LifeGoal Investments, LLC

Business address
9 Hampstead Place, Unit 101, Saratoga Springs, NY, 12866
Top securities (13F)
LRGF, CGGO, DGRO, VUG, BND, FEGE, JPIE, PYLD, EMGF, SGOV, VTI, RING, VWOB, FBTC, GPZ, VIGI, VCLT, GLOF, CGDG, and HTAB
State of incorporation
NY
Fiscal year end
31 December
Former names
LifeGoal Wealth Advisors (to 17 Jul 2025)
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LifeGoal Investments, LLC has filed 5 SEC EDGAR filings since 05 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Nov 2025 30 Sep 2025 028-24753
N-PX Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24753
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24753
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-24753
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-24753