account_balance
Investment manager · 13F filer · SEC CIK 2054684
LifeGoal Investments, LLC
Reported value$328Mas of Sep 30, 2026
Positions213 77 new, 19 sold out
Top 10 weight43.8%LRGF alone is 8%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LRGFiShares Tr
7.5%Added +7%
CGGOCapital Group GBL Growth Eqt
7.1%Added +9%
FEGERBB Fund Trust
5.6%Added +8%
DGROiShares Tr
5.5%Added +3%
NVDANVIDIA Corp
4.5%Added +372%
VUGVanguard Index FDS
3.5%Added +4%
AAPLApple Inc.
3.1%Added +77%
AMZNAmazon.com Inc
2.3%Added +205%
BNDVanguard Bd Index FDS
2.3%Trimmed −9%
VIGVanguard Specialized Funds
2.3%+1013%
PYLDPimco ETF Tr
2.2%Added +5%
VYMVanguard Whitehall FDS
2.0%New
LRGFiShares Tr
7.5%Added +7%
CGGOCapital Group GBL Growth Eqt
7.1%Added +9%
FEGERBB Fund Trust
5.6%
DGROiShares Tr
5.5%
NVDANVIDIA Corp
4.5%+372%
VUGVanguard Index FDS
3.5%
AAPLApple Inc.
3.1%
AMZNAmazon.com Inc
2.3%
BND2.3%
VIG2.3%
PYLD2.2%
VYM2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LRGF iShares Tr 7.5% Added +7%
CGGO Capital Group GBL Growth Eqt 7.1% Added +9%
FEGE RBB Fund Trust 5.6% Added +8%
DGRO iShares Tr 5.5% Added +3%
NVDA NVIDIA Corp 4.5% Added +372%VUG Vanguard Index FDS 3.5% Added +4%
AAPL Apple Inc. 3.1% Added +77%AMZN Amazon.com Inc 2.3% Added +205%BND Vanguard Bd Index FDS 2.3% Trimmed −9%
VIG Vanguard Specialized Funds 2.3% Added +1013%
PYLD Pimco ETF Tr 2.2% Added +5%
VYM Vanguard Whitehall FDS 2.0% New
What changed
Biggest moves since Jun 30, 2026
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