SEC Form 13F

LifeGoal Investments, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$218,476,125
Positions155

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP GBL GROWTH EQTCGGOSHS CREAT UNIT$22,728,649536,940
ISHARES TRLRGFU S EQUITY FACTR$22,375,848295,859
ISHARES TRDGROCORE DIV GRWTH$17,629,866232,615
RBB FUND TRUSTFEGEFIRST EAGLE GBL$16,557,739338,466
VANGUARD INDEX FDSVUGGROWTH ETF$10,741,721124,701
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$8,628,313117,536
PIMCO ETF TRPYLDMULTISECTOR BD$7,103,820267,867
EA SERIES TRUSTBOXXALPHA ARCH 1-3$6,335,97454,112
J P MORGAN EXCHANGE TRADED FJPIEINCOME ETF$5,458,262118,529
ISHARES INCEMGFEMNG MKTS EQT$5,116,10769,835

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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