Lifegoal Wealth Advisors Top Holdings and 13F Report (2025) About Lifegoal Wealth AdvisorsInvestment ActivityLifegoal Wealth Advisors has $92.18 million in total holdings as of December 31, 2024.Lifegoal Wealth Advisors owns shares of 61 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core Dividend Growth ETF $10,359,471Capital Group Global Growth Equity ETF $9,785,943Vanguard Growth ETF $5,282,916iShares Global Equity Factor ETF $4,489,077Vanguard Total Bond Market ETF $4,239,313 Sector AllocationMap of 500 Largest Holdings ofLifegoal Wealth Advisors Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$10,359,471168,88611.2%ETFCGGOCapital Group Global Growth Equity ETF$9,785,943334,90610.6%ETFVUGVanguard Growth ETF$5,282,91612,8715.7%ETFGLOFiShares Global Equity Factor ETF$4,489,077103,5124.9%ETFBNDVanguard Total Bond Market ETF$4,239,31358,9534.6%ETFCAPITAL GROUP DIVIDEND GROWE$4,213,159142,1444.6%SHS ETFJPIEJPMorgan Income ETF$3,705,79781,2324.0%ETFLRGFiShares U.S. Equity Factor ETF$3,626,24160,0873.9%ETFJBBBJanus Henderson B-BBB CLO ETF$2,734,68155,6283.0%ETFIGROiShares International Dividend Growth ETF$2,697,70639,6952.9%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$2,624,81038,8862.8%ETFVCLTVanguard Long-Term Corporate Bond ETF$2,563,10534,2752.8%ManufacturingCGMSCapital Group U.S. Multi-Sector Income ETF$2,230,73881,7722.4%ETFHTABHartford Schroders Tax-Aware Bond ETF$2,205,417113,9162.4%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,878,57941,5372.0%ETFVTIVanguard Total Stock Market ETF$1,850,5596,3852.0%ETFVOOVanguard S&P 500 ETF$1,682,1733,1221.8%ETFFIDELITY WISE ORIGIN BITCOIN$1,580,61319,3751.7%SHSVTEBVanguard Tax-Exempt Bond ETF$1,539,68830,7141.7%ETFMUBiShares National Muni Bond ETF$1,407,98813,2141.5%ETFSPYSPDR S&P 500 ETF Trust$1,243,0762,1211.3%FinanceVOOGVanguard S&P 500 Growth ETF$1,075,4842,9381.2%ETFAAPLApple$1,021,7624,0801.1%Computer and TechnologySCHPSchwab U.S. TIPS ETF$1,013,03439,2191.1%ETFCGMUCapital Group Municipal Income ETF$1,003,52637,2781.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$999,66438,5671.1%ETFRINGiShares MSCI Global Gold Miners ETF$964,73734,3201.0%ETFSUBiShares Short-Term National Muni Bond ETF$927,7078,7951.0%ETFGOOGAlphabet$896,1574,7061.0%Computer and TechnologyNYFiShares New York Muni Bond ETF$855,85016,0810.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$797,4218,7220.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$615,0376,3470.7%FinanceVHTVanguard Health Care ETF$595,1572,3460.6%ETFMSFTMicrosoft$572,0061,3570.6%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$569,4185,2140.6%ETFVIGVanguard Dividend Appreciation ETF$532,8262,7210.6%ETFVBVanguard Small-Cap ETF$527,0982,1940.6%ETFMETAMeta Platforms$514,9628800.6%Computer and TechnologyNVDANVIDIA$502,9563,7450.5%Computer and TechnologyIVVMiShares Large Cap Moderate Buffer ETF$496,54216,1940.5%ETFAMZNAmazon.com$485,5102,2130.5%Retail/WholesaleBOXXAlpha Architect 1-3 Month Box ETF$477,9164,3340.5%ETFFENYFidelity MSCI Energy Index ETF$362,00715,1850.4%ETFXOMExxon Mobil$356,4873,3140.4%Oils/EnergySPYGSPDR Portfolio S&P 500 Growth ETF$333,4933,7940.4%ETFGOOGLAlphabet$313,6701,6570.3%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$307,5485,9450.3%ETFBRK.BBerkshire Hathaway$282,3936230.3%FinanceQQQInvesco QQQ$280,6355490.3%FinanceWMTWalmart$266,9842,9550.3%Retail/WholesaleSHOPShopify$248,8122,3400.3%Computer and TechnologyNSCNorfolk Southern$245,9661,0480.3%TransportationSCMBSchwab Municipal Bond ETF$229,0788,9200.2%ETFISCFiShares International Small Cap Equity Factor ETF$224,6136,9580.2%ETFRSPInvesco S&P 500 Equal Weight ETF$218,3371,2460.2%ETFVTVVanguard Value ETF$217,6851,2860.2%ETFLLYEli Lilly and Company$216,9322810.2%MedicalNUVEEN CALIFORNIA AMT QLT MU$204,01016,1400.2%COMVCSHVanguard Short-Term Corporate Bond ETF$201,1752,5790.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$163,80814,5220.2%Financial ServicesAFBAllianceBernstein National Municipal Income Fund$116,28710,6980.1%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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