LifeGuide Financial Advisors

LifeGuide Financial Advisors as of June 30, 2023

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 35 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 30.1 $45M 533k 83.56
Schwab Strategic Tr Us Tips Etf (SCHP) 18.5 $27M 521k 52.43
Ishares Tr 7-10 Yr Trsy Bd (IEF) 15.3 $23M 234k 96.60
Vanguard Index Fds Total Stk Mkt (VTI) 8.6 $13M 58k 220.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.2 $6.2M 135k 46.18
Vanguard World Esg Us Stk Etf (ESGV) 3.6 $5.3M 67k 78.35
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.9 $4.4M 160k 27.15
Vanguard World Esg Intl Stk Etf (VSGX) 2.4 $3.6M 67k 53.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $2.2M 79k 27.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.0M 4.8k 407.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $1.6M 17k 97.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $1.6M 20k 81.08
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 1.0 $1.4M 16k 89.98
Direxion Shs Etf Tr 20yr Tres Bull 0.8 $1.2M 152k 7.80
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.8 $1.2M 123k 9.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $902k 22k 40.68
United Parcel Service CL B (UPS) 0.6 $877k 4.9k 179.25
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.5 $794k 35k 22.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $727k 1.6k 443.28
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $721k 31k 23.46
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.4 $649k 20k 32.89
Exxon Mobil Corporation (XOM) 0.4 $631k 5.9k 107.26
Hershey Company (HSY) 0.4 $579k 2.3k 249.70
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $543k 2.5k 220.16
International Business Machines (IBM) 0.4 $531k 4.0k 133.83
Linkbancorp (LNKB) 0.3 $455k 76k 6.00
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.3 $449k 16k 27.80
Carlisle Companies (CSL) 0.3 $412k 1.6k 256.55
Vanguard Index Fds Small Cp Etf (VB) 0.3 $393k 2.0k 198.89
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.2 $357k 12k 30.59
Microsoft Corporation (MSFT) 0.2 $318k 934.00 340.54
Spdr Gold Tr Gold Shs (GLD) 0.2 $311k 1.7k 178.27
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $288k 8.2k 35.29
McDonald's Corporation (MCD) 0.2 $239k 801.00 298.41
Sirius Xm Holdings 0.0 $48k 11k 4.53