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LifeGoal Investments, LLC Portfolio
$328M across 213 positions as of 2026-09-30, with 44% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+6.8%
-7.7% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.5% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ISHARES TR | $24.7M | 7.5% | 317,596 |
| CGGOCapital Group Global Growth Equity ETF | $23.2M | 7.1% | 583,487 |
| RBB FUND TRUST | $18.4M | 5.6% | 365,643 |
| DGROiShares Core Dividend Growth ETF | $18M | 5.5% | 239,378 |
| NVDANVIDIA Corp | $14.9M | 4.5% | 65,314 |
| VUGVanguard Growth ETF | $11.6M | 3.5% | 129,215 |
| AAPLApple Inc | $10.1M | 3.1% | 30,440 |
| AMZNAmazon.com Inc | $7.6M | 2.3% | 30,512 |
| BNDVanguard Total Bond Market ETF | $7.5M | 2.3% | 107,498 |
| VIGVanguard Div Appreciation ETF | $7.4M | 2.3% | 31,804 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $7.1M | 2.2% | 281,606 |
| VYMVanguard High Dividend Yield ETF | $6.6M | 2.0% | 42,344 |
| MSFTMicrosoft Corp | $5.9M | 1.8% | 11,554 |
| VOOVanguard S&P 500 ETF | $5.9M | 1.8% | 8,394 |
| CRWDCrowdStrike Holdings Inc | $5.8M | 1.8% | 21,797 |
| TSLATesla Inc | $5.6M | 1.7% | 15,719 |
| VBRVanguard Small-Cap Value ETF | $5.4M | 1.7% | 23,572 |
| ISHARES INC | $5.2M | 1.6% | 72,271 |
| VOEVanguard Mid-Cap Value ETF | $5.1M | 1.5% | 25,979 |
| ASML HLDG NV | $4.9M | 1.5% | 2,688 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $4.6M | 1.4% | 173,716 |
| JPIEJPMorgan Income ETF | $4.4M | 1.3% | 97,184 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $4.2M | 1.3% | 35,759 |
| VTIVanguard Total Stock Market ETF | $3.3M | 1.0% | 8,754 |
| VIGIVanguard International Dividend Appreciation ETF | $3.2M | 1.0% | 33,711 |
| COSTCostco Wholesale Corp | $3.2M | 1.0% | 3,467 |
| AVGOBroadcom Inc | $3.1M | 1.0% | 8,925 |
| MSMorgan Stanley | $2.8M | 0.8% | 14,790 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.7M | 0.8% | 5,923 |
| ISHARES TR | $2.6M | 0.8% | 28,894 |
| SHOPShopify Inc | $2.5M | 0.8% | 16,837 |
| GLDMSPDR Gold MiniShares Trust | $2.3M | 0.7% | 28,310 |
| GOOGAlphabet Inc | $2.2M | 0.7% | 6,434 |
| BINCiShares Flexible Income Active ETF | $2.1M | 0.6% | 41,351 |
| FRANKLIN TEMPLETON ETF TR | $2.1M | 0.6% | 61,714 |
| SGOViShares 0-3 Month Treasury Bond ETF | $2M | 0.6% | 19,685 |
| EATON CORP PLC | $1.6M | 0.5% | 3,823 |
| PIMCO ETF TR | $1.5M | 0.5% | 31,168 |
| SSGA ACTIVE TR | $1.5M | 0.5% | 52,668 |
| CAPITAL GROUP DIVIDEND GROWE | $1.5M | 0.5% | 40,542 |
| ISHARES TR | $1.4M | 0.4% | 23,321 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $1.4M | 0.4% | 19,381 |
| MUMicron Technology Inc | $1.4M | 0.4% | 1,311 |
| QQQInvesco QQQ Trust, Series 1 | $1.4M | 0.4% | 1,836 |
| METAMeta Platforms Inc | $1.3M | 0.4% | 1,773 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.1M | 0.3% | 12,144 |
| VPUVanguard Utilities ETF | $1.1M | 0.3% | 6,616 |
| GOOGLAlphabet Inc | $1.1M | 0.3% | 3,262 |
| XLREReal Estate Select Sector SPDR Fund | $1.1M | 0.3% | 27,152 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.1M | 0.3% | 22,753 |
| VCLTVanguard Long-Term Corporate Bond ETF | $1.1M | 0.3% | 15,655 |
| KOCoca-Cola Co | $1M | 0.3% | 11,824 |
| AMDAdvanced Micro Devices Inc | $1M | 0.3% | 1,646 |
| BLACKROCK ETF TRUST II | $919.7K | 0.3% | 24,351 |
| HARTFORD FDS EXCHANGE TRADED | $892.6K | 0.3% | 49,896 |
| ISHARES TR | $836.6K | 0.3% | 16,560 |
| JPMJPMorgan Chase & Co | $810.2K | 0.2% | 2,449 |
| SPYState Street SPDR S&P 500 ETF Trust | $738.2K | 0.2% | 968 |
| PIMCO ETF TR | $737.2K | 0.2% | 17,309 |
| ISHARES INC | $705.6K | 0.2% | 9,210 |
| CVXChevron Corp | $704K | 0.2% | 3,447 |
| VANGUARD MALVERN FDS | $697.4K | 0.2% | 9,423 |
| CATCaterpillar Inc | $695.7K | 0.2% | 858 |
| FTNTFortinet Inc | $681.8K | 0.2% | 3,814 |
| ISHARES TR | $664.8K | 0.2% | 7,956 |
| SCHPSCHWAB STRATEGIC TR | $664.7K | 0.2% | 26,452 |
| IUSBiShares Core Total USD Bond Market ETF | $660.2K | 0.2% | 14,973 |
| ACWViShares MSCI Global Min Vol Factor ETF | $612.9K | 0.2% | 4,994 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $604.8K | 0.2% | 12,171 |
| SEAGATE TECHNOLOGY HLDNGS PL | $602.3K | 0.2% | 653 |
| BLKBlackRock Inc | $576.9K | 0.2% | 545 |
| XOMExxonmobil Holdings Corp | $574.7K | 0.2% | 3,531 |
| COFCapital One Financial Corp | $565.5K | 0.2% | 2,929 |
| INTCIntel Corp | $561.6K | 0.2% | 4,671 |
| CNCCentene Corp | $556.7K | 0.2% | 8,961 |
| VEAVanguard FTSE Developed Markets ETF | $553.5K | 0.2% | 7,839 |
| GEVGE Vernova Inc | $553.2K | 0.2% | 582 |
| ABNBAirbnb Inc | $550.2K | 0.2% | 3,425 |
| INTUIntuit Inc | $544.5K | 0.2% | 1,975 |
| ORCLOracle Corp | $543.8K | 0.2% | 3,961 |
| WMTWalmart Inc | $535.7K | 0.2% | 5,155 |
| PGProcter & Gamble Co | $534.8K | 0.2% | 3,681 |
| USMViShares MSCI USA Min Vol Factor ETF | $529.9K | 0.2% | 5,438 |
| FIXComfort Systems USA Inc | $519.4K | 0.2% | 314 |
| PSXPhillips 66 | $511.4K | 0.2% | 2,003 |
| LLYEli Lilly and Co | $510.3K | 0.2% | 441 |
| GLDSPDR Gold Shares | $505.8K | 0.2% | 1,328 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $486.5K | 0.1% | 3,953 |
| SPDR SERIES TRUST | $482K | 0.1% | 23,653 |
| NEBIUS GROUP N.V. | $475.1K | 0.1% | 2,014 |
| TEAMAtlassian Corp | $460.1K | 0.1% | 2,566 |
| TXNTexas Instruments Inc | $458K | 0.1% | 1,635 |
| CHUBB LIMITED | $456.7K | 0.1% | 1,404 |
| SCHWAB STRATEGIC TR | $452.6K | 0.1% | 18,732 |
| ATOAtmos Energy Corp | $444.4K | 0.1% | 2,841 |
| QUALiShares MSCI USA Quality Factor ETF | $438K | 0.1% | 1,971 |
| GDXVanEck Gold Miners ETF | $431.7K | 0.1% | 4,917 |
| BSXBoston Scientific Corp | $428.1K | 0.1% | 9,807 |
| SNDKSandisk Corp | $421.1K | 0.1% | 242 |
| CCitigroup Inc | $415.5K | 0.1% | 3,209 |
| WDCWestern Digital Corp | $408.1K | 0.1% | 898 |
| NSCNorfolk Southern Corp | $407.9K | 0.1% | 1,320 |
| BACBank of America Corp | $400.2K | 0.1% | 7,353 |
| BRK.BBerkshire Hathaway Inc | $394.9K | 0.1% | 793 |
| JAAAJanus Henderson AAA CLO ETF | $380.5K | 0.1% | 7,539 |
| TE CONNECTIVITY PLC | $379.7K | 0.1% | 1,799 |
| EEMiShares MSCI Emerging Index Fund | $379.6K | 0.1% | 5,684 |
| GEGeneral Electric Co | $379.1K | 0.1% | 1,214 |
| LINDE PLC | $361.2K | 0.1% | 761 |
| CGMUCapital Group Municipal Income ETF | $360K | 0.1% | 13,878 |
| VBKVanguard Small-Cap Growth ETF | $359K | 0.1% | 1,063 |
| OXYOccidental Petroleum Corp | $356.8K | 0.1% | 6,449 |
| BALIiShares U.S. Large Cap Premium Income Active ETF | $345.8K | 0.1% | 10,034 |
| SNOWSnowflake Inc | $345K | 0.1% | 1,016 |
| PFEPfizer Inc | $344.6K | 0.1% | 12,084 |
| ABTAbbott Laboratories | $343.8K | 0.1% | 3,479 |
| SNPSSynopsys Inc | $340.6K | 0.1% | 783 |
| RUBRIK INC. | $336.2K | 0.1% | 2,937 |
| ISRGIntuitive Surgical Inc | $334.7K | 0.1% | 823 |
| HONHoneywell International Inc | $333.5K | 0.1% | 1,581 |
| NEMNewmont Corporation | $333K | 0.1% | 2,887 |
| HPEHewlett Packard Enterprise Co | $332.9K | 0.1% | 5,211 |
| JEPIJPMorgan Equity Premium Income ETF | $332.7K | 0.1% | 5,917 |
| PMPhilip Morris International Inc | $331.3K | 0.1% | 1,736 |
| BMYBristol-Myers Squibb Co | $331K | 0.1% | 5,305 |
| GDGeneral Dynamics Corp | $328.2K | 0.1% | 989 |
| VRSNVeriSign, Inc | $327.1K | 0.1% | 1,160 |
| METMetLife Inc | $321.7K | 0.1% | 3,416 |
| FCXFreeport-McMoRan Inc | $318.7K | 0.1% | 4,553 |
| AVUVAvantis U.S. Small Cap Value ETF | $313.5K | 0.1% | 2,662 |
| JNJJohnson & Johnson | $312.7K | 0.1% | 1,181 |
| VGTVanguard Information Tech ETF | $312.4K | 0.1% | 2,486 |
| VOTVanguard Mid-Cap Growth ETF | $308.2K | 0.1% | 1,055 |
| AMTAmerican Tower Corp | $307.1K | 0.1% | 1,876 |
| NFLXNetflix Inc | $302.7K | 0.1% | 4,351 |
| LYONDELLBASELL INDUSTRIES NV | $301.3K | 0.1% | 5,243 |
| MOHMolina Healthcare Inc | $299.7K | 0.1% | 1,585 |
| PANWPalo Alto Networks Inc | $298.4K | 0.1% | 751 |
| VOOGVanguard S&P 500 Growth ETF | $298.1K | 0.1% | 3,487 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $294.7K | 0.1% | 3,774 |
| TERTeradyne Inc | $294.3K | 0.1% | 734 |
| SHELShell PLC | $294.2K | 0.1% | 3,095 |
| NXP SEMICONDUCTORS N V | $293.8K | 0.1% | 1,237 |
| REGNRegeneron Pharmaceuticals Inc | $292.7K | 0.1% | 386 |
| NETCloudflare Inc | $290.7K | 0.1% | 837 |
| EMEEMCOR Group Inc | $290.5K | 0.1% | 385 |
| AAgilent Technologies Inc | $288.6K | 0.1% | 1,675 |
| PNCPNC Financial Services Group Inc | $286.9K | 0.1% | 1,291 |
| DDWMWisdomTree Dynamic International Equity Fund | $283.4K | 0.1% | 6,211 |
| JBHTJ B Hunt Transport Services Inc | $283.2K | 0.1% | 1,264 |
| AIGAmerican International Group Inc | $280K | 0.1% | 3,762 |
| MEDTRONIC PLC | $274.4K | 0.1% | 3,180 |
| WCNWaste Connections, Inc | $273.8K | 0.1% | 1,779 |
| ANETArista Networks Inc | $272.2K | 0.1% | 1,337 |
| MRSHMarsh & McLennan Companies Inc | $269.1K | 0.1% | 1,576 |
| IWFiShares Russell 1000 Growth ETF | $265.1K | 0.1% | 2,116 |
| AMPLIFY ETF TR | $263.1K | 0.1% | 6,333 |
| ARAntero Resources Corp | $261.7K | 0.1% | 7,838 |
| NTNXNutanix Inc | $260.4K | 0.1% | 3,699 |
| COPConocoPhillips | $260.2K | 0.1% | 2,079 |
| VEEVVeeva Systems Inc | $259.5K | 0.1% | 909 |
| AMEAMETEK Inc | $259.1K | 0.1% | 1,046 |
| SMHVanEck Semiconductor ETF | $258.8K | 0.1% | 425 |
| WFCWells Fargo & Co | $256.6K | 0.1% | 3,205 |
| CBRECBRE Group Inc | $256.3K | 0.1% | 1,995 |
| ELVElevance Health Inc | $256.2K | 0.1% | 659 |
| NWSANews Corp | $254.2K | 0.1% | 8,871 |
| NVRNVR Inc | $252.3K | 0.1% | 41 |
| EOGEOG Resources Inc | $250.9K | 0.1% | 1,821 |
| GMGeneral Motors Co | $249.2K | 0.1% | 3,237 |
| MUBiShares National Muni Bond ETF | $247.8K | 0.1% | 2,451 |
| AMPAmeriprise Financial Inc | $247.2K | 0.1% | 502 |
| LITELumentum Holdings Inc | $243.8K | 0.1% | 251 |
| GISGeneral Mills Inc | $241.5K | 0.1% | 7,509 |
| GSGoldman Sachs Group Inc | $241.3K | 0.1% | 268 |
| EXPEExpedia Group Inc | $237.3K | 0.1% | 901 |
| PODDInsulet Corp | $236.5K | 0.1% | 1,813 |
| DOWDow Inc | $233.6K | 0.1% | 8,482 |
| INVESCO LTD | $231.7K | 0.1% | 7,684 |
| XLIState Street Industrial Select Sector SPDR ETF | $228.4K | 0.1% | 1,368 |
| EQIXEquinix Inc | $228.4K | 0.1% | 226 |
| DHRDanaher Corp | $227.8K | 0.1% | 1,028 |
| VVisa Inc | $226.4K | 0.1% | 630 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $226.1K | 0.1% | 2,194 |
| JANUS DETROIT STR TR | $225.8K | 0.1% | 4,783 |
| IWMiShares Russell 2000 Index Fund | $223.9K | 0.1% | 806 |
| VWOBVanguard Emerging Markets Government Bond ETF | $222.7K | 0.1% | 3,527 |
| UALUnited Airlines Holdings Inc | $222.6K | 0.1% | 2,006 |
| RBLXRoblox Corp | $222.3K | 0.1% | 5,247 |
| VIKING HOLDINGS LTD | $222.3K | 0.1% | 2,838 |
| MRKMerck & Co Inc | $220.9K | 0.1% | 1,520 |
| IEFAiShares Core MSCI EAFE ETF | $219.9K | 0.1% | 2,270 |
| DISWalt Disney Co | $219.6K | 0.1% | 2,093 |
| TTWOTake-Two Interactive Software Inc | $219.3K | 0.1% | 1,057 |
| CRCrane Co | $217.5K | 0.1% | 1,066 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $215K | 0.1% | 2,367 |
| LRCXLam Research Corp | $214.8K | 0.1% | 654 |
| IRMIron Mountain Inc | $214.2K | 0.1% | 1,931 |
| IGViShares Expanded Tech-Software Sector ETF | $213K | 0.1% | 2,000 |
| UNHUnitedHealth Group Inc | $211.8K | 0.1% | 577 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $210.9K | 0.1% | 3,443 |
| AXPAmerican Express Co | $208K | 0.1% | 684 |
| VANGUARD NY TAX FREE FDS | $207.5K | 0.1% | 2,132 |
| CNH INDL N V | $205.9K | 0.1% | 16,023 |
| WISDOMTREE TR | $204.5K | 0.1% | 2,104 |
| VOVanguard Mid-Cap ETF | $203.5K | 0.1% | 2,595 |
| FFIVF5 Inc | $202.1K | 0.1% | 454 |
| ESEversource Energy | $200.9K | 0.1% | 3,131 |
| VFCVF Corp | $191.1K | 0.1% | 13,593 |
| SANBanco Santander SA | $156K | 0.0% | 11,277 |
| MFGMizuho Financial Group Inc | $149.7K | 0.0% | 13,544 |
| GPKGraphic Packaging Holding Co | $92.4K | 0.0% | 10,207 |
| LYGLloyds Banking Group PLC | $78.8K | 0.0% | 13,989 |
Quarter ending 2026-09-30.
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