LifeGoal Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Saratoga Springs, NY
CIK
0002054684
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 61 92,175 DGRO, CGGO, VUG, ACWF 13F-HR 2/4/2025 000175496025000096