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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, VTI, and represent 71.64% of LifeGuide Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IEF, VNQ, SCHP, TMV, VEA, ESGV, VSGX, DFIC, DFAC, META.
Started 2 new stock positions in META, TMV.
Reduced shares in these 10 stocks: , , AAPL, SCHH, TIP, VTI, SPXL, LNKB, VO, VB.
Sold out of its positions in Direxion Shs Etf Tr cmn, RADCQ, SCHH, VGIT.
LifeGuide Financial Advisors was a net buyer of stock by $5.8M.
LifeGuide Financial Advisors has $199M in assets under management (AUM), dropping by 4.94%.
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 March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Real Estate Etf (VNQ)	27.0	$54M	+5%	621k	86.48	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	16.8	$33M	+6%	641k	52.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	14.2	$28M	+12%	299k	94.66	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.0	$16M		499k	31.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$11M	-3%	42k	259.90	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.2	$10M	+4%	112k	93.19	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.1	$8.2M	+4%	307k	26.75	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	3.7	$7.4M	+6%	128k	57.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$4.7M	+11%	94k	50.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$2.7M	+3%	106k	25.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.0M	+2%	4.1k	480.68	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.0	$1.9M		19k	99.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$1.9M		23k	81.78	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.8	$1.6M	-18%	12k	134.03	View chart
Direxion Shs Etf Tr 20yr Tres Bear (TMV)	0.6	$1.3M	NEW	24k	54.50	View chart
Direxion Shs Etf Tr Daily Real Est B (DRN)	0.6	$1.3M	+14%	130k	9.90	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.6	$1.2M	+4%	30k	38.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$966k	+14%	23k	41.77	View chart
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL)	0.4	$867k	-6%	33k	26.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$825k		1.6k	523.07	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.4	$791k	+7%	26k	30.02	View chart
International Business Machines (IBM)	0.4	$747k		3.9k	190.97	View chart
Apple (AAPL)	0.4	$704k	-54%	4.1k	171.48	View chart
United Parcel Service CL B (UPS)	0.4	$697k		4.7k	148.63	View chart
Exxon Mobil Corporation (XOM)	0.3	$692k		6.0k	116.24	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$686k	-40%	6.4k	107.41	View chart
Carlisle Companies (CSL)	0.3	$570k	-5%	1.5k	391.88	View chart
Hershey Company (HSY)	0.2	$462k		2.4k	194.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$413k	-21%	1.8k	228.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$394k		1.9k	205.72	View chart
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC)	0.2	$393k	+3%	13k	30.32	View chart
Microsoft Corporation (MSFT)	0.2	$364k		866.00	420.72	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$355k	+4%	15k	23.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$341k	-30%	1.4k	249.86	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.2	$323k	-2%	7.5k	42.92	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$293k	-21%	2.6k	110.52	View chart
McDonald's Corporation (MCD)	0.1	$226k		801.00	281.95	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$211k		3.1k	67.75	View chart
Meta Platforms Cl A (META)	0.1	$206k	NEW	425.00	485.58	View chart
Linkbancorp (LNKB)	0.1	$166k	-62%	24k	6.94	View chart
Sirius Xm Holdings (SIRI)	0.0	$40k		10k	3.88	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 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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