§ 13F · FUND PROFILE
LifeGoal Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $120.4T (13F)Positions · 70Turnover · — · Q3Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | LRGF | ISHARES TR | 173K | $12.0T | 9.9% | — |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 337K | $11.5T | 9.6% | — |
| 3 | DGRO | ISHARES TR | 165K | $11.2T | 9.3% | — |
| 4 | VUG | VANGUARD INDEX FDS | 19K | $9.2T | 7.6% | — |
| 5 | BND | VANGUARD BD INDEX FDS | 110K | $8.2T | 6.8% | — |
| 6 | FEGE | RBB FUND TRUST | 170K | $7.5T | 6.2% | — |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | 106K | $4.9T | 4.1% | — |
| 8 | PYLD | PIMCO ETF TR | 152K | $4.1T | 3.4% | — |
| 9 | EMGF | ISHARES INC | 47K | $2.7T | 2.2% | — |
| 10 | SGOV | ISHARES TR | 27K | $2.6T | 2.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEGOAL SIGNAL
AC read
LifeGoal Investments, LLC is a Other fund managing $120376.1 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed