Lifegoal-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", null, "GOOGL", null, null, null, null, null, null, null, null, null, "MUB", "META", null, "NKX", null, "MSFT", null, null, "VHT", "AAPL", "SPY", "NVDA", null, "SPYG", null, null, "ACWV", null, null, "VIG", null, null, "AFB", null, null, "VIGI", "AMZN", "NEA", null, null, "VUG", null, null, "VOOG", "VTEB", "BND", "VB", "VOO", "WMT", null, "NSC", null, "DGRO", "BRK-B", "RSP", "QQQ", "GOOG", "XOM", "LLY", "VTI", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 63
- Total Value
- 92598854
- Accession Number
- 0001754960-25-000221
- Form Type
- 13F-HR
- Manager Name
- Lifegoal-Wealth-Advisors
Data Enrichment
54% identified34 identified29 unidentified
Holdings
63 positions • $92.6M total value
Manager:
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Shares:16.1K
Value:$203.2K
% of Portfolio:0.2% ($203.2K/$92.6M)
Shares:14.5K
Value:$162.6K
% of Portfolio:0.2% ($162.6K/$92.6M)