LifeGoal Investments, LLC
CIK 2054684 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $218.5M
- Posisi
- 155
- Per tanggal
- 30 Juni 2026
#6.151 dari 9.443 berdasarkan nilai 13F · top 65.1%
Nilai portofolio QoQ: +25.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 56,15%
- Bobot 25 kepemilikan teratas
- 73,72%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 22,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,98% Perkiraan pembelian $43.429.569 · penjualan $5.853.936
Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,7% masih dipegang
- Posisi baru
- 50
- Meningkat
- 66
- Menurun
- 34
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
8,7%
Industrials
2,5%
Communication Services
2,1%
Retail
1,8%
Financials
1,1%
Healthcare
1,1%
Consumer Discretionary
0,9%
Energy
0,9%
Financial Services
0,5%
Utilities
0,4%
Consumer Staples
0,2%
Consumer products
0,2%
Telecommunication
0,1%
Real Estate
0,1%
Materials
0,1%
Communications
0,1%
Lainnya/Tidak terpetakan
79,1%
Portofolio lengkap 155 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CGGO | $22.728.649 | 10,40% | 536.940 | $6.630.658 | Naik ×4 | ||
| LRGF | $22.375.848 | 10,24% | 295.859 | $5.739.966 | Naik ×6 | ||
| DGRO | $17.629.866 | 8,07% | 232.615 | $2.884.233 | Naik ×5 | ||
| FEGE First Eagle Global Equity ETF | $16.557.739 | 7,58% | 338.466 | $3.121.645 | Naik ×5 | ||
| VUG | $10.741.721 | 4,92% | 124.701 | $1.042.824 | Naik ×6 | ||
| BND Vanguard Total Bond Market ETF | $8.628.313 | 3,95% | 117.536 | $-1.258.201 | Turun ×1 | ||
| PYLD | $7.103.820 | 3,25% | 267.867 | $173.911 | Naik ×6 | ||
| BOXX | $6.335.974 | 2,90% | 54.112 | $852.140 | Naik ×3 | ||
| JPIE | $5.458.262 | 2,50% | 118.529 | $-357.349 | Turun ×2 | ||
| EMGF | $5.116.107 | 2,34% | 69.835 | $1.216.855 | Naik ×5 | ||
| AAPL Apple Inc. - Common Stock | $4.987.464 | 2,28% | 17.236 | $1.006.253 | Naik ×3 | ||
| CGMS | $4.311.744 | 1,97% | 157.766 | $-10.783 | Turun ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2.955.809 | 1,35% | 31.654 | $549.015 | Naik ×5 | ||
| VTI | $2.848.445 | 1,30% | 7.698 | $362.718 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.771.656 | 1,27% | 13.852 | $1.049.412 | Naik ×3 | ||
| IGRO | $2.537.732 | 1,16% | 28.861 | $514.165 | Naik ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.381.732 | 1,09% | 9.993 | $863.943 | Naik ×1 | ||
| XLRE XLRE | $2.245.796 | 1,03% | 51.006 | $672.867 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.215.269 | 1,01% | 6.270 | $460.200 | Naik ×3 | ||
| GLDM | $2.169.993 | 0,99% | 27.323 | $-189.016 | Naik ×1 | ||
| FLIN | $2.040.295 | 0,93% | 57.360 | $474.875 | Naik ×1 | ||
| VOO | $2.022.257 | 0,93% | 2.944 | $248.101 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1.703.903 | 0,78% | 4.568 | $333.619 | Naik ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $1.613.094 | 0,74% | 1.397 | $1.085.813 | Turun ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $1.579.709 | 0,72% | 20.993 | $-38.891 | Turun ×1 | ||
| CGDG | $1.529.769 | 0,70% | 40.783 | $-42.317 | Turun ×1 | ||
| GLOF | $1.428.415 | 0,65% | 24.288 | $90.580 | Turun ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $1.358.969 | 0,62% | 3.598 | $456.118 | Naik ×3 | ||
| MUNI | $1.287.304 | 0,59% | 24.473 | $17.971 | Naik ×2 | ||
| AGG | $1.252.450 | 0,57% | 12.654 | $5.461 | Naik ×1 | ||
| ALLW SPDR Bridgewater All Weather ETF | $1.178.849 | 0,54% | 40.275 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.172.556 | 0,54% | 3.281 | $306.839 | Naik ×4 | ||
| VTEB | $1.024.165 | 0,47% | 20.248 | $-59.003 | Turun ×2 | ||
| FBTC | $989.400 | 0,45% | 19.381 | $-161.056 | |||
| CGMU | $901.195 | 0,41% | 32.807 | $-410.244 | Turun ×1 | ||
| IVVM | $900.618 | 0,41% | 24.372 | $212.352 | Naik ×1 | ||
| MUNY | $887.784 | 0,41% | 8.536 | $20.797 | Naik ×2 | ||
| LONZ | $841.385 | 0,39% | 17.063 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $802.818 | 0,37% | 1.382 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $745.508 | 0,34% | 1.012 | $153.387 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $734.201 | 0,34% | 2.243 | $184.794 | Naik ×4 | ||
| SMLF | $722.931 | 0,33% | 8.110 | $83.848 | Turun ×2 | ||
| VHT | $721.810 | 0,33% | 2.414 | $59.167 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $695.098 | 0,32% | 1.234 | $-66.977 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $683.666 | 0,31% | 642 | $261.541 | Naik ×2 | ||
| VIG | $676.254 | 0,31% | 2.858 | $69.095 | Naik ×2 | ||
| WDC Western Digital Corporation - Common Stock | $662.353 | 0,30% | 1.037 | $314.604 | Turun ×1 | ||
| RING iShares MSCI Global Gold Miners ETF | $629.125 | 0,29% | 9.739 | $-217.070 | Turun ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $624.379 | 0,29% | 13.529 | $90.149 | Naik ×1 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $610.441 | 0,28% | 308 | $241.883 | Naik ×1 | ||
| ACWV | $600.373 | 0,27% | 4.994 | $-16.297 | Turun ×1 | ||
| SPY SPY | $588.455 | 0,27% | 788 | $91.128 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $587.430 | 0,27% | 500 | $173.147 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $578.154 | 0,26% | 482 | $134.302 | Naik ×2 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $559.244 | 0,26% | 2.025 | Naik ×1 | |||
| VEA | $557.875 | 0,26% | 7.830 | $48.900 | Naik ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $544.677 | 0,25% | 1.295 | $205.737 | Naik ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $529.779 | 0,24% | 233 | Naik ×1 | |||
| CNC Centene Corporation Common Stock | $528.476 | 0,24% | 8.233 | $267.978 | Naik ×1 | ||
| USMV | $522.853 | 0,24% | 5.420 | Naik ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $515.310 | 0,24% | 534 | Naik ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $514.608 | 0,24% | 5.112 | $-336.351 | Turun ×3 | ||
| MUB | $508.937 | 0,23% | 4.729 | $8.653 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $503.413 | 0,23% | 3.037 | $107.080 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $499.857 | 0,23% | 4.413 | $-334.698 | Turun ×1 | ||
| HTAB | $487.079 | 0,22% | 25.392 | $-9.685 | Turun ×6 | ||
| GLD | $484.051 | 0,22% | 1.314 | $-91.244 | |||
| COST Costco Wholesale Corporation - Common Stock | $471.477 | 0,22% | 504 | $45.946 | Naik ×1 | ||
| SPYG | $470.488 | 0,22% | 3.954 | $96.008 | Naik ×1 | ||
| INTU Intuit Inc. - Common Stock | $470.322 | 0,22% | 1.802 | $-291.985 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $463.754 | 0,21% | 3.392 | $-239.337 | Turun ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $457.205 | 0,21% | 3.195 | $136.343 | Naik ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $449.965 | 0,21% | 6.692 | $-19.779 | Turun ×3 | ||
| GE GE Aerospace Common Stock | $448.850 | 0,21% | 1.201 | $162.609 | Naik ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $439.200 | 0,20% | 2.859 | $186.012 | Turun ×1 | ||
| QUAL | $418.717 | 0,19% | 1.908 | $51.483 | Naik ×2 | ||
| BLK BlackRock, Inc. Common Stock | $413.471 | 0,19% | 430 | $86.998 | Naik ×1 | ||
| COF Capital One Financial Corporation Common Stock | $404.651 | 0,19% | 2.017 | ||||
| TER Teradyne, Inc. - Common Stock | $400.136 | 0,18% | 827 | $149.439 | Naik ×1 | ||
| EEM | $388.842 | 0,18% | 5.684 | Naik ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $380.021 | 0,17% | 1.135 | $165.263 | Naik ×1 | ||
| GDX GDX | $370.966 | 0,17% | 4.917 | $-86.494 | Naik ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $370.343 | 0,17% | 22.018 | $-28.695 | Turun ×1 | ||
| SCHP | $369.051 | 0,17% | 13.926 | $-111.424 | Turun ×4 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $346.163 | 0,16% | 174 | $120.443 | Naik ×1 | ||
| JBHT J.B. Hunt Transport Services, Inc. - Common Stock | $339.212 | 0,16% | 1.172 | $130.895 | Naik ×1 | ||
| BALI | $338.272 | 0,15% | 9.999 | Naik ×1 | |||
| MOH Molina Healthcare Inc Common Stock | $338.019 | 0,15% | 1.478 | Naik ×1 | |||
| BRKB | $337.763 | 0,15% | 675 | $38.222 | Naik ×2 | ||
| JEPI | $330.958 | 0,15% | 5.860 | ||||
| BAC Bank of America Corporation Common Stock | $329.882 | 0,15% | 5.789 | Naik ×1 | |||
| EME EMCOR Group, Inc. Common Stock | $324.483 | 0,15% | 391 | $37.373 | Naik ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $323.709 | 0,15% | 5.618 | $-97.537 | Turun ×1 | ||
| VIK Viking Holdings Ltd Ordinary Shares | $315.999 | 0,14% | 3.019 | Naik ×1 | |||
| EIX Edison International Common Stock | $302.118 | 0,14% | 4.058 | $13.316 | Naik ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $299.490 | 0,14% | 952 | $83.953 | Naik ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $298.172 | 0,14% | 1.211 | $90.187 | Naik ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $295.204 | 0,14% | 890 | Naik ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $293.528 | 0,13% | 1.750 | Naik ×1 | |||
| VOOG | $288.118 | 0,13% | 3.487 | $59.263 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| CGGO | $22.728.649 | 10,40% | naik ×4 |
| LRGF | $22.375.848 | 10,24% | naik ×6 |
| DGRO | $17.629.866 | 8,07% | naik ×5 |
| FEGE | $16.557.739 | 7,58% | naik ×5 |
| VUG | $10.741.721 | 4,92% | naik ×6 |
| PYLD | $7.103.820 | 3,25% | naik ×6 |
| BOXX | $6.335.974 | 2,90% | naik ×3 |
| EMGF | $5.116.107 | 2,34% | naik ×5 |
| AAPL | $4.987.464 | 2,28% | naik ×3 |
| VIGI | $2.955.809 | 1,35% | naik ×5 |
| NVDA | $2.771.656 | 1,27% | naik ×3 |
| IGRO | $2.537.732 | 1,16% | naik ×3 |
| GOOG | $2.215.269 | 1,01% | naik ×3 |
| MSFT | $1.703.903 | 0,78% | naik ×6 |
| AVGO | $1.358.969 | 0,62% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| ALLW | $1.178.849 | 40.275 | 0,54% |
| LONZ | $841.385 | 17.063 | 0,39% |
| AMD | $802.818 | 1.382 | 0,37% |
| NBIS | $559.244 | 2.025 | 0,26% |
| SNDK | $529.779 | 233 | 0,24% |
| USMV | $522.853 | 5.420 | 0,24% |
| STX | $515.310 | 534 | 0,24% |
| COF | $404.651 | 2.017 | 0,19% |
| EEM | $388.842 | 5.684 | 0,18% |
| BALI | $338.272 | 9.999 | 0,15% |
| MOH | $338.019 | 1.478 | 0,15% |
| JEPI | $330.958 | 5.860 | 0,15% |
| BAC | $329.882 | 5.789 | 0,15% |
| VIK | $315.999 | 3.019 | 0,14% |
| AON | $295.204 | 890 | 0,14% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| CGGO | Beli lebih banyak | +63K | +$6.6M |
| LRGF | Beli lebih banyak | +46K | +$5.7M |
| FEGE | Beli lebih banyak | +55K | +$3.1M |
| DGRO | Beli lebih banyak | +22K | +$2.9M |
| BND | Dipangkas | -17K | -$1.3M |
| EMGF | Beli lebih banyak | +6K | +$1.2M |
| MU | Dipangkas | -36 | +$1.1M |
| NVDA | Beli lebih banyak | +4K | +$1.0M |
| VUG | Beli lebih banyak | +103K | +$1.0M |
| AAPL | Beli lebih banyak | +2K | +$1.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| GPZ | 31 Maret 2026 | 74.814 | $2.031.199 | Tidak lagi dilacak |
| SUB | 31 Maret 2025 | 8.795 | $927.707 | Tidak lagi dilacak |
| JAAA | 30 Sep. 2025 | 13.832 | $701.952 | Tidak lagi dilacak |
| VUSB | 31 Des. 2025 | 12.871 | $643.484 | Tidak lagi dilacak |
| CLOA | 30 Juni 2025 | 10.537 | $545.630 | |
| IBIT | 31 Des. 2025 | 7.980 | $518.700 | |
| SHYG | 31 Maret 2026 | 12.750 | $438.362 | Tidak lagi dilacak |
| MINT | 31 Des. 2025 | 4.091 | $411.885 | Tidak lagi dilacak |
| FENY | 31 Maret 2025 | 15.185 | $362.007 | Tidak lagi dilacak |
| REGN | 30 Juni 2026 | 385 | $299.241 | 34,4% |
| BIL | 30 Sep. 2025 | 3.251 | $298.178 | Tidak lagi dilacak |
| MRSH | 30 Juni 2026 | 1.725 | $296.476 | 14,7% |
| SPTS | 31 Des. 2025 | 9.962 | $292.073 | Tidak lagi dilacak |
| VGT | 31 Maret 2026 | 386 | $290.959 | Tidak lagi dilacak |
| NSC | 31 Des. 2025 | 958 | $287.793 | 20,5% |
| COF | 31 Maret 2026 | 1.186 | $287.439 | 19,3% |
| QQQ | 30 Juni 2025 | 549 | $257.409 | |
| BRKB | 30 Juni 2025 | 482 | $256.704 | Tidak lagi dilacak |
| SRLN | 31 Des. 2025 | 6.107 | $253.948 | Tidak lagi dilacak |
| KMI | 30 Juni 2026 | 7.655 | $251.696 | -1,3% |
| BKNG | 30 Juni 2026 | 60 | $251.074 | 16,1% |
| NFLX | 30 Sep. 2025 | 187 | $250.417 | -93,4% |
| VTIP | 30 Sep. 2025 | 4.976 | $250.144 | |
| SHOP | 31 Maret 2025 | 2.340 | $248.812 | 52,7% |
| PLTR | 30 Juni 2026 | 1.659 | $243.027 | 48,3% |
| SCMB | 31 Maret 2025 | 8.920 | $229.078 | Tidak lagi dilacak |
| ISCF | 31 Maret 2025 | 6.958 | $224.613 | Tidak lagi dilacak |
| VCSH | 30 Juni 2026 | 2.819 | $222.840 | |
| VTV | 31 Maret 2025 | 1.286 | $217.685 | Tidak lagi dilacak |
| RSP | 30 Juni 2025 | 1.246 | $215.845 | Tidak lagi dilacak |
| VCSH | 30 Juni 2025 | 2.660 | $209.994 | |
| MUNI | 30 Juni 2025 | 4.059 | $209.223 | Tidak lagi dilacak |
| NEM | 30 Juni 2026 | 1.838 | $209.146 | 40,1% |
| V | 31 Maret 2026 | 587 | $205.946 | 21,7% |
| JEPI | 31 Des. 2025 | 3.601 | $205.636 | Tidak lagi dilacak |
| NKX | 30 Juni 2025 | 16.140 | $203.203 | 2,5% |
| NEA | 30 Juni 2025 | 14.522 | $162.646 | 2,2% |
| AFB | 30 Juni 2025 | 10.698 | $116.180 | 6,2% |