Lifegoal Wealth Advisors Top Holdings and 13F Report (2025) About Lifegoal Wealth AdvisorsInvestment ActivityLifegoal Wealth Advisors has $92.60 million in total holdings as of March 31, 2025.Lifegoal Wealth Advisors owns shares of 63 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 19.76% of the portfolio was purchased this quarter.About 17.89% of the portfolio was sold this quarter.This quarter, Lifegoal Wealth Advisors has purchased 61 new stocks and bought additional shares in 16 stocks.Lifegoal Wealth Advisors sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $9,233,304Capital Group Global Growth Equity ETF $8,774,420iShares U.S. Equity Factor ETF $6,701,018Vanguard Growth ETF $6,384,136Vanguard Total Bond Market ETF $5,629,716 Largest New Holdings this Quarter 75526L886 - RBB FUND TRUST $3,257,227 Holding921946810 - Vanguard International Dividend Appreciation ETF $1,214,612 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $736,664 Holding092528504 - iShares AAA CLO Active ETF $545,630 Holding46432F339 - iShares MSCI USA Quality Factor ETF $471,430 Holding Largest Purchases this Quarter RBB FUND TRUST 86,654 shares (about $3.26M)iShares U.S. Equity Factor ETF 55,727 shares (about $3.22M)Capital Group U.S. Multi-Sector Income ETF 60,357 shares (about $1.65M)PIMCO Multi Sector Bond Active ETF 62,372 shares (about $1.64M)Vanguard Growth ETF 4,345 shares (about $1.61M) Largest Sales this Quarter iShares Global Equity Factor ETF 61,348 shares (about $2.63M)CAPITAL GROUP DIVIDEND GROWE 73,645 shares (about $2.30M)iShares International Dividend Growth ETF 24,438 shares (about $1.77M)Vanguard Long-Term Corporate Bond ETF 18,284 shares (about $1.39M)iShares Core Dividend Growth ETF 19,577 shares (about $1.21M) 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$9,233,304$1,210,646 ▼-11.6%149,30910.0%ETFCGGOCapital Group Global Growth Equity ETF$8,774,420$706,208 ▼-7.4%309,9599.5%ETFLRGFiShares U.S. Equity Factor ETF$6,701,018$3,224,374 ▲92.7%115,8147.2%ETFVUGVanguard Growth ETF$6,384,136$1,611,238 ▲33.8%17,2166.9%ETFBNDVanguard Total Bond Market ETF$5,629,716$1,288,067 ▲29.7%76,4436.1%ETFJPIEJPMorgan Income ETF$4,496,678$754,307 ▲20.2%97,6054.9%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$3,880,826$1,648,045 ▲73.8%142,1294.2%ETFRBB FUND TRUST$3,257,227$3,257,227 ▲New Holding86,6543.5%FIRST EAGLE GBLJBBBJanus Henderson B-BBB CLO ETF$2,845,997$164,292 ▲6.1%59,0363.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,659,752$1,643,508 ▲161.7%100,9392.9%ETFCAPITAL GROUP DIVIDEND GROWE$2,136,738$2,297,261 ▼-51.8%68,4992.3%SHS ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,954,790$462,342 ▼-19.1%31,4482.1%ETFHTABHartford Schroders Tax-Aware Bond ETF$1,888,499$295,276 ▼-13.5%98,5132.0%ETFGLOFiShares Global Equity Factor ETF$1,805,451$2,626,905 ▼-59.3%42,1641.9%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,801,349$141,743 ▼-7.3%38,5071.9%ETFVTIVanguard Total Stock Market ETF$1,744,710$10,169 ▼-0.6%6,3481.9%ETFVOOVanguard S&P 500 ETF$1,420,648$83,341 ▼-5.5%2,9491.5%ETFFIDELITY WISE ORIGIN BITCOIN$1,394,4190.0%19,3751.5%SHSCGMUCapital Group Municipal Income ETF$1,287,445$287,646 ▲28.8%48,0031.4%ETFVIGIVanguard International Dividend Appreciation ETF$1,214,612$1,214,612 ▲New Holding14,6441.3%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,213,852$1,387,910 ▼-53.3%15,9911.3%ManufacturingRINGiShares MSCI Global Gold Miners ETF$1,193,794$122,713 ▼-9.3%31,1211.3%ETFSPYSPDR S&P 500 ETF Trust$1,186,4660.0%2,1211.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,145,035$517,170 ▲82.4%11,5751.2%FinanceIGROiShares International Dividend Growth ETF$1,105,191$1,770,247 ▼-61.6%15,2571.2%ETFAAPLApple$906,3430.0%4,0801.0%Computer and TechnologyMUBiShares National Muni Bond ETF$886,111$507,163 ▼-36.4%8,4041.0%ETFNYFiShares New York Muni Bond ETF$850,710$4,054 ▲0.5%16,1580.9%ETFVTEBVanguard Tax-Exempt Bond ETF$760,522$763,499 ▼-50.1%15,3270.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$736,664$736,664 ▲New Holding7,3180.8%ETFGOOGAlphabet$735,1740.0%4,7060.8%Computer and TechnologyVHTVanguard Health Care ETF$621,0570.0%2,3460.7%ETFACWViShares MSCI Global Min Vol Factor ETF$604,385$2,327 ▼-0.4%5,1940.7%ETFCLOAiShares AAA CLO Active ETF$545,630$545,630 ▲New Holding10,5370.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$543,713$256,399 ▼-32.0%5,9270.6%ETFSCHPSchwab U.S. TIPS ETF$533,294$521,328 ▼-49.4%19,8320.6%ETFVIGVanguard Dividend Appreciation ETF$531,769$3,880 ▲0.7%2,7410.6%ETFBOXXAlpha Architect 1-3 Month Box ETF$521,290$38,127 ▲7.9%4,6760.6%ETFMSFTMicrosoft$513,942$4,505 ▲0.9%1,3690.6%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$471,430$471,430 ▲New Holding2,6120.5%ETFVBVanguard Small-Cap ETF$462,500$23,945 ▼-4.9%2,0860.5%ETFMETAMeta Platforms$447,170$59,930 ▼-11.8%7760.5%Computer and TechnologyNVDANVIDIA$413,718$7,804 ▲1.9%3,8170.4%Computer and TechnologyAMZNAmazon.com$400,117$20,929 ▼-5.0%2,1030.4%Retail/WholesaleXOMExxon Mobil$394,1340.0%3,3140.4%EnergySPLBSPDR Portfolio Long Term Corporate Bond ETF$329,253$329,253 ▲New Holding14,5880.4%ETFIVVMiShares Large Cap Moderate Buffer ETF$325,059$169,911 ▼-34.3%10,6350.4%ETFSRLNSPDR Blackstone Senior Loan ETF$312,772$312,772 ▲New Holding7,6040.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$304,9260.0%3,7940.3%ETFWMTWalmart$259,539$88 ▲0.0%2,9560.3%Retail/WholesaleQQQInvesco QQQ$257,4090.0%5490.3%FinanceBRK.BBerkshire Hathaway$256,704$75,094 ▼-22.6%4820.3%FinanceGOOGLAlphabet$256,2380.0%1,6570.3%Computer and TechnologyNSCNorfolk Southern$248,2190.0%1,0480.3%TransportationVOOGVanguard S&P 500 Growth ETF$241,160$741,542 ▼-75.5%7210.3%ETFLLYEli Lilly and Company$232,0810.0%2810.3%MedicalGDXVanEck Gold Miners ETF$222,657$222,657 ▲New Holding4,8440.2%ETFRSPInvesco S&P 500 Equal Weight ETF$215,8450.0%1,2460.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$209,994$6,395 ▲3.1%2,6600.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$209,223$97,215 ▼-31.7%4,0590.2%ETFNUVEEN CALIFORNIA AMT QLT MU$203,2030.0%16,1400.2%COMNEANuveen AMT-Free Quality Municipal Income Fund$162,6460.0%14,5220.2%Financial ServicesAFBAllianceBernstein National Municipal Income Fund$116,1800.0%10,6980.1%Financial ServicesSUBiShares Short-Term National Muni Bond ETF$0$927,707 ▼-100.0%00.0%ETFFENYFidelity MSCI Energy Index ETF$0$362,007 ▼-100.0%00.0%ETFSHOPShopify$0$248,812 ▼-100.0%00.0%Computer and TechnologySCMBSchwab Municipal Bond ETF$0$229,078 ▼-100.0%00.0%ETFISCFiShares International Small Cap Equity Factor ETF$0$224,613 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$217,685 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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