LifeGoal Investments, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$92.6B
Holdings
63
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGROISHARES TR | 149,309 | $9.2B | 9.97% | |
| 2 | CGGOCAPITAL GROUP GBL GROWTH EQT | 309,959 | $8.8B | 9.48% | |
| 3 | LRGFISHARES TR | 115,814 | $6.7B | 7.24% | |
| 4 | VUGVANGUARD INDEX FDS | 17,216 | $6.4B | 6.89% | |
| 5 | BNDVANGUARD BD INDEX FDS | 76,443 | $5.6B | 6.08% | |
| 6 | JPIEJ P MORGAN EXCHANGE TRADED F | 97,605 | $4.5B | 4.86% | |
| 7 | CGMSCAPITAL GRP FIXED INCM ETF T | 142,129 | $3.9B | 4.19% | |
| 8 | FEGERBB FUND TRUST | 86,654 | $3.3B | 3.52% | |
| 9 | JBBBJANUS DETROIT STR TR | 59,036 | $2.8B | 3.07% | |
| 10 | PYLDPIMCO ETF TR | 100,939 | $2.7B | 2.87% | |
| 11 | CGDGCAPITAL GROUP DIVIDEND GROWE | 68,499 | $2.1B | 2.31% | |
| 12 | SMLFISHARES TR | 31,448 | $2.0B | 2.11% | |
| 13 | HTABHARTFORD FDS EXCHANGE TRADED | 98,513 | $1.9B | 2.04% | |
| 14 | GLOFISHARES TR | 42,164 | $1.8B | 1.95% | |
| 15 | EMGFISHARES INC | 38,507 | $1.8B | 1.95% | |
| 16 | VTIVANGUARD INDEX FDS | 6,348 | $1.7B | 1.88% | |
| 17 | VOOVANGUARD INDEX FDS | 2,949 | $1.4B | 1.53% | |
| 18 | FBTCFIDELITY WISE ORIGIN BITCOIN | 19,375 | $1.4B | 1.51% | |
| 19 | CGMUCAPITAL GRP FIXED INCM ETF T | 48,003 | $1.3B | 1.39% | |
| 20 | VIGIVANGUARD WHITEHALL FDS | 14,644 | $1.2B | 1.31% | |
| 21 | VCLTVANGUARD SCOTTSDALE FDS | 15,991 | $1.2B | 1.31% | |
| 22 | RINGISHARES INC | 31,121 | $1.2B | 1.29% | |
| 23 | SPYSPDR S&P 500 ETF TR | 2,121 | $1.2B | 1.28% | |
| 24 | AGGISHARES TR | 11,575 | $1.1B | 1.24% | |
| 25 | IGROISHARES TR | 15,257 | $1.1B | 1.19% | |
| 26 | AAPLAPPLE INC | 4,080 | $906.3M | 0.98% | |
| 27 | MUBISHARES TR | 8,404 | $886.1M | 0.96% | |
| 28 | NYFISHARES TR | 16,158 | $850.7M | 0.92% | |
| 29 | VTEBVANGUARD MUN BD FDS | 15,327 | $760.5M | 0.82% | |
| 30 | SGOVISHARES TR | 7,318 | $736.7M | 0.80% | |
| 31 | GOOGALPHABET INC | 4,706 | $735.2M | 0.79% | |
| 32 | VHTVANGUARD WORLD FD | 2,346 | $621.1M | 0.67% | |
| 33 | ACWVISHARES INC | 5,194 | $604.4M | 0.65% | |
| 34 | CLOABLACKROCK ETF TRUST II | 10,537 | $545.6M | 0.59% | |
| 35 | BILSPDR SER TR | 5,927 | $543.7M | 0.59% | |
| 36 | SCHPSCHWAB STRATEGIC TR | 19,832 | $533.3M | 0.58% | |
| 37 | VIGVANGUARD SPECIALIZED FUNDS | 2,741 | $531.8M | 0.57% | |
| 38 | BOXXEA SERIES TRUST | 4,676 | $521.3M | 0.56% | |
| 39 | MSFTMICROSOFT CORP | 1,369 | $513.9M | 0.56% | |
| 40 | QUALISHARES TR | 2,612 | $471.4M | 0.51% | |
| 41 | VBVANGUARD INDEX FDS | 2,086 | $462.5M | 0.50% | |
| 42 | METAMETA PLATFORMS INC | 776 | $447.2M | 0.48% | |
| 43 | NVDANVIDIA CORPORATION | 3,817 | $413.7M | 0.45% | |
| 44 | AMZNAMAZON COM INC | 2,103 | $400.1M | 0.43% | |
| 45 | XOMEXXON MOBIL CORP | 3,314 | $394.1M | 0.43% | |
| 46 | SPLBSPDR SER TR | 14,588 | $329.3M | 0.36% | |
| 47 | IVVMBLACKROCK ETF TRUST II | 10,635 | $325.1M | 0.35% | |
| 48 | SRLNSSGA ACTIVE ETF TR | 7,604 | $312.8M | 0.34% | |
| 49 | SPYGSPDR SER TR | 3,794 | $304.9M | 0.33% | |
| 50 | WMTWALMART INC | 2,956 | $259.5M | 0.28% | |
| 51 | NDQINVESCO QQQ TR | 549 | $257.4M | 0.28% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 482 | $256.7M | 0.28% | |
| 53 | GOOGLALPHABET INC | 1,657 | $256.2M | 0.28% | |
| 54 | NSCNORFOLK SOUTHN CORP | 1,048 | $248.2M | 0.27% | |
| 55 | VOOGVANGUARD ADMIRAL FDS INC | 721 | $241.2M | 0.26% | |
| 56 | LLYELI LILLY & CO | 281 | $232.1M | 0.25% | |
| 57 | GDXVANECK ETF TRUST | 4,844 | $222.7M | 0.24% | |
| 58 | RSPINVESCO EXCHANGE TRADED FD T | 1,246 | $215.8M | 0.23% | |
| 59 | VCSHVANGUARD SCOTTSDALE FDS | 2,660 | $210.0M | 0.23% | |
| 60 | MUNIPIMCO ETF TR | 4,059 | $209.2M | 0.23% | |
| 61 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 16,140 | $203.2M | 0.22% | |
| 62 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 14,522 | $162.6M | 0.18% | |
| 63 | AFBALLIANCEBERNSTEIN NATL MUN I | 10,698 | $116.2M | 0.13% |