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 $218.5M across 155 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGGO ($22.7M, 10.40%), LRGF ($22.4M, 10.24%), DGRO ($17.6M, 8.07%), FEGE ($16.6M, 7.58%), VUG ($10.7M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $22.7M | 10.40% | 536,940 | Added |
| 2 | LRGF | ISHARES TR | $22.4M | 10.24% | 295,859 | Added |
| 3 | DGRO | ISHARES TR | $17.6M | 8.07% | 232,615 | Added |
| 4 | FEGE | RBB FUND TRUST | $16.6M | 7.58% | 338,466 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $10.7M | 4.92% | 124,701 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $8.6M | 3.95% | 117,536 | Trimmed |
| 7 | PYLD | PIMCO ETF TR | $7.1M | 3.25% | 267,867 | Added |
| 8 | BOXX | EA SERIES TRUST | $6.3M | 2.90% | 54,112 | Added |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | $5.5M | 2.50% | 118,529 | Trimmed |
| 10 | EMGF | ISHARES INC | $5.1M | 2.34% | 69,835 | Added |
| 11 | AAPL | APPLE INC | $5.0M | 2.28% | 17,236 | Added |
| 12 | CGMS | CAPITAL GRP FIXED INCM ETF T | $4.3M | 1.97% | 157,766 | Trimmed |
| 13 | VIGI | VANGUARD WHITEHALL FDS | $3.0M | 1.35% | 31,654 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $2.8M | 1.30% | 7,698 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $2.8M | 1.27% | 13,852 | Added |
| 16 | IGRO | ISHARES TR | $2.5M | 1.16% | 28,861 | Added |
| 17 | AMZN | AMAZON COM INC | $2.4M | 1.09% | 9,993 | Added |
| 18 | XLRE | SELECT SECTOR SPDR TR | $2.2M | 1.03% | 51,006 | Added |
| 19 | GOOG | ALPHABET INC | $2.2M | 1.01% | 6,270 | Added |
| 20 | GLDM | WORLD GOLD TR | $2.2M | 0.99% | 27,323 | Added |
| 21 | FLIN | FRANKLIN TEMPLETON ETF TR | $2.0M | 0.93% | 57,360 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $2.0M | 0.93% | 2,944 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $1.7M | 0.78% | 4,568 | Added |
| 24 | MU | MICRON TECHNOLOGY INC | $1.6M | 0.74% | 1,397 | Trimmed |
| 25 | VCLT | VANGUARD SCOTTSDALE FDS | $1.6M | 0.72% | 20,993 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30