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Aryn Sands

Lifegoal Investments, Llc

Assets Managed
$218.476M
Holdings
155
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
25.03%(2Q avg: 20.74%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifegoal Investments, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 155 positions.

Assets under management

The assets under management (AUM) of Lifegoal Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 218.476M in assets, with a quarterly growth rate of 25.03% and a 2-quarter average growth rate of 20.74%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGGO
Cap Group Global Growth
Recent Activity
Increased 13.32%
10.41%
$22.729M
536,940 shares@ $42.33 avg price
LRGF
Ishares Us Equity Factor Etf
Recent Activity
Increased 18.19%
10.25%
$22.376M
295,859 shares@ $75.64 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 10.7%
8.07%
$17.63M
232,615 shares@ $75.79 avg price
FEGE
First Eagle Gl Equity Etf
Recent Activity
Increased 19.22%
7.58%
$16.558M
338,466 shares@ $48.92 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 467.86%
4.92%
$10.742M
124,701 shares@ $86.14 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -12.75%
3.95%
$8.628M
117,536 shares@ $73.41 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 1.13%
3.26%
$7.104M
267,867 shares@ $26.52 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 14.68%
2.91%
$6.336M
54,112 shares@ $117.09 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Decreased -6.42%
2.5%
$5.458M
118,529 shares@ $46.06 avg price
EMGF
Ishares Emerging Markets Equ
Recent Activity
Increased 9.54%
2.35%
$5.116M
69,835 shares@ $73.26 avg price

1-10 of 155