LifeGoal Investments, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$105.2M

Holdings

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (65 positions)

#	Stock	Shares	Value	% Portfolio
1	DGROISHARES TR	159,858	$10.2M	9.71%
2	LRGFISHARES TR	155,356	$10.0M	9.47%
3	CGGOCAPITAL GROUP GBL GROWTH EQT	295,093	$9.4M	8.97%
4	VUGVANGUARD INDEX FDS	18,167	$8.0M	7.57%
5	BNDVANGUARD BD INDEX FDS	96,269	$7.1M	6.74%
6	FEGERBB FUND TRUST	146,020	$5.9M	5.60%
7	JPIEJ P MORGAN EXCHANGE TRADED F	99,192	$4.6M	4.37%
8	SCHPSCHWAB STRATEGIC TR	140,429	$3.7M	3.56%
9	PYLDPIMCO ETF TR	134,601	$3.6M	3.39%
10	EMGFISHARES INC	45,160	$2.4M	2.23%
11	SMLFISHARES TR	31,930	$2.2M	2.06%
12	FBTCFIDELITY WISE ORIGIN BITCOIN	19,375	$1.8M	1.73%
13	VTIVANGUARD INDEX FDS	5,986	$1.8M	1.73%
14	SGOVISHARES TR	16,957	$1.7M	1.62%
15	CGDGCAPITAL GROUP DIVIDEND GROWE	49,243	$1.7M	1.57%
16	VIGIVANGUARD WHITEHALL FDS	17,967	$1.6M	1.54%
17	HTABHARTFORD FDS EXCHANGE TRADED	84,525	$1.6M	1.50%
18	RINGISHARES INC	34,140	$1.5M	1.42%
19	GLOFISHARES TR	30,327	$1.5M	1.39%
20	VCLTVANGUARD SCOTTSDALE FDS	19,078	$1.4M	1.38%
21	IGROISHARES TR	18,207	$1.4M	1.36%
22	AGGISHARES TR	12,794	$1.3M	1.21%
23	CGMUCAPITAL GRP FIXED INCM ETF T	38,288	$1.0M	0.97%
24	AMZNAMAZON COM INC	4,556	$1000K	0.95%
25	CGMSCAPITAL GRP FIXED INCM ETF T	36,160	$999K	0.95%
26	NYFISHARES TR	17,510	$913K	0.87%
27	VOOVANGUARD INDEX FDS	1,595	$906K	0.86%
28	GOOGALPHABET INC	4,793	$850K	0.81%
29	MSFTMICROSOFT CORP	1,702	$847K	0.80%
30	NVDANVIDIA CORPORATION	5,178	$818K	0.78%
31	MUBISHARES TR	7,772	$812K	0.77%
32	AAPLAPPLE INC	3,848	$789K	0.75%
33	JBBBJANUS DETROIT STR TR	16,178	$780K	0.74%
34	JAAAJANUS DETROIT STR TR	13,832	$702K	0.67%
35	ACWVISHARES INC	5,255	$623K	0.59%
36	METAMETA PLATFORMS INC	821	$606K	0.58%
37	QUALISHARES TR	3,190	$583K	0.55%
38	VHTVANGUARD WORLD FD	2,346	$583K	0.55%
39	VIGVANGUARD SPECIALIZED FUNDS	2,708	$554K	0.53%
40	IUSBISHARES TR	10,673	$493K	0.47%
41	SHYGISHARES TR	10,716	$462K	0.44%
42	BOXXEA SERIES TRUST	3,714	$418K	0.40%
43	SPYGSPDR SERIES TRUST	3,775	$360K	0.34%
44	SPYSPDR S&P 500 ETF TR	582	$360K	0.34%
45	VTEBVANGUARD MUN BD FDS	7,104	$348K	0.33%
46	XOMEXXON MOBIL CORP	2,929	$316K	0.30%
47	JPMJPMORGAN CHASE & CO.	1,088	$315K	0.30%
48	AVGOBROADCOM INC	1,137	$313K	0.30%
49	BILSPDR SERIES TRUST	3,251	$298K	0.28%
50	GOOGLALPHABET INC	1,578	$278K	0.26%
51	VOOGVANGUARD ADMIRAL FDS INC	687	$272K	0.26%
52	NSCNORFOLK SOUTHN CORP	1,047	$268K	0.25%
53	SPLBSPDR SERIES TRUST	11,669	$263K	0.25%
54	SRLNSSGA ACTIVE ETF TR	6,328	$263K	0.25%
55	VVISA INC	727	$258K	0.25%
56	NFLXNETFLIX INC	187	$250K	0.24%
57	VTIPVANGUARD MALVERN FDS	4,976	$250K	0.24%
58	IVVMBLACKROCK ETF TRUST II	7,656	$248K	0.24%
59	GDXVANECK ETF TRUST	4,601	$240K	0.23%
60	WMTWALMART INC	2,217	$217K	0.21%
61	JEPIJ P MORGAN EXCHANGE TRADED F	3,795	$215K	0.20%
62	VBVANGUARD INDEX FDS	893	$212K	0.20%
63	VGTVANGUARD WORLD FD	309	$205K	0.19%
64	LLYELI LILLY & CO	261	$203K	0.19%
65	VEAVANGUARD TAX-MANAGED FDS	3,562	$203K	0.19%