LifeGoal Investments, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, LifeGoal Investments, LLC opened 50 positions, added to 126, reduced 111 and sold out of 35.
- Q2 2026: Stock CGGO; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
- Q2 2026: Stock XLRE; Country of operation —; Class ST STR REAL ETF; Shares before 0.
- Q2 2026: Stock ALLW; Country of operation —; Class SST BRIDGEWATER; Shares before 0.
- Q2 2026: Stock CGMU; Country of operation —; Class MUN INM ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054684), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | CGGO
CAPITAL GROUP GBL GROWTH EQT | | SHS CREAT UNIT | 0 | 536,940 | +536,940 | $0 | $22,728,649 | +$22,728,649 | 2026-07-08 |
|---|
| Q2 2026 | XLRE
SELECT SECTOR SPDR TR | | ST STR REAL ETF | 0 | 51,006 | +51,006 | $0 | $2,245,796 | +$2,245,796 | 2026-07-08 |
|---|
| Q2 2026 | ALLW
SSGA ACTIVE TR | | SST BRIDGEWATER | 0 | 40,275 | +40,275 | $0 | $1,178,849 | +$1,178,849 | 2026-07-08 |
|---|
| Q2 2026 | CGMU
CAPITAL GRP FIXED INCM ETF T | | MUN INM ETF | 0 | 32,807 | +32,807 | $0 | $901,195 | +$901,195 | 2026-07-08 |
|---|
| Q2 2026 | LONZ
PIMCO ETF TR | | SR LN ACTIVE ETF | 0 | 17,063 | +17,063 | $0 | $841,385 | +$841,385 | 2026-07-08 |
|---|
| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN ETF | 0 | 5,420 | +5,420 | $0 | $522,853 | +$522,853 | 2026-07-08 |
|---|
| Q2 2026 | SGOV
ISHARES TR | | 0-3 MTH TREASURY | 0 | 5,112 | +5,112 | $0 | $514,608 | +$514,608 | 2026-07-08 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | ST STR P500GRW | 0 | 3,954 | +3,954 | $0 | $470,488 | +$470,488 | 2026-07-08 |
|---|
| Q2 2026 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 0 | 5,684 | +5,684 | $0 | $388,842 | +$388,842 | 2026-07-08 |
|---|
| Q2 2026 | BALI
BLACKROCK ETF TRUST | | ISHARES US LARG | 0 | 9,999 | +9,999 | $0 | $338,272 | +$338,272 | 2026-07-08 |
|---|
| Q2 2026 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 0 | 5,860 | +5,860 | $0 | $330,958 | +$330,958 | 2026-07-08 |
|---|
| Q2 2026 | IDVO
AMPLIFY ETF TR | | CWP INTL ENHANCE | 0 | 6,313 | +6,313 | $0 | $265,125 | +$265,125 | 2026-07-08 |
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| Q2 2026 | SPLB
SPDR SERIES TRUST | | ST LONG BD ETF | 0 | 11,654 | +11,654 | $0 | $261,049 | +$261,049 | 2026-07-08 |
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| Q2 2026 | MLPA
GLOBAL X FDS | | GLBL X MLP ETF | 0 | 4,039 | +4,039 | $0 | $214,378 | +$214,378 | 2026-07-08 |
|---|
| Q2 2026 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 0 | 325 | +325 | $0 | $213,091 | +$213,091 | 2026-07-08 |
|---|
| Q2 2026 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 0 | 1,697 | +1,697 | $0 | $211,669 | +$211,669 | 2026-07-08 |
|---|
| Q2 2026 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 0 | 2,578 | +2,578 | $0 | $207,720 | +$207,720 | 2026-07-08 |
|---|
| Q2 2026 | JEPQ
J P MORGAN EXCHANGE TRADED F | | NASDAQ EQT PREM | 0 | 3,319 | +3,319 | $0 | $204,006 | +$204,006 | 2026-07-08 |
|---|
| Q1 2026 | XLRE
SELECT SECTOR SPDR TR | | STATE STREET REA | 0 | 38,311 | +38,311 | $0 | $1,572,929 | +$1,572,929 | 2026-04-14 |
|---|
| Q1 2026 | FLIN
FRANKLIN TEMPLETON ETF TR | | FRANKLIN INDIA | 0 | 47,110 | +47,110 | $0 | $1,565,420 | +$1,565,420 | 2026-04-14 |
|---|
| Q1 2026 | ESGD
ISHARES TR | | ESG AW MSCI EAFE | 0 | 2,194 | +2,194 | $0 | $213,367 | +$213,367 | 2026-04-14 |
|---|
| Q4 2025 | MUNI
PIMCO ETF TR | | INTER MUN BD ACT | 0 | 19,491 | +19,491 | $0 | $1,720,349 | +$1,720,349 | 2026-01-15 |
|---|
| Q4 2025 | MUNY
VANGUARD NY TAX FREE FDS | | TAX EXEMPT BD | 0 | 0 | 0 | $0 | $869,713 | +$869,713 | 2026-01-15 |
|---|
| Q4 2025 | IUSB
ISHARES TR | | CORE UNIVRSL USD | 0 | 13,334 | +13,334 | $0 | $617,523 | +$617,523 | 2026-01-15 |
|---|
| Q4 2025 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 3,775 | +3,775 | $0 | $402,793 | +$402,793 | 2026-01-15 |
|---|
| Q4 2025 | SPLB
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 11,924 | +11,924 | $0 | $269,245 | +$269,245 | 2026-01-15 |
|---|
| Q4 2025 | VPLS
VANGUARD MALVERN FDS | | CORE-PLUS BD ETF | 0 | 3,237 | +3,237 | $0 | $252,344 | +$252,344 | 2026-01-15 |
|---|
| Q4 2025 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 0 | 3,113 | +3,113 | $0 | $248,220 | +$248,220 | 2026-01-15 |
|---|
| Q4 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 0 | 2,252 | +2,252 | $0 | $201,486 | +$201,486 | 2026-01-15 |
|---|
| Q3 2025 | VWOB
VANGUARD WHITEHALL FDS | | EM MK GOV BD ETF | 0 | 33,481 | +33,481 | $0 | $2,239,865 | +$2,239,865 | 2025-11-24 |
|---|
| Q3 2025 | GPZ
VANECK ETF TRUST | | ALTERNATIVE ASSE | 0 | 64,791 | +64,791 | $0 | $1,881,354 | +$1,881,354 | 2025-11-24 |
|---|
| Q3 2025 | VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 0 | 12,871 | +12,871 | $0 | $643,484 | +$643,484 | 2025-11-24 |
|---|
| Q3 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 0 | 7,980 | +7,980 | $0 | $518,700 | +$518,700 | 2025-11-24 |
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| Q3 2025 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 0 | 4,091 | +4,091 | $0 | $411,885 | +$411,885 | 2025-11-24 |
|---|
| Q3 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 657 | +657 | $0 | $394,159 | +$394,159 | 2025-11-24 |
|---|
| Q3 2025 | SPTS
SPDR SERIES TRUST | | PORTFOLIO SH TSR | 0 | 9,962 | +9,962 | $0 | $292,073 | +$292,073 | 2025-11-24 |
|---|
| Q2 2025 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 0 | 13,832 | +13,832 | $0 | $701,952 | +$701,952 | 2025-07-17 |
|---|
| Q2 2025 | IUSB
ISHARES TR | | CORE TOTAL USD | 0 | 10,673 | +10,673 | $0 | $493,433 | +$493,433 | 2025-07-17 |
|---|
| Q2 2025 | SHYG
ISHARES TR | | 0-5YR HI YL CP | 0 | 10,716 | +10,716 | $0 | $462,290 | +$462,290 | 2025-07-17 |
|---|
| Q2 2025 | VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 0 | 4,976 | +4,976 | $0 | $250,144 | +$250,144 | 2025-07-17 |
|---|
| Q2 2025 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 0 | 3,795 | +3,795 | $0 | $215,402 | +$215,402 | 2025-07-17 |
|---|
| Q2 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 0 | 309 | +309 | $0 | $204,954 | +$204,954 | 2025-07-17 |
|---|
| Q2 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 0 | 3,562 | +3,562 | $0 | $203,071 | +$203,071 | 2025-07-17 |
|---|
| Q1 2025 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 0 | 14,644 | +14,644 | $0 | $1,214,612 | +$1,214,612 | 2025-04-21 |
|---|
| Q1 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 0 | 7,318 | +7,318 | $0 | $736,664 | +$736,664 | 2025-04-21 |
|---|
| Q1 2025 | CLOA
BLACKROCK ETF TRUST II | | ISHARES AAA CLO | 0 | 10,537 | +10,537 | $0 | $545,630 | +$545,630 | 2025-04-21 |
|---|
| Q1 2025 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 0 | 2,612 | +2,612 | $0 | $471,430 | +$471,430 | 2025-04-21 |
|---|
| Q1 2025 | SPLB
SPDR SER TR | | PORTFOLIO LN COR | 0 | 14,588 | +14,588 | $0 | $329,253 | +$329,253 | 2025-04-21 |
|---|
| Q1 2025 | SRLN
SSGA ACTIVE ETF TR | | BLACKSTONE SENR | 0 | 7,604 | +7,604 | $0 | $312,772 | +$312,772 | 2025-04-21 |
|---|
| Q1 2025 | GDX
VANECK ETF TRUST | | GOLD MINERS ETF | 0 | 4,844 | +4,844 | $0 | $222,657 | +$222,657 | 2025-04-21 |
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