LifeGuide Financial Advisors

LifeGuide Financial Advisors as of June 30, 2024

Portfolio Holdings for LifeGuide Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 26.4 $54M 648k 83.76
Schwab Strategic Tr Us Tips Etf (SCHP) 17.3 $36M 686k 52.01
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.5 $30M 318k 93.65
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.8 $16M 499k 32.24
Vanguard World Esg Us Stk Etf (ESGV) 5.5 $11M 117k 96.62
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $11M 42k 267.51
Dimensional Etf Trust Intl Core Equity (DFIC) 4.1 $8.4M 319k 26.29
Vanguard World Esg Intl Stk Etf (VSGX) 3.8 $7.9M 137k 57.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $4.7M 96k 49.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $2.9M 108k 26.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.2M 4.5k 500.11
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $2.0M 20k 99.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $1.9M 24k 81.65
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.7 $1.5M 10k 146.07
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.6 $1.3M 35k 37.98
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.6 $1.2M 138k 8.78
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.6 $1.2M 24k 48.50
Mccormick & Co Com Non Vtg (MKC) 0.6 $1.1M 16k 70.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.0M 24k 43.76
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.4 $897k 31k 29.46
Exxon Mobil Corporation (XOM) 0.4 $867k 7.5k 115.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $834k 1.5k 544.22
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.4 $812k 32k 25.30
International Business Machines (IBM) 0.3 $682k 3.9k 172.96
United Parcel Service CL B (UPS) 0.3 $643k 4.7k 136.85
Apple (AAPL) 0.3 $539k 2.6k 210.62
Carlisle Companies (CSL) 0.2 $500k 1.2k 405.25
Microsoft Corporation (MSFT) 0.2 $466k 1.0k 446.95
Hershey Company (HSY) 0.2 $438k 2.4k 183.80
Spdr Gold Tr Gold Shs (GLD) 0.2 $409k 1.9k 215.01
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $400k 17k 23.32
Vanguard Index Fds Small Cp Etf (VB) 0.2 $394k 1.8k 218.04
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.2 $367k 11k 32.66
Astrazeneca Sponsored Adr (AZN) 0.2 $352k 4.5k 77.99
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $330k 1.4k 242.10
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $303k 8.3k 36.67
Meta Platforms Cl A (META) 0.1 $266k 528.00 504.22
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $262k 2.3k 112.64
McDonald's Corporation (MCD) 0.1 $209k 818.00 254.84
Linkbancorp (LNKB) 0.1 $146k 24k 6.12
Sirius Xm Holdings 0.0 $29k 10k 2.83