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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 DFGR, SCHP, IEF, DFAC, ESGV, and represent 69.64% of LifeGuide Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFGR (+$55M), IEF, DFAC, SCHP, DFIC, BIBL, DFEM, WWJD, VSGX, ESGV.
Started 2 new stock positions in DFGR, PPL.
Reduced shares in these 10 stocks: VNQ (-$55M), , CSL, EURL, , TIP, DRN, TMF, STIP, SHY.
Sold out of its positions in CSL, TNA, TIP, VGIT.
LifeGuide Financial Advisors was a net buyer of stock by $9.0M.
LifeGuide Financial Advisors has $245M in assets under management (AUM), dropping by 5.12%.
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 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Global Real Est (DFGR)	22.4	$55M	NEW	2.1M	26.26	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	17.9	$44M	+4%	1.6M	26.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	15.2	$37M	+9%	391k	95.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.2	$20M	+11%	609k	32.99	View chart
Vanguard World Esg Us Stk Etf (ESGV)	5.9	$15M		148k	97.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.0	$12M		45k	274.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.6	$11M	+9%	409k	27.77	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.5	$11M	+2%	188k	58.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$5.9M	+3%	115k	50.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.3	$5.7M	-90%	63k	90.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$3.7M	+14%	142k	26.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.4M		4.7k	513.91	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$2.3M	-3%	23k	103.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$2.3M	-2%	28k	82.73	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.8	$2.0M	+44%	52k	38.41	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.6	$1.4M	+41%	47k	30.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.4M		32k	45.26	View chart
Mccormick & Co Com Non Vtg (MKC)	0.5	$1.3M		16k	82.31	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.4	$979k	+11%	7.0k	140.39	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	0.4	$896k	-10%	20k	44.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$794k		1.4k	559.39	View chart
Direxion Shs Etf Tr Daily Real Est B (DRN)	0.3	$791k	-13%	77k	10.32	View chart
International Business Machines (IBM)	0.3	$768k		3.1k	248.68	View chart
Exxon Mobil Corporation (XOM)	0.3	$732k		6.2k	118.93	View chart
Apple (AAPL)	0.3	$660k	+2%	3.0k	222.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$583k		2.0k	288.14	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$529k	+33%	22k	23.75	View chart
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL)	0.2	$525k	-29%	20k	26.69	View chart
Microsoft Corporation (MSFT)	0.2	$489k	-2%	1.3k	375.39	View chart
United Parcel Service CL B (UPS)	0.2	$470k	-2%	4.3k	109.99	View chart
Hershey Company (HSY)	0.2	$416k		2.4k	171.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$401k		1.8k	221.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$353k		1.4k	258.62	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$325k		4.4k	73.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$300k	-10%	2.6k	115.96	View chart
Meta Platforms Cl A (META)	0.1	$270k	+13%	469.00	576.36	View chart
McDonald's Corporation (MCD)	0.1	$246k		786.00	312.37	View chart
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC)	0.1	$235k	-13%	7.6k	30.72	View chart
PPL Corporation (PPL)	0.1	$218k	NEW	6.0k	36.11	View chart
Linkbancorp (LNKB)	0.1	$162k		24k	6.78	View chart

Past Filings by LifeGuide Financial Advisors

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

LifeGuide Financial Advisors 2025 Q1 filed April 11, 2025
LifeGuide Financial Advisors 2024 Q4 filed Jan. 17, 2025
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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