Instuitional Investor - Lifegoal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Lifegoal Wealth Advisors |
| Portfolio Value | $174,745,366 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 250,341 | $16,635,882 | 9.52% | |
| 2. | Capital Group Gbl Growth Eqt | 473,839 | $16,097,991 | 9.21% | |
| 3. | Ishares Tr | 210,145 | $14,745,633 | 8.44% | |
| 4. | Rbb Fund Trust | 283,902 | $13,436,094 | 7.69% | |
| 5. | BND | 134,713 | $9,886,514 | 5.66% |
Hedge Fund Resource Center 
