LifeGoal Wealth Advisors Portfolio Holdings
Q3 2025•68 long positions•$111.0M portfolio value
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Holding72 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.0M 10.77% | +$1.2M Bought | — 172.9K shares | 155.4K → 172.9K +$1.2M | +11.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.5M 10.38% | +$1.4M Bought | — 337.3K shares | 295.1K → 337.3K +$1.4M | +14.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.2M 10.12% | +$351.0K Bought | — 165.0K shares | 159.9K → 165.0K +$351.0K | +3.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.2M 8.29% | +$490.1K Bought | — 19.2K shares | 18.2K → 19.2K +$490.1K | +5.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.2M 7.36% | +$1.0M Bought | — 109.8K shares | 96.3K → 109.8K +$1.0M | +14.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.9M 4.45% | +$335.8K Bought | — 106.4K shares | 99.2K → 106.4K +$335.8K | +7.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 3.69% | +$480.3K Bought | — 152.5K shares | 134.6K → 152.5K +$480.3K | +13.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 2.41% | +$119.6K Bought | — 47.3K shares | 45.2K → 47.3K +$119.6K | +4.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 2.36% | +$976.9K Bought | — 27.0K shares | 17.0K → 27.0K +$976.9K | +59.41% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.5M 2.29% | +$580.6K Bought | — 7.8K shares | 6.0K → 7.8K +$580.6K | +29.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 2.22% | +$250.9K Bought | — 38.0K shares | 34.1K → 38.0K +$250.9K | +11.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 2.02% | +$2.2M New | — 33.5K shares | 0 → 33.5K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.9M 1.74% | +$598.9 Bought | — 19.4K shares | 19.4K → 19.4K +$598.9 | +0.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.64% | +$209.8K Bought | — 20.3K shares | 18.0K → 20.3K +$209.8K | +13.04% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.5M 1.33% | -$2.9K Sold | — 19.0K shares | 19.1K → 19.0K −$2.9K | -0.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.29% | -$129.9K Sold | — 27.8K shares | 30.3K → 27.8K −$129.9K | -8.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.28% | -$282.8K Sold | — 41.1K shares | 49.2K → 41.1K −$282.8K | -16.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.23% | -$247.1K Sold | — 71.6K shares | 84.5K → 71.6K −$247.1K | -15.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.18% | -$140.1K Sold | — 16.4K shares | 18.2K → 16.4K −$140.1K | -9.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 1.08% | +$734.1K Bought | — 27.7K shares | 10.7K → 27.7K +$734.1K | +158.2% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $1.2M 1.04% | -$14.4K Sold | 0.0% 4.7K shares | 4.8K → 4.7K −$14.4K | -1.23% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 1.01% | -$164.8K Sold | — 11.2K shares | 12.8K → 11.2K −$164.8K | -12.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.917% | -$27.3K Sold | — 37.3K shares | 38.3K → 37.3K −$27.3K | -2.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.909% | -$2.8M Sold | — 37.4K shares | 140.4K → 37.4K −$2.8M | -73.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $985.4K 0.888% | -$18.0K Sold | — 35.5K shares | 36.2K → 35.5K −$18.0K | -1.8% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $943.6K 0.85% | -$22.6K Sold | 0.0% 5.1K shares | 5.2K → 5.1K −$22.6K | -2.34% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $942.1K 0.849% | +$7.9K Bought | — 17.7K shares | 17.5K → 17.7K +$7.9K | +0.85% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $927.8K 0.836% | -$51.9K Sold | 0.0% 3.6K shares | 3.8K → 3.6K −$51.9K | -5.3% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $905.7K 0.816% | +$24.3K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$24.3K | +2.76% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $869.0K 0.783% | -$107.8K Sold | — 1.4K shares | 1.6K → 1.4K −$107.8K | -11.03% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $772.2K 0.696% | -$228.1K Sold | 0.0% 3.5K shares | 4.6K → 3.5K −$228.1K | -22.81% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $713.0K 0.642% | +$451.1K Bought | — 20.8K shares | 7.7K → 20.8K +$451.1K | +172.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $643.5K 0.58% | +$643.5K New | — 12.9K shares | 0 → 12.9K +$643.5K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $632.1K 0.569% | +$47.7K Bought | — 2.9K shares | 2.7K → 2.9K +$47.7K | +8.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $628.2K 0.566% | — | — 5.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $626.7K 0.565% | +$17.7K Bought | — 2.4K shares | 2.3K → 2.4K +$17.7K | +2.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $625.9K 0.564% | -$1.7M Sold | — 8.4K shares | 31.9K → 8.4K −$1.7M | -73.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $583.9K 0.526% | -$243.8K Sold | — 5.5K shares | 7.8K → 5.5K −$243.8K | -29.45% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $575.9K 0.519% | -$27.2K Sold | 0.0% 784.0 shares | 821.0 → 784.0 −$27.2K | -4.51% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $522.4K 0.471% | +$23.9K Bought | — 11.2K shares | 10.7K → 11.2K +$23.9K | +4.79% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $518.7K 0.467% | +$518.7K New | — 8.0K shares | 0 → 8.0K +$518.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $485.0K 0.437% | -$294.3K Sold | — 10.1K shares | 16.2K → 10.1K −$294.3K | -37.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $441.4K 0.398% | +$85.7K Bought | — 8.8K shares | 7.1K → 8.8K +$85.7K | +24.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $411.9K 0.371% | +$411.9K New | — 4.1K shares | 0 → 4.1K +$411.9K | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $410.4K 0.37% | +$26.7K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$26.7K | +6.97% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $401.7K 0.362% | +$14.0K Bought | — 603.0 shares | 582.0 → 603.0 +$14.0K | +3.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $394.5K 0.355% | — | — 3.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $394.5K 0.355% | -$28.4K Sold | — 3.5K shares | 3.7K → 3.5K −$28.4K | -6.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $394.2K 0.355% | +$394.2K Bought | — 657.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $390.1K 0.351% | -$230.5K Sold | — 2.0K shares | 3.2K → 2.0K −$230.5K | -37.15% | — — | Q1 2025 Held for 8 months |
