LifeGoal Wealth Advisors
13F Portfolio Filings
Most recent 13F
Q1 2025
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
Q1 2025
63
92,598
DGRO, CGGO, LRGF, VUG
13F-HR
4/21/2025
000175496025000221
Q4 2024
61
92,175
DGRO, CGGO, VUG, ACWF
13F-HR
2/4/2025
000175496025000096