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LifeGuide Financial Advisors

Latest statistics and disclosures from LifeGuide Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VNQ, SCHP, IEF, DFAC, ESGV, and represent 71.98% of LifeGuide Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHP, IEF, DFAC, ESGV, VSGX, VNQ, DFIC, IVV, DFEM, VEA.
Started 1 new stock position in IVV.
Reduced shares in these 10 stocks: DRN, IBM, TMF, EURL, AAPL, SPXL, MSFT, META, TNA, EDC.
Sold out of its position in SIRI.
LifeGuide Financial Advisors was a net buyer of stock by $11M.
LifeGuide Financial Advisors has $234M in assets under management (AUM), dropping by 13.88%.
Central Index Key (CIK): 0001908585

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Positions held by LifeGuide Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 41 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Real Estate Etf (VNQ)	27.4	$64M		658k	97.42	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	17.0	$40M	+8%	744k	53.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	14.1	$33M	+6%	338k	98.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.9	$19M	+8%	541k	34.29	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.5	$13M	+9%	128k	101.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.2	$12M	+2%	43k	283.16	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.2	$9.9M	+9%	350k	28.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.0	$9.5M	+12%	154k	61.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$5.4M	+5%	101k	52.81	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$3.3M	+10%	119k	28.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.4M		4.5k	527.65	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$2.1M	+3%	21k	101.32	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$2.1M	+4%	25k	83.15	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.7	$1.6M	-4%	9.6k	163.95	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.6	$1.4M		34k	40.67	View chart
Mccormick & Co Com Non Vtg (MKC)	0.6	$1.3M		16k	82.30	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	0.5	$1.3M	-7%	22k	57.76	View chart
Direxion Shs Etf Tr Daily Real Est B (DRN)	0.5	$1.3M	-30%	95k	13.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.3M	+9%	26k	47.85	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.4	$989k		31k	32.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$880k		1.5k	573.76	View chart
Exxon Mobil Corporation (XOM)	0.4	$870k		7.4k	117.22	View chart
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL)	0.4	$837k	-10%	29k	29.24	View chart
International Business Machines (IBM)	0.3	$683k	-21%	3.1k	221.09	View chart
United Parcel Service CL B (UPS)	0.3	$625k	-2%	4.6k	136.34	View chart
Carlisle Companies (CSL)	0.2	$555k		1.2k	449.80	View chart
Apple (AAPL)	0.2	$504k	-15%	2.2k	233.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$466k	NEW	807.00	576.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$463k		1.9k	243.06	View chart
Hershey Company (HSY)	0.2	$460k		2.4k	191.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$428k		1.8k	237.21	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$421k		18k	24.08	View chart
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC)	0.2	$377k	-11%	9.9k	37.97	View chart
Microsoft Corporation (MSFT)	0.2	$373k	-16%	866.00	430.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$360k		1.4k	263.83	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$345k	-2%	4.4k	77.91	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.1	$315k	-14%	7.1k	44.34	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$283k		2.4k	119.73	View chart
McDonald's Corporation (MCD)	0.1	$244k	-2%	801.00	304.51	View chart
Meta Platforms Cl A (META)	0.1	$243k	-19%	424.00	572.44	View chart
Linkbancorp (LNKB)	0.1	$153k		24k	6.41	View chart

Past Filings by LifeGuide Financial Advisors

SEC 13F filings are viewable for LifeGuide Financial Advisors going back to 2021

LifeGuide Financial Advisors 2024 Q3 filed Oct. 7, 2024
LifeGuide Financial Advisors 2024 Q2 filed Aug. 2, 2024
LifeGuide Financial Advisors 2024 Q1 filed April 18, 2024
LifeGuide Financial Advisors 2023 Q4 filed Jan. 22, 2024
LifeGuide Financial Advisors 2023 Q3 filed Oct. 25, 2023
LifeGuide Financial Advisors 2023 Q2 filed July 13, 2023
LifeGuide Financial Advisors 2022 Q4 restated filed June 13, 2023
LifeGuide Financial Advisors 2023 Q1 filed April 20, 2023
LifeGuide Financial Advisors 2022 Q4 filed Jan. 18, 2023
LifeGuide Financial Advisors 2022 Q3 filed Oct. 18, 2022
LifeGuide Financial Advisors 2022 Q2 filed July 12, 2022
LifeGuide Financial Advisors 2022 Q1 filed April 29, 2022
LifeGuide Financial Advisors 2021 Q4 filed Feb. 3, 2022

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