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CIK: 0002054684
Total reported value
$218.5M
$218.5M
70 檔
23.8%
According to the latest 13F quarterly dataset, LifeGoal Investments, LLC managed an equity portfolio of $218.5M at the end of Q3 2025, spanning 70 distinct U.S. exchange-listed positions.
In Q3 2025, LifeGoal Investments, LLC displayed an active expansion posture, initiating 13 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 9.93% | +0.72% | +11.31% | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 9.57% | +1.19% | +14.30% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.33% | -0.37% | +3.22% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.65% | -0.63% | +5.63% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.78% | -1.71% | +14.10% | |
| 6 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 6.24% | -0.11% | +16.23% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.10% | -0.83% | +7.29% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.40% | -0.72% | +13.29% | |
| 9 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.22% | +0.11% | +4.68% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.18% | -0.25% | +59.41% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | -0.12% | +29.55% | |
| 12 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.04% | -0.19% | +11.36% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.86% | -0.06% | — | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.61% | -0.21% | +0.03% | |
| 15 | GPZ | Vaneck Alt Asset Manager ETF | ETF-Other | 1.56% | — | — | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.51% | -0.03% | +13.04% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.23% | -0.21% | -0.19% | |
| 18 | GLOF | Ishares Global Equity Factor | ETF-Other | 1.19% | -0.12% | -8.30% | |
| 19 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.18% | -0.20% | -16.57% | |
| 20 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 1.14% | -0.06% | -15.28% | |
| 21 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.09% | — | -9.66% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.00% | — | +158.20% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.01% | -1.23% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.14% | -12.85% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 0.85% | -0.34% | -2.61% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.84% | -0.11% | -73.34% | |
| 27 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.82% | -0.50% | -1.80% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.28% | -2.34% | |
| 29 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.78% | -0.07% | +0.85% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.77% | — | -5.30% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | — | +2.76% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.09% | -11.03% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.22% | -22.81% | |
| 34 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.59% | +0.02% | +172.30% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.53% | — | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.04% | +8.16% | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.52% | -0.08% | — | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.52% | -0.05% | +2.90% | |
| 39 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.52% | -0.04% | -73.64% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.06% | -29.45% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.12% | -4.51% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.43% | -0.02% | +4.79% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | — | — | |
| 44 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.40% | -0.05% | -37.76% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | -0.15% | +24.09% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.34% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.04% | +6.97% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | -0.01% | +3.61% | |
| 49 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.33% | -0.24% | -6.70% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | — |
According to official SEC Form 13F filings, LifeGoal Investments, LLC reported a total U.S. public equity portfolio value of $218.5M across 70 disclosed positions in Q3 2025.
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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 LRGF, CGGO, DGRO) accounted for 23.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
VWOB
市值: $2.2M
Top Position Liquidated / Trimmed
CLOA
前期市值: $545.6K
During Q3 2025, LifeGoal Investments, LLC's top holdings by market value included LRGF (9.9%)、CGGO (9.6%)、DGRO (9.3%). The largest single position, LRGF, represented 9.9% of total portfolio value.
In Q3 2025, LifeGoal Investments, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 4 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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