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CIK: 0002054684
Total reported value
$218.5M
$218.5M
63 檔
16.8%
As reported in its official Q1 2025 Form 13F filing, LifeGoal Investments, LLC's tracked investment portfolio stood at $218.5M with 63 total positions.
In Q1 2025, LifeGoal Investments, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.97% | -0.37% | -11.59% | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 9.48% | +1.19% | -7.45% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 7.24% | +0.72% | +92.74% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.89% | -0.63% | +33.76% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.08% | -1.71% | +29.67% | |
| 6 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.86% | -0.83% | +20.16% | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.19% | -0.50% | +73.81% | |
| 8 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 3.52% | -0.11% | — | |
| 9 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 3.07% | -0.05% | +6.13% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.87% | -0.72% | +161.72% | |
| 11 | CGDG | Cap Group Dividend Growers | ETF-Other | 2.31% | -0.20% | -51.81% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.11% | -0.04% | -19.13% | |
| 13 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 2.04% | -0.06% | -13.52% | |
| 14 | GLOF | Ishares Global Equity Factor | ETF-Other | 1.95% | -0.12% | -59.27% | |
| 15 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.95% | +0.11% | -7.29% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.88% | -0.12% | -0.58% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -0.09% | -5.54% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.51% | -0.21% | — | |
| 19 | CGMU | Cap Group Municipal Income | ETF-Other | 1.39% | -0.34% | +28.77% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.31% | -0.03% | — | |
| 21 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.31% | -0.21% | -53.34% | |
| 22 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.29% | -0.19% | -9.32% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.01% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.24% | -0.14% | +82.37% | |
| 25 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.19% | — | -61.56% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.98% | — | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | -0.06% | -36.40% | |
| 28 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.92% | -0.07% | +0.48% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | -0.15% | -50.10% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.80% | -0.25% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.01% | — | |
| 32 | VHT | Vanguard Health Care ETF | ETF-Other | 0.67% | -0.05% | — | |
| 33 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.65% | -0.08% | -0.38% | |
| 34 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.59% | — | — | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.59% | — | -32.05% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.58% | -0.11% | -49.43% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.04% | +0.73% | |
| 38 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.56% | -0.24% | +7.89% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | — | +0.88% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | -0.02% | — | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.01% | -4.92% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.12% | -11.82% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.28% | +1.92% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.22% | -4.97% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.19% | — | |
| 46 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.36% | -0.03% | — | |
| 47 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.35% | +0.02% | -34.33% | |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.34% | — | — | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.25% | +0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FEGE | First Eagle Gl Equity ETF | +3.5% | NEW | New buy |
| 2 | LRGF | Ishares US Equity Factor ETF | +3.3% | +92.74% | Add |
| 3 | PYLD | Pimco Multisector Bond Actv | +1.8% | +161.72% | Add |
| 4 | CGMS | Cap Group US Multi-sect Bond | +1.8% | +73.81% | Add |
| 5 | BND | Vanguard Total Bond Market | +1.5% | +29.67% | Add |
| 6 | VIGI | Vanguard Int Div App Indx Fd | +1.3% | NEW | New buy |
| 7 | VUG | Vanguard Growth ETF | +1.2% | +33.76% | Add |
| 8 | JPIE | Jpmorgan Income ETF | +0.8% | +20.16% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | NEW | New buy |
| 10 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.6% | NEW | New buy |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.6% | +82.37% | Add |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.5% | NEW | New buy |
| 13 | SPLB | Ss Spdr P Long Term C ETF | +0.4% | NEW | New buy |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | +0.3% | NEW | New buy |
| 15 | CGMU | Cap Group Municipal Income | +0.3% | +28.77% | Add |
| 16 | RING | Ishares Msci Global Gold Min | +0.2% | -9.32% | Trim |
| 17 | GDX | Vaneck Gold Miners ETF | +0.2% | NEW | New buy |
| 18 | JBBB | Janus Henderson B-bbb Clo Et | +0.1% | +6.13% | Add |
| 19 | MSFT | Microsoft CORP | -0.1% | +0.88% | Add |
| 20 | VB | Vanguard Small-cap ETF | -0.1% | -4.92% | Trim |
| 21 | META | Meta Platforms Inc-class A | -0.1% | -11.82% | Trim |
| 22 | EMGF | Ishares Emerging Markets Equ | -0.1% | -7.29% | Trim |
| 23 | MUNI | Pimco Intermediate Municipal | -0.1% | -31.72% | Trim |
| 24 | NVDA | Nvidia CORP | -0.1% | +1.92% | Add |
| 25 | AMZN | Amazon.com Inc | -0.1% | -4.97% | Trim |
| 26 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 27 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.58% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | — | Unchanged |
| 29 | IVVM | Ishar Lc Md Qur Ld Etf-us In | -0.2% | -34.33% | Trim |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | -0.2% | — | Unchanged |
| 31 | ISCF | Ishares International Small | -0.2% | EXIT | Sold out |
| 32 | VTV | Vanguard Value ETF | -0.2% | EXIT | Sold out |
| 33 | SCMB | Schwab Municipal Bond ETF | -0.3% | EXIT | Sold out |
| 34 | SHOP | Shopify Inc - Class A | -0.3% | EXIT | Sold out |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -32.05% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | -0.3% | -5.54% | Trim |
| 37 | HTAB | Hartford Schroders Tax Aware | -0.4% | -13.52% | Trim |
| 38 | FENY | Fidelity Msci Energy Index | -0.4% | EXIT | Sold out |
| 39 | SCHP | Schwab U.s. Tips ETF | -0.5% | -49.43% | Trim |
| 40 | MUB | Ishares National Muni Bond E | -0.6% | -36.40% | Trim |
| 41 | SMLF | Ishares US Smallcap Equity F | -0.7% | -19.13% | Trim |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | -0.9% | -50.10% | Trim |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | -0.9% | -75.46% | Trim |
| 44 | SUB | Ishares Short-term National | -1% | EXIT | Sold out |
| 45 | CGGO | Cap Group Global Growth | -1.1% | -7.45% | Trim |
| 46 | DGRO | Ishares Core Dividend Growth | -1.3% | -11.59% | Trim |
| 47 | VCLT | Vanguard Long-term CORP Bond | -1.5% | -53.34% | Trim |
| 48 | IGRO | Ishares Intl Div Growth ETF | -1.7% | -61.56% | Trim |
| 49 | CGDG | Cap Group Dividend Growers | -2.3% | -51.81% | Trim |
| 50 | GLOF | Ishares Global Equity Factor | -2.9% | -59.27% | Trim |
According to official SEC Form 13F filings, LifeGoal Investments, LLC reported a total U.S. public equity portfolio value of $218.5M across 63 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, CGGO, LRGF) accounted for 16.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
FEGE
市值: $3.3M
Top Position Liquidated / Trimmed
SUB
前期市值: $927.7K
During Q1 2025, LifeGoal Investments, LLC's top holdings by market value included DGRO (10.0%)、CGGO (9.5%)、LRGF (7.2%). The largest single position, DGRO, represented 10.0% of total portfolio value.
In Q1 2025, LifeGoal Investments, LLC made 47 total portfolio adjustments, initiating 8 new buys, adding to 11 positions, trimming 22 holdings, and fully liquidating 6 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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