Instuitional Investor - Lifegoal Wealth Advisors
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Gbl Growth Eqt | 536,940 | $22,728,649 | 10.4% | |
| 2. | Ishares Tr | 295,859 | $22,375,848 | 10.24% | |
| 3. | Ishares Tr | 232,615 | $17,629,866 | 8.07% | |
| 4. | Rbb Fund Trust | 338,466 | $16,557,739 | 7.58% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 124,701 | $10,741,721 | 4.92% |