LifeGuide Financial Advisors

LifeGuide Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 42 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 25.4 $59M 665k 89.08
Schwab Strategic Tr Us Tips Etf (SCHP) 17.4 $41M 1.6M 25.83
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.2 $33M 358k 92.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.1 $19M 545k 34.59
Vanguard World Esg Us Stk Etf (ESGV) 6.5 $15M 145k 104.89
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $13M 44k 289.81
Vanguard World Esg Intl Stk Etf (VSGX) 4.4 $10M 183k 56.70
Dimensional Etf Trust Intl Core Equity (DFIC) 4.1 $9.6M 372k 25.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $5.4M 112k 47.82
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $3.2M 124k 26.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.5M 4.6k 538.80
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $2.3M 23k 100.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $2.3M 29k 81.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.4M 32k 44.04
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.6 $1.4M 36k 38.91
Mccormick & Co Com Non Vtg (MKC) 0.5 $1.2M 16k 76.24
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.5 $1.1M 6.2k 168.70
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.4 $962k 33k 29.00
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.4 $910k 23k 39.97
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $898k 16k 58.00
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.4 $871k 89k 9.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $832k 1.4k 586.08
Apple (AAPL) 0.3 $728k 2.9k 250.42
International Business Machines (IBM) 0.3 $679k 3.1k 219.84
Exxon Mobil Corporation (XOM) 0.3 $656k 6.1k 107.57
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.2 $571k 28k 20.40
Microsoft Corporation (MSFT) 0.2 $564k 1.3k 421.50
United Parcel Service CL B (UPS) 0.2 $551k 4.4k 126.10
Spdr Gold Tr Gold Shs (GLD) 0.2 $490k 2.0k 242.13
Vanguard Index Fds Small Cp Etf (VB) 0.2 $434k 1.8k 240.28
Hershey Company (HSY) 0.2 $410k 2.4k 169.34
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $391k 17k 23.44
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $360k 1.4k 264.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $339k 2.9k 117.48
Carlisle Companies (CSL) 0.1 $311k 843.00 368.79
Astrazeneca Sponsored Adr (AZN) 0.1 $290k 4.4k 65.52
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.1 $255k 8.9k 28.77
Meta Platforms Cl A (META) 0.1 $243k 415.00 585.51
McDonald's Corporation (MCD) 0.1 $231k 795.00 289.89
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $208k 5.0k 41.88
Ishares Tr Tips Bd Etf (TIP) 0.1 $200k 1.9k 106.55
Linkbancorp (LNKB) 0.1 $179k 24k 7.48