Institutional Fund
Lifegoal Investments, LLC
Saratoga Springs, NYCIK 20546845 filings on record
Portfolio Value
$174.75M
Q1 2026
Holdings
112
Reported positions
New Buys
43
Opened this quarter
QoQ Change
+17.1%
from $149.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.5%
- Capital Group Gbl Growth Eqt9.2%
- Ishares Tr8.4%
- Rbb Fund Trust7.7%
- Vanguard Bd Index Fds5.7%
- Vanguard Index Fds5.6%
- Other53.9%
Portfolio Holdings
112 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 250.3K | $16.64M | 9.5% | +36.3K | Added |
| 2 | Capital Group Gbl Growth Eqt | 473.8K | $16.10M | 9.2% | +56.8K | Added |
| 3 | Ishares Tr | 210.1K | $14.75M | 8.4% | +16.5K | Added |
| 4 | Rbb Fund Trust | 283.9K | $13.44M | 7.7% | +50.6K | Added |
| 5 | Vanguard Bd Index Fds | 134.7K | $9.89M | 5.7% | +4.1K | Added |
| 6 | Vanguard Index Fds | 22.0K | $9.70M | 5.6% | +278 | Added |
| 7 | Pimco ETF Tr | 264.9K | $6.93M | 4.0% | +37.2K | Added |
| 8 | J P Morgan Exchange Traded F | 126.7K | $5.82M | 3.3% | −9.0K | Reduced |
| 9 | Ea Series Trust | 47.2K | $5.48M | 3.1% | +25.6K | Added |
| 10 | Capital Grp Fixed Incm ETF T | 158.4K | $4.32M | 2.5% | +22.5K | Added |
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