Instuitional Investor - Lifegoal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Lifegoal Wealth Advisors |
| Portfolio Value | $92,598,854 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 149,309 | $9,233,304 | 9.97% | |
| 2. | Capital Group Gbl Growth Eqt | 309,959 | $8,774,420 | 9.48% | |
| 3. | Ishares Tr | 115,814 | $6,701,018 | 7.24% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 17,216 | $6,384,136 | 6.89% | |
| 5. | BND | 76,443 | $5,629,716 | 6.08% |
