Lifegoal Wealth Advisors Top Holdings and 13F Report (2025) About Lifegoal Wealth AdvisorsInvestment ActivityLifegoal Wealth Advisors has $105.23 million in total holdings as of June 30, 2025.Lifegoal Wealth Advisors owns shares of 65 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 17.92% of the portfolio was purchased this quarter.About 12.13% of the portfolio was sold this quarter.This quarter, Lifegoal Wealth Advisors has purchased 63 new stocks and bought additional shares in 24 stocks.Lifegoal Wealth Advisors sold shares of 28 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $10,221,300iShares U.S. Equity Factor ETF $9,962,994Capital Group Global Growth Equity ETF $9,434,200Vanguard Growth ETF $7,964,490Vanguard Total Bond Market ETF $7,088,250 Largest New Holdings this Quarter 47103U845 - Janus Henderson AAA CLO ETF $701,952 Holding46434V613 - iShares Core Total USD Bond Market ETF $493,433 Holding46434V407 - iShares 0-5 Year High Yield Corporate Bond ETF $462,290 Holding46625H100 - JPMorgan Chase & Co. $315,422 Holding11135F101 - Broadcom $313,414 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 120,597 shares (about $3.22M)iShares U.S. Equity Factor ETF 39,542 shares (about $2.54M)RBB FUND TRUST 59,366 shares (about $2.40M)Vanguard Total Bond Market ETF 19,826 shares (about $1.46M)iShares 0-3 Month Treasury Bond ETF 9,639 shares (about $970.56K) Largest Sales this Quarter Capital Group U.S. Multi-Sector Income ETF 105,969 shares (about $2.93M)Janus Henderson B-BBB CLO ETF 42,858 shares (about $2.07M)SPDR S&P 500 ETF Trust 1,539 shares (about $950.87K)Vanguard S&P 500 ETF 1,354 shares (about $769.30K)CAPITAL GROUP DIVIDEND GROWE 19,256 shares (about $647.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLifegoal Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$10,221,300$674,502 ▲7.1%159,8589.7%ETFLRGFiShares U.S. Equity Factor ETF$9,962,994$2,535,832 ▲34.1%155,3569.5%ETFCGGOCapital Group Global Growth Equity ETF$9,434,200$475,270 ▼-4.8%295,0939.0%ETFVUGVanguard Growth ETF$7,964,490$416,922 ▲5.5%18,1677.6%ETFBNDVanguard Total Bond Market ETF$7,088,250$1,459,781 ▲25.9%96,2696.7%ETFRBB FUND TRUST$5,894,868$2,396,622 ▲68.5%146,0205.6%FIRST EAGLE GBLJPIEJPMorgan Income ETF$4,594,588$73,510 ▲1.6%99,1924.4%ETFSCHPSchwab U.S. TIPS ETF$3,746,655$3,217,536 ▲608.1%140,4293.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$3,572,319$893,392 ▲33.3%134,6013.4%ETFEMGFiShares Emerging Markets Equity Factor ETF$2,351,482$346,422 ▲17.3%45,1602.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$2,169,650$32,752 ▲1.5%31,9302.1%ETFFIDELITY WISE ORIGIN BITCOIN$1,821,0560.0%19,3751.7%SHSVTIVanguard Total Stock Market ETF$1,819,353$110,024 ▼-5.7%5,9861.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,707,418$970,561 ▲131.7%16,9571.6%ETFCAPITAL GROUP DIVIDEND GROWE$1,656,055$647,584 ▼-28.1%49,2431.6%SHS ETFVIGIVanguard International Dividend Appreciation ETF$1,619,179$299,467 ▲22.7%17,9671.5%ETFHTABHartford Schroders Tax-Aware Bond ETF$1,581,471$261,717 ▼-14.2%84,5251.5%ETFRINGiShares MSCI Global Gold Miners ETF$1,494,645$132,171 ▲9.7%34,1401.4%ETFGLOFiShares Global Equity Factor ETF$1,461,642$570,497 ▼-28.1%30,3271.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,448,025$234,304 ▲19.3%19,0781.4%ManufacturingIGROiShares International Dividend Growth ETF$1,436,359$232,727 ▲19.3%18,2071.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,269,149$120,923 ▲10.5%12,7941.2%FinanceCGMUCapital Group Municipal Income ETF$1,021,918$259,296 ▼-20.2%38,2881.0%ETFAMZNAmazon.com$999,541$538,164 ▲116.6%4,5560.9%Retail/WholesaleCGMSCapital Group U.S. Multi-Sector Income ETF$998,749$2,926,892 ▼-74.6%36,1600.9%ETFNYFiShares New York Muni Bond ETF$912,947$70,491 ▲8.4%17,5100.9%ETFVOOVanguard S&P 500 ETF$906,230$769,301 ▼-45.9%1,5950.9%ETFGOOGAlphabet$850,286$15,434 ▲1.8%4,7930.8%Computer and TechnologyMSFTMicrosoft$846,681$165,655 ▲24.3%1,7020.8%Computer and TechnologyNVDANVIDIA$818,123$215,038 ▲35.7%5,1780.8%Computer and TechnologyMUBiShares National Muni Bond ETF$812,046$66,034 ▼-7.5%7,7720.8%ETFAAPLApple$789,431$47,596 ▼-5.7%3,8480.8%Computer and TechnologyJBBBJanus Henderson B-BBB CLO ETF$779,919$2,066,125 ▼-72.6%16,1780.7%ETFJAAAJanus Henderson AAA CLO ETF$701,952$701,952 ▲New Holding13,8320.7%ETFACWViShares MSCI Global Min Vol Factor ETF$623,133$7,233 ▲1.2%5,2550.6%ETFMETAMeta Platforms$605,930$33,212 ▲5.8%8210.6%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$583,167$105,665 ▲22.1%3,1900.6%ETFVHTVanguard Health Care ETF$582,6060.0%2,3460.6%ETFVIGVanguard Dividend Appreciation ETF$554,299$6,755 ▼-1.2%2,7080.5%ETFIUSBiShares Core Total USD Bond Market ETF$493,433$493,433 ▲New Holding10,6730.5%ManufacturingSHYGiShares 0-5 Year High Yield Corporate Bond ETF$462,290$462,290 ▲New Holding10,7160.4%ETFBOXXAlpha Architect 1-3 Month Box ETF$418,456$108,388 ▼-20.6%3,7140.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$359,833$1,811 ▼-0.5%3,7750.3%ETFSPYSPDR S&P 500 ETF Trust$359,589$950,872 ▼-72.6%5820.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$348,331$403,199 ▼-53.7%7,1040.3%ETFXOMExxon Mobil$315,746$41,503 ▼-11.6%2,9290.3%EnergyJPMJPMorgan Chase & Co.$315,422$315,422 ▲New Holding1,0880.3%FinanceAVGOBroadcom$313,414$313,414 ▲New Holding1,1370.3%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$298,178$245,440 ▼-45.1%3,2510.3%ETFGOOGLAlphabet$278,091$13,922 ▼-4.8%1,5780.3%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$272,448$13,484 ▼-4.7%6870.3%ETFNSCNorfolk Southern$268,001$256 ▼-0.1%1,0470.3%TransportationSPLBSPDR Portfolio Long Term Corporate Bond ETF$263,375$65,883 ▼-20.0%11,6690.3%ETFSRLNSPDR Blackstone Senior Loan ETF$263,193$53,071 ▼-16.8%6,3280.3%ETFVVisa$258,020$258,020 ▲New Holding7270.2%Business ServicesNFLXNetflix$250,417$250,417 ▲New Holding1870.2%Consumer DiscretionaryVTIPVanguard Short-Term Inflation-Protected Securities ETF$250,144$250,144 ▲New Holding4,9760.2%ManufacturingIVVMiShares Large Cap Moderate Buffer ETF$247,817$96,427 ▼-28.0%7,6560.2%ETFGDXVanEck Gold Miners ETF$239,514$12,650 ▼-5.0%4,6010.2%ETFWMTWalmart$216,813$72,271 ▼-25.0%2,2170.2%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$215,402$215,402 ▲New Holding3,7950.2%ETFVBVanguard Small-Cap ETF$211,548$282,617 ▼-57.2%8930.2%ETFVGTVanguard Information Technology ETF$204,954$204,954 ▲New Holding3090.2%ETFLLYEli Lilly and Company$203,457$15,591 ▼-7.1%2610.2%MedicalVEAVanguard FTSE Developed Markets ETF$203,071$203,071 ▲New Holding3,5620.2%ETFCLOAiShares AAA CLO Active ETF$0$545,630 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$257,409 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$256,704 ▼-100.0%00.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$0$215,845 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$209,994 ▼-100.0%00.0%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$0$209,223 ▼-100.0%00.0%ETFNUVEEN CALIFORNIA AMT QLT MU$0$203,203 ▼-100.0%00.0%COMNEANuveen AMT-Free Quality Municipal Income Fund$0$162,646 ▼-100.0%00.0%Financial ServicesAFBAllianceBernstein National Municipal Income Fund$0$116,180 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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