13F Filings for LifeGoal Wealth Advisors (CIK: 2054684)

View the most recent portfolio holdings disclosed by LifeGoal Wealth Advisors in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
DGRO - ISHARES TR(Class: CORE DIV GRWTH)159.86K $10.22M 9.71%Increased 10.55K (7.0%, $988K)
LRGF - ISHARES TR(Class: U S EQUITY FACTR)155.36K $9.96M 9.47%Increased 39.54K (34.0%, $3.26M)
CGGO - CAPITAL GROUP GBL GROWTH EQT(Class: SHS CREATION UNI)295.09K $9.43M 8.97%Decreased 14.87K (4.0%, $659.78K)
VUG - VANGUARD INDEX FDS(Class: GROWTH ETF)18.17K $7.96M 7.57%Increased 951 (5.0%, $1.58M)
BND - VANGUARD BD INDEX FDS(Class: TOTAL BND MRKT)96.27K $7.09M 6.74%Increased 19.83K (25.0%, $1.46M)
FEGE - RBB FUND TRUST(Class: FIRST EAGLE GBL)146.02K $5.89M 5.60%Increased 59.37K (68.0%, $2.64M)
JPIE - J P MORGAN EXCHANGE TRADED F(Class: INCOME ETF)99.19K $4.59M 4.37%Increased 1.59K (1.0%, $97.91K)
SCHP - SCHWAB STRATEGIC TR(Class: US TIPS ETF)140.43K $3.75M 3.56%Increased 120.60K (608.0%, $3.21M)
PYLD - PIMCO ETF TR(Class: MULTISECTOR BD)134.60K $3.57M 3.39%Increased 33.66K (33.0%, $912.57K)
N/A - ISHARES INC(Class: EMNG MKTS EQT)45.16K $2.35M 2.23%Increased 6.65K (17.0%, $550.13K)
SMLF - ISHARES TR(Class: US SML CAP EQT)31.93K $2.17M 2.06%Increased 482 (1.0%, $214.86K)
N/A - FIDELITY WISE ORIGIN BITCOIN(Class: SHS)19.38K $1.82M 1.73%Unchanged
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT)5.99K $1.82M 1.73%Decreased 362 (5.0%, $74.64K)
SGOV - ISHARES TR(Class: 0-3 MNTH TREASRY)16.96K $1.71M 1.62%Increased 9.64K (131.0%, $970.75K)
CGDG - CAPITAL GROUP DIVIDEND GROWE(Class: SHS ETF)49.24K $1.66M 1.57%Decreased 19.26K (28.0%, $480.68K)
VIGI - VANGUARD WHITEHALL FDS(Class: INTL DVD ETF)17.97K $1.62M 1.54%Increased 3.32K (22.0%, $404.57K)
HTAB - HARTFORD FDS EXCHANGE TRADED(Class: SCHRDRS TAX BD)84.53K $1.58M 1.50%Decreased 13.99K (14.0%, $307.03K)
RING - ISHARES INC(Class: MSCI GBL GOLD MN)34.14K $1.49M 1.42%Increased 3.02K (9.0%, $300.85K)
GLOF - ISHARES TR(Class: GLOBAL EQUITY)30.33K $1.46M 1.39%Decreased 11.84K (28.0%, $343.81K)
VCLT - VANGUARD SCOTTSDALE FDS(Class: LG-TERM COR BD)19.08K $1.45M 1.38%Increased 3.09K (19.0%, $234.17K)
N/A - ISHARES TR(Class: INTL DIV GRWTH)18.21K $1.44M 1.36%Increased 2.95K (19.0%, $331.17K)
AGG - ISHARES TR(Class: CORE US AGGBD ET)12.79K $1.27M 1.21%Increased 1.22K (10.0%, $124.11K)
CGMU - CAPITAL GRP FIXED INCM ETF T(Class: MUNICIPAL INCOME)38.29K $1.02M 0.97%Decreased 9.71K (20.0%, $265.53K)
AMZN - AMAZON COM INC(Class: COM)4.56K $999.54K 0.95%Increased 2.45K (116.0%, $599.42K)
CGMS - CAPITAL GRP FIXED INCM ETF T(Class: US MULTI-SECTOR)36.16K $998.75K 0.95%Decreased 105.97K (74.0%, $2.88M)