LifeGoal Investments, LLC

← Tracker

Institutional

CIK 0002054684

$218.5M

Reported AUM

155

Positions

Q2 2026

Period

2026-07-08

Filed

Editorial summary

Summary for LifeGoal Investments, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	CGGO	CAPITAL GROUP GBL GROWTH EQT	$38.03	-2.01%	20.61%	63.86%	$22.7M	10.40%	—	HELD
2	LRGF	ISHARES TR	$74.40	-1.55%	16.71%	78.09%	$22.4M	10.24%	—	HELD
3	DGRO	ISHARES TR	$78.27	-1.02%	25.39%	66.99%	$17.6M	8.07%	—	HELD
4	FEGE	RBB FUND TRUST	$50.63	0.12%	27.57%	39.30%	$16.6M	7.58%	—	HELD
5	VUG	VANGUARD INDEX FDS	$82.07	-1.51%	12.83%	67.47%	$10.7M	4.92%	—	HELD
6	BND	VANGUARD BD INDEX FDS	$72.38	-0.36%	2.10%	-1.58%	$8.6M	3.95%	—	HELD
7	PYLD	PIMCO ETF TR	$26.15	-0.29%	4.94%	24.24%	$7.1M	3.25%	—	HELD
8	BOXX	EA SERIES TRUST	$117.62	0.02%	3.99%	17.39%	$6.3M	2.90%	—	HELD
9	JPIE	J P MORGAN EXCHANGE TRADED F	$45.84	-0.04%	4.69%	16.85%	$5.5M	2.50%	—	HELD
10	EMGF	ISHARES INC	$65.12	-1.90%	28.22%	46.73%	$5.1M	2.34%	—	HELD
11	AAPL	APPLE INC	$338.19	-0.56%	67.77%	128.17%	$5.0M	2.28%	—	HELD
12	CGMS	CAPITAL GRP FIXED INCM ETF T	$27.12	-0.18%	3.83%	28.70%	$4.3M	1.97%	—	HELD
13	VIGI	VANGUARD WHITEHALL FDS	$96.53	-0.34%	15.04%	24.44%	$3.0M	1.35%	—	HELD
14	VTI	VANGUARD INDEX FDS	$360.42	-1.52%	21.10%	68.36%	$2.8M	1.30%	—	HELD
15	NVDA	NVIDIA CORPORATION	$190.01	-3.55%	9.52%	751.61%	$2.8M	1.27%	—	HELD
16	IGRO	ISHARES TR	$91.09	-0.32%	23.19%	52.61%	$2.5M	1.16%	—	HELD
17	AMZN	AMAZON COM INC	$226.65	-1.82%	5.54%	30.60%	$2.4M	1.09%	—	HELD
18	XLRE	SELECT SECTOR SPDR TR	$45.96	-0.11%	15.27%	14.06%	$2.2M	1.03%	—	HELD
19	GOOG	ALPHABET INC	$335.76	0.95%	75.60%	130.67%	$2.2M	1.01%	—	HELD
20	GLDM	WORLD GOLD TR	$80.02	0.45%	20.40%	121.54%	$2.2M	0.99%	—	HELD
21	FLIN	FRANKLIN TEMPLETON ETF TR	$35.29	-0.42%	-6.29%	14.95%	$2.0M	0.93%	—	HELD
22	VOO	VANGUARD INDEX FDS	$670.63	-1.52%	18.74%	73.44%	$2.0M	0.93%	—	HELD
23	MSFT	MICROSOFT CORP	$390.54	-0.71%	-24.89%	34.54%	$1.7M	0.78%	—	HELD
24	MU	MICRON TECHNOLOGY INC	$739.00	-9.94%	683.61%	1041.72%	$1.6M	0.74%	—	HELD
25	VCLT	VANGUARD SCOTTSDALE FDS	$72.01	-1.11%	1.04%	-14.96%	$1.6M	0.72%	—	HELD
26	CGDG	CAPITAL GROUP DIVIDEND GROWE	$38.12	-0.88%	18.06%	66.28%	$1.5M	0.70%	—	HELD
27	GLOF	ISHARES TR	$57.82	-0.94%	21.75%	66.03%	$1.4M	0.65%	—	HELD
28	AVGO	BROADCOM INC	$370.32	-2.78%	31.81%	734.42%	$1.4M	0.62%	—	HELD
29	MUNI	PIMCO ETF TR	$51.84	-0.10%	4.41%	5.41%	$1.3M	0.59%	—	HELD
30	AGG	ISHARES TR	$97.55	-0.38%	2.27%	-1.35%	$1.3M	0.57%	—	HELD
31	ALLW	SSGA ACTIVE TR	$29.05	-0.49%	—	—	$1.2M	0.54%	—	HELD
32	GOOGL	ALPHABET INC	$336.71	0.90%	—	—	$1.2M	0.54%	—	HELD
33	VTEB	VANGUARD MUN BD FDS	$49.70	-0.14%	—	—	$1.0M	0.47%	—	HELD
34	FBTC	FIDELITY WISE ORIGIN BITCOIN	$55.29	-0.45%	—	—	$989K	0.45%	—	HELD
35	CGMU	CAPITAL GRP FIXED INCM ETF T	$27.15	0.04%	—	—	$901K	0.41%	—	HELD
36	IVVM	BLACKROCK ETF TRUST II	$36.57	-0.92%	—	—	$901K	0.41%	—	HELD
37	MUNY	VANGUARD NY TAX FREE FDS	$102.15	-0.05%	—	—	$888K	0.41%	—	HELD
38	LONZ	PIMCO ETF TR	$49.26	0.03%	—	—	$841K	0.39%	—	HELD
39	AMD	ADVANCED MICRO DEVICES INC	$429.56	-5.51%	—	—	$803K	0.37%	—	HELD
40	QQQ	INVESCO QQQ TR	$661.73	-2.04%	—	—	$746K	0.34%	—	HELD
41	JPM	JPMORGAN CHASE & CO	$344.71	-3.53%	—	—	$734K	0.34%	—	HELD
42	SMLF	ISHARES TR	$85.38	-1.57%	—	—	$723K	0.33%	—	HELD
43	VHT	VANGUARD WORLD FD	$311.32	-0.61%	—	—	$722K	0.33%	—	HELD
44	META	META PLATFORMS INC	$585.61	-1.31%	—	—	$695K	0.32%	—	HELD
45	CAT	CATERPILLAR INC	$782.71	-6.91%	—	—	$684K	0.31%	—	HELD
46	VIG	VANGUARD SPECIALIZED FUNDS	$238.56	-1.32%	—	—	$676K	0.31%	—	HELD
47	WDC	WESTERN DIGITAL CORP	$462.04	-0.32%	—	—	$662K	0.30%	—	HELD
48	RING	ISHARES INC	$63.44	-0.58%	—	—	$629K	0.29%	—	HELD
49	IUSB	ISHARES TR	$45.51	-0.31%	—	—	$624K	0.29%	—	HELD
50	FIX	COMFORT SYS USA INC	$1519.96	-6.54%	—	—	$610K	0.28%	—	HELD
51	ACWV	ISHARES INC	$124.93	0.22%	—	—	$600K	0.27%	—	HELD
52	SPY	STATE STR SPDR S&P 500 ETF T	$729.46	-1.54%	—	—	$588K	0.27%	—	HELD
53	GEV	GE VERNOVA INC	$900.28	-4.57%	—	—	$587K	0.27%	—	HELD
54	LLY	ELI LILLY & CO	$1210.02	-0.87%	—	—	$578K	0.26%	—	HELD
55	NBIS	NEBIUS GROUP N.V.	$148.22	-12.65%	—	—	$559K	0.26%	—	HELD
56	VEA	VANGUARD TAX-MANAGED FDS	$68.95	-0.93%	—	—	$558K	0.26%	—	HELD
57	TSLA	TESLA INC	$298.32	-2.97%	—	—	$545K	0.25%	—	HELD
58	SNDK	SANDISK CORP	$1015.89	-7.32%	—	—	$530K	0.24%	—	HELD
59	CNC	CENTENE CORP DEL	$61.82	-3.27%	—	—	$528K	0.24%	—	HELD
60	USMV	ISHARES TR	$98.35	-0.21%	—	—	$523K	0.24%	—	HELD
61	STX	SEAGATE TECHNOLOGY HLDNGS PL	$764.43	2.29%	—	—	$515K	0.24%	—	HELD
62	SGOV	ISHARES TR	$100.68	0.02%	—	—	$515K	0.24%	—	HELD
63	MUB	ISHARES TR	$105.77	-0.22%	—	—	$509K	0.23%	—	HELD
64	CVX	CHEVRON CORPORATION	$191.86	2.28%	—	—	$503K	0.23%	—	HELD
65	WMT	WALMART INC	$114.22	0.99%	—	—	$500K	0.23%	—	HELD
66	HTAB	HARTFORD FDS EXCHANGE TRADED	$18.93	-0.18%	—	—	$487K	0.22%	—	HELD
67	GLD	SPDR GOLD TR	$371.08	0.46%	—	—	$484K	0.22%	—	HELD
68	COST	COSTCO WHOLESALE CORPORATION	$974.03	0.77%	—	—	$471K	0.22%	—	HELD
69	SPYG	SPDR SERIES TRUST	$111.91	-2.01%	—	—	$470K	0.22%	—	HELD
70	INTU	INTUIT	$333.13	6.43%	—	—	$470K	0.22%	—	HELD
71	XOM	EXXON MOBIL CORP	$156.75	2.42%	—	—	$464K	0.21%	—	HELD
72	ABNB	AIRBNB INC	$153.01	-0.07%	—	—	$457K	0.21%	—	HELD
73	VWOB	VANGUARD WHITEHALL FDS	$65.74	-0.59%	—	—	$450K	0.21%	—	HELD
74	GE	GE AEROSPACE	$350.63	-3.56%	—	—	$449K	0.21%	—	HELD
75	FTNT	FORTINET INC	$153.22	2.16%	—	—	$439K	0.20%	—	HELD
76	QUAL	ISHARES TR	$215.98	-1.14%	—	—	$419K	0.19%	—	HELD
77	BLK	BLACKROCK INC	$1079.19	-1.67%	—	—	$413K	0.19%	—	HELD
78	COF	CAPITAL ONE FINL CORP	$208.71	-1.74%	—	—	$405K	0.19%	—	HELD
79	TER	TERADYNE INC	$319.41	-0.39%	—	—	$400K	0.18%	—	HELD
80	EEM	ISHARES TR	$61.07	-2.07%	—	—	$389K	0.18%	—	HELD
81	VRT	VERTIV HOLDINGS CO	$223.04	-17.26%	—	—	$380K	0.17%	—	HELD
82	GDX	VANECK ETF TRUST	$73.57	-0.86%	—	—	$371K	0.17%	—	HELD
83	PCG	PG&E CORP	$17.71	-0.39%	—	—	$370K	0.17%	—	HELD
84	SCHP	SCHWAB STRATEGIC TR	$26.14	0.11%	—	—	$369K	0.17%	—	HELD
85	ASML	ASML HLDG NV	$1550.69	-2.04%	—	—	$346K	0.16%	—	HELD
86	JBHT	HUNT J B TRANS SVCS INC	$276.14	-0.53%	—	—	$339K	0.16%	—	HELD
87	BALI	BLACKROCK ETF TRUST	$33.37	-1.07%	—	—	$338K	0.15%	—	HELD
88	MOH	MOLINA HEALTHCARE INC	$199.02	-0.66%	—	—	$338K	0.15%	—	HELD
89	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$338K	0.15%	—	HELD
90	JEPI	J P MORGAN EXCHANGE TRADED F	$56.92	-0.97%	—	—	$331K	0.15%	—	HELD
91	BAC	BANK OF AMER CORP	$61.07	-2.48%	—	—	$330K	0.15%	—	HELD
92	EME	EMCOR GROUP INC	$672.48	-4.72%	—	—	$324K	0.15%	—	HELD
93	BMY	BRISTOL-MYERS SQUIBB CO	$63.10	-0.79%	—	—	$324K	0.15%	—	HELD
94	VIK	VIKING HOLDINGS LTD	$102.66	-1.80%	—	—	$316K	0.14%	—	HELD
95	EIX	EDISON INTL	$78.63	-1.45%	—	—	$302K	0.14%	—	HELD
96	NSC	NORFOLK SOUTHN CORP	$335.74	-0.91%	—	—	$299K	0.14%	—	HELD
97	PNC	PNC FINL SVCS GROUP INC	$248.49	-1.24%	—	—	$298K	0.14%	—	HELD
98	AON	AON PLC	$377.16	-1.08%	—	—	$295K	0.14%	—	HELD
99	TMUS	T-MOBILE US INC	$181.52	-0.48%	—	—	$294K	0.13%	—	HELD
100	VOOG	VANGUARD ADMIRAL FDS INC	$77.63	-2.09%	—	—	$288K	0.13%	—	HELD
101	CB	CHUBB LIMITED	—	—	—	—	$287K	0.13%	—	HELD
102	IAU	ISHARES GOLD TR	—	—	—	—	$285K	0.13%	—	HELD
103	PM	PHILIP MORRIS INTL INC	—	—	—	—	$282K	0.13%	—	HELD
104	PG	PROCTER & GAMBLE CO	—	—	—	—	$275K	0.13%	—	HELD
105	AMAT	APPLIED MATLS INC	—	—	—	—	$275K	0.13%	—	HELD
106	WCN	WASTE CONNECTIONS INC	—	—	—	—	$274K	0.13%	—	HELD
107	TJX	TJX COS INC NEW	—	—	—	—	$272K	0.12%	—	HELD
108	VB	VANGUARD INDEX FDS	—	—	—	—	$271K	0.12%	—	HELD
109	SNOW	SNOWFLAKE INC	—	—	—	—	$271K	0.12%	—	HELD
110	PSX	PHILLIPS 66	—	—	—	—	$268K	0.12%	—	HELD
111	ES	EVERSOURCE ENERGY	—	—	—	—	$265K	0.12%	—	HELD
112	IDVO	AMPLIFY ETF TR	—	—	—	—	$265K	0.12%	—	HELD
113	C	CITIGROUP INC	—	—	—	—	$265K	0.12%	—	HELD
114	JNJ	JOHNSON & JOHNSON	—	—	—	—	$264K	0.12%	—	HELD
115	TSM	TAIWAN SEMICONDUCTOR MANUFAC	—	—	—	—	$263K	0.12%	—	HELD
116	SPLB	SPDR SERIES TRUST	—	—	—	—	$261K	0.12%	—	HELD
117	ZIM	ZIM INTEGRATED SHIPPING SERV	—	—	—	—	$261K	0.12%	—	HELD
118	NFLX	NETFLIX INC.	—	—	—	—	$259K	0.12%	—	HELD
119	GD	GENERAL DYNAMICS CORP	—	—	—	—	$256K	0.12%	—	HELD
120	MAA	MID-AMER APT CMNTYS INC	—	—	—	—	$255K	0.12%	—	HELD
121	FTI	TECHNIPFMC PLC	—	—	—	—	$252K	0.12%	—	HELD
122	VPLS	VANGUARD MALVERN FDS	—	—	—	—	$250K	0.11%	—	HELD
123	FCX	FREEPORT MCMORAN INC	—	—	—	—	$246K	0.11%	—	HELD
124	UAL	UNITED AIRLS HLDGS INC	—	—	—	—	$245K	0.11%	—	HELD
125	CMI	CUMMINS INC	—	—	—	—	$240K	0.11%	—	HELD
126	LMT	LOCKHEED MARTIN CORP	—	—	—	—	$236K	0.11%	—	HELD
127	SHOP	SHOPIFY INC	—	—	—	—	$236K	0.11%	—	HELD
128	CRS	CARPENTER TECHNOLOGY CORP	—	—	—	—	$235K	0.11%	—	HELD
129	COP	CONOCOPHILLIPS	—	—	—	—	$235K	0.11%	—	HELD
130	NYF	ISHARES TR	—	—	—	—	$233K	0.11%	—	HELD
131	VRSN	VERISIGN INC	—	—	—	—	$232K	0.11%	—	HELD
132	JBBB	JANUS DETROIT STR TR	—	—	—	—	$227K	0.10%	—	HELD
133	ESGD	ISHARES TR	—	—	—	—	$226K	0.10%	—	HELD
134	MHK	MOHAWK INDS INC	—	—	—	—	$225K	0.10%	—	HELD
135	DHR	DANAHER CORP DEL	—	—	—	—	$221K	0.10%	—	HELD
136	EOG	EOG RES INC	—	—	—	—	$221K	0.10%	—	HELD
137	IEFA	ISHARES TR	—	—	—	—	$219K	0.10%	—	HELD
138	DKNG	DRAFTKINGS INC NEW	—	—	—	—	$218K	0.10%	—	HELD
139	LITE	LUMENTUM HLDGS INC	—	—	—	—	$215K	0.10%	—	HELD
140	MLPA	GLOBAL X FDS	—	—	—	—	$214K	0.10%	—	HELD
141	GIS	GENERAL MILLS INC	—	—	—	—	$214K	0.10%	—	HELD
142	TTWO	TAKE-TWO INTERACTIVE SOFTWAR	—	—	—	—	$214K	0.10%	—	HELD
143	SMH	VANECK ETF TRUST	—	—	—	—	$213K	0.10%	—	HELD
144	AVUV	AMERICAN CENTY ETF TR	—	—	—	—	$212K	0.10%	—	HELD
145	GM	GENERAL MTRS CO	—	—	—	—	$212K	0.10%	—	HELD
146	HPE	HEWLETT PACKARD ENTERPRISE C	—	—	—	—	$208K	0.10%	—	HELD
147	VO	VANGUARD INDEX FDS	—	—	—	—	$208K	0.10%	—	HELD
148	ORCL	ORACLE CORP	—	—	—	—	$208K	0.10%	—	HELD
149	ABT	ABBOTT LABORATORIES	—	—	—	—	$206K	0.09%	—	HELD
150	ROST	ROSS STORES INC	—	—	—	—	$204K	0.09%	—	HELD
151	JEPQ	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$204K	0.09%	—	HELD
152	V	VISA INC	—	—	—	—	$202K	0.09%	—	HELD
153	SNPS	SYNOPSYS INC	—	—	—	—	$202K	0.09%	—	HELD
154	SAN	BANCO SANTANDER SA	—	—	—	—	$143K	0.07%	—	HELD
155	MFG	MIZUHO FINANCIAL GROUP INC	—	—	—	—	$107K	0.05%	—	HELD

Source: SEC EDGAR · accession 0001754960-26-000428. 13F discloses long positions only — shorts, foreign equities, and options are excluded.