StockDriftsStockDriftsTop 50 Lifegoal Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRGF | ISHARES TR | 9.52% | 250.3K | $16.6M | +16.94%(+36.26K) | $62.93(+17.67%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 9.21% | 473.8K | $16.1M | +13.61%(+56.76K) | $31.30(+26.87%) | 2026-03-31 | |
| DGRO | ISHARES TR | 8.44% | 210.1K | $14.7M | +8.53%(+16.52K) | $63.67(+14.92%) | 2026-03-31 | |
| FEGE | RBB FUND TRUST | 7.69% | 283.9K | $13.4M | +21.67%(+50.56K) | $41.11(+21.51%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.66% | 134.7K | $9.9M | +3.17%(+4.14K) | $73.57(-0.53%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.55% | 22.0K | $9.7M | +1.28%(+278) | $68.29(+28.15%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.97% | 264.9K | $6.9M | +16.35%(+37.23K) | $26.45(-0.42%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.33% | 126.7K | $5.8M | -6.65%(-9.03K) | $46.08(-0.19%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 3.14% | 47.2K | $5.5M | +118.96%(+25.64K) | $114.79(+1.64%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 2.47% | 158.4K | $4.3M | +16.55%(+22.49K) | $27.59(-0.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.38% | +13.73% |
| Top 20 Holdings Unweighted | +3.33% | +10.32% |
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