Life Goal Wealth Advisors Reduced Holdings in Q1 2025

Life Goal Wealth Advisors

  • $92.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWF
Ishares Msci Global Multifacto

ETFs
-61.3K
- 59.27%
N/A
42.2K $1.81B
Capital Group Dividend Growe
-73.6K
- 51.81%
N/A
68.5K $2.14B
IGRO
Ishares Tr International Divid

ETFs
-24.4K
- 61.56%
$66.91 - $73.87 $1.64M - $1.81M
15.3K $1.11B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-18.3K
- 53.35%
$73.11 - $77.43 $1.34M - $1.42M
16K $1.21B
DGRO
Ishares Core Dividend Growth E

ETFs
-19.6K
- 11.59%
$60.46 - $64.42 $1.18M - $1.26M
149K $9.23B
CGGO
Capital Group Global Growth Eq

ETFs
-24.9K
- 7.45%
$28.33 - $30.84 $707K - $769K
310K $8.77B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2.22K
- 75.46%
$333.37 - $384.99 $739K - $854K
721 $241M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.4K
- 50.1%
$49.25 - $50.66 $758K - $780K
15.3K $761M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-7.44K
- 19.13%
$60.91 - $71.4 $453K - $531K
31.4K $1.95B
MUB
Ishares National Muni Bond ETF

ETFs
-4.81K
- 36.4%
$104.71 - $107.69 $504K - $518K
8.4K $886M
HTAB
Hartford Fds Exchange Traded

ETFs
-15.4K
- 13.52%
$18.95 - $19.6 $292K - $302K
98.5K $1.89B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-173
- 5.54%
$507.05 - $563.67 $87.7K - $97.5K
2.95K $1.42B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.8K
- 32.05%
$91.45 - $91.75 $256K - $256K
5.93K $544M
Blackrock ETF Trust Ii
-5.56K
- 34.33%
N/A
10.6K $325M
VTI
Vanguard Total Stock Market Et

ETFs
-37
- 0.58%
$271.18 - $303.12 $10K - $11.2K
6.35K $1.74B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.89K
- 31.72%
$51.26 - $52.53 $96.7K - $99.1K
4.06K $209M
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 4.97%
$190.26 - $242.06 $20.9K - $26.6K
2.1K $400M
EMGF
Ishares Msci Emerging Markets

ETFs
-3.03K
- 7.29%
$44.18 - $48.23 $134K - $146K
38.5K $1.8B
META
Meta Platforms, Inc.

Communication Services
-104
- 11.82%
$576.36 - $736.67 $59.9K - $76.6K
776 $447M
VB
Vanguard Small Cap ETF

ETFs
-108
- 4.92%
$217.89 - $252.64 $23.5K - $27.3K
2.09K $463M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-141
- 22.63%
$442.66 - $534.52 $62.4K - $75.4K
482 $257M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-20
- 0.38%
$107.24 - $116.37 $2.14K - $2.33K
5.19K $604M
RING
Ishares Inc Msci Global Gold M

ETFs
-3.2K
- 9.32%
$28.64 - $38.36 $91.6K - $123K
31.1K $1.19B
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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