13F-HR filed by LifeGoal Investments, LLC
LifeGoal Investments, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-05, with 61 holding rows worth $92,175,740.
- Accession
- 0001754960-25-000096
- Filer
- CIK 2054684
- Filed
- 2025-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 61 entries on the cover page, a total value of $92,175,740 stated on the cover page (in dollars after the unit check, H1), rows summing to $92,175,740 with VALUE read as dollars as filed, 13F file number 028-24753. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 168,886 | $10,359,471 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 334,906 | $9,785,943 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 12,871 | $5,282,916 | dollars as filed | |
| ISHARES GLOBAL EQUITY FACTOR ETF | 46434V316 | COM | 103,512 | $4,489,077 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 58,953 | $4,239,313 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 142,144 | $4,213,159 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 81,232 | $3,705,797 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 60,087 | $3,626,241 | dollars as filed | |
| JANUS HENDERSON B-BBB CLO ETF | 47103U753 | ETF | 55,628 | $2,734,681 | dollars as filed | |
| iShares International Dividend Growth ETF | 46435G524 | SHS | 39,695 | $2,697,706 | dollars as filed | |
| iShares U.S. Small Cap Equity Factor ETF | 46434V290 | SHS | 38,886 | $2,624,810 | dollars as filed | |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 34,275 | $2,563,105 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 81,772 | $2,230,738 | dollars as filed | |
| Hartford Schroders Tax-Aware Bond ETF | 41653L404 | ETF | 113,916 | $2,205,417 | dollars as filed | |
| iShares Emerging Markets Equity Factor ETF | 46434G889 | SHS | 41,537 | $1,878,579 | dollars as filed | |
| VTI | 922908769 | COM | 6,385 | $1,850,559 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,122 | $1,682,173 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 19,375 | $1,580,613 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 30,714 | $1,539,688 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 13,214 | $1,407,988 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,121 | $1,243,076 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 2,938 | $1,075,484 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,080 | $1,021,762 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 39,219 | $1,013,034 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 37,278 | $1,003,526 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 38,567 | $999,664 | dollars as filed | |
| ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW | 46434G855 | ETF | 34,320 | $964,737 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 8,795 | $927,707 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,706 | $896,157 | dollars as filed | |
| ISHARES TR | 464288323 | NEW YORK MUN ETF | 16,081 | $855,850 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 8,722 | $797,421 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,347 | $615,037 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,346 | $595,157 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,357 | $572,006 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 5,214 | $569,418 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,721 | $532,826 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,194 | $527,098 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 880 | $514,962 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,745 | $502,956 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528702 | ISHARES LARG CAP | 16,194 | $496,542 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,213 | $485,510 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 4,334 | $477,916 | dollars as filed | |
| Fidelity MSCI Energy Index ETF | 316092402 | SHS | 15,185 | $362,007 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,314 | $356,487 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 3,794 | $333,493 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,657 | $313,670 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 5,945 | $307,548 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 623 | $282,393 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 549 | $280,635 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,955 | $266,984 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,340 | $248,812 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,048 | $245,966 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524649 | MUN BD ETF | 8,920 | $229,078 | dollars as filed | |
| ISHARES TR | 46434V266 | INTERNATIONAL SL | 6,958 | $224,613 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,246 | $218,337 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,286 | $217,685 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 281 | $216,932 | dollars as filed | |
| NUVEEN CALIFORNIA AMT-FREE MUN | 670651108 | COM | 16,140 | $204,010 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 2,579 | $201,175 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 14,522 | $163,808 | dollars as filed | |
| ALLIANCE NATIONAL MUNICIPAL IN | 01864U106 | COM | 10,698 | $116,287 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000096 | this filing | 2025-02-05 | acceptance time not in the bulk data set |