LifeGoal Investments, LLC - Portfolio overview

LifeGoal Investments, LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. LRGF - ISHARES TR, 9.38%
2. CGGO - CAPITAL GROUP GBL GROWTH EQT, 9.07%
3. DGRO - ISHARES TR, 8.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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