Instuitional Investor - Lifegoal Wealth Advisors
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 159,858 | $10,221,300 | 9.71% | |
| 2. | Ishares Tr | 155,356 | $9,962,994 | 9.47% | |
| 3. | Capital Group Gbl Growth Eqt | 295,093 | $9,434,200 | 8.97% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 18,167 | $7,964,490 | 7.57% | |
| 5. | BND | 96,269 | $7,088,250 | 6.74% |
