Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LifeGoal Investments, LLC (CIK 2054684) reported $174.7M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LRGF ($16.6M, 9.52%), CGGO ($16.1M, 9.21%), DGRO ($14.7M, 8.44%), FEGE ($13.4M, 7.69%), BND ($9.9M, 5.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LRGF | ISHARES TR | $16.6M | 9.52% | 250,341 | Added |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $16.1M | 9.21% | 473,839 | Added |
| 3 | DGRO | ISHARES TR | $14.7M | 8.44% | 210,145 | Added |
| 4 | FEGE | RBB FUND TRUST | $13.4M | 7.69% | 283,902 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $9.9M | 5.66% | 134,713 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $9.7M | 5.55% | 21,960 | Added |
| 7 | PYLD | PIMCO ETF TR | $6.9M | 3.97% | 264,892 | Added |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | $5.8M | 3.33% | 126,673 | Trimmed |
| 9 | BOXX | EA SERIES TRUST | $5.5M | 3.14% | 47,189 | Added |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | $4.3M | 2.47% | 158,364 | Added |
| 11 | AAPL | APPLE INC | $4.0M | 2.28% | 15,574 | Added |
| 12 | EMGF | ISHARES INC | $3.9M | 2.23% | 63,755 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $2.5M | 1.42% | 7,690 | Added |
| 14 | VIGI | VANGUARD WHITEHALL FDS | $2.4M | 1.38% | 26,846 | Added |
| 15 | GLDM | WORLD GOLD TR | $2.4M | 1.35% | 25,011 | New |
| 16 | IGRO | ISHARES TR | $2.0M | 1.16% | 23,888 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $1.8M | 1.02% | 2,946 | Trimmed |
| 18 | GOOG | ALPHABET INC | $1.8M | 1.00% | 5,951 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $1.7M | 0.99% | 9,799 | Added |
| 20 | VCLT | VANGUARD SCOTTSDALE FDS | $1.6M | 0.93% | 21,732 | Added |
| 21 | XLRE | SELECT SECTOR SPDR TR | $1.6M | 0.90% | 38,311 | New |
| 22 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $1.6M | 0.90% | 43,596 | Added |
| 23 | FLIN | FRANKLIN TEMPLETON ETF TR | $1.6M | 0.90% | 47,110 | New |
| 24 | AMZN | AMAZON COM INC | $1.5M | 0.87% | 7,208 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.4M | 0.78% | 3,710 | Added |
Source: SEC Form 13F filings · as of 2026-03-31