Life Goal Wealth Advisors Purchases in Q4 2024

Life Goal Wealth Advisors

  • $92.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
169K
New
$60.73 - $64.94 $10.3M - $11M
169K $10.4B
CGGO
Capital Group Global Growth Eq

ETFs
335K
New
$29.21 - $30.67 $9.78M - $10.3M
335K $9.79B
VUG
Vanguard Growth ETF

ETFs
12.9K
New
$378.79 - $428.11 $4.88M - $5.51M
12.9K $5.28B
ACWF
Ishares Msci Global Multifacto

ETFs
104K
New
N/A
104K $4.49B
BND
Vanguard Bd Index Fd Inc Total

ETFs
59K
New
$71.75 - $75.11 $4.23M - $4.43M
59K $4.24B
Capital Group Dividend Growe
142K
New
N/A
142K $4.21B
JPIE
J P Morgan Exchange Traded Fd
81.2K
New
$45.59 - $46.25 $3.7M - $3.76M
81.2K $3.71B
LRGF
Ishares Tr

ETFs
60.1K
New
$58.25 - $63.26 $3.5M - $3.8M
60.1K $3.63B
JBBB
Janus Detroit Str Tr Henderson

ETFs
55.6K
New
$48.59 - $49.45 $2.7M - $2.75M
55.6K $2.73B
IGRO
Ishares Tr International Divid

ETFs
39.7K
New
$67.76 - $74.48 $2.69M - $2.96M
39.7K $2.7B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
34.3K
New
$74.68 - $81.45 $2.56M - $2.79M
34.3K $2.56B
CGMS
Capital Grp Core Plus Income E
81.8K
New
N/A
81.8K $2.23B
HTAB
Hartford Fds Exchange Traded

ETFs
114K
New
$19.26 - $19.88 $2.19M - $2.26M
114K $2.21B
EMGF
Ishares Msci Emerging Markets

ETFs
41.5K
New
$45.23 - $51.49 $1.88M - $2.14M
41.5K $1.88B
VTI
Vanguard Total Stock Market Et

ETFs
6.39K
New
$280.04 - $302.45 $1.79M - $1.93M
6.39K $1.85B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.12K
New
$521.84 - $558.82 $1.63M - $1.74M
3.12K $1.68B
Fidelity Wise Origin Bitcoin
19.4K
New
N/A
19.4K $1.58B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.7K
New
$49.79 - $51.14 $1.53M - $1.57M
30.7K $1.54B
MUB
Ishares National Muni Bond ETF

ETFs
13.2K
New
$105.78 - $108.7 $1.4M - $1.44M
13.2K $1.41B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.12K
New
$567.81 - $607.81 $1.2M - $1.29M
2.12K $1.24B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.94K
New
$340.59 - $380.5 $1M - $1.12M
2.94K $1.08B
AAPL
Apple Inc.

Technology
4.08K
New
$221.69 - $259.02 $904K - $1.06M
4.08K $1.02B
SCHP
Schwab Strategic Us Tips ETF

ETFs
39.2K
New
$25.74 - $53.78 $1.01M - $2.11M
39.2K $1.01B
CGMU
Capital Group Core Plus Income
37.3K
New
N/A
37.3K $1B
Pimco ETF Tr
38.6K
New
N/A
38.6K $1B
RING
Ishares Inc Msci Global Gold M

ETFs
34.3K
New
$27.93 - $36.45 $959K - $1.25M
34.3K $965M
SUB
Ishares Short Term National Mu

ETFs
8.8K
New
$104.94 - $106.2 $923K - $934K
8.8K $928M
GOOG
Alphabet Inc.

Communication Services
4.71K
New
$163.08 - $198.16 $767K - $933K
4.71K $896M
NYF
Ishares New York Muni Bond ETF

ETFs
16.1K
New
$52.85 - $54.34 $850K - $874K
16.1K $856M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.72K
New
$91.29 - $91.8 $796K - $801K
8.72K $797M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.35K
New
$96.64 - $101.23 $613K - $643K
6.35K $615M
VHT
Vanguard Health Care ETF

ETFs
2.35K
New
$250.81 - $283.3 $588K - $665K
2.35K $595M
MSFT
Microsoft Corp

Technology
1.36K
New
$406.35 - $454.46 $551K - $617K
1.36K $572M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
5.21K
New
$108.6 - $115.42 $566K - $602K
5.21K $569M
VIG
Vanguard Dividend Appreciation

ETFs
2.72K
New
N/A
2.72K $533M
VB
Vanguard Small Cap ETF

ETFs
2.19K
New
$233.76 - $261.58 $513K - $574K
2.19K $527M
META
Meta Platforms, Inc.

Communication Services
880
New
$554.08 - $632.68 $488K - $557K
880 $515M
NVDA
Nvidia Corp

Technology
3.75K
New
$117.0 - $148.88 $438K - $558K
3.75K $503M
Blackrock ETF Trust Ii
16.2K
New
N/A
16.2K $497M
AMZN
Amazon Com Inc

Consumer Cyclical
2.21K
New
$180.88 - $232.93 $400K - $515K
2.21K $486M
Ea Series Trust
4.33K
New
N/A
4.33K $478M
FENY
Fidelity Covington Tr Msci Ene

ETFs
15.2K
New
$23.14 - $26.91 $351K - $409K
15.2K $362M
XOM
Exxon Mobil Corp

Energy
3.31K
New
$105.51 - $125.37 $350K - $415K
3.31K $356M
SPYG
Spdr Portfolio

ETFs
3.79K
New
$81.74 - $91.38 $310K - $347K
3.79K $333M
GOOGL
Alphabet Inc.

Communication Services
1.66K
New
$161.86 - $196.66 $268K - $326K
1.66K $314M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.95K
New
$51.58 - $52.91 $307K - $315K
5.95K $308M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
623
New
$442.29 - $483.08 $276K - $301K
623 $282M
QQQ
Invesco Qqq Trust, Series 1

ETFs
549
New
$481.22 - $538.17 $264K - $295K
549 $281M
WMT
Walmart Inc.

Consumer Defensive
2.96K
New
$79.1 - $95.7 $234K - $283K
2.96K $267M
Activity Summary
Buys All Purchases 61 New Holdings 61 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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