LifeGoal Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

LifeGoal Wealth Advisors’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.34M	Buy	54,112 +6,923	+15%	+$808K	2.9%	8
2026 Q1	$5.48M	Buy	47,189 +25,638	+119%	+$2.97M	3.14%	9
2025 Q4	$2.51M	Buy	21,551 +18,086	+522%	+$2.07M	1.67%	14
2025 Q3	$395K	Sell	3,465 -249	-7%	-$28.2K	0.33%	49
2025 Q2	$418K	Sell	3,714 -962	-21%	-$108K	0.4%	42
2025 Q1	$521K	Buy	4,676 +342	+8%	+$37.9K	0.56%	38
2024 Q4	$478K	Buy	+4,334	New	+$475K	0.52%	42

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return