LifeGoal Wealth Advisors

LifeGoal Wealth Advisors as of June 30, 2025

Portfolio Holdings for LifeGoal Wealth Advisors

LifeGoal Wealth Advisors holds 65 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 9.7 $10M 160k 63.94
Ishares Tr U S Equity Factr (LRGF) 9.5 $10M 155k 64.13
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 9.0 $9.4M 295k 31.97
Vanguard Index Fds Growth Etf (VUG) 7.6 $8.0M 18k 438.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.7 $7.1M 96k 73.63
Rbb Fund Trust First Eagle Gbl (FEGE) 5.6 $5.9M 146k 40.37
J P Morgan Exchange Traded F Income Etf (JPIE) 4.4 $4.6M 99k 46.32
Schwab Strategic Tr Us Tips Etf (SCHP) 3.6 $3.7M 140k 26.68
Pimco Etf Tr Multisector Bd (PYLD) 3.4 $3.6M 135k 26.54
Ishares Emng Mkts Eqt (EMGF) 2.2 $2.4M 45k 52.07
Ishares Tr Us Sml Cap Eqt (SMLF) 2.1 $2.2M 32k 67.95
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.7 $1.8M 19k 93.99
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $1.8M 6.0k 303.93
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $1.7M 17k 100.69
Capital Group Dividend Growe Shs Etf (CGDG) 1.6 $1.7M 49k 33.63
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $1.6M 18k 90.12
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 1.5 $1.6M 85k 18.71
Ishares Msci Gbl Gold Mn (RING) 1.4 $1.5M 34k 43.78
Ishares Tr Global Equity (GLOF) 1.4 $1.5M 30k 48.20
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.4 $1.4M 19k 75.90
Ishares Tr Intl Div Grwth (IGRO) 1.4 $1.4M 18k 78.89
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.3M 13k 99.20
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.0 $1.0M 38k 26.69
Amazon (AMZN) 0.9 $1000k 4.6k 219.39
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.9 $999k 36k 27.62
Ishares Tr New York Mun Etf (NYF) 0.9 $913k 18k 52.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $906k 1.6k 568.17
Alphabet Cap Stk Cl C (GOOG) 0.8 $850k 4.8k 177.40
Microsoft Corporation (MSFT) 0.8 $847k 1.7k 497.46
NVIDIA Corporation (NVDA) 0.8 $818k 5.2k 158.00
Ishares Tr National Mun Etf (MUB) 0.8 $812k 7.8k 104.48
Apple (AAPL) 0.8 $789k 3.8k 205.15
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.7 $780k 16k 48.21
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $702k 14k 50.75
Ishares Msci Gbl Min Vol (ACWV) 0.6 $623k 5.3k 118.58
Meta Platforms Cl A (META) 0.6 $606k 821.00 738.04
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $583k 3.2k 182.81
Vanguard World Health Car Etf (VHT) 0.6 $583k 2.3k 248.34
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $554k 2.7k 204.69
Ishares Tr Core Total Usd (IUSB) 0.5 $493k 11k 46.23
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $462k 11k 43.14
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $419k 3.7k 112.67
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $360k 3.8k 95.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $360k 582.00 617.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $348k 7.1k 49.03
Exxon Mobil Corporation (XOM) 0.3 $316k 2.9k 107.80
JPMorgan Chase & Co. (JPM) 0.3 $315k 1.1k 289.91
Broadcom (AVGO) 0.3 $313k 1.1k 275.65
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $298k 3.3k 91.72
Alphabet Cap Stk Cl A (GOOGL) 0.3 $278k 1.6k 176.23
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $272k 687.00 396.58
Norfolk Southern (NSC) 0.3 $268k 1.0k 255.97
Spdr Series Trust Portfolio Ln Cor (SPLB) 0.3 $263k 12k 22.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $263k 6.3k 41.59
Visa Com Cl A (V) 0.2 $258k 727.00 354.91
Netflix (NFLX) 0.2 $250k 187.00 1339.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $250k 5.0k 50.27
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.2 $248k 7.7k 32.37
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $240k 4.6k 52.06
Wal-Mart Stores (WMT) 0.2 $217k 2.2k 97.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $215k 3.8k 56.76
Vanguard Index Fds Small Cp Etf (VB) 0.2 $212k 893.00 236.90
Vanguard World Inf Tech Etf (VGT) 0.2 $205k 309.00 663.28
Eli Lilly & Co. (LLY) 0.2 $204k 261.00 779.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $203k 3.6k 57.01