LIL
LifeGoal Investments LLC Portfolio
Invests via LifeGoal Investments LLC | Managed by Aryn Sands, Taylor Sohns
Invests via LifeGoal Investments LLC
Managed by Aryn Sands, Taylor Sohns
Automatically Tracked
Company Profile
LifeGoal Investments LLC is a privately held alternative asset manager focused on thematic private equity and structured credit investments targeting middle-market growth companies and sustainable infrastructure projects. The firm emphasizes outcome-driven capital deployment, portfolio construction across illiquid assets, and partnerships with operating teams to drive revenue growth and operational improvements.
LifeGoal Investments LLC is a privately held alternative asset manager focused on thematic private equity and structured credit investments targeting middle-market growth companies and sustainable infrastructure projects. The firm emphasizes outcome-driven capital deployment, portfolio construction across illiquid assets, and partnerships with operating teams to drive revenue growth and operational improvements.
Investment Philosophy & Strategy
Focuses on thematic private equity and structured credit across middle‑market growth and sustainable infrastructure, blending outcome‑driven capital allocation with portfolio diversification of illiquid assets. Pursues partnership-driven deals that combine growth equity with operational playbooks to accelerate revenue and margin expansion. Underwrites with sector-led diligence, targetable cashflow profiles and resilience to macro cycles, favors multi-year hold horizons, active governance, and bespoke structures to align incentives and manage downside risk.
Focuses on thematic private equity and structured credit across middle‑market growth and sustainable infrastructure, blending outcome‑driven capital allocation with portfolio diversification of illiquid assets. Pursues partnership-driven deals that combine growth equity with operational playbooks to accelerate revenue and margin expansion. Underwrites with sector-led diligence, targetable cashflow profiles and resilience to macro cycles, favors multi-year hold horizons, active governance, and bespoke structures to align incentives and manage downside risk.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
31.85%
Gain -0.44%
Monthly
1.39%
Yearly
18.06%
Drawdown
12.37%
$221.94M
Equity
Holdings
$221.94M
Investment
$193.79M
$30.75M
Profit -$740,762.4
Realized
$2.6M
Unrealized
$28.14M
Dividends
$4.36M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$740,762.4
Win %
66%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$740,762.4
Win %
66%
This Month
Compared to last month
Gain
2.19%
Profit
$4.75M
Win %
66%
This Year
Compared to last year
Gain
1.41%
Profit
$3.29M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$360,547.34 
GOOG Alphabet Inc
+6.88%
+$144,021.9 
GOOGL Alphabet Inc
+6.73%
+$73,724.07 
VRT Vertiv Holdings Co
+6.18%
+$15,969.46 
FTNT Fortinet Inc.
+4.99%
+$22,014.3 
SNPS Synopsys, Inc.
+4.41%
+$7,426.37 
FTI TechnipFMC plc
+3.98%
+$10,401.04 
META Meta Platforms Inc Class A
+3.28%
+$21,817.11 
CRS Carpenter Technology Corporation
+3.17%
+$6,076.94 
MSFT Microsoft Corp.
+3.02%
+$62,216.11 
LITE Lumentum Holdings Inc.
+2.99%
+$5,175 
MHK Mohawk Industries, Inc.
+2.96%
+$6,566.7 
NVDA NVIDIA Corporation
+2.93%
+$79,095.02 
CVX Chevron Corporation
+2.35%
+$13,727.24 
CNC Centene Corporation
+2.27%
+$11,361.54 
WDC Western Digital Corporation
+2.21%
+$12,236.65 
EOG EOG Resources, Inc.
+2.19%
+$5,406.02 
FIX Comfort Systems USA, Inc.
+1.88%
+$9,809.79 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$4,618.4 
ORCL Oracle Corporation
+1.81%
+$3,273.27 
HPE Hewlett Packard Enterprise Company
+1.61%
+$3,500.56 
LMT Lockheed Martin Corporation
+1.5%
+$4,004.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$6,603.18 
GE General Electric Company
+1.42%
+$6,041.03 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$3,940.31 
COP ConocoPhillips
+1.22%
+$3,272.65 
VRSN Verisign Inc.
+1.2%
+$3,171.68 
AMAT Applied Materials, Inc.
+1.18%
+$2,242.01 
VUG Vanguard Growth ETF
+1.1%
+$115,971.93 
NBIS Nebius Group N.V.
+1.05%
+$4,009.52 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$2,976.89 
MLPA Global X MLP ETF
+0.87%
+$1,979.11 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$1,004.31 
GEV GE Vernova Inc.
+0.85%
+$4,155 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$39,107.81 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,841.98 
TSLA Tesla, Inc.
+0.76%
+$3,056.17 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,207.94 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$159,763.27 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,307.96 
CAT Caterpillar Inc.
+0.7%
+$3,640.13 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,528.1 
WCN Waste Connections Inc.
+0.67%
+$1,827.06 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,493.28 
TER Teradyne, Inc.
+0.6%
+$1,819.41 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,095.27 
IVVM iShares Large Cap Moderate Buffer ETF
+0.57%
+$5,118.12 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$1,899.81 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.54%
+$7,772.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$14,934.12 
STX Seagate Technology Holdings plc
+0.52%
+$2,376.31 
GM General Motors Company
+0.52%
+$1,263.16 
PSX Phillips 66
+0.51%
+$1,712.85 
MOH Molina Healthcare Inc.
+0.47%
+$1,359.76 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,404.75 
NSC Norfolk Southern Corporation
+0.46%
+$1,475.62 
AVGO Broadcom Inc.
+0.37%
+$5,181.12 
PG Procter & Gamble Co
+0.37%
+$993.75 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,255.5 
BAC Bank of America Corporation
+0.36%
+$1,273.58 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,113.4 
GD General Dynamics Corporation
+0.32%
+$882.06 
SMH VanEck Semiconductor ETF
+0.3%
+$529.75 
JPM JPMorgan Chase & Co.
+0.27%
+$2,108.42 
FLIN Franklin FTSE India ETF
+0.25%
+$5,162.4 
JNJ Johnson & Johnson
+0.21%
+$551.73 
CMI Cummins Inc.
+0.19%
+$411.15 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$763.22 
INTU Intuit Inc.
+0.18%
+$1,027.15 
CB Chubb Limited
+0.15%
+$446.26 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.11%
+$938.47 
C Citigroup Inc.
+0.1%
+$246.07 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$487.8 
WMT Walmart Inc.
+0.09%
+$441.31 
ABT Abbott Laboratories
+0.09%
+$204.48 
FEGE First Eagle Global Equity ETF
+0.08%
+$13,538.64 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$3,787.84 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$10,738.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$67.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$102.24 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$244.73 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$422,626.72 
EIX Edison International
-6.81%
-$21,750.88 
MU Micron Technology, Inc.
-5.9%
-$72,127.03 
SNDK SanDisk Corporation
-5.09%
-$15,175.29 
SHOP Shopify Inc.
-4.29%
-$10,830.75 
GDX VanEck Gold Miners ETF
-3.49%
-$13,177.57 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$19,672.78 
ES Eversource Energy
-3.05%
-$8,259.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$31,978.65 
PCG PG&E Corporation
-2.25%
-$8,807.2 
NFLX Netflix, Inc.
-2%
-$5,301.26 
AMD Advanced Micro Devices, Inc.
-1.9%
-$12,769.71 
GIS General Mills, Inc.
-1.84%
-$4,123.85 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$3,860.55 
UAL United Airlines Holdings, Inc.
-1.8%
-$4,022.92 
AON Aon plc
-1.64%
-$5,357.82 
SNOW Snowflake Inc.
-1.62%
-$5,123.67 
GLD SPDR Gold Shares
-1.49%
-$7,384.67 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$32,514.37 
IAU iShares Gold Trust
-1.46%
-$4,264.62 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,904.55 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,174.39 
TJX The TJX Companies, Inc.
-1.21%
-$3,450.22 
DKNG DraftKings Inc.
-1.01%
-$2,069.04 
XOM Exxon Mobil Corporation
-0.97%
-$5,189.76 
IGRO iShares International Dividend Growth ETF
-0.91%
-$24,243.24 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$25,639.83 
VHT Vanguard Health Care ETF
-0.76%
-$5,648.74 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,796.36 
BLK BlackRock, Inc.
-0.73%
-$3,431.4 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$29,975.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,680.07 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,430.1 
EME EMCOR Group, Inc.
-0.62%
-$1,931.54 
PM Philip Morris International Inc.
-0.61%
-$1,840.78 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,404.16 
DHR Danaher Corporation
-0.61%
-$1,380.4 
ROST Ross Stores, Inc.
-0.59%
-$1,440 
COF Capital One Financial Corporation
-0.54%
-$2,279.22 
LLY Eli Lilly and Company
-0.53%
-$2,954.66 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$11,731.38 
CGMU Capital Group Municipal Income ETF
-0.44%
-$3,936.84 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$932.32 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,543.61 
ABNB Airbnb, Inc.
-0.37%
-$1,789.21 
TMUS T-Mobile US, Inc.
-0.36%
-$1,102.48 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$4,228.87 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$766.08 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$2,351.9 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$5,038.32 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$2,047.54 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$51,174.83 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$22,331.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,163.5 
COST Costco Wholesale Corporation
-0.24%
-$1,149.1 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$3,670.47 
VB Vanguard Small-Cap ETF
-0.22%
-$589.36 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,352.9 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$13,393.35 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$434.56 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.12%
-$315.65 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$417.78 
MUB iShares National Muni Bond ETF
-0.11%
-$567.48 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.11%
-$507.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,012.4 
VIK Viking Holdings Ltd
-0.1%
-$301.9 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.09%
-$810.92 
JPIE JPMorgan Income ETF
-0.09%
-$4,741.16 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$103.49 
VO Vanguard Mid-Cap ETF
-0.05%
-$103.12 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$200.76 
V Visa Inc. Class A
-0.04%
-$82.45 
NYF iShares New York Muni Bond ETF
-0.04%
-$86.34 Events
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Dividends
Dividend Analysis
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| Trades 562 | Longs Won 361/562 64% | Profit Factor 9.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,396.88 |
| Average Win $94,834.42 | Best Trade (Aug 14) $3.56M | Sharpe Ratio -12.75 |
| Average Loss -$17,357.91 | Worst Trade (Aug 03) -$514,866.59 | Z-Score 7.01 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $54,708.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,236 | $4.59M | $5.32M | - | $730,348.37 | 15.9% | -7.354% |
| ABNB Airbnb, Inc. | 3,195 | $411,301.3 | $484,106.4 | - | $72,805.1 | 17.7% | -0.368% |
| ABT Abbott Laboratories | 2,272 | $206,161 | $240,150.4 | - | $33,989.4 | 16.49% | +0.085% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 24,288 | $1.05M | $1.44M | - | $385,992.27 | 36.65% | +0.543% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 4,994 | $545,963.47 | $621,653.12 | - | $75,689.65 | 13.86% | -0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,654 | $1.25M | $1.23M | - | -$15,474.95 | -1.24% | -0.256% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 40,275 | $1.18M | $1.18M | - | -$3,221.75 | -0.27% | -0.358% |
| AMAT Applied Materials, Inc. | 380 | $274,740 | $192,914.6 | - | -$81,825.4 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,382 | $802,818 | $658,039.29 | - | -$144,778.71 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 9,993 | $2.29M | $2.71M | - | $423,998.81 | 18.52% | +15.321% |
| AON Aon plc | 890 | $295,204 | $320,889.49 | - | $25,685.49 | 8.7% | -1.642% |
| ASML ASML Holding N.V. New York Registry Shares | 174 | $241,635.54 | $283,446 | - | $41,810.46 | 17.3% | -1.359% |
| AVGO Broadcom Inc. | 3,598 | $1.15M | $1.4M | - | $246,038.55 | 21.31% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 1,697 | $211,669 | $212,600.16 | - | $931.16 | 0.44% | +0.032% |
| BAC Bank of America Corporation | 5,789 | $329,882 | $358,628.55 | - | $28,746.55 | 8.71% | +0.356% |
| BALI iShares Adaptive Large Cap ETF | 9,999 | $338,272 | $341,165.88 | - | $2,893.88 | 0.86% | +0.56% |
| BLK BlackRock, Inc. | 430 | $412,051.88 | $468,867.7 | - | $56,815.82 | 13.79% | -0.727% |
| BMY Bristol-Myers Squibb Company | 5,618 | $346,799.53 | $366,911.58 | - | $20,112.05 | 5.8% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 117,536 | $8.6M | $8.49M | - | -$109,675.32 | -1.28% | -0.262% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 54,112 | $6.28M | $6.37M | - | $91,301.31 | 1.45% | +0.06% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for LifeGoal Investments LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI Global Gold Miners ETF - $1.75M, Vanguard Total Bond Market Index Fund - $502,457.13, JPMorgan Income ETF - $450,387.32, PIMCO Multisector Bond Active ETF - $411,068.11, and iShares Core Dividend Growth ETF - $377,018.69. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Bitcoin Trust - $122,493, Capital One Financial Corporation - $68,514.62, Vanguard S&P 500 Growth ETF - $60,052.57, Regeneron Pharmaceuticals, Inc - $58,816.21, and Palantir Technologies Inc - $49,471.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does LifeGoal Investments LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.36M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $476,693.13, JPMorgan Income ETF - $444,261.62, PIMCO Multisector Bond Active ETF - $411,068.11, iShares Core Dividend Growth ETF - $367,225.98, and Capital Group U.S. Multi-Sector Income ETF - $276,065.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are LifeGoal Investments LLC's monthly returns?
LifeGoal Investments LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can LifeGoal Investments LLC's strategy be considered aggressive or moderate?
LifeGoal Investments LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow LifeGoal Investments LLC's strategy?
LifeGoal Investments LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
