This page shows a list of all the recent 13F filings made by LifeGoal Wealth Advisors. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. LifeGoal Wealth Advisors reported 63 stock holdings with total value $92.6M as of Q1 2025. Top holdings included DGRO, CGGO, LRGF, VUG, and BND.
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