Instuitional Investor - Lifegoal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Lifegoal Wealth Advisors |
| Portfolio Value | $120,376,137 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 172,924 | $11,951,699 | 9.93% | |
| 2. | Capital Group Gbl Growth Eqt | 337,302 | $11,525,596 | 9.57% | |
| 3. | Ishares Tr | 165,013 | $11,234,104 | 9.33% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 19,189 | $9,203,018 | 7.65% | |
| 5. | BND | 109,839 | $8,166,425 | 6.78% |
Hedge Fund Resource Center 
