§ 13F · FUND PROFILE
LifeGoal Investments, LLC.
AUM · $120M (13F)Positions · 70Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 537K | $23M | 10.4% | +13% |
| 2 | LRGF | ISHARES TR | 296K | $22M | 10.2% | +18% |
| 3 | DGRO | ISHARES TR | 233K | $18M | 8.1% | +11% |
| 4 | FEGE | RBB FUND TRUST | 338K | $17M | 7.6% | +19% |
| 5 | VUG | VANGUARD INDEX FDS | 125K | $11M | 4.9% | +468% |
| 6 | BND | VANGUARD BD INDEX FDS | 118K | $9M | 3.9% | −13% |
| 7 | PYLD | PIMCO ETF TR | 268K | $7M | 3.3% | +1% |
| 8 | BOXX | EA SERIES TRUST | 54K | $6M | 2.9% | +15% |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | 119K | $5M | 2.5% | −6% |
| 10 | EMGF | ISHARES INC | 70K | $5M | 2.3% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEGOAL SIGNAL
AC read
LifeGoal Investments, LLC is a Other fund managing $120 million in assets. The fund runs a portfolio of 70 positions.
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