Portfolio (Quarterly)
Guide ↗
LifeGoal Investments, LLC
· CIK 0002054684| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SPLB | SPDR SERIES TRUST | — | 11,748.0 | $272K | 0.23% | NEW | — | $23.12 | -4.2% |
| 62 | SRLN | SSGA ACTIVE ETF TR | — | 6,107.0 | $254K | 0.21% | NEW | — | $41.58 | -2.7% |
| 63 | — | BERKSHIRE HATHAWAY INC DEL | — | 503.0 | $253K | 0.21% | NEW | — | $502.74 | — |
| 64 | WMT | WALMART INC | Consumer Defensive | 2,275.0 | $234K | 0.20% | NEW | — | $103.08 | +16.7% |
| 65 | VGT | VANGUARD WORLD FD | — | 309.0 | $231K | 0.19% | NEW | — | $746.63 | -84.5% |
| 66 | VB | VANGUARD INDEX FDS | — | 893.0 | $227K | 0.19% | NEW | — | $254.19 | +13.7% |
| 67 | V | VISA INC | Financial Services | 628.0 | $214K | 0.18% | NEW | — | $341.35 | -3.7% |
| 68 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,601.0 | $206K | 0.17% | NEW | — | $57.11 | -1.4% |
| 69 | LLY | ELI LILLY & CO | Healthcare | 264.0 | $201K | 0.17% | NEW | — | $763.00 | +39.6% |
| 70 | GLD | SPDR GOLD TR | Financial Services | 564.0 | $200K | 0.17% | NEW | — | $355.47 | +16.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
36.1%
Technology
28.2%
Communication Services
19.2%
Consumer Cyclical
6.9%
Energy
3.0%
Industrials
2.6%
Consumer Defensive
2.1%
Healthcare
1.8%