13F Filings for LifeGoal Wealth Advisors (CIK: 2054684)
View the most recent portfolio holdings disclosed by LifeGoal Wealth Advisors in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change 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) |