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Rbb Fund Trust shares owned by LifeGoal Wealth Advisors

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) shares owned by LifeGoal Wealth Advisors from 13F filings

Historical chart of LifeGoal Wealth Advisors investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by LifeGoal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 170k 44.23
2025-06-30 $5.9M 146k 40.37
2025-03-31 $3.3M 87k 37.59

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust First Eagle Gbl (FEGE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for LifeGoal Wealth Advisors

Top funds holding Rbb Fund Trust

Wealth Enhancement Advisory Services
Raymond James Financial
Mesirow Financial Investment Management International Equity
Royal Bank of Canada
Advisor Group Holdings
Advance Capital Management
Jpmorgan Chase & Co
LPL Financial
Envestnet Asset Management
Wiley Bros.-aintree Capital
Kingsview Wealth Management
MN Wealth Advisors
Stephens
D.A. Davidson & Co.
Integrated Wealth Concepts

View all funds holding Rbb Fund Trust