Instuitional Investor - Lifegoal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Lifegoal Wealth Advisors |
| Portfolio Value | $92,175,740 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 168,886 | $10,359,471 | 11.23% | |
| 2. | Capital Group Gbl Growth Eqt | 334,906 | $9,785,943 | 10.61% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 12,871 | $5,282,916 | 5.73% | |
| 4. | Ishares Tr - GLOBAL EQUITY | 103,512 | $4,489,077 | 4.87% | |
| 5. | BND | 58,953 | $4,239,313 | 4.59% |
