LifeGuide Financial Advisors

LifeGuide Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 43 positions in its portfolio as reported in the December 2023 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 $52M 587k 88.36
Schwab Strategic Tr Us Tips Etf (SCHP) 16.6 $32M 603k 52.20
Ishares Tr 7-10 Yr Trsy Bd (IEF) 13.5 $26M 266k 96.39
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.6 $14M 492k 29.23
Vanguard Index Fds Total Stk Mkt (VTI) 5.4 $10M 43k 237.22
Vanguard World Esg Us Stk Etf (ESGV) 4.8 $9.1M 107k 85.06
Dimensional Etf Trust Intl Core Equity (DFIC) 4.0 $7.5M 293k 25.53
Vanguard World Esg Intl Stk Etf (VSGX) 3.5 $6.6M 120k 55.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $4.1M 85k 47.90
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.3 $2.5M 102k 24.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $1.9M 20k 98.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $1.9M 23k 82.04
Apple (AAPL) 0.9 $1.7M 9.1k 192.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.7M 4.0k 436.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.9 $1.7M 29k 59.32
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.8 $1.5M 15k 103.99
Direxion Shs Etf Tr 20yr Tres Bull 0.7 $1.2M 19k 64.58
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.6 $1.2M 114k 10.62
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.2M 11k 107.49
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.5 $1.0M 29k 34.90
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.4 $837k 35k 23.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $828k 20k 41.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $750k 1.6k 475.31
United Parcel Service CL B (UPS) 0.4 $737k 4.7k 157.23
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.4 $725k 25k 29.53
International Business Machines (IBM) 0.3 $640k 3.9k 163.56
Exxon Mobil Corporation (XOM) 0.3 $588k 5.9k 99.99
Linkbancorp (LNKB) 0.3 $509k 64k 7.97
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $493k 24k 20.71
Vanguard Index Fds Small Cp Etf (VB) 0.3 $491k 2.3k 213.33
Carlisle Companies (CSL) 0.3 $482k 1.5k 312.46
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $458k 2.0k 232.64
Hershey Company (HSY) 0.2 $442k 2.4k 186.42
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.2 $381k 13k 30.43
Spdr Gold Tr Gold Shs (GLD) 0.2 $370k 1.9k 191.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $347k 3.4k 102.88
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $341k 14k 23.59
Microsoft Corporation (MSFT) 0.2 $325k 863.00 376.04
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $303k 7.7k 39.45
McDonald's Corporation (MCD) 0.1 $238k 801.00 296.51
Astrazeneca Sponsored Adr (AZN) 0.1 $210k 3.1k 67.35
Sirius Xm Holdings 0.0 $57k 10k 5.47
Rite Aid Corporation (RADCQ) 0.0 $2.2k 10k 0.22