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CIK: 0002054684
Total reported value
$218.5M
$218.5M
65 檔
20.4%
In Q2 2025, LifeGoal Investments, LLC's U.S. equity holdings reached a combined market value of $218.5M, distributed across 65 disclosed stock positions.
In Q2 2025, LifeGoal Investments, LLC displayed an active expansion posture, initiating 11 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.71% | -0.37% | +7.07% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 9.47% | +0.72% | +34.14% | |
| 3 | CGGO | Cap Group Global Growth | ETF-Other | 8.97% | +1.19% | -4.80% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.57% | -0.63% | +5.52% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.74% | -1.71% | +25.94% | |
| 6 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 5.60% | -0.11% | +68.51% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.37% | -0.83% | +1.63% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.56% | -0.11% | +608.09% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.39% | -0.72% | +33.35% | |
| 10 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.23% | +0.11% | +17.28% | |
| 11 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.06% | -0.04% | +1.53% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.73% | -0.21% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | -0.12% | -5.70% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.62% | -0.25% | +131.72% | |
| 15 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.57% | -0.20% | -28.11% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.54% | -0.03% | +22.69% | |
| 17 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 1.50% | -0.06% | -14.20% | |
| 18 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.42% | -0.19% | +9.70% | |
| 19 | GLOF | Ishares Global Equity Factor | ETF-Other | 1.39% | -0.12% | -28.07% | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.38% | -0.21% | +19.30% | |
| 21 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.36% | — | +19.34% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.21% | -0.14% | +10.53% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 0.97% | -0.34% | -20.24% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.22% | +116.64% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.95% | -0.50% | -74.56% | |
| 26 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.87% | -0.07% | +8.37% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.09% | -45.91% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.01% | +1.85% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | — | +24.32% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.28% | +35.66% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.06% | -7.52% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.75% | — | -5.69% | |
| 33 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.74% | -0.05% | -72.60% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.67% | — | — | |
| 35 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.59% | -0.08% | +1.17% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.12% | +5.80% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | -0.02% | +22.13% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.55% | -0.05% | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.04% | -1.20% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.47% | -0.02% | — | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.44% | — | — | |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.40% | -0.24% | -20.57% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | -0.50% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.01% | -72.56% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.15% | -53.65% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.19% | -11.62% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.03% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.10% | — | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | — | -45.15% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.04% | -4.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | +3% | +608.09% | Add |
| 2 | LRGF | Ishares US Equity Factor ETF | +2.2% | +34.14% | Add |
| 3 | FEGE | First Eagle Gl Equity ETF | +2.1% | +68.51% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | +131.72% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.7% | +5.52% | Add |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | +0.7% | NEW | New buy |
| 7 | BND | Vanguard Total Bond Market | +0.7% | +25.94% | Add |
| 8 | PYLD | Pimco Multisector Bond Actv | +0.5% | +33.35% | Add |
| 9 | AMZN | Amazon.com Inc | +0.5% | +116.64% | Add |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.5% | NEW | New buy |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.4% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.3% | +35.66% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | NEW | New buy |
| 14 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 15 | EMGF | Ishares Emerging Markets Equ | +0.3% | +17.28% | Add |
| 16 | V | Visa Inc-class A Shares | +0.3% | NEW | New buy |
| 17 | MSFT | Microsoft CORP | +0.2% | +24.32% | Add |
| 18 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 19 | VTIP | Vanguard Short-term Tips | +0.2% | NEW | New buy |
| 20 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +22.69% | Add |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | — | Unchanged |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 23 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 25 | IGRO | Ishares Intl Div Growth ETF | +0.2% | +19.34% | Add |
| 26 | RING | Ishares Msci Global Gold Min | +0.1% | +9.70% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +5.80% | Add |
| 28 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +19.30% | Add |
| 29 | SMLF | Ishares US Smallcap Equity F | -0.1% | +1.53% | Add |
| 30 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | -0.2% | EXIT | Sold out |
| 31 | XNCMX | Nuveen Ca Amt-fr Muni Inc | -0.2% | EXIT | Sold out |
| 32 | RSP | Invesco S&p 500 Equal Weight | -0.2% | EXIT | Sold out |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | EXIT | Sold out |
| 34 | MUNI | Pimco Intermediate Municipal | -0.2% | EXIT | Sold out |
| 35 | DGRO | Ishares Core Dividend Growth | -0.3% | +7.07% | Add |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | EXIT | Sold out |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | EXIT | Sold out |
| 38 | VB | Vanguard Small-cap ETF | -0.3% | -57.19% | Trim |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -45.15% | Trim |
| 40 | CGMU | Cap Group Municipal Income | -0.4% | -20.24% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | -53.65% | Trim |
| 42 | CGGO | Cap Group Global Growth | -0.5% | -4.80% | Trim |
| 43 | HTAB | Hartford Schroders Tax Aware | -0.5% | -14.20% | Trim |
| 44 | GLOF | Ishares Global Equity Factor | -0.6% | -28.07% | Trim |
| 45 | CLOA | Ishares Aaa Clo Act Etf-usdi | -0.6% | EXIT | Sold out |
| 46 | VOO | Vanguard S&p 500 ETF | -0.7% | -45.91% | Trim |
| 47 | CGDG | Cap Group Dividend Growers | -0.7% | -28.11% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | -72.56% | Trim |
| 49 | JBBB | Janus Henderson B-bbb Clo Et | -2.3% | -72.60% | Trim |
| 50 | CGMS | Cap Group US Multi-sect Bond | -3.2% | -74.56% | Trim |
According to official SEC Form 13F filings, LifeGoal Investments, LLC reported a total U.S. public equity portfolio value of $218.5M across 65 disclosed positions in Q2 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, LRGF, CGGO) accounted for 20.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
JAAA
市值: $702.0K
Top Position Liquidated / Trimmed
CLOA
前期市值: $545.6K
During Q2 2025, LifeGoal Investments, LLC's top holdings by market value included DGRO (9.7%)、LRGF (9.5%)、CGGO (9.0%). The largest single position, DGRO, represented 9.7% of total portfolio value.
In Q2 2025, LifeGoal Investments, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 8 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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