LifeGuide Financial Advisors

LifeGuide Financial Advisors as of March 31, 2025

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Global Real Est (DFGR) 22.4 $55M 2.1M 26.26
Schwab Strategic Tr Us Tips Etf (SCHP) 17.9 $44M 1.6M 26.89
Ishares Tr 7-10 Yr Trsy Bd (IEF) 15.2 $37M 391k 95.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.2 $20M 609k 32.99
Vanguard World Esg Us Stk Etf (ESGV) 5.9 $15M 148k 97.95
Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $12M 45k 274.84
Dimensional Etf Trust Intl Core Equity (DFIC) 4.6 $11M 409k 27.77
Vanguard World Esg Intl Stk Etf (VSGX) 4.5 $11M 188k 58.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $5.9M 115k 50.83
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $5.7M 63k 90.54
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.5 $3.7M 142k 26.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.4M 4.7k 513.91
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.3M 23k 103.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $2.3M 28k 82.73
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.8 $2.0M 52k 38.41
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.6 $1.4M 47k 30.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.4M 32k 45.26
Mccormick & Co Com Non Vtg (MKC) 0.5 $1.3M 16k 82.31
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.4 $979k 7.0k 140.39
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.4 $896k 20k 44.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $794k 1.4k 559.39
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.3 $791k 77k 10.32
International Business Machines (IBM) 0.3 $768k 3.1k 248.68
Exxon Mobil Corporation (XOM) 0.3 $732k 6.2k 118.93
Apple (AAPL) 0.3 $660k 3.0k 222.14
Spdr Gold Tr Gold Shs (GLD) 0.2 $583k 2.0k 288.14
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $529k 22k 23.75
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.2 $525k 20k 26.69
Microsoft Corporation (MSFT) 0.2 $489k 1.3k 375.39
United Parcel Service CL B (UPS) 0.2 $470k 4.3k 109.99
Hershey Company (HSY) 0.2 $416k 2.4k 171.06
Vanguard Index Fds Small Cp Etf (VB) 0.2 $401k 1.8k 221.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $353k 1.4k 258.62
Astrazeneca Sponsored Adr (AZN) 0.1 $325k 4.4k 73.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $300k 2.6k 115.96
Meta Platforms Cl A (META) 0.1 $270k 469.00 576.36
McDonald's Corporation (MCD) 0.1 $246k 786.00 312.37
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.1 $235k 7.6k 30.72
PPL Corporation (PPL) 0.1 $218k 6.0k 36.11
Linkbancorp (LNKB) 0.1 $162k 24k 6.78