LifeGoal Wealth Advisors

LifeGoal Investments as of June 30, 2026

Portfolio Holdings for LifeGoal Investments

LifeGoal Investments holds 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 10.4 $23M 537k 42.33
Ishares Tr U S Equity Factr (LRGF) 10.2 $22M 296k 75.63
Ishares Tr Core Div Grwth (DGRO) 8.1 $18M 233k 75.79
Rbb Fund Trust First Eagle Gbl (FEGE) 7.6 $17M 339k 48.92
Vanguard Index Fds Growth Etf (VUG) 4.9 $11M 125k 86.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $8.6M 118k 73.41
Pimco Etf Tr Multisector Bd (PYLD) 3.3 $7.1M 268k 26.52
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.9 $6.3M 54k 117.09
J P Morgan Exchange Traded F Income Etf (JPIE) 2.5 $5.5M 119k 46.05
Ishares Emng Mkts Eqt (EMGF) 2.3 $5.1M 70k 73.26
Apple (AAPL) 2.3 $5.0M 17k 289.36
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.0 $4.3M 158k 27.33
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.4 $3.0M 32k 93.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.8M 7.7k 370.02
NVIDIA Corporation (NVDA) 1.3 $2.8M 14k 200.09
Ishares Tr Intl Div Grwth (IGRO) 1.2 $2.5M 29k 87.93
Amazon (AMZN) 1.1 $2.4M 10k 238.34
Select Sector Spdr Tr St Str Real Etf (XLRE) 1.0 $2.2M 51k 44.03
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.2M 6.3k 353.31
World Gold Tr Spdr Gld Minis (GLDM) 1.0 $2.2M 27k 79.42
Franklin Templeton Etf Tr Franklin India (FLIN) 0.9 $2.0M 57k 35.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.0M 2.9k 686.91
Microsoft Corporation (MSFT) 0.8 $1.7M 4.6k 373.01
Micron Technology (MU) 0.7 $1.6M 1.4k 1154.68
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.7 $1.6M 21k 75.25
Capital Group Dividend Growe Shs Etf (CGDG) 0.7 $1.5M 41k 37.51
Ishares Tr Global Equity (GLOF) 0.7 $1.4M 24k 58.81
Broadcom (AVGO) 0.6 $1.4M 3.6k 377.70
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $1.3M 25k 52.60
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.3M 13k 98.98
Ssga Active Tr Sst Bridgewater (ALLW) 0.5 $1.2M 40k 29.27
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 3.3k 357.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.0M 20k 50.58
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $989k 19k 51.05
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.4 $901k 33k 27.47
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.4 $901k 24k 36.95
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) 0.4 $888k 8.5k 104.00
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.4 $841k 17k 49.31
Advanced Micro Devices (AMD) 0.4 $803k 1.4k 580.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $746k 1.0k 736.67
JPMorgan Chase & Co. (JPM) 0.3 $734k 2.2k 327.33
Ishares Tr Us Sml Cap Eqt (SMLF) 0.3 $723k 8.1k 89.14
Vanguard World Health Car Etf (VHT) 0.3 $722k 2.4k 299.01
Meta Platforms Cl A (META) 0.3 $695k 1.2k 563.29
Caterpillar (CAT) 0.3 $684k 642.00 1064.90
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $676k 2.9k 236.62
Western Digital (WDC) 0.3 $662k 1.0k 638.72
Ishares Msci Gbl Gold Mn (RING) 0.3 $629k 9.7k 64.60
Ishares Tr Core Univrsl Usd (IUSB) 0.3 $624k 14k 46.15
Comfort Systems USA (FIX) 0.3 $610k 308.00 1981.95
Ishares Msci Gbl Min Vol (ACWV) 0.3 $600k 5.0k 120.22
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $589k 788.00 746.77
Ge Vernova (GEV) 0.3 $587k 500.00 1174.86
Eli Lilly & Co. (LLY) 0.3 $578k 482.00 1199.49
Nebius Group Shs Class A (NBIS) 0.3 $559k 2.0k 276.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $558k 7.8k 71.25
Tesla Motors (TSLA) 0.2 $545k 1.3k 420.60
Sandisk Corp (SNDK) 0.2 $530k 233.00 2273.73
Centene Corporation (CNC) 0.2 $529k 8.2k 64.19
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $523k 5.4k 96.47
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $515k 534.00 965.00
Ishares Tr 0-3 Mth Treasury (SGOV) 0.2 $515k 5.1k 100.67
Ishares Tr National Mun Etf (MUB) 0.2 $509k 4.7k 107.62
Chevron Corporation (CVX) 0.2 $503k 3.0k 165.76
Wal-Mart Stores (WMT) 0.2 $500k 4.4k 113.27
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.2 $487k 25k 19.18
Spdr Gold Tr Gold Shs (GLD) 0.2 $484k 1.3k 368.38
Costco Wholesale Corporation (COST) 0.2 $472k 504.00 935.47
Spdr Series Trust ST STR P500GRW (SPYG) 0.2 $471k 4.0k 118.99
Intuit (INTU) 0.2 $470k 1.8k 261.00
Exxon Mobil Corporation (XOM) 0.2 $464k 3.4k 136.72
Airbnb Com Cl A (ABNB) 0.2 $457k 3.2k 143.10
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $450k 6.7k 67.24
Ge Aerospace Com New (GE) 0.2 $449k 1.2k 373.73
Fortinet (FTNT) 0.2 $439k 2.9k 153.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $419k 1.9k 219.45
Blackrock (BLK) 0.2 $414k 430.00 961.56
Capital One Financial (COF) 0.2 $405k 2.0k 200.62
Teradyne (TER) 0.2 $400k 827.00 483.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $389k 5.7k 68.41
Vertiv Holdings Com Cl A (VRT) 0.2 $380k 1.1k 334.82
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $371k 4.9k 75.45
PG&E Corporation (PCG) 0.2 $370k 22k 16.82
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $369k 14k 26.50
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $346k 174.00 1989.44
J.B. Hunt Transport Services (JBHT) 0.2 $339k 1.2k 289.43
Blackrock Etf Trust Ishares Us Larg (BALI) 0.2 $338k 10k 33.83
Molina Healthcare (MOH) 0.2 $338k 1.5k 228.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $338k 675.00 500.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $331k 5.9k 56.48
Bank of America Corporation (BAC) 0.2 $330k 5.8k 56.98
Emcor (EME) 0.1 $325k 391.00 829.88
Bristol Myers Squibb (BMY) 0.1 $324k 5.6k 57.62
Viking Holdings Ord Shs (VIK) 0.1 $316k 3.0k 104.67
Edison International (EIX) 0.1 $302k 4.1k 74.45
Norfolk Southern (NSC) 0.1 $300k 952.00 314.59
PNC Financial Services (PNC) 0.1 $298k 1.2k 246.22
Aon Shs Cl A (AON) 0.1 $295k 890.00 331.69
Metropcs Communications (TMUS) 0.1 $294k 1.8k 167.73
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $288k 3.5k 82.63
Chubb (CB) 0.1 $287k 842.00 340.74
Ishares Gold Tr Ishares New (IAU) 0.1 $285k 3.8k 75.51
Philip Morris International (PM) 0.1 $282k 1.6k 180.91
Procter & Gamble Company (PG) 0.1 $275k 1.9k 146.64
Applied Materials (AMAT) 0.1 $275k 380.00 723.00
Waste Connections (WCN) 0.1 $274k 1.6k 166.69
TJX Companies (TJX) 0.1 $272k 1.8k 151.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $271k 893.00 303.01
Snowflake Com Shs (SNOW) 0.1 $271k 1.1k 254.50
Phillips 66 (PSX) 0.1 $268k 1.6k 169.05
Eversource Energy (ES) 0.1 $265k 3.7k 72.27
Amplify Etf Tr Cwp Intl Enhance (IDVO) 0.1 $265k 6.3k 42.00
Citigroup Com New (C) 0.1 $265k 1.9k 139.96
Johnson & Johnson (JNJ) 0.1 $264k 1.0k 253.97
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $263k 550.00 477.57
Spdr Series Trust St Long Bd Etf (SPLB) 0.1 $261k 12k 22.40
Zim Integrated Shipping Serv SHS (ZIM) 0.1 $261k 10k 26.00
Netflix (NFLX) 0.1 $259k 3.6k 71.40
General Dynamics Corporation (GD) 0.1 $256k 723.00 354.24
Mid-America Apartment (MAA) 0.1 $255k 1.8k 138.94
Technipfmc (FTI) 0.1 $252k 3.8k 66.30
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $250k 3.2k 77.57
Freeport Mcmoran CL B (FCX) 0.1 $247k 3.9k 62.89
Hldgs (UAL) 0.1 $245k 1.8k 135.99
Cummins (CMI) 0.1 $240k 337.00 713.21
Lockheed Martin Corporation (LMT) 0.1 $236k 464.00 509.53
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $236k 2.1k 114.18
Carpenter Technology Corporation (CRS) 0.1 $235k 381.00 616.84
ConocoPhillips (COP) 0.1 $235k 2.3k 103.96
Ishares Tr New York Mun Etf (NYF) 0.1 $233k 4.3k 53.91
Verisign (VRSN) 0.1 $232k 922.00 251.56
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.1 $227k 4.8k 47.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $226k 2.2k 102.81
Mohawk Industries (MHK) 0.1 $225k 1.9k 121.33
Danaher Corporation (DHR) 0.1 $221k 1.2k 190.48
EOG Resources (EOG) 0.1 $221k 1.7k 129.73
Ishares Tr Core Msci Eafe (IEFA) 0.1 $219k 2.3k 96.57
Draftkings Com Cl A (DKNG) 0.1 $218k 8.6k 25.26
Lumentum Hldgs (LITE) 0.1 $215k 250.00 858.06
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $214k 4.0k 53.08
General Mills (GIS) 0.1 $214k 6.2k 34.80
Take-Two Interactive Software (TTWO) 0.1 $214k 856.00 249.98
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $213k 325.00 655.66
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $212k 1.7k 124.73
General Motors Company (GM) 0.1 $212k 2.7k 77.08
Hewlett Packard Enterprise (HPE) 0.1 $208k 4.6k 45.11
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $208k 2.6k 80.57
Oracle Corporation (ORCL) 0.1 $208k 1.4k 146.55
Abbott Laboratories (ABT) 0.1 $206k 2.3k 90.74
Ross Stores (ROST) 0.1 $204k 960.00 212.85
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $204k 3.3k 61.47
Visa Com Cl A (V) 0.1 $202k 589.00 342.97
Synopsys (SNPS) 0.1 $202k 452.00 446.07
Banco Santander Sa Adr (SAN) 0.1 $143k 10k 13.80
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $107k 11k 9.58