LifeGuide Financial Advisors

LifeGuide Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for LifeGuide Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 27.4 $64M 658k 97.42
Schwab Strategic Tr Us Tips Etf (SCHP) 17.0 $40M 744k 53.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.1 $33M 338k 98.12
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.9 $19M 541k 34.29
Vanguard World Esg Us Stk Etf (ESGV) 5.5 $13M 128k 101.65
Vanguard Index Fds Total Stk Mkt (VTI) 5.2 $12M 43k 283.16
Dimensional Etf Trust Intl Core Equity (DFIC) 4.2 $9.9M 350k 28.14
Vanguard World Esg Intl Stk Etf (VSGX) 4.0 $9.5M 154k 61.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $5.4M 101k 52.81
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $3.3M 119k 28.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.4M 4.5k 527.65
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.1M 21k 101.32
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $2.1M 25k 83.15
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.7 $1.6M 9.6k 163.95
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.6 $1.4M 34k 40.67
Mccormick & Co Com Non Vtg (MKC) 0.6 $1.3M 16k 82.30
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.5 $1.3M 22k 57.76
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.5 $1.3M 95k 13.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.3M 26k 47.85
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.4 $989k 31k 32.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $880k 1.5k 573.76
Exxon Mobil Corporation (XOM) 0.4 $870k 7.4k 117.22
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.4 $837k 29k 29.24
International Business Machines (IBM) 0.3 $683k 3.1k 221.09
United Parcel Service CL B (UPS) 0.3 $625k 4.6k 136.34
Carlisle Companies (CSL) 0.2 $555k 1.2k 449.80
Apple (AAPL) 0.2 $504k 2.2k 233.00
Ishares Tr Core S&p500 Etf (IVV) 0.2 $466k 807.00 576.82
Spdr Gold Tr Gold Shs (GLD) 0.2 $463k 1.9k 243.06
Hershey Company (HSY) 0.2 $460k 2.4k 191.75
Vanguard Index Fds Small Cp Etf (VB) 0.2 $428k 1.8k 237.21
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $421k 18k 24.08
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.2 $377k 9.9k 37.97
Microsoft Corporation (MSFT) 0.2 $373k 866.00 430.30
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $360k 1.4k 263.83
Astrazeneca Sponsored Adr (AZN) 0.1 $345k 4.4k 77.91
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $315k 7.1k 44.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $283k 2.4k 119.73
McDonald's Corporation (MCD) 0.1 $244k 801.00 304.51
Meta Platforms Cl A (META) 0.1 $243k 424.00 572.44
Linkbancorp (LNKB) 0.1 $153k 24k 6.41