Titelia

Holdings of LifeGoal Investments, LLC

100 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.4 % of the equity sleeve

Sector breakdown

  • Technology 7.1 %
  • Communication 2.5 %
  • Funds 2.0 %
  • Industrials 1.9 %
  • Consumer discretionary 1.8 %
  • Consumer staples 1.2 %
  • Financials 1.2 %
  • Health care 1.0 %
  • Energy 1.0 %
  • Utilities 0.5 %
  • Materials 0.3 %
  • Unattributed 79.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • NL 0.2 %
  • ES 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US98148.9M $99.76 %
2NL1225.7K $0.15 %
3ES1129.8K $0.09 %

Positions

RankCompanySharesValueWeight
1iShares U.S. Equity Factor ETF 250,34116.6M $
2Capital Group Global Growth Equity ETF 473,83916.1M $
3iShares Core Dividend Growth ETF 210,14514.7M $
4Vanguard Total Bond Market ETF 134,7139.9M $
5Vanguard Growth ETF 21,9609.7M $
6PIMCO Multisector Bond Active 264,8926.9M $
7JPMorgan Income ETF 126,6735.8M $
8Alpha Architect 1-3 Month Box 47,1895.5M $
9Apple Inc 15,5744M $
10iShares Emerging Markets Equity Factor ETF 63,7553.9M $
11Vanguard Total Stock Market ETF 7,6902.5M $
12Vanguard International Dividend Appreciation ETF 26,8462.4M $
13SPDR Gold MiniShares Trust 25,0112.4M $
14Vanguard S&P 500 ETF 2,9461.8M $
15Alphabet Inc 5,9511.8M $
16NVIDIA Corp 9,7991.7M $
17Vanguard Scottsdale Funds 21,7321.6M $
18Select Sector Spdr Trust 38,3111.6M $
19CAPITAL GROUP DIVIDEND GROWERS ETF 43,5961.6M $
20Franklin Templeton ETF Trust 47,1101.6M $
21Amazon.com Inc 7,2081.5M $
22Microsoft Corp 3,7101.4M $
23CAPITAL GROUP MUNICIPAL INCOME ETF 48,2151.3M $
24iShares Core U.S. Aggregate Bond ETF 12,5961.2M $
25Fidelity Wise Origin Bitcoin Fund 19,3811.2M $
26Vanguard Tax-Exempt Bond Index ETF 21,7021.1M $
27Broadcom Inc 2,880902.9K $
28Alphabet Inc 2,911865.7K $
29iShares Trust 8,477851K $
30iShares MSCI Global Gold Miners ETF 10,242846.2K $
31Walmart Inc 6,690834.6K $
32Intuit Inc 1,790762.3K $
33Meta Platforms Inc 1,316762.1K $
34Exxon Mobil Corp 4,373703.1K $
35Vanguard World Fund 2,414662.6K $
36iShares Trust 8,405639.1K $
37iShares MSCI Global Min Vol Factor ETF 5,160616.7K $
38VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,815607.2K $
39Invesco QQQ Trust Series 1 1,013592.1K $
40SPDR Gold Shares 1,314575.3K $
41JPMorgan Chase & Co 1,860549.4K $
42iShares Trust 11,591534.2K $
43Micron Technology Inc 1,433527.3K $
44Vanguard FTSE Developed Markets ETF 7,814509K $
45iShares National Muni Bond ETF 4,706500.3K $
46State Street SPDR S&P 500 ETF Trust 759497.3K $
47Schwab US TIPS ETF 18,090480.5K $
48Vanguard Emerging Markets Government Bond ETF 7,161469.7K $
49VanEck Gold Miners ETF/USA 4,765457.5K $
50Eli Lilly & Co 465443.9K $
51Costco Wholesale Corp 427425.5K $
52Caterpillar Inc 578422.1K $
53Bristol-Myers Squibb Co 6,824421.2K $
54GE Vernova Inc 463414.3K $
55Johnson & Johnson 1,648402.3K $
56PG&E Corp 22,481399K $
57Chevron Corp 2,008396.3K $
58SPDR Series Trust 3,775374.5K $
59Comfort Systems USA Inc 258368.6K $
60iShares Trust 1,905367.2K $
61Western Digital Corp 1,168347.7K $
62Procter & Gamble Co/The 2,384343.5K $
63Tesla Inc 889338.9K $
64Blackrock Inc 341326.5K $
65Airbnb Inc 2,563320.9K $
66ConocoPhillips 2,493320.1K $
67Ishares Gold Trust 3,492313.2K $
68Lockheed Martin Corp 506312.5K $
69Berkshire Hathaway Inc 626299.5K $
70Regeneron Pharmaceuticals, Inc. 385299.2K $
71General Dynamics Corp 851298.3K $
72Marsh & McLennan Cos Inc 1,725296.5K $
73Edison International 3,925288.8K $
74EMCOR Group Inc 378287.1K $
75General Electric Co 978286.2K $
76TJX Cos Inc/The 1,719278.5K $
77State Street SPDR Portfolio Long Term Corporate Bond ETF 11,943264.7K $
78Centene Corp 7,673260.5K $
79Janus Detroit Street Trust 5,527259.2K $
80Fortinet Inc 3,120253.2K $
81Kinder Morgan, Inc. 7,655251.7K $
82Booking Holdings Inc 60251.1K $
83Teradyne Inc 803250.7K $
84Palantir Technologies Inc 1,659243K $
85Philip Morris International Inc. 1,521239.3K $
86Vanguard Small-Cap ETF 893235.1K $
87Vanguard S&P 500 Growth ETF 554228.9K $
88ASML Holding NV 166225.7K $
89VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 2,819222.8K $
90Norfolk Southern Corp 751215.5K $
91Vertiv Holdings Co 828214.8K $
92Netflix Inc 2,240214K $
93iShares ESG Aware MSCI EAFE ETF 2,194213.4K $
94Newmont Corp 1,838209.1K $
95JB Hunt Transport Services Inc 976208.3K $
96PNC Financial Services Group Inc/The 994208K $
97iShares Core MSCI EAFE ETF 2,252207K $
98Phillips 66 1,176206.6K $
99Freeport-McMoRan Inc 3,327203.6K $
100Banco Santander SA 11,221129.8K $