Long-term investor
Lifegoal Investments, LLC @lifegoalinvestmentsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054684).
Record
- Tracked since 2025-12-31 (257 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGGO · 10.4% · long · since 2025-12-31
- LRGF · 10.2% · long · since 2025-12-31
- DGRO · 8.1% · long · since 2025-12-31
- FEGE · 7.6% · long · since 2025-12-31
- VUG · 4.9% · long · since 2025-12-31
- BND · 3.9% · long · since 2025-12-31
- PYLD · 3.3% · long · since 2025-12-31
- BOXX · 2.9% · long · since 2025-12-31
- JPIE · 2.5% · long · since 2025-12-31
- EMGF · 2.3% · long · since 2025-12-31
- AAPL · 2.3% · long · since 2025-12-31
- CGMS · 2.0% · long · since 2025-12-31