LifeGoal Wealth Advisors

LifeGoal Investments as of March 31, 2026

Portfolio Holdings for LifeGoal Investments

LifeGoal Investments holds 112 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U S Equity Factr (LRGF) 9.5 $17M 250k 66.45
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 9.2 $16M 474k 33.97
Ishares Tr Core Div Grwth (DGRO) 8.4 $15M 210k 70.17
Rbb Fund Trust First Eagle Gbl (FEGE) 7.7 $13M 284k 47.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $9.9M 135k 73.39
Vanguard Index Fds Growth Etf (VUG) 5.6 $9.7M 22k 441.66
Pimco Etf Tr Multisector Bd (PYLD) 4.0 $6.9M 265k 26.16
J P Morgan Exchange Traded F Income Etf (JPIE) 3.3 $5.8M 127k 45.91
Ea Series Trust Alpha Arch 1-3 (BOXX) 3.1 $5.5M 47k 116.21
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.5 $4.3M 158k 27.29
Apple (AAPL) 2.3 $4.0M 16k 255.63
Ishares Emng Mkts Eqt (EMGF) 2.2 $3.9M 64k 61.16
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.5M 7.7k 323.24
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.4 $2.4M 27k 89.65
World Gold Tr Spdr Gld Minis (GLDM) 1.3 $2.4M 25k 94.32
Ishares Tr Intl Div Grwth (IGRO) 1.2 $2.0M 24k 84.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.8M 2.9k 602.23
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.8M 6.0k 294.92
NVIDIA Corporation (NVDA) 1.0 $1.7M 9.8k 175.76
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.9 $1.6M 22k 74.48
Select Sector Spdr Tr State Street Rea (XLRE) 0.9 $1.6M 38k 41.06
Capital Group Dividend Growe Shs Etf (CGDG) 0.9 $1.6M 44k 36.06
Franklin Templeton Etf Tr Franklin India (FLIN) 0.9 $1.6M 47k 33.23
Amazon (AMZN) 0.9 $1.5M 7.2k 210.57
Microsoft Corporation (MSFT) 0.8 $1.4M 3.7k 369.35
Ishares Tr Global Equity (GLOF) 0.8 $1.3M 25k 52.72
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.8 $1.3M 48k 27.20
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.7 $1.3M 24k 52.13
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.2M 13k 99.00
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.7 $1.2M 19k 59.36
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.1M 22k 49.91
Broadcom (AVGO) 0.5 $903k 2.9k 313.49
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) 0.5 $867k 8.5k 102.38
Alphabet Cap Stk Cl A (GOOGL) 0.5 $866k 2.9k 297.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $851k 8.5k 100.38
Ishares Msci Gbl Gold Mn (RING) 0.5 $846k 10k 82.62
Wal-Mart Stores (WMT) 0.5 $835k 6.7k 124.75
Intuit (INTU) 0.4 $762k 1.8k 425.87
Meta Platforms Cl A (META) 0.4 $762k 1.3k 579.08
Exxon Mobil Corporation (XOM) 0.4 $703k 4.4k 160.78
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.4 $688k 20k 34.28
Vanguard World Health Car Etf (VHT) 0.4 $663k 2.4k 274.50
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $639k 8.4k 76.04
Ishares Msci Gbl Min Vol (ACWV) 0.4 $617k 5.2k 119.51
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $607k 2.8k 215.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $592k 1.0k 584.52
Spdr Gold Tr Gold Shs (GLD) 0.3 $575k 1.3k 437.82
JPMorgan Chase & Co. (JPM) 0.3 $549k 1.9k 295.38
Ishares Tr Core Univrsl Usd (IUSB) 0.3 $534k 12k 46.09
Micron Technology (MU) 0.3 $527k 1.4k 367.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $509k 7.8k 65.14
Ishares Tr National Mun Etf (MUB) 0.3 $500k 4.7k 106.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $497k 759.00 655.24
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.3 $497k 26k 19.07
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $481k 18k 26.56
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $470k 7.2k 65.60
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $458k 4.8k 96.00
Eli Lilly & Co. (LLY) 0.3 $444k 465.00 954.52
Costco Wholesale Corporation (COST) 0.2 $426k 427.00 996.56
Caterpillar (CAT) 0.2 $422k 578.00 730.32
Bristol Myers Squibb (BMY) 0.2 $421k 6.8k 61.73
Ge Vernova (GEV) 0.2 $414k 463.00 894.78
Johnson & Johnson (JNJ) 0.2 $402k 1.6k 244.12
PG&E Corporation (PCG) 0.2 $399k 23k 17.75
Chevron Corporation (CVX) 0.2 $396k 2.0k 197.38
Spdr Series Trust State Street Spd (SPYG) 0.2 $375k 3.8k 99.20
Comfort Systems USA (FIX) 0.2 $369k 258.00 1428.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $367k 1.9k 192.77
Western Digital (WDC) 0.2 $348k 1.2k 297.73
Procter & Gamble Company (PG) 0.2 $344k 2.4k 144.09
Tesla Motors (TSLA) 0.2 $339k 889.00 381.26
Blackrock (BLK) 0.2 $327k 341.00 957.40
Airbnb Com Cl A (ABNB) 0.2 $321k 2.6k 125.19
ConocoPhillips (COP) 0.2 $320k 2.5k 128.38
Ishares Gold Tr Ishares New (IAU) 0.2 $313k 3.5k 89.68
Lockheed Martin Corporation (LMT) 0.2 $313k 506.00 617.64
Ishares Tr New York Mun Etf (NYF) 0.2 $306k 5.8k 53.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $300k 626.00 478.50
Regeneron Pharmaceuticals (REGN) 0.2 $299k 385.00 777.25
General Dynamics Corporation (GD) 0.2 $298k 851.00 350.53
Marsh & McLennan Companies (MRSH) 0.2 $297k 1.7k 171.87
Edison International (EIX) 0.2 $289k 3.9k 73.58
Emcor (EME) 0.2 $287k 378.00 759.55
Ge Aerospace Com New (GE) 0.2 $286k 978.00 292.68
TJX Companies (TJX) 0.2 $279k 1.7k 162.03
Spdr Series Trust State Street Spd (SPLB) 0.2 $265k 12k 22.16
Technipfmc (FTI) 0.2 $263k 3.8k 69.79
Centene Corporation (CNC) 0.1 $261k 7.7k 33.95
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.1 $259k 5.5k 46.90
Fortinet (FTNT) 0.1 $253k 3.1k 81.15
Kinder Morgan (KMI) 0.1 $252k 7.7k 32.88
Booking Holdings (BKNG) 0.1 $251k 60.00 4184.57
Teradyne (TER) 0.1 $251k 803.00 312.20
Chubb (CB) 0.1 $247k 756.00 327.16
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $246k 3.2k 77.31
Palantir Technologies Cl A (PLTR) 0.1 $243k 1.7k 146.49
Philip Morris International (PM) 0.1 $239k 1.5k 157.33
Vanguard Index Fds Small Cp Etf (VB) 0.1 $235k 893.00 263.32
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $229k 554.00 413.10
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $226k 166.00 1359.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $223k 2.8k 79.05
Norfolk Southern (NSC) 0.1 $216k 751.00 287.00
Vertiv Holdings Com Cl A (VRT) 0.1 $215k 828.00 259.37
Netflix (NFLX) 0.1 $214k 2.2k 95.55
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $213k 2.2k 97.25
Newmont Mining Corporation (NEM) 0.1 $209k 1.8k 113.79
J.B. Hunt Transport Services (JBHT) 0.1 $208k 976.00 213.44
PNC Financial Services (PNC) 0.1 $208k 994.00 209.24
Ishares Tr Core Msci Eafe (IEFA) 0.1 $207k 2.3k 91.92
Phillips 66 (PSX) 0.1 $207k 1.2k 175.64
Freeport Mcmoran CL B (FCX) 0.1 $204k 3.3k 61.20
Banco Santander Sa Adr (SAN) 0.1 $130k 11k 11.57