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CIK: 0002054684
Total reported value
$218.5M
$218.5M
61 檔
15.6%
According to the latest 13F quarterly dataset, LifeGoal Investments, LLC managed an equity portfolio of $218.5M at the end of Q4 2024, spanning 61 distinct U.S. exchange-listed positions.
During Q4 2024, LifeGoal Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, CGGO, VUG) accounted for 15.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.24% | -0.37% | — | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 10.62% | +1.19% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.73% | -0.63% | — | |
| 4 | GLOF | Ishares Global Equity Factor | ETF-Other | 4.87% | -0.12% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 4.60% | -1.71% | — | |
| 6 | CGDG | Cap Group Dividend Growers | ETF-Other | 4.57% | -0.20% | — | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.02% | -0.83% | — | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 3.93% | +0.72% | — | |
| 9 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 2.97% | -0.05% | — | |
| 10 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 2.93% | — | — | |
| 11 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.85% | -0.04% | — | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.78% | -0.21% | — | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.42% | -0.50% | — | |
| 14 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 2.39% | -0.06% | — | |
| 15 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.04% | +0.11% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.01% | -0.12% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | -0.09% | — | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.71% | -0.21% | — | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.67% | -0.15% | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.53% | -0.06% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | -0.01% | — | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | — | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.11% | — | — | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.10% | -0.11% | — | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 1.09% | -0.34% | — | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.08% | -0.72% | — | |
| 27 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.05% | -0.19% | — | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 1.01% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.01% | — | |
| 30 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.93% | -0.07% | — | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.87% | — | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.14% | — | |
| 33 | VHT | Vanguard Health Care ETF | ETF-Other | 0.65% | -0.05% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | — | — | |
| 35 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.62% | -0.08% | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.04% | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.01% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.12% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.28% | — | |
| 40 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.54% | +0.02% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.22% | — | |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.52% | -0.24% | — | |
| 43 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.39% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.19% | — | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.04% | — | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.33% | -0.14% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.02% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | — | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.25% | — |
According to official SEC Form 13F filings, LifeGoal Investments, LLC reported a total U.S. public equity portfolio value of $218.5M across 61 disclosed positions in Q4 2024.
During Q4 2024, LifeGoal Investments, LLC's top holdings by market value included DGRO (11.2%)、CGGO (10.6%)、VUG (5.7%). The largest single position, DGRO, represented 11.2% of total portfolio value.
In Q4 2024, LifeGoal Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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