LifeGoal Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), LifeGoal Investments, LLC reported 61 stock positions worth $92.2 million. Its top holding was iShares Core Dividend Growth (DGRO) at 11.2% of the portfolio, followed by Cap Group Global Growth (CGGO, 10.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.7%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0002054684
- Portfolio Value
- $92.2M (Q4 2024)
- SEC Filing
- 0001754960-25-000096 ↗ filed Feb 5, 2025
Holdings Value
Holdings 61 stocks · $92.2M
| DGRO iShares Core Dividend Growth | 11.24% | 168,886 | $10.4M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 10.62% | 334,906 | $9.8M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.73% | 12,871 | $5.3M | — |
| GLOF iShares Global Equity Factor | 4.87% | 103,512 | $4.5M | — |
| BND Vanguard Total Bond Market | 4.60% | 58,953 | $4.2M | — |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 4.57% | 142,144 | $4.2M | — |
| JPIE JPMorgan Income ETF | 4.02% | 81,232 | $3.7M | — |
| LRGF iShares US Equity Factor ETF | 3.93% | 60,087 | $3.6M | — |
| JBBB Janus Henderson B-BBB Clo Et | 2.97% | 55,628 | $2.7M | — |
| IGRO iShares Intl Div Growth ETF | 2.93% | 39,695 | $2.7M | — |
| SMLF iShares US Smallcap Equity F | 2.85% | 38,886 | $2.6M | — |
| VCLT Vanguard Long-Term Corp. Bond | 2.78% | 34,275 | $2.6M | — |
| CGMS Cap Group US Multi-Sect Bond | 2.42% | 81,772 | $2.2M | — |
| HTAB Hartford Schroders Tax Aware | 2.39% | 113,916 | $2.2M | — |
| EMGF iShares Emerging Markets Equ | 2.04% | 41,537 | $1.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.01% | 6,385 | $1.9M | — |
| VOO Vanguard S&P 500 ETF | 1.82% | 3,122 | $1.7M | — |
| FBTC Fidelity Wise Origin Bitcoin | 1.71% | 19,375 | $1.6M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.67% | 30,714 | $1.5M | — |
| MUB iShares National Muni Bond E | 1.53% | 13,214 | $1.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.35% | 2,121 | $1.2M | — |
| VOOG Vanguard S&P 500 Growth ETF | 1.17% | 2,938 | $1.1M | — |
| AAPL Apple Inc. | 1.11% | 4,080 | $1.0M | — |
| SCHP Schwab U.S. Tips ETF | 1.10% | 39,219 | $1.0M | — |
| CGMU Cap Group Municipal Income | 1.09% | 37,278 | $1.0M | — |
| PYLD PIMCO Multisector Bond Actv | 1.08% | 38,567 | $1000K | — |
| RING iShares MSCI Global Gold Min | 1.05% | 34,320 | $965K | — |
| SUB iShares Short-Term National | 1.01% | 8,795 | $928K | — |
| GOOG Alphabet Inc. Class C | 0.97% | 4,706 | $896K | — |
| NYF iShares New York Muni Bond E | 0.93% | 16,081 | $856K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.87% | 8,722 | $797K | — |
| AGG iShares Core U.S. Aggregate | 0.67% | 6,347 | $615K | — |
| VHT Vanguard Health Care ETF | 0.65% | 2,346 | $595K | — |
| MSFT Microsoft Corp. | 0.62% | 1,357 | $572K | — |
| ACWV iShares MSCI Global Min Vol | 0.62% | 5,214 | $569K | — |
| VIG Vanguard Dividend Apprec ETF | 0.58% | 2,721 | $533K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 2,194 | $527K | — |
| META Meta Platforms Inc. Class A | 0.56% | 880 | $515K | — |
| NVDA Nvidia Corp. | 0.55% | 3,745 | $503K | — |
| IVVM Ishar LC MD Qur LD ETF-US Inc. | 0.54% | 16,194 | $497K | — |
| AMZN Amazon.com Inc. | 0.53% | 2,213 | $486K | — |
| BOXX Alpha Architect 1-3 MNTH Box | 0.52% | 4,334 | $478K | — |
| FENY Fidelity MSCI Energy Index | 0.39% | 15,185 | $362K | — |
| XOM Exxon Mobil Corp. | 0.39% | 3,314 | $356K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 3,794 | $333K | — |
| GOOGL Alphabet Inc. Class A | 0.34% | 1,657 | $314K | — |
| MUNI PIMCO Intermediate Municipal | 0.33% | 5,945 | $308K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 623 | $282K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 549 | $281K | — |
| WMT Walmart Inc. | 0.29% | 2,955 | $267K | — |
| SHOP Shopify Inc. Class A | 0.27% | 2,340 | $249K | — |
| NSC Norfolk Southern Corp. | 0.27% | 1,048 | $246K | — |
| SCMB Schwab Municipal Bond ETF | 0.25% | 8,920 | $229K | — |
| ISCF iShares International Small | 0.24% | 6,958 | $225K | — |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 1,246 | $218K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 1,286 | $218K | — |
| LLY Eli Lilly & Co. | 0.24% | 281 | $217K | — |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.22% | 16,140 | $204K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 2,579 | $201K | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.18% | 14,522 | $164K | — |
| AFB Allianceberstein NTL Muni | 0.13% | 10,698 | $116K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 155 | $218.5M | CGGO, LRGF, DGRO, FEGE, VUG |
| Q1 2026 | 112 | $174.7M | LRGF, CGGO, DGRO, FEGE, BND |
| Q4 2025 | 74 | $149.2M | LRGF, CGGO, DGRO, FEGE, VUG |
| Q3 2025 | 70 | $120.4M | LRGF, CGGO, DGRO, VUG, BND |
| Q2 2025 | 65 | $105.2M | DGRO, LRGF, CGGO, VUG, BND |
| Q1 2025 | 63 | $92.6M | DGRO, CGGO, LRGF, VUG, BND |
| Q4 2024 | 61 | $92.2M | DGRO, CGGO, VUG, GLOF, BND |