LifeGoal Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), LifeGoal Investments, LLC reported 63 stock positions worth $92.6 million. Its top holding was iShares Core Dividend Growth (DGRO) at 10.0% of the portfolio, followed by Cap Group Global Growth (CGGO, 9.5%) and iShares US Equity Factor ETF (LRGF, 7.2%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 16 and reduced 24. The biggest buy was a new position in First Eagle GL Equity ETF (FEGE) and the biggest sale iShares Global Equity Factor (GLOF, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0002054684
- Portfolio Value
- $92.6M (Q1 2025)
- SEC Filing
- 0001754960-25-000221 ↗ filed Apr 21, 2025
Holdings Value
Holdings 63 stocks · $92.6M
| DGRO iShares Core Dividend Growth | 9.97% | 149,309 | $9.2M | Reduce -11.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 9.48% | 309,959 | $8.8M | Reduce -7.5% |
| LRGF iShares US Equity Factor ETF | 7.24% | 115,814 | $6.7M | Add +92.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.89% | 17,216 | $6.4M | Add +33.8% |
| BND Vanguard Total Bond Market | 6.08% | 76,443 | $5.6M | Add +29.7% |
| JPIE JPMorgan Income ETF | 4.86% | 97,605 | $4.5M | Add +20.2% |
| CGMS Cap Group US Multi-Sect Bond | 4.19% | 142,129 | $3.9M | Add +73.8% |
| FEGE First Eagle GL Equity ETF | 3.52% | 86,654 | $3.3M | New |
| JBBB Janus Henderson B-BBB Clo Et | 3.07% | 59,036 | $2.8M | Add +6.1% |
| PYLD PIMCO Multisector Bond Actv | 2.87% | 100,939 | $2.7M | Add +161.7% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 2.31% | 68,499 | $2.1M | Reduce -51.8% |
| SMLF iShares US Smallcap Equity F | 2.11% | 31,448 | $2.0M | Reduce -19.1% |
| HTAB Hartford Schroders Tax Aware | 2.04% | 98,513 | $1.9M | Reduce -13.5% |
| GLOF iShares Global Equity Factor | 1.95% | 42,164 | $1.8M | Reduce -59.3% |
| EMGF iShares Emerging Markets Equ | 1.95% | 38,507 | $1.8M | Reduce -7.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.88% | 6,348 | $1.7M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 1.53% | 2,949 | $1.4M | Reduce -5.5% |
| FBTC Fidelity Wise Origin Bitcoin | 1.51% | 19,375 | $1.4M | No change |
| CGMU Cap Group Municipal Income | 1.39% | 48,003 | $1.3M | Add +28.8% |
| VIGI Vanguard Int Div App Indx FD | 1.31% | 14,644 | $1.2M | New |
| VCLT Vanguard Long-Term Corp. Bond | 1.31% | 15,991 | $1.2M | Reduce -53.4% |
| RING iShares MSCI Global Gold Min | 1.29% | 31,121 | $1.2M | Reduce -9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 2,121 | $1.2M | No change |
| AGG iShares Core U.S. Aggregate | 1.24% | 11,575 | $1.1M | Add +82.4% |
| IGRO iShares Intl Div Growth ETF | 1.19% | 15,257 | $1.1M | Reduce -61.6% |
| AAPL Apple Inc. | 0.98% | 4,080 | $906K | No change |
| MUB iShares National Muni Bond E | 0.96% | 8,404 | $886K | Reduce -36.4% |
| NYF iShares New York Muni Bond E | 0.92% | 16,158 | $851K | Add +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.82% | 15,327 | $761K | Reduce -50.1% |
| SGOV iShares 0-3 Month Treasury B | 0.80% | 7,318 | $737K | New |
| GOOG Alphabet Inc. Class C | 0.79% | 4,706 | $735K | No change |
| VHT Vanguard Health Care ETF | 0.67% | 2,346 | $621K | No change |
| ACWV iShares MSCI Global Min Vol | 0.65% | 5,194 | $604K | Reduce -0.4% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.59% | 10,537 | $546K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.59% | 5,927 | $544K | Reduce -32.0% |
| SCHP Schwab U.S. Tips ETF | 0.58% | 19,832 | $533K | Reduce -49.4% |
| VIG Vanguard Dividend Apprec ETF | 0.57% | 2,741 | $532K | Add +0.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.56% | 4,676 | $521K | Add +7.9% |
| MSFT Microsoft Corp. | 0.56% | 1,369 | $514K | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 2,612 | $471K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.50% | 2,086 | $463K | Reduce -4.9% |
| META Meta Platforms Inc. Class A | 0.48% | 776 | $447K | Reduce -11.8% |
| NVDA Nvidia Corp. | 0.45% | 3,817 | $414K | Add +1.9% |
| AMZN Amazon.com Inc. | 0.43% | 2,103 | $400K | Reduce -5.0% |
| XOM Exxon Mobil Corp. | 0.43% | 3,314 | $394K | No change |
| SPLB SS SPDR P Long Term C ETF | 0.36% | 14,588 | $329K | New |
| IVVM Ishar LC MD Qur LD ETF-US Inc. | 0.35% | 10,635 | $325K | Reduce -34.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.34% | 7,604 | $313K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.33% | 3,794 | $305K | No change |
| WMT Walmart Inc. | 0.28% | 2,956 | $260K | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 549 | $257K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 482 | $257K | Reduce -22.6% |
| GOOGL Alphabet Inc. Class A | 0.28% | 1,657 | $256K | No change |
| NSC Norfolk Southern Corp. | 0.27% | 1,048 | $248K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.26% | 721 | $241K | Reduce -75.5% |
| LLY Eli Lilly & Co. | 0.25% | 281 | $232K | No change |
| GDX Vaneck Gold Miners ETF | 0.24% | 4,844 | $223K | New |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 1,246 | $216K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 2,660 | $210K | Add +3.1% |
| MUNI PIMCO Intermediate Municipal | 0.23% | 4,059 | $209K | Reduce -31.7% |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.22% | 16,140 | $203K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.18% | 14,522 | $163K | No change |
| AFB Allianceberstein NTL Muni | 0.13% | 10,698 | $116K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GLOF iShares Global Equity Factor | Reduce -59.3% | 1.95% | −2.92 |
| CGDG Cap Group Dividend Growers | Reduce -51.8% | 2.31% | −2.26 |
| IGRO iShares Intl Div Growth ETF | Reduce -61.6% | 1.19% | −1.73 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -53.4% | 1.31% | −1.47 |
| DGRO iShares Core Dividend Growth | Reduce -11.6% | 9.97% | −1.27 |
| CGGO Cap Group Global Growth | Reduce -7.5% | 9.48% | −1.14 |
| SUB iShares Short-Term National | Sold out | 0.00% | −1.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -75.5% | 0.26% | −0.91 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -50.1% | 0.82% | −0.85 |
| SMLF iShares US Smallcap Equity F | Reduce -19.1% | 2.11% | −0.74 |
| MUB iShares National Muni Bond E | Reduce -36.4% | 0.96% | −0.57 |
| SCHP Schwab U.S. Tips ETF | Reduce -49.4% | 0.58% | −0.52 |
| FENY Fidelity MSCI Energy Index | Sold out | 0.00% | −0.39 |
| HTAB Hartford Schroders Tax Aware | Reduce -13.5% | 2.04% | −0.35 |
| VOO Vanguard S&P 500 ETF | Reduce -5.5% | 1.53% | −0.29 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -32.0% | 0.59% | −0.28 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.27 |
| SCMB Schwab Municipal Bond ETF | Sold out | 0.00% | −0.25 |
| ISCF iShares International Small | Sold out | 0.00% | −0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.24 |
| IVVM Ishar LC MD Qur LD ETF-US Inc. | Reduce -34.3% | 0.35% | −0.19 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 1.88% | −0.12 |
| MUNI PIMCO Intermediate Municipal | Reduce -31.7% | 0.23% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 0.43% | −0.09 |
| EMGF iShares Emerging Markets Equ | Reduce -7.3% | 1.95% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -11.8% | 0.48% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.9% | 0.50% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.6% | 0.28% | −0.03 |
| ACWV iShares MSCI Global Min Vol | Reduce -0.4% | 0.65% | +0.03 |
| RING iShares MSCI Global Gold Min | Reduce -9.3% | 1.29% | +0.24 |
Portfolio Buys Q4 2024 → Q1 2025
| FEGE First Eagle GL Equity ETF | New | 3.52% | +3.52 |
| LRGF iShares US Equity Factor ETF | Add +92.7% | 7.24% | +3.30 |
| PYLD PIMCO Multisector Bond Actv | Add +161.7% | 2.87% | +1.79 |
| CGMS Cap Group US Multi-Sect Bond | Add +73.8% | 4.19% | +1.77 |
| BND Vanguard Total Bond Market | Add +29.7% | 6.08% | +1.48 |
| VIGI Vanguard Int Div App Indx FD | New | 1.31% | +1.31 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +33.8% | 6.89% | +1.16 |
| JPIE JPMorgan Income ETF | Add +20.2% | 4.86% | +0.84 |
| SGOV iShares 0-3 Month Treasury B | New | 0.80% | +0.80 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 0.59% | +0.59 |
| AGG iShares Core U.S. Aggregate | Add +82.4% | 1.24% | +0.57 |
| QUAL iShares MSCI USA Quality Fac | New | 0.51% | +0.51 |
| SPLB SS SPDR P Long Term C ETF | New | 0.36% | +0.36 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.34% | +0.34 |
| CGMU Cap Group Municipal Income | Add +28.8% | 1.39% | +0.30 |
| GDX Vaneck Gold Miners ETF | New | 0.24% | +0.24 |
| JBBB Janus Henderson B-BBB Clo Et | Add +6.1% | 3.07% | +0.11 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +7.9% | 0.56% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.1% | 0.23% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.7% | 0.57% | −0.00 |
| WMT Walmart Inc. | Add +0.0% | 0.28% | −0.01 |
| NYF iShares New York Muni Bond E | Add +0.5% | 0.92% | −0.01 |
| MSFT Microsoft Corp. | Add +0.9% | 0.56% | −0.07 |
| NVDA Nvidia Corp. | Add +1.9% | 0.45% | −0.10 |
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 |