Life Goal Wealth Advisors Incresed Positions in Q2 2025

Life Goal Wealth Advisors

  • $105 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LRGF
Ishares Tr

ETFs
39.5K
+ 34.14%
$51.37 - $64.13 $2.03M - $2.54M
155K $9.96B
SCHP
Schwab Strategic Us Tips ETF

ETFs
121K
+ 608.09%
$26.18 - $26.93 $3.16M - $3.25M
140K $3.75B
Rbb Fund Trust
59.4K
+ 68.51%
N/A
146K $5.89B
VUG
Vanguard Growth ETF

ETFs
951
+ 5.52%
$329.49 - $438.4 $313K - $417K
18.2K $7.96B
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.8K
+ 25.94%
$72.02 - $73.82 $1.43M - $1.46M
96.3K $7.09B
DGRO
Ishares Core Dividend Growth E

ETFs
10.5K
+ 7.07%
$55.22 - $63.94 $583K - $675K
160K $10.2B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.64K
+ 131.72%
$100.35 - $100.71 $967K - $971K
17K $1.71B
Pimco ETF Tr
33.7K
+ 33.35%
N/A
135K $3.57B
AMZN
Amazon Com Inc

Consumer Cyclical
2.45K
+ 116.64%
$167.32 - $223.3 $410K - $548K
4.56K $1B
EMGF
Ishares Msci Emerging Markets

ETFs
6.65K
+ 17.28%
$41.37 - $52.07 $275K - $346K
45.2K $2.35B
NVDA
Nvidia Corp

Technology
1.36K
+ 35.66%
$94.31 - $157.99 $128K - $215K
5.18K $818M
MSFT
Microsoft Corp

Technology
333
+ 24.32%
$354.56 - $497.45 $118K - $166K
1.7K $847M
IGRO
Ishares Tr International Divid

ETFs
2.95K
+ 19.34%
$66.32 - $80.17 $196K - $237K
18.2K $1.44B
RING
Ishares Inc Msci Global Gold M

ETFs
3.02K
+ 9.7%
$34.72 - $45.62 $105K - $138K
34.1K $1.49B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.09K
+ 19.3%
$72.12 - $76.23 $223K - $235K
19.1K $1.45B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
482
+ 1.53%
$54.28 - $67.95 $26.2K - $32.8K
31.9K $2.17B
META
Meta Platforms, Inc.

Communication Services
45
+ 5.8%
$484.66 - $738.09 $21.8K - $33.2K
821 $606M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.22K
+ 10.53%
$96.84 - $99.46 $118K - $121K
12.8K $1.27B
GOOG
Alphabet Inc.

Communication Services
87
+ 1.85%
$146.58 - $180.01 $12.8K - $15.7K
4.79K $850M
QUAL
Ishares Msci Usa Quality Facto

ETFs
578
+ 22.13%
$152.42 - $182.82 $88.1K - $106K
3.19K $583M
JPIE
J P Morgan Exchange Traded Fd
1.59K
+ 1.63%
$45.12 - $46.32 $71.6K - $73.5K
99.2K $4.59B
NYF
Ishares New York Muni Bond ETF

ETFs
1.35K
+ 8.37%
$51.29 - $53.06 $69.3K - $71.7K
17.5K $913M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
61
+ 1.17%
$107.61 - $119.09 $6.56K - $7.26K
5.26K $623M
Activity Summary
Buys All Purchases 35 New Holdings 11 Increased Positions 24 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Life Goal Wealth Advisors Portfolio

Follow Life Goal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Goal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Life Goal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email