LifeGoal Wealth Advisors

LifeGoal Wealth Advisors as of March 31, 2025

Portfolio Holdings for LifeGoal Wealth Advisors

LifeGoal Wealth Advisors holds 63 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 10.0 $9.2M 149k 61.84
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 9.5 $8.8M 310k 28.31
Ishares Tr U S Equity Factr (LRGF) 7.2 $6.7M 116k 57.86
Vanguard Index Fds Growth Etf (VUG) 6.9 $6.4M 17k 370.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.1 $5.6M 76k 73.65
J P Morgan Exchange Traded F Income Etf (JPIE) 4.9 $4.5M 98k 46.07
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 4.2 $3.9M 142k 27.30
Rbb Fund Trust First Eagle Gbl (FEGE) 3.5 $3.3M 87k 37.59
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 3.1 $2.8M 59k 48.21
Pimco Etf Tr Multisector Bd (PYLD) 2.9 $2.7M 101k 26.35
Capital Group Dividend Growe Shs Etf (CGDG) 2.3 $2.1M 69k 31.19
Ishares Tr Us Sml Cap Eqt (SMLF) 2.1 $2.0M 31k 62.16
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 2.0 $1.9M 99k 19.17
Ishares Tr Global Equity (GLOF) 1.9 $1.8M 42k 42.82
Ishares Emng Mkts Eqt (EMGF) 1.9 $1.8M 39k 46.78
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $1.7M 6.3k 274.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $1.4M 2.9k 481.74
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.5 $1.4M 19k 71.97
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.4 $1.3M 48k 26.82
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.3 $1.2M 15k 82.94
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.3 $1.2M 16k 75.91
Ishares Msci Gbl Gold Mn (RING) 1.3 $1.2M 31k 38.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.2M 2.1k 559.39
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.1M 12k 98.92
Ishares Tr Intl Div Grwth (IGRO) 1.2 $1.1M 15k 72.44
Apple (AAPL) 1.0 $906k 4.1k 222.14
Ishares Tr National Mun Etf (MUB) 1.0 $886k 8.4k 105.44
Ishares Tr New York Mun Etf (NYF) 0.9 $851k 16k 52.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $761k 15k 49.62
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $737k 7.3k 100.66
Alphabet Cap Stk Cl C (GOOG) 0.8 $735k 4.7k 156.22
Vanguard World Health Car Etf (VHT) 0.7 $621k 2.3k 264.73
Ishares Msci Gbl Min Vol (ACWV) 0.7 $604k 5.2k 116.36
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.6 $546k 11k 51.78
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $544k 5.9k 91.73
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $533k 20k 26.89
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $532k 2.7k 194.01
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.6 $521k 4.7k 111.48
Microsoft Corporation (MSFT) 0.6 $514k 1.4k 375.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $471k 2.6k 180.49
Vanguard Index Fds Small Cp Etf (VB) 0.5 $463k 2.1k 221.72
Meta Platforms Cl A (META) 0.5 $447k 776.00 576.25
NVIDIA Corporation (NVDA) 0.4 $414k 3.8k 108.39
Amazon (AMZN) 0.4 $400k 2.1k 190.26
Exxon Mobil Corporation (XOM) 0.4 $394k 3.3k 118.93
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.4 $329k 15k 22.57
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.4 $325k 11k 30.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $313k 7.6k 41.13
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $305k 3.8k 80.37
Wal-Mart Stores (WMT) 0.3 $260k 3.0k 87.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $257k 549.00 468.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $257k 482.00 532.58
Alphabet Cap Stk Cl A (GOOGL) 0.3 $256k 1.7k 154.64
Norfolk Southern (NSC) 0.3 $248k 1.0k 236.85
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $241k 721.00 334.48
Eli Lilly & Co. (LLY) 0.3 $232k 281.00 825.91
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $223k 4.8k 45.97
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $216k 1.2k 173.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $210k 2.7k 78.95
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $209k 4.1k 51.55
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.2 $203k 16k 12.59
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $163k 15k 11.20
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.1 $116k 11k 10.86