LifeGoal Investments, LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$150.1M

Holdings

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (75 positions)

#	Stock	Shares	Value	% Portfolio
1	LRGFISHARES TR	214,078	$14.9M	9.90%
2	CGGOCAPITAL GROUP GBL GROWTH EQT	417,077	$14.5M	9.63%
3	DGROISHARES TR	193,627	$13.4M	8.96%
4	FEGERBB FUND TRUST	233,345	$10.8M	7.17%
5	VUGVANGUARD INDEX FDS	21,682	$10.6M	7.05%
6	BNDVANGUARD BD INDEX FDS	130,570	$9.7M	6.44%
7	JPIEJ P MORGAN EXCHANGE TRADED F	135,702	$6.3M	4.20%
8	PYLDPIMCO ETF TR	227,666	$6.1M	4.07%
9	CGMSCAPITAL GRP FIXED INCM ETF T	135,872	$3.8M	2.50%
10	AAPLAPPLE INC	12,939	$3.5M	2.34%
11	EMGFISHARES INC	57,131	$3.3M	2.20%
12	RINGISHARES INC	41,043	$3.0M	2.01%
13	VTIVANGUARD INDEX FDS	7,682	$2.6M	1.72%
14	BOXXEA SERIES TRUST	21,551	$2.5M	1.67%
15	VIGIVANGUARD WHITEHALL FDS	24,560	$2.2M	1.50%
16	GPZVANECK ETF TRUST	74,814	$2.0M	1.35%
17	VOOVANGUARD INDEX FDS	2,953	$1.9M	1.23%
18	IGROISHARES TR	20,342	$1.8M	1.17%
19	MUNIPIMCO ETF TR	19,491	$1.7M	1.15%
20	AMZNAMAZON COM INC	7,433	$1.7M	1.14%
21	GOOGALPHABET INC	5,462	$1.7M	1.14%
22	VCLTVANGUARD SCOTTSDALE FDS	20,667	$1.6M	1.04%
23	CGDGCAPITAL GROUP DIVIDEND GROWE	43,540	$1.6M	1.03%
24	FBTCFIDELITY WISE ORIGIN BITCOIN	19,701	$1.5M	0.99%
25	AGGISHARES TR	14,086	$1.4M	0.93%
26	GLOFISHARES TR	25,404	$1.3M	0.89%
27	CGMUCAPITAL GRP FIXED INCM ETF T	45,200	$1.2M	0.82%
28	NVDANVIDIA CORPORATION	6,061	$1.1M	0.75%
29	VTEBVANGUARD MUN BD FDS	21,801	$1.1M	0.73%
30	MSFTMICROSOFT CORP	2,185	$1.1M	0.70%
31	SGOVISHARES TR	9,626	$966K	0.64%
32	IVVMBLACKROCK ETF TRUST II	25,364	$882K	0.59%
33	MUNYVANGUARD NY TAX FREE FDS	0	$869K	0.58%
34	METAMETA PLATFORMS INC	1,239	$818K	0.55%
35	GOOGLALPHABET INC	2,234	$699K	0.47%
36	VHTVANGUARD WORLD FD	2,414	$694K	0.46%
37	MUBISHARES TR	6,459	$691K	0.46%
38	SCHPSCHWAB STRATEGIC TR	25,302	$669K	0.45%
39	VWOBVANGUARD WHITEHALL FDS	9,972	$669K	0.45%
40	WMTWALMART INC	5,856	$652K	0.43%
41	AVGOBROADCOM INC	1,834	$634K	0.42%
42	SMLFISHARES TR	8,420	$630K	0.42%
43	IUSBISHARES TR	13,334	$617K	0.41%
44	VIGVANGUARD SPECIALIZED FUNDS	2,804	$616K	0.41%
45	ACWVISHARES INC	5,160	$612K	0.41%
46	XOMEXXON MOBIL CORP	4,426	$532K	0.35%
47	SPYSPDR S&P 500 ETF TR	765	$521K	0.35%
48	GQ9SPDR GOLD TR	1,314	$520K	0.35%
49	HTABHARTFORD FDS EXCHANGE TRADED	71,565	$494K	0.33%
50	VEAVANGUARD TAX-MANAGED FDS	7,240	$452K	0.30%
51	JPMJPMORGAN CHASE & CO.	1,392	$448K	0.30%
52	SHYGISHARES TR	12,750	$438K	0.29%
53	GDXVANECK ETF TRUST	4,765	$408K	0.27%
54	SPYGSPDR SERIES TRUST	3,775	$402K	0.27%
55	QUALISHARES TR	1,885	$374K	0.25%
56	JNJJOHNSON & JOHNSON	1,686	$348K	0.23%
57	CATCATERPILLAR INC	577	$330K	0.22%
58	JBBBJANUS DETROIT STR TR	8,344	$294K	0.20%
59	VOOGVANGUARD ADMIRAL FDS INC	659	$293K	0.20%
60	VGTVANGUARD WORLD FD	386	$290K	0.19%
61	COFCAPITAL ONE FINL CORP	1,186	$287K	0.19%
62	NDQINVESCO QQQ TR	460	$282K	0.19%
63	CVXCHEVRON CORP NEW	1,830	$273K	0.18%
64	SPLBSPDR SERIES TRUST	11,924	$269K	0.18%
65	COPCONOCOPHILLIPS	2,785	$259K	0.17%
66	VPLSVANGUARD MALVERN FDS	3,237	$252K	0.17%
67	LLYELI LILLY & CO	235	$252K	0.17%
68	VCSHVANGUARD SCOTTSDALE FDS	3,113	$248K	0.17%
69	IAU*ISHARES GOLD TR	2,862	$232K	0.15%
70	VBVANGUARD INDEX FDS	893	$230K	0.15%
71	BRK/BBERKSHIRE HATHAWAY INC DEL	448	$225K	0.15%
72	VVISA INC	587	$205K	0.14%
73	AQLTISHARES TR	2,252	$201K	0.13%
74	PCGPG&E CORP	10,197	$163K	0.11%
75	NYFISHARES TR	17,379	$59K	0.04%