LifeGoal Investments, LLC Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$92.2M

Holdings

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (61 positions)

#	Stock	Shares	Value	% Portfolio
1	DGROISHARES TR	168,886	$10.4M	11.24%
2	CGGOCAPITAL GROUP GBL GROWTH EQT	334,906	$9.8M	10.62%
3	VUGVANGUARD INDEX FDS	12,871	$5.3M	5.73%
4	GLOFISHARES TR	103,512	$4.5M	4.87%
5	BNDVANGUARD BD INDEX FDS	58,953	$4.2M	4.60%
6	CGDGCAPITAL GROUP DIVIDEND GROWE	142,144	$4.2M	4.57%
7	JPIEJ P MORGAN EXCHANGE TRADED F	81,232	$3.7M	4.02%
8	LRGFISHARES TR	60,087	$3.6M	3.93%
9	JBBBJANUS DETROIT STR TR	55,628	$2.7M	2.97%
10	IGROISHARES TR	39,695	$2.7M	2.93%
11	SMLFISHARES TR	38,886	$2.6M	2.85%
12	VCLTVANGUARD SCOTTSDALE FDS	34,275	$2.6M	2.78%
13	CGMSCAPITAL GRP FIXED INCM ETF T	81,772	$2.2M	2.42%
14	HTABHARTFORD FDS EXCHANGE TRADED	113,916	$2.2M	2.39%
15	EMGFISHARES INC	41,537	$1.9M	2.04%
16	VTIVANGUARD INDEX FDS	6,385	$1.9M	2.01%
17	VOOVANGUARD INDEX FDS	3,122	$1.7M	1.82%
18	FBTCFIDELITY WISE ORIGIN BITCOIN	19,375	$1.6M	1.71%
19	VTEBVANGUARD MUN BD FDS	30,714	$1.5M	1.67%
20	MUBISHARES TR	13,214	$1.4M	1.53%
21	SPYSPDR S&P 500 ETF TR	2,121	$1.2M	1.35%
22	VOOGVANGUARD ADMIRAL FDS INC	2,938	$1.1M	1.17%
23	AAPLAPPLE INC	4,080	$1.0M	1.11%
24	SCHPSCHWAB STRATEGIC TR	39,219	$1.0M	1.10%
25	CGMUCAPITAL GRP FIXED INCM ETF T	37,278	$1.0M	1.09%
26	PYLDPIMCO ETF TR	38,567	$1000K	1.08%
27	RINGISHARES INC	34,320	$965K	1.05%
28	SUBISHARES TR	8,795	$928K	1.01%
29	GOOGALPHABET INC	4,706	$896K	0.97%
30	NYFISHARES TR	16,081	$856K	0.93%
31	BILSPDR SER TR	8,722	$797K	0.87%
32	AGGISHARES TR	6,347	$615K	0.67%
33	VHTVANGUARD WORLD FD	2,346	$595K	0.65%
34	MSFTMICROSOFT CORP	1,357	$572K	0.62%
35	ACWVISHARES INC	5,214	$569K	0.62%
36	VIGVANGUARD SPECIALIZED FUNDS	2,721	$533K	0.58%
37	VBVANGUARD INDEX FDS	2,194	$527K	0.57%
38	METAMETA PLATFORMS INC	880	$515K	0.56%
39	NVDANVIDIA CORPORATION	3,745	$503K	0.55%
40	IVVMBLACKROCK ETF TRUST II	16,194	$497K	0.54%
41	AMZNAMAZON COM INC	2,213	$486K	0.53%
42	BOXXEA SERIES TRUST	4,334	$478K	0.52%
43	FENYFIDELITY COVINGTON TRUST	15,185	$362K	0.39%
44	XOMEXXON MOBIL CORP	3,314	$356K	0.39%
45	SPYGSPDR SER TR	3,794	$333K	0.36%
46	GOOGLALPHABET INC	1,657	$314K	0.34%
47	MUNIPIMCO ETF TR	5,945	$308K	0.33%
48	BRK/BBERKSHIRE HATHAWAY INC DEL	623	$282K	0.31%
49	NDQINVESCO QQQ TR	549	$281K	0.30%
50	WMTWALMART INC	2,955	$267K	0.29%
51	SHOPSHOPIFY INC	2,340	$249K	0.27%
52	NSCNORFOLK SOUTHN CORP	1,048	$246K	0.27%
53	SCMBSCHWAB STRATEGIC TR	8,920	$229K	0.25%
54	ISCFISHARES TR	6,958	$225K	0.24%
55	RSPINVESCO EXCHANGE TRADED FD T	1,246	$218K	0.24%
56	VTVVANGUARD INDEX FDS	1,286	$218K	0.24%
57	LLYELI LILLY & CO	281	$217K	0.24%
58	XNCMXNUVEEN CALIFORNIA AMT QLT MU	16,140	$204K	0.22%
59	VCSHVANGUARD SCOTTSDALE FDS	2,579	$201K	0.22%
60	XNEAXNUVEEN AMT FREE QLTY MUN INC	14,522	$164K	0.18%
61	AFBALLIANCEBERNSTEIN NATL MUN I	10,698	$116K	0.13%