ishares Tr National Mun Etf (MUB) 0.5 $692k 6.5k 107.12
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $670k 25k 26.47
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $669k 10k 67.09
Wal-Mart Stores (WMT) 0.4 $653k 5.9k 111.42
Broadcom (AVGO) 0.4 $635k 1.8k 346.10
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $631k 8.4k 74.88
Ishares Tr Core Univrsl Usd (IUSB) 0.4 $618k 13k 46.31
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $616k 2.8k 219.80
Ishares Msci Gbl Min Vol (ACWV) 0.4 $613k 5.2k 118.74
Exxon Mobil Corporation (XOM) 0.4 $533k 4.4k 120.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $522k 765.00 681.92
Spdr Gold Tr Gold Shs (GLD) 0.3 $521k 1.3k 396.31
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.3 $495k 72k 6.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $452k 7.2k 62.47
JPMorgan Chase & Co. (JPM) 0.3 $449k 1.4k 322.22
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $438k 13k 34.38
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $409k 4.8k 85.76
Spdr Series Trust State Street Spd (SPYG) 0.3 $403k 3.8k 106.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $374k 1.9k 198.64
Johnson & Johnson (JNJ) 0.2 $349k 1.7k 206.95
Caterpillar (CAT) 0.2 $331k 577.00 572.87
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.2 $295k 8.3k 35.30
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $293k 659.00 444.65
Vanguard World Inf Tech Etf (VGT) 0.2 $291k 386.00 753.78
Capital One Financial (COF) 0.2 $287k 1.2k 242.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $283k 460.00 614.41
Chevron Corporation (CVX) 0.2 $273k 1.8k 149.37
Spdr Series Trust State Street Spd (SPLB) 0.2 $269k 12k 22.58
ConocoPhillips (COP) 0.2 $259k 2.8k 93.04
Eli Lilly & Co. (LLY) 0.2 $253k 235.00 1074.68
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $252k 3.2k 77.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $248k 3.1k 79.74
Ishares Gold Tr Ishares New (IAU) 0.2 $232k 2.9k 81.17
Vanguard Index Fds Small Cp Etf (VB) 0.2 $230k 893.00 257.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $225k 448.00 502.65
Visa Com Cl A (V) 0.1 $206k 587.00 350.85
Ishares Tr Core Msci Eafe (IEFA) 0.1 $202k 2.3k 89.47
PG&E Corporation (PCG) 0.1 $164k 10k 16.07
Ishares Tr New York Mun Etf (NYF) 0.0 $60k 17k 3.45
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) 0.0 $0 0 0.00