LifeGoal Investments, LLC: 13F holdings
CIK 20546842026Q2
| Positions | 155 |
|---|---|
| Reported value | $218.5m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGGO CAPITAL GROUP GBL GROWTH EQT | 536,940 | $22.7m | 10.4% |
| LRGF ISHARES TR | 295,859 | $22.4m | 10.2% |
| DGRO ISHARES TR | 232,615 | $17.6m | 8.1% |
| RBB FUND TRUST | 338,466 | $16.6m | 7.6% |
| VUG VANGUARD INDEX FDS | 124,701 | $10.7m | 4.9% |
| BND VANGUARD BD INDEX FDS | 117,536 | $8.6m | 3.9% |
| PYLD PIMCO ETF TR | 267,867 | $7.1m | 3.3% |
| EA SERIES TRUST | 54,112 | $6.3m | 2.9% |
| JPIE J P MORGAN EXCHANGE TRADED F | 118,529 | $5.5m | 2.5% |
| ISHARES INC | 69,835 | $5.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054684")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.