LifeGoal Investments, LLC Q3 2025 Filing

Filed November 24, 2025

Portfolio Value

$120.4M

Holdings

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (70 positions)

#	Stock	Shares	Value	% Portfolio
1	LRGFISHARES TR	172,924	$12.0M	9.93%
2	CGGOCAPITAL GROUP GBL GROWTH EQT	337,302	$11.5M	9.57%
3	DGROISHARES TR	165,013	$11.2M	9.33%
4	VUGVANGUARD INDEX FDS	19,189	$9.2M	7.65%
5	BNDVANGUARD BD INDEX FDS	109,839	$8.2M	6.78%
6	FEGERBB FUND TRUST	169,721	$7.5M	6.24%
7	JPIEJ P MORGAN EXCHANGE TRADED F	106,427	$4.9M	4.10%
8	PYLDPIMCO ETF TR	152,496	$4.1M	3.40%
9	EMGFISHARES INC	47,274	$2.7M	2.22%
10	SGOVISHARES TR	27,031	$2.6M	2.18%
11	VTIVANGUARD INDEX FDS	7,755	$2.5M	2.11%
12	RINGISHARES INC	38,017	$2.5M	2.04%
13	VWOBVANGUARD WHITEHALL FDS	33,481	$2.2M	1.86%
14	FBTCFIDELITY WISE ORIGIN BITCOIN	19,381	$1.9M	1.61%
15	GPZVANECK ETF TRUST	64,791	$1.9M	1.56%
16	VIGIVANGUARD WHITEHALL FDS	20,309	$1.8M	1.51%
17	VCLTVANGUARD SCOTTSDALE FDS	19,041	$1.5M	1.23%
18	GLOFISHARES TR	27,811	$1.4M	1.19%
19	CGDGCAPITAL GROUP DIVIDEND GROWE	41,082	$1.4M	1.18%
20	HTABHARTFORD FDS EXCHANGE TRADED	71,608	$1.4M	1.14%
21	IGROISHARES TR	16,448	$1.3M	1.09%
22	SHYGISHARES TR	27,669	$1.2M	1.00%
23	GOOGALPHABET INC	4,734	$1.2M	0.96%
24	AGGISHARES TR	11,150	$1.1M	0.93%
25	CGMUCAPITAL GRP FIXED INCM ETF T	37,289	$1.0M	0.85%
26	SCHPSCHWAB STRATEGIC TR	37,438	$1.0M	0.84%
27	CGMSCAPITAL GRP FIXED INCM ETF T	35,510	$985K	0.82%
28	NVDANVIDIA CORPORATION	5,057	$944K	0.78%
29	NYFISHARES TR	17,658	$942K	0.78%
30	AAPLAPPLE INC	3,644	$928K	0.77%
31	MSFTMICROSOFT CORP	1,749	$906K	0.75%
32	VOOVANGUARD INDEX FDS	1,419	$869K	0.72%
33	AMZNAMAZON COM INC	3,517	$772K	0.64%
34	IVVMBLACKROCK ETF TRUST II	20,847	$713K	0.59%
35	VUSBVANGUARD BD INDEX FDS	12,871	$643K	0.53%
36	VIGVANGUARD SPECIALIZED FUNDS	2,929	$632K	0.53%
37	ACWVISHARES INC	5,255	$628K	0.52%
38	VHTVANGUARD WORLD FD	2,414	$627K	0.52%
39	SMLFISHARES TR	8,418	$626K	0.52%
40	MUBISHARES TR	5,483	$584K	0.49%
41	METAMETA PLATFORMS INC	784	$576K	0.48%
42	IUSBISHARES TR	11,184	$522K	0.43%
43	IBITISHARES BITCOIN TRUST ETF	7,980	$519K	0.43%
44	JBBBJANUS DETROIT STR TR	10,069	$485K	0.40%
45	VTEBVANGUARD MUN BD FDS	8,815	$441K	0.37%
46	MINTPIMCO ETF TR	4,091	$412K	0.34%
47	GOOGLALPHABET INC	1,688	$410K	0.34%
48	SPYSPDR S&P 500 ETF TR	603	$402K	0.33%
49	SPYGSPDR SERIES TRUST	3,775	$395K	0.33%
50	BOXXEA SERIES TRUST	3,465	$395K	0.33%
51	NDQINVESCO QQQ TR	657	$394K	0.33%
52	QUALISHARES TR	2,005	$390K	0.32%
53	AVGOBROADCOM INC	1,125	$371K	0.31%
54	JPMJPMORGAN CHASE & CO.	1,165	$367K	0.31%
55	GDXVANECK ETF TRUST	4,601	$351K	0.29%
56	XOMEXXON MOBIL CORP	2,997	$338K	0.28%
57	VEAVANGUARD TAX-MANAGED FDS	5,471	$328K	0.27%
58	VOOGVANGUARD ADMIRAL FDS INC	687	$299K	0.25%
59	SPTSSPDR SERIES TRUST	9,962	$292K	0.24%
60	NSCNORFOLK SOUTHN CORP	958	$288K	0.24%
61	SPLBSPDR SERIES TRUST	11,748	$272K	0.23%
62	SRLNSSGA ACTIVE ETF TR	6,107	$254K	0.21%
63	BRK/BBERKSHIRE HATHAWAY INC DEL	503	$253K	0.21%
64	WMTWALMART INC	2,275	$234K	0.19%
65	VGTVANGUARD WORLD FD	309	$231K	0.19%
66	VBVANGUARD INDEX FDS	893	$227K	0.19%
67	VVISA INC	628	$214K	0.18%
68	JEPIJ P MORGAN EXCHANGE TRADED F	3,601	$206K	0.17%
69	LLYELI LILLY & CO	264	$201K	0.17%
70	GQ9SPDR GOLD TR	564	$200K	0.17%