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☆LifeGoal Investments, LLC

CIK 0002054684 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.384
AUM ($M)
218
Positions
155
Turnover
0.11
Top-10 wt
56%
Herfindahl
0.044
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 162 positions · portfolio value $218M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 10.4% +1.2% 22.7 536,940 +63,101 5 —
☆LRGF funds › ISHARES TR ADD — 10.2% +0.7% 22.4 295,859 +45,518 5 —
☆DGRO funds › ISHARES TR ADD — 8.1% -0.4% 17.6 232,615 +22,470 5 —
☆FEGE funds › RBB FUND TRUST ADD — 7.6% -0.1% 16.6 338,466 +54,564 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 4.9% -0.6% 10.7 124,701 +102,741 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 3.9% -1.7% 8.6 117,536 -17,177 5 —
☆PYLD funds › PIMCO ETF TR ADD — 3.3% -0.7% 7.1 267,867 +2,975 5 —
☆BOXX funds › EA SERIES TRUST ADD — 2.9% -0.2% 6.3 54,112 +6,923 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F TRIM — 2.5% -0.8% 5.5 118,529 -8,144 5 —
☆EMGF funds › ISHARES INC ADD — 2.3% +0.1% 5.1 69,835 +6,080 5 —
☆AAPL funds › APPLE INC ADD — 2.3% +0.0% 5.0 17,236 +1,662 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T TRIM — 2.0% -0.5% 4.3 157,766 -598 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS ADD — 1.4% -0.0% 3.0 31,654 +4,808 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.3% -0.1% 2.8 7,698 +8 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.3% +0.3% 2.8 13,852 +4,053 5 —
☆IGRO funds › ISHARES TR ADD — 1.2% +0.0% 2.5 28,861 +4,973 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.1% +0.2% 2.4 9,993 +2,785 5 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 1.0% +0.1% 2.2 51,006 +12,695 2 —
☆GOOG funds › ALPHABET INC ADD — 1.0% +0.0% 2.2 6,270 +319 5 —
☆GLDM funds › WORLD GOLD TR ADD — 1.0% -0.4% 2.2 27,323 +2,312 2 —
☆FLIN funds › FRANKLIN TEMPLETON ETF TR ADD — 0.9% +0.0% 2.0 57,360 +10,250 2 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.9% -0.1% 2.0 2,944 -2 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.8% -0.0% 1.7 4,568 +858 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.7% +0.4% 1.6 1,397 -36 2 —
☆VCLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.7% -0.2% 1.6 20,993 -739 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE TRIM — 0.7% -0.2% 1.5 40,783 -2,813 5 —
☆GLOF funds › ISHARES TR TRIM — 0.7% -0.1% 1.4 24,288 -1,088 5 —
☆AVGO funds › BROADCOM INC ADD — 0.6% +0.1% 1.4 3,598 +718 5 —
☆MUNI funds › PIMCO ETF TR ADD — 0.6% -0.1% 1.3 24,473 +124 3 —
☆AGG funds › ISHARES TR ADD — 0.6% -0.1% 1.3 12,654 +58 5 —
☆ALLW funds › SSGA ACTIVE TR NEW — 0.5% +0.5% 1.2 40,275 +40,275 1 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.0% 1.2 3,281 +370 5 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.5% -0.2% 1.0 20,248 -1,454 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.5% -0.2% 1.0 19,381 +0 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.4% -0.3% 0.9 32,807 -15,408 5 —
☆IVVM funds › BLACKROCK ETF TRUST II ADD — 0.4% +0.0% 0.9 24,372 +4,294 5 —
☆MUNY funds › VANGUARD NY TAX FREE FDS ADD — 0.4% -0.1% 0.9 8,536 +68 3 —
☆LONZ funds › PIMCO ETF TR NEW — 0.4% +0.4% 0.8 17,063 +17,063 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.4% +0.4% 0.8 1,382 +1,382 1 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.3% +0.0% 0.7 1,012 -1 4 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.3% +0.0% 0.7 2,243 +383 5 —
☆SMLF funds › ISHARES TR TRIM — 0.3% -0.0% 0.7 8,110 -295 5 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.3% -0.0% 0.7 2,414 +0 5 —
☆META funds › META PLATFORMS INC TRIM — 0.3% -0.1% 0.7 1,234 -82 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.3% +0.1% 0.7 642 +64 3 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.3% -0.0% 0.7 2,858 +43 5 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.3% +0.1% 0.7 1,037 -131 2 —
☆RING funds › ISHARES INC TRIM — 0.3% -0.2% 0.6 9,739 -503 5 —
☆IUSB funds › ISHARES TR ADD — 0.3% -0.0% 0.6 13,529 +1,938 5 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.3% +0.1% 0.6 308 +50 2 —
☆ACWV funds › ISHARES INC TRIM — 0.3% -0.1% 0.6 4,994 -166 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.3% -0.0% 0.6 788 +29 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.3% +0.0% 0.6 500 +37 2 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 0.6 482 +17 5 —
☆NBIS funds › NEBIUS GROUP N.V. NEW — 0.3% +0.3% 0.6 2,025 +2,025 1 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.3% -0.0% 0.6 7,830 +16 5 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.1% 0.5 1,295 +406 2 —
☆SNDK funds › SANDISK CORP NEW — 0.2% +0.2% 0.5 233 +233 1 —
☆CNC funds › CENTENE CORP DEL ADD — 0.2% +0.1% 0.5 8,233 +560 2 —
☆USMV funds › ISHARES TR NEW — 0.2% +0.2% 0.5 5,420 +5,420 1 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.2% +0.2% 0.5 534 +534 1 —
☆SGOV funds › ISHARES TR TRIM — 0.2% -0.3% 0.5 5,112 -3,365 5 —
☆MUB funds › ISHARES TR ADD — 0.2% -0.1% 0.5 4,729 +23 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% +0.0% 0.5 3,037 +1,029 3 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.2% 0.5 4,413 -2,277 5 —
☆HTAB funds › HARTFORD FDS EXCHANGE TRADED TRIM — 0.2% -0.1% 0.5 25,392 -657 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.2% -0.1% 0.5 1,314 +0 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.2% -0.0% 0.5 504 +77 2 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 0.5 3,954 +179 5 —
☆INTU funds › INTUIT ADD — 0.2% -0.2% 0.5 1,802 +12 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.2% 0.5 3,392 -981 5 —
☆ABNB funds › AIRBNB INC ADD — 0.2% +0.0% 0.5 3,195 +632 2 —
☆VWOB funds › VANGUARD WHITEHALL FDS TRIM — 0.2% -0.1% 0.4 6,692 -469 4 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 0.4 1,201 +223 2 —
☆FTNT funds › FORTINET INC TRIM — 0.2% +0.1% 0.4 2,859 -261 2 —
☆QUAL funds › ISHARES TR ADD — 0.2% -0.0% 0.4 1,908 +3 5 —
☆BLK funds › BLACKROCK INC ADD — 0.2% +0.0% 0.4 430 +89 2 —
☆COF funds › CAPITAL ONE FINL CORP NEW — 0.2% +0.2% 0.4 2,017 +2,017 1 —
☆TER funds › TERADYNE INC ADD — 0.2% +0.0% 0.4 827 +24 2 —
☆EEM funds › ISHARES TR NEW — 0.2% +0.2% 0.4 5,684 +5,684 1 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.2% +0.1% 0.4 1,135 +307 2 —
☆GDX funds › VANECK ETF TRUST ADD — 0.2% -0.1% 0.4 4,917 +152 5 —
☆PCG funds › PG&E CORP TRIM — 0.2% -0.1% 0.4 22,018 -463 3 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.1% 0.4 13,926 -4,164 5 —
☆ASML funds › ASML HLDG NV ADD — 0.2% +0.0% 0.3 174 +8 2 —
☆JBHT funds › HUNT J B TRANS SVCS INC ADD — 0.2% +0.0% 0.3 1,172 +196 2 —
☆BALI funds › BLACKROCK ETF TRUST NEW — 0.2% +0.2% 0.3 9,999 +9,999 1 —
☆MOH funds › MOLINA HEALTHCARE INC NEW — 0.2% +0.2% 0.3 1,478 +1,478 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.2% -0.0% 0.3 675 +49 4 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F NEW — 0.2% +0.2% 0.3 5,860 +5,860 1 —
☆BAC funds › BANK OF AMER CORP NEW — 0.2% +0.2% 0.3 5,789 +5,789 1 —
☆EME funds › EMCOR GROUP INC ADD — 0.1% -0.0% 0.3 391 +13 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.1% -0.1% 0.3 5,618 -1,206 2 —
☆VIK funds › VIKING HOLDINGS LTD NEW — 0.1% +0.1% 0.3 3,019 +3,019 1 —
☆EIX funds › EDISON INTL ADD — 0.1% -0.0% 0.3 4,058 +133 2 —
☆NSC funds › NORFOLK SOUTHN CORP ADD — 0.1% +0.0% 0.3 952 +201 2 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 0.3 1,211 +217 2 —
☆AON funds › AON PLC NEW — 0.1% +0.1% 0.3 890 +890 1 —
☆TMUS funds › T-MOBILE US INC NEW — 0.1% +0.1% 0.3 1,750 +1,750 1 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.0% 0.3 3,487 +2,933 5 —
☆CB funds › CHUBB LIMITED ADD — 0.1% -0.0% 0.3 842 +86 2 —
☆IAU funds › ISHARES GOLD TR ADD — 0.1% -0.0% 0.3 3,774 +282 3 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 0.3 1,560 +39 2 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.1% 0.3 1,875 -509 2 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.1% +0.1% 0.3 380 +380 1 —
☆WCN funds › WASTE CONNECTIONS INC NEW — 0.1% +0.1% 0.3 1,646 +1,646 1 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 0.3 1,797 +78 2 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.3 893 +0 5 —
☆SNOW funds › SNOWFLAKE INC NEW — 0.1% +0.1% 0.3 1,063 +1,063 1 —
☆PSX funds › PHILLIPS 66 ADD — 0.1% +0.0% 0.3 1,586 +410 2 —
☆ES funds › EVERSOURCE ENERGY NEW — 0.1% +0.1% 0.3 3,671 +3,671 1 —
☆IDVO funds › AMPLIFY ETF TR NEW — 0.1% +0.1% 0.3 6,313 +6,313 1 —
☆C funds › CITIGROUP INC NEW — 0.1% +0.1% 0.3 1,893 +1,893 1 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.1% -0.1% 0.3 1,041 -607 3 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.1% +0.1% 0.3 550 +550 1 —
☆SPLB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.3 11,654 -289 5 —
☆ZIM funds › ZIM INTEGRATED SHIPPING SERV NEW — 0.1% +0.1% 0.3 10,040 +10,040 1 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% -0.0% 0.3 3,631 +1,391 2 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% -0.1% 0.3 723 -128 2 —
☆MAA funds › MID-AMER APT CMNTYS INC NEW — 0.1% +0.1% 0.3 1,833 +1,833 1 —
☆FTI funds › TECHNIPFMC PLC ADD — 0.1% -0.0% 0.3 3,796 +27 2 —
☆VPLS funds › VANGUARD MALVERN FDS ADD — 0.1% -0.0% 0.2 3,219 +33 3 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.1% -0.0% 0.2 3,919 +592 2 —
☆UAL funds › UNITED AIRLS HLDGS INC NEW — 0.1% +0.1% 0.2 1,804 +1,804 1 —
☆CMI funds › CUMMINS INC NEW — 0.1% +0.1% 0.2 337 +337 1 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.1% 0.2 464 -42 2 —
☆SHOP funds › SHOPIFY INC NEW — 0.1% +0.1% 0.2 2,063 +2,063 1 —
☆CRS funds › CARPENTER TECHNOLOGY CORP NEW — 0.1% +0.1% 0.2 381 +381 1 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.1% -0.1% 0.2 2,257 -236 3 —
☆NYF funds › ISHARES TR TRIM — 0.1% -0.1% 0.2 4,317 -1,441 5 —
☆VRSN funds › VERISIGN INC NEW — 0.1% +0.1% 0.2 922 +922 1 —
☆JBBB funds › JANUS DETROIT STR TR TRIM — 0.1% -0.0% 0.2 4,788 -739 5 —
☆ESGD funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,194 +0 2 —
☆MHK funds › MOHAWK INDS INC NEW — 0.1% +0.1% 0.2 1,855 +1,855 1 —
☆DHR funds › DANAHER CORP DEL NEW — 0.1% +0.1% 0.2 1,160 +1,160 1 —
☆EOG funds › EOG RES INC NEW — 0.1% +0.1% 0.2 1,700 +1,700 1 —
☆IEFA funds › ISHARES TR ADD — 0.1% -0.0% 0.2 2,270 +18 3 —
☆DKNG funds › DRAFTKINGS INC NEW NEW — 0.1% +0.1% 0.2 8,621 +8,621 1 —
☆LITE funds › LUMENTUM HLDGS INC NEW — 0.1% +0.1% 0.2 250 +250 1 —
☆MLPA funds › GLOBAL X FDS NEW — 0.1% +0.1% 0.2 4,039 +4,039 1 —
☆GIS funds › GENERAL MILLS INC NEW — 0.1% +0.1% 0.2 6,155 +6,155 1 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW — 0.1% +0.1% 0.2 856 +856 1 —
☆SMH funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.2 325 +325 1 —
☆AVUV funds › AMERICAN CENTY ETF TR NEW — 0.1% +0.1% 0.2 1,697 +1,697 1 —
☆GM funds › GENERAL MTRS CO NEW — 0.1% +0.1% 0.2 2,746 +2,746 1 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C NEW — 0.1% +0.1% 0.2 4,606 +4,606 1 —
☆VO funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 2,578 +2,578 1 —
☆ORCL funds › ORACLE CORP NEW — 0.1% +0.1% 0.2 1,417 +1,417 1 —
☆ABT funds › ABBOTT LABORATORIES NEW — 0.1% +0.1% 0.2 2,272 +2,272 1 —
☆ROST funds › ROSS STORES INC NEW — 0.1% +0.1% 0.2 960 +960 1 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.2 3,319 +3,319 1 —
☆V funds › VISA INC NEW — 0.1% +0.1% 0.2 589 +589 1 —
☆SNPS funds › SYNOPSYS INC NEW — 0.1% +0.1% 0.2 452 +452 1 —
☆SAN funds › BANCO SANTANDER SA TRIM — 0.1% -0.0% 0.1 10,349 -872 2 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC NEW — 0.0% +0.0% 0.1 11,159 +11,159 1 —
☆KMI funds › KINDER MORGAN INC DEL EXIT — 0.0% -0.1% 0.0 0 -7,655 0 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.1% 0.0 0 -2,819 0 —
☆NEM funds › NEWMONT CORP EXIT — 0.0% -0.1% 0.0 0 -1,838 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -1,659 0 —
☆REGN funds › REGENERON PHARMACEUTICALS EXIT — 0.0% -0.2% 0.0 0 -385 0 —
☆BKNG funds › BOOKING HOLDINGS INC EXIT — 0.0% -0.1% 0.0 0 -60 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.2% 0.0 0 -1,725 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 218 155 0.11 56% 0.044 0.384 — in
2026Q1 175 112 0.13 59% 0.044 0.358 — in
2025Q4 150 75 0.12 62% 0.050 0.330 — in
2025Q3 120 70 0.10 61% 0.050 0.330 — in
2025Q2 105 65 0.16 62% 0.049 0.256 — entered
2025Q1 93 63 0.00 58% 0.045 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status