LifeGoal Investments, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LifeGoal Investments, LLC opened 18 positions, added to 24, reduced 17, sold out of 7 and left 3 unchanged. The largest increase in value was CGGO (+$22,728,649); the largest decrease was CGGO (-$16,097,991).
- VHT: Country of operation —; Class HEALTH CAR ETF; Shares 2026-03-31 2,414; Shares 2026-06-30 2,414.
- VB: Country of operation —; Class SMALL CP ETF; Shares 2026-03-31 893; Shares 2026-06-30 893.
- ESGD: Country of operation —; Class ESG AW MSCI EAFE; Shares 2026-03-31 2,194; Shares 2026-06-30 2,194.
Two Form 13F-HR filings compared (SEC CIK 2054684): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-08). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Delos Wealth Advisors, LLC | United States | $0.175B | 260 |
| Sunbeam Capital Management, LLC | United States | $0.175B | 112 |
| Basepoint Wealth LLC | United States | $0.175B | 643 |
| Converium Capital Inc. | Canada | $0.175B | 36 |
| Aegis Wealth Management LLC | United States | $0.175B | 118 |
| CenturyLink Investment Management Co | United States | $0.175B | 3 |
| SCRATCH CAPITAL LLC | United States | $0.175B | 45 |
| LOWERY THOMAS, LLC | United States | $0.175B | 55 |
| GS Investments, Inc. | United States | $0.175B | 134 |
| Riverbend Wealth Management, LLC | United States | $0.175B | 152 |