LifeGoal Investments

SARATOGA SPRINGS, NYfiles as LifeGoal Investments, LLC

$218m in 155 US stocks at the end of 30 June 2026. The top 10 are 56.2% of the money. It changed about 11.3% of the portfolio this quarter.

Value

$218m

Stocks

155

Top 10 share

56.2%

Turnover

11.3%

What changed this quarter

New

Bought for the first time this quarter.

Ssga Active TRALLW
0.5% of the fund
Pimco ETF TRLONZ
0.4% of the fund
Advanced Micro DevicesAMD
0.4% of the fund
Nebius GroupNBIS
0.3% of the fund
SandiskSNDK
0.2% of the fund
Ishares TRUSMV
0.2% of the fund
Seagate Technology HoldingsSTX
0.2% of the fund
Capital One FinancialCOF
0.2% of the fund
Ishares TREEM
0.2% of the fund
Blackrock ETF TrustBALI
0.2% of the fund
Molina HealthcareMOH
0.2% of the fund
J P Morgan Exchange Traded FJEPI
0.2% of the fund
Bank of AmericaBAC
0.2% of the fund
Viking HoldingsVIK
0.1% of the fund
AonAON
0.1% of the fund
T-Mobile USTMUS
0.1% of the fund
Applied MaterialsAMAT
0.1% of the fund
Waste ConnectionsWCN
0.1% of the fund
SnowflakeSNOW
0.1% of the fund
Eversource EnergyES
0.1% of the fund
Amplify ETF TRIDVO
0.1% of the fund
CitigroupC
0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
0.1% of the fund
ZIM Integrated Shipping ServicesZIM
0.1% of the fund
MID America Apartment CommunitiesMAA
0.1% of the fund

Added

Bought more of a stock they already held.

Capital Group GBL Growth EQTCGGO
10.4% of the fund
+13%
Ishares TRLRGF
10.2% of the fund
+18%
Ishares TRDGRO
8.1% of the fund
+11%
RBB Fund TrustFEGE
7.6% of the fund
+19%
EA Series TrustBOXX
2.9% of the fund
+15%
IsharesEMGF
2.3% of the fund
+10%
AppleAAPL
2.3% of the fund
+11%
Vanguard Whitehall FDSVIGI
1.4% of the fund
+18%
NvidiaNVDA
1.3% of the fund
+41%
Ishares TRIGRO
1.2% of the fund
+21%
Amazon.comAMZN
1.1% of the fund
+39%
Select Sector Spdr TRXLRE
1.0% of the fund
+33%
AlphabetGOOG
1.0% of the fund
+5%
World Gold TRGLDM
1.0% of the fund
+9%
Franklin Templeton ETF TRFLIN
0.9% of the fund
+22%
MicrosoftMSFT
0.8% of the fund
+23%
BroadcomAVGO
0.6% of the fund
+25%
AlphabetGOOGL
0.5% of the fund
+13%
Blackrock ETF Trust IIIVVM
0.4% of the fund
+21%
JPMorgan ChaseJPM
0.3% of the fund
+21%
CaterpillarCAT
0.3% of the fund
+11%
Ishares TRIUSB
0.3% of the fund
+17%
Comfort Systems USAFIX
0.3% of the fund
+19%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
+4%
GE VernovaGEV
0.3% of the fund
+8%

Cut

Sold some of their stake.

Vanguard Index FDSVUG
4.9% of the fund
-5%
Vanguard BD Index FDSBND
3.9% of the fund
-13%
J P Morgan Exchange Traded FJPIE
2.5% of the fund
-6%
Micron TechnologyMU
0.7% of the fund
-3%
Vanguard Scottsdale FDSVCLT
0.7% of the fund
-3%
Capital Group Dividend GroweCGDG
0.7% of the fund
-6%
Ishares TRGLOF
0.7% of the fund
-4%
Vanguard MUN BD FDSVTEB
0.5% of the fund
-7%
Capital GRP Fixed Incm ETF TCGMU
0.4% of the fund
-32%
Ishares TRSMLF
0.3% of the fund
-4%
Meta PlatformsMETA
0.3% of the fund
-6%
Western DigitalWDC
0.3% of the fund
-11%
IsharesRING
0.3% of the fund
-5%
IsharesACWV
0.3% of the fund
-3%
Ishares TRSGOV
0.2% of the fund
-40%
WalmartWMT
0.2% of the fund
-34%
Hartford FDS Exchange TradedHTAB
0.2% of the fund
-3%
ExxonMobil HoldingsXOM
0.2% of the fund
-22%
Vanguard Whitehall FDSVWOB
0.2% of the fund
-7%
FortinetFTNT
0.2% of the fund
-8%
Pg&ePCG
0.2% of the fund
-2%
Schwab Strategic TRSCHP
0.2% of the fund
-23%
Bristol-Myers SquibbBMY
0.1% of the fund
-18%
Procter & GamblePG
0.1% of the fund
-21%
Johnson & JohnsonJNJ
0.1% of the fund
-37%

Sold out

Sold their entire stake.

Holdings

Capital Group GBL Growth EQTCGGO
Share
10.4%
Value
$23m
Shares
536,940
+13%
Ishares TRLRGF
Share
10.2%
Value
$22m
Shares
295,859
+18%
Ishares TRDGRO
Share
8.1%
Value
$18m
Shares
232,615
+11%
RBB Fund TrustFEGE
Share
7.6%
Value
$17m
Shares
338,466
+19%
Vanguard Index FDSVUG
Share
4.9%
Value
$11m
Shares
124,701
-5%
Vanguard BD Index FDSBND
Share
3.9%
Value
$9m
Shares
117,536
-13%
Pimco ETF TRPYLD
Share
3.3%
Value
$7m
Shares
267,867
Held
EA Series TrustBOXX
Share
2.9%
Value
$6m
Shares
54,112
+15%
J P Morgan Exchange Traded FJPIE
Share
2.5%
Value
$5m
Shares
118,529
-6%
IsharesEMGF
Share
2.3%
Value
$5m
Shares
69,835
+10%
AppleAAPL
Share
2.3%
Value
$5m
Shares
17,236
+11%
Capital GRP Fixed Incm ETF TCGMS
Share
2.0%
Value
$4m
Shares
157,766
Held
Vanguard Whitehall FDSVIGI
Share
1.4%
Value
$3m
Shares
31,654
+18%
Vanguard Index FDSVTI
Share
1.3%
Value
$3m
Shares
7,698
Held
NvidiaNVDA
Share
1.3%
Value
$3m
Shares
13,852
+41%
Ishares TRIGRO
Share
1.2%
Value
$3m
Shares
28,861
+21%
Amazon.comAMZN
Share
1.1%
Value
$2m
Shares
9,993
+39%
Select Sector Spdr TRXLRE
Share
1.0%
Value
$2m
Shares
51,006
+33%
AlphabetGOOG
Share
1.0%
Value
$2m
Shares
6,270
+5%
World Gold TRGLDM
Share
1.0%
Value
$2m
Shares
27,323
+9%
Franklin Templeton ETF TRFLIN
Share
0.9%
Value
$2m
Shares
57,360
+22%
Vanguard Index FDSVOO
Share
0.9%
Value
$2m
Shares
2,944
Held
MicrosoftMSFT
Share
0.8%
Value
$2m
Shares
4,568
+23%
Micron TechnologyMU
Share
0.7%
Value
$2m
Shares
1,397
-3%
Vanguard Scottsdale FDSVCLT
Share
0.7%
Value
$2m
Shares
20,993
-3%
Capital Group Dividend GroweCGDG
Share
0.7%
Value
$2m
Shares
40,783
-6%
Ishares TRGLOF
Share
0.7%
Value
$1m
Shares
24,288
-4%
BroadcomAVGO
Share
0.6%
Value
$1m
Shares
3,598
+25%
Pimco ETF TRMUNI
Share
0.6%
Value
$1m
Shares
24,473
Held
Ishares TRAGG
Share
0.6%
Value
$1m
Shares
12,654
Held
Ssga Active TRALLW
Share
0.5%
Value
$1m
Shares
40,275
New
AlphabetGOOGL
Share
0.5%
Value
$1m
Shares
3,281
+13%
Vanguard MUN BD FDSVTEB
Share
0.5%
Value
$1m
Shares
20,248
-7%
Fidelity Wise Origin BitcoinFBTC
Share
0.5%
Value
$989,400
Shares
19,381
Held
Capital GRP Fixed Incm ETF TCGMU
Share
0.4%
Value
$901,195
Shares
32,807
-32%
Blackrock ETF Trust IIIVVM
Share
0.4%
Value
$900,618
Shares
24,372
+21%
Vanguard NY TAX Free FDSMUNY
Share
0.4%
Value
$887,784
Shares
8,536
Held
Pimco ETF TRLONZ
Share
0.4%
Value
$841,385
Shares
17,063
New
Advanced Micro DevicesAMD
Share
0.4%
Value
$802,818
Shares
1,382
New
Invesco QQQ TRQQQ
Share
0.3%
Value
$745,508
Shares
1,012
Held
JPMorgan ChaseJPM
Share
0.3%
Value
$734,201
Shares
2,243
+21%
Ishares TRSMLF
Share
0.3%
Value
$722,931
Shares
8,110
-4%
Vanguard World FDVHT
Share
0.3%
Value
$721,810
Shares
2,414
Held
Meta PlatformsMETA
Share
0.3%
Value
$695,098
Shares
1,234
-6%
CaterpillarCAT
Share
0.3%
Value
$683,666
Shares
642
+11%
Vanguard Specialized FundsVIG
Share
0.3%
Value
$676,254
Shares
2,858
Held
Western DigitalWDC
Share
0.3%
Value
$662,353
Shares
1,037
-11%
IsharesRING
Share
0.3%
Value
$629,125
Shares
9,739
-5%
Ishares TRIUSB
Share
0.3%
Value
$624,379
Shares
13,529
+17%
Comfort Systems USAFIX
Share
0.3%
Value
$610,441
Shares
308
+19%
IsharesACWV
Share
0.3%
Value
$600,373
Shares
4,994
-3%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$588,455
Shares
788
+4%
GE VernovaGEV
Share
0.3%
Value
$587,430
Shares
500
+8%
Eli LillyLLY
Share
0.3%
Value
$578,154
Shares
482
+4%
Nebius GroupNBIS
Share
0.3%
Value
$559,244
Shares
2,025
New
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$557,875
Shares
7,830
Held
TeslaTSLA
Share
0.2%
Value
$544,677
Shares
1,295
+46%
SandiskSNDK
Share
0.2%
Value
$529,779
Shares
233
New
CenteneCNC
Share
0.2%
Value
$528,476
Shares
8,233
+7%
Ishares TRUSMV
Share
0.2%
Value
$522,853
Shares
5,420
New
Seagate Technology HoldingsSTX
Share
0.2%
Value
$515,310
Shares
534
New
Ishares TRSGOV
Share
0.2%
Value
$514,608
Shares
5,112
-40%
Ishares TRMUB
Share
0.2%
Value
$508,937
Shares
4,729
Held
ChevronCVX
Share
0.2%
Value
$503,413
Shares
3,037
+51%
WalmartWMT
Share
0.2%
Value
$499,857
Shares
4,413
-34%
Hartford FDS Exchange TradedHTAB
Share
0.2%
Value
$487,079
Shares
25,392
-3%
Spdr Gold TRGLD
Share
0.2%
Value
$484,051
Shares
1,314
Held
Costco WholesaleCOST
Share
0.2%
Value
$471,477
Shares
504
+18%
Spdr Series TrustSPYG
Share
0.2%
Value
$470,488
Shares
3,954
+5%
IntuitINTU
Share
0.2%
Value
$470,322
Shares
1,802
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$463,754
Shares
3,392
-22%
AirbnbABNB
Share
0.2%
Value
$457,205
Shares
3,195
+25%
Vanguard Whitehall FDSVWOB
Share
0.2%
Value
$449,965
Shares
6,692
-7%
General ElectricGE
Share
0.2%
Value
$448,850
Shares
1,201
+23%
FortinetFTNT
Share
0.2%
Value
$439,200
Shares
2,859
-8%
Ishares TRQUAL
Share
0.2%
Value
$418,717
Shares
1,908
Held
BlackRockBLK
Share
0.2%
Value
$413,471
Shares
430
+26%
Capital One FinancialCOF
Share
0.2%
Value
$404,651
Shares
2,017
New
TeradyneTER
Share
0.2%
Value
$400,136
Shares
827
+3%
Ishares TREEM
Share
0.2%
Value
$388,842
Shares
5,684
New
Vertiv HoldingsVRT
Share
0.2%
Value
$380,021
Shares
1,135
+37%
Vaneck ETF TrustGDX
Share
0.2%
Value
$370,966
Shares
4,917
+3%
Pg&ePCG
Share
0.2%
Value
$370,343
Shares
22,018
-2%
Schwab Strategic TRSCHP
Share
0.2%
Value
$369,051
Shares
13,926
-23%
ASML Holding NVASML
Share
0.2%
Value
$346,163
Shares
174
+5%
Hunt J B Transport ServicesJBHT
Share
0.2%
Value
$339,212
Shares
1,172
+20%
Blackrock ETF TrustBALI
Share
0.2%
Value
$338,272
Shares
9,999
New
Molina HealthcareMOH
Share
0.2%
Value
$338,019
Shares
1,478
New
Berkshire HathawayBRK-B
Share
0.2%
Value
$337,763
Shares
675
+8%
J P Morgan Exchange Traded FJEPI
Share
0.2%
Value
$330,958
Shares
5,860
New
Bank of AmericaBAC
Share
0.2%
Value
$329,882
Shares
5,789
New
EMCOR GroupEME
Share
0.1%
Value
$324,483
Shares
391
+3%
Bristol-Myers SquibbBMY
Share
0.1%
Value
$323,709
Shares
5,618
-18%
Viking HoldingsVIK
Share
0.1%
Value
$315,999
Shares
3,019
New
Edison InternationalEIX
Share
0.1%
Value
$302,118
Shares
4,058
+3%
Norfolk SouthernNSC
Share
0.1%
Value
$299,490
Shares
952
+27%
PNC Financial Services GroupPNC
Share
0.1%
Value
$298,172
Shares
1,211
+22%
AonAON
Share
0.1%
Value
$295,204
Shares
890
New
T-Mobile USTMUS
Share
0.1%
Value
$293,528
Shares
1,750
New
Vanguard Admiral FDSVOOG
Share
0.1%
Value
$288,118
Shares
3,487
+5%

Company	Share of fund	Value	Shares	Change
Capital Group GBL Growth EQTCGGO	10.4%	$23m	536,940	+13%
Ishares TRLRGF	10.2%	$22m	295,859	+18%
Ishares TRDGRO	8.1%	$18m	232,615	+11%
RBB Fund TrustFEGE	7.6%	$17m	338,466	+19%
Vanguard Index FDSVUG	4.9%	$11m	124,701	-5%
Vanguard BD Index FDSBND	3.9%	$9m	117,536	-13%
Pimco ETF TRPYLD	3.3%	$7m	267,867	Held
EA Series TrustBOXX	2.9%	$6m	54,112	+15%
J P Morgan Exchange Traded FJPIE	2.5%	$5m	118,529	-6%
IsharesEMGF	2.3%	$5m	69,835	+10%
AppleAAPL	2.3%	$5m	17,236	+11%
Capital GRP Fixed Incm ETF TCGMS	2.0%	$4m	157,766	Held
Vanguard Whitehall FDSVIGI	1.4%	$3m	31,654	+18%
Vanguard Index FDSVTI	1.3%	$3m	7,698	Held
NvidiaNVDA	1.3%	$3m	13,852	+41%
Ishares TRIGRO	1.2%	$3m	28,861	+21%
Amazon.comAMZN	1.1%	$2m	9,993	+39%
Select Sector Spdr TRXLRE	1.0%	$2m	51,006	+33%
AlphabetGOOG	1.0%	$2m	6,270	+5%
World Gold TRGLDM	1.0%	$2m	27,323	+9%
Franklin Templeton ETF TRFLIN	0.9%	$2m	57,360	+22%
Vanguard Index FDSVOO	0.9%	$2m	2,944	Held
MicrosoftMSFT	0.8%	$2m	4,568	+23%
Micron TechnologyMU	0.7%	$2m	1,397	-3%
Vanguard Scottsdale FDSVCLT	0.7%	$2m	20,993	-3%
Capital Group Dividend GroweCGDG	0.7%	$2m	40,783	-6%
Ishares TRGLOF	0.7%	$1m	24,288	-4%
BroadcomAVGO	0.6%	$1m	3,598	+25%
Pimco ETF TRMUNI	0.6%	$1m	24,473	Held
Ishares TRAGG	0.6%	$1m	12,654	Held
Ssga Active TRALLW	0.5%	$1m	40,275	New
AlphabetGOOGL	0.5%	$1m	3,281	+13%
Vanguard MUN BD FDSVTEB	0.5%	$1m	20,248	-7%
Fidelity Wise Origin BitcoinFBTC	0.5%	$989,400	19,381	Held
Capital GRP Fixed Incm ETF TCGMU	0.4%	$901,195	32,807	-32%
Blackrock ETF Trust IIIVVM	0.4%	$900,618	24,372	+21%
Vanguard NY TAX Free FDSMUNY	0.4%	$887,784	8,536	Held
Pimco ETF TRLONZ	0.4%	$841,385	17,063	New
Advanced Micro DevicesAMD	0.4%	$802,818	1,382	New
Invesco QQQ TRQQQ	0.3%	$745,508	1,012	Held
JPMorgan ChaseJPM	0.3%	$734,201	2,243	+21%
Ishares TRSMLF	0.3%	$722,931	8,110	-4%
Vanguard World FDVHT	0.3%	$721,810	2,414	Held
Meta PlatformsMETA	0.3%	$695,098	1,234	-6%
CaterpillarCAT	0.3%	$683,666	642	+11%
Vanguard Specialized FundsVIG	0.3%	$676,254	2,858	Held
Western DigitalWDC	0.3%	$662,353	1,037	-11%
IsharesRING	0.3%	$629,125	9,739	-5%
Ishares TRIUSB	0.3%	$624,379	13,529	+17%
Comfort Systems USAFIX	0.3%	$610,441	308	+19%
IsharesACWV	0.3%	$600,373	4,994	-3%
State STR Spdr S&P 500 ETF TSPY	0.3%	$588,455	788	+4%
GE VernovaGEV	0.3%	$587,430	500	+8%
Eli LillyLLY	0.3%	$578,154	482	+4%
Nebius GroupNBIS	0.3%	$559,244	2,025	New
Vanguard Tax-Managed FDSVEA	0.3%	$557,875	7,830	Held
TeslaTSLA	0.2%	$544,677	1,295	+46%
SandiskSNDK	0.2%	$529,779	233	New
CenteneCNC	0.2%	$528,476	8,233	+7%
Ishares TRUSMV	0.2%	$522,853	5,420	New
Seagate Technology HoldingsSTX	0.2%	$515,310	534	New
Ishares TRSGOV	0.2%	$514,608	5,112	-40%
Ishares TRMUB	0.2%	$508,937	4,729	Held
ChevronCVX	0.2%	$503,413	3,037	+51%
WalmartWMT	0.2%	$499,857	4,413	-34%
Hartford FDS Exchange TradedHTAB	0.2%	$487,079	25,392	-3%
Spdr Gold TRGLD	0.2%	$484,051	1,314	Held
Costco WholesaleCOST	0.2%	$471,477	504	+18%
Spdr Series TrustSPYG	0.2%	$470,488	3,954	+5%
IntuitINTU	0.2%	$470,322	1,802	Held
ExxonMobil HoldingsXOM	0.2%	$463,754	3,392	-22%
AirbnbABNB	0.2%	$457,205	3,195	+25%
Vanguard Whitehall FDSVWOB	0.2%	$449,965	6,692	-7%
General ElectricGE	0.2%	$448,850	1,201	+23%
FortinetFTNT	0.2%	$439,200	2,859	-8%
Ishares TRQUAL	0.2%	$418,717	1,908	Held
BlackRockBLK	0.2%	$413,471	430	+26%
Capital One FinancialCOF	0.2%	$404,651	2,017	New
TeradyneTER	0.2%	$400,136	827	+3%
Ishares TREEM	0.2%	$388,842	5,684	New
Vertiv HoldingsVRT	0.2%	$380,021	1,135	+37%
Vaneck ETF TrustGDX	0.2%	$370,966	4,917	+3%
Pg&ePCG	0.2%	$370,343	22,018	-2%
Schwab Strategic TRSCHP	0.2%	$369,051	13,926	-23%
ASML Holding NVASML	0.2%	$346,163	174	+5%
Hunt J B Transport ServicesJBHT	0.2%	$339,212	1,172	+20%
Blackrock ETF TrustBALI	0.2%	$338,272	9,999	New
Molina HealthcareMOH	0.2%	$338,019	1,478	New
Berkshire HathawayBRK-B	0.2%	$337,763	675	+8%
J P Morgan Exchange Traded FJEPI	0.2%	$330,958	5,860	New
Bank of AmericaBAC	0.2%	$329,882	5,789	New
EMCOR GroupEME	0.1%	$324,483	391	+3%
Bristol-Myers SquibbBMY	0.1%	$323,709	5,618	-18%
Viking HoldingsVIK	0.1%	$315,999	3,019	New
Edison InternationalEIX	0.1%	$302,118	4,058	+3%
Norfolk SouthernNSC	0.1%	$299,490	952	+27%
PNC Financial Services GroupPNC	0.1%	$298,172	1,211	+22%
AonAON	0.1%	$295,204	890	New
T-Mobile USTMUS	0.1%	$293,528	1,750	New
Vanguard Admiral FDSVOOG	0.1%	$288,118	3,487	+5%

Showing the largest 100 of 155.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 107.6% since 30 June 2025.

Where the money is

Technology8.7%

Industrials2.7%

Media & telecom2.2%

Retail & consumer2.1%

Financial services1.7%

Health care1.1%

Energy0.9%

Everyday goods0.8%

Utilities0.6%

Real estate0.1%

Materials0.1%

Other79.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.