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CIK: 0002054684
Total reported value
$218.5M
$218.5M
75 檔
29.3%
During the Q4 2025 filing period, LifeGoal Investments, LLC (CIK: 0002054684) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $218.5M across 75 reported positions.
In Q4 2025, LifeGoal Investments, LLC displayed an active expansion posture, initiating 9 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including LRGF, CGGO, DGRO) accounted for 29.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
MUNI
市值: $1.7M
Top Position Liquidated / Trimmed
VUSB
前期市值: $643.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 9.90% | +0.72% | +23.80% | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 9.63% | +1.19% | +23.65% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.96% | -0.37% | +17.34% | |
| 4 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 7.17% | -0.11% | +37.49% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 7.05% | -0.63% | +12.99% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.44% | -1.71% | +18.87% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.20% | -0.83% | +27.51% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.07% | -0.72% | +49.29% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.50% | -0.50% | +282.63% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.34% | — | +255.08% | |
| 11 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.20% | +0.11% | +20.85% | |
| 12 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.01% | -0.19% | +7.96% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | -0.12% | -0.94% | |
| 14 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.67% | -0.24% | +521.96% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.50% | -0.03% | +20.93% | |
| 16 | GPZ | Vaneck Alt Asset Manager ETF | ETF-Other | 1.35% | — | +15.47% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | -0.09% | +108.10% | |
| 18 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.17% | — | +23.67% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.15% | -0.14% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.22% | +111.34% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.01% | +15.38% | |
| 22 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.04% | -0.21% | +8.54% | |
| 23 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.03% | -0.20% | +5.98% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.99% | -0.21% | +1.65% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.14% | +26.33% | |
| 26 | GLOF | Ishares Global Equity Factor | ETF-Other | 0.89% | -0.12% | -8.65% | |
| 27 | CGMU | Cap Group Municipal Income | ETF-Other | 0.82% | -0.34% | +21.22% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.28% | +19.85% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.73% | -0.15% | +147.32% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | — | +24.93% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.64% | -0.25% | -64.39% | |
| 32 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.59% | +0.02% | +21.67% | |
| 33 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.58% | -0.09% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.12% | +58.04% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.04% | +32.35% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-Other | 0.46% | -0.05% | — | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.06% | +17.80% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.45% | -0.11% | -32.42% | |
| 39 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.45% | -0.06% | -70.22% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.25% | +157.41% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.10% | +63.02% | |
| 42 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.42% | -0.04% | +0.02% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | -0.02% | +19.22% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.04% | -4.27% | |
| 45 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.41% | -0.08% | -1.81% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.19% | +47.68% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.01% | +26.87% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.11% | +132.98% | |
| 49 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 0.33% | -0.06% | -0.06% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.03% | +32.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGMS | Cap Group US Multi-sect Bond | +1.7% | +282.63% | Add |
| 2 | AAPL | Apple Inc | +1.6% | +255.08% | Add |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | +1.3% | +521.96% | Add |
| 4 | FEGE | First Eagle Gl Equity ETF | +0.9% | +37.49% | Add |
| 5 | PYLD | Pimco Multisector Bond Actv | +0.7% | +49.29% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.5% | +108.10% | Add |
| 7 | AMZN | Amazon.com Inc | +0.5% | +111.34% | Add |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +147.32% | Add |
| 9 | WMT | Walmart Inc | +0.2% | +157.41% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +15.38% | Add |
| 11 | GLD | Spdr Gold Shares | +0.2% | +132.98% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +32.35% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +63.02% | Add |
| 14 | JPIE | Jpmorgan Income ETF | +0.1% | +27.51% | Add |
| 15 | IGRO | Ishares Intl Div Growth ETF | +0.1% | +23.67% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +58.04% | Add |
| 17 | CGGO | Cap Group Global Growth | +0.1% | +23.65% | Add |
| 18 | AGG | Ishares Core U.s. Aggregate | — | +26.33% | Add |
| 19 | VIGI | Vanguard Int Div App Indx Fd | 0% | +20.93% | Add |
| 20 | EMGF | Ishares Emerging Markets Equ | 0% | +20.85% | Add |
| 21 | LRGF | Ishares US Equity Factor ETF | 0% | +23.80% | Add |
| 22 | RING | Ishares Msci Global Gold Min | 0% | +7.96% | Add |
| 23 | CGMU | Cap Group Municipal Income | 0% | +21.22% | Add |
| 24 | BND | Vanguard Total Bond Market | -0.3% | +18.87% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | -0.4% | +17.34% | Add |
| 26 | SCHP | Schwab U.s. Tips ETF | -0.4% | -32.42% | Trim |
| 27 | VUG | Vanguard Growth ETF | -0.6% | +12.99% | Add |
| 28 | FBTC | Fidelity Wise Origin Bitcoin | -0.6% | +1.65% | Add |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.7% | -53.92% | Trim |
| 30 | NYF | Ishares New York Muni Bond E | -0.7% | -1.58% | Trim |
| 31 | HTAB | Hartford Schroders Tax Aware | -0.8% | -0.06% | Trim |
| 32 | VWOB | Vanguard Emerg Mkts Gov Bnd | -1.4% | -70.22% | Trim |
| 33 | SGOV | Ishares 0-3 Month Treasury B | -1.5% | -64.39% | Trim |
| 34 | MUNI | Pimco Intermediate Municipal | — | NEW | New buy |
| 35 | MUNY | Vanguard Ny Tax-ex Bond | — | — | Unchanged |
| 36 | VUSB | Vanguard Ultra Short Bond Et | — | EXIT | Sold out |
| 37 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 38 | MINT | Pimco Enhanced Short Maturit | — | EXIT | Sold out |
| 39 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 40 | CAT | Caterpillar Inc | — | NEW | New buy |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | — | EXIT | Sold out |
| 42 | NSC | Norfolk Southern CORP | — | EXIT | Sold out |
| 43 | COF | Capital One Financial CORP | — | NEW | New buy |
| 44 | CVX | Chevron CORP | — | NEW | New buy |
| 45 | COP | Conocophillips | — | NEW | New buy |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | — | EXIT | Sold out |
| 47 | VPLS | Vanguard Core-plus Bond ETF | — | NEW | New buy |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 49 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 50 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
According to official SEC Form 13F filings, LifeGoal Investments, LLC reported a total U.S. public equity portfolio value of $218.5M across 75 disclosed positions in Q4 2025.
During Q4 2025, LifeGoal Investments, LLC's top holdings by market value included LRGF (9.9%)、CGGO (9.6%)、DGRO (9.0%). The largest single position, LRGF, represented 9.9% of total portfolio value.
In Q4 2025, LifeGoal Investments, LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 6 holdings, and fully liquidating 7 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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