Instuitional Investor - Lifegoal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Lifegoal Wealth Advisors |
| Portfolio Value | $150,078,921 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 214,078 | $14,864,165 | 9.9% | |
| 2. | Capital Group Gbl Growth Eqt | 417,077 | $14,456,410 | 9.63% | |
| 3. | Ishares Tr | 193,627 | $13,441,396 | 8.96% | |
| 4. | Rbb Fund Trust | 233,345 | $10,755,457 | 7.17% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 21,682 | $10,577,680 | 7.05% |
Hedge Fund Resource Center 
