LifeGuide Financial Advisors

LifeGuide Financial Advisors as of June 30, 2025

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Global Real Est (DFGR) 21.6 $59M 2.2M 26.83
Schwab Strategic Tr Us Tips Etf (SCHP) 16.5 $45M 1.7M 26.68
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.2 $39M 402k 95.77
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.2 $22M 617k 35.84
Vanguard World Esg Us Stk Etf (ESGV) 5.8 $16M 144k 109.64
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $15M 50k 303.93
Dimensional Etf Trust Intl Core Equity (DFIC) 4.9 $13M 423k 31.09
Vanguard World Esg Intl Stk Etf (VSGX) 4.6 $13M 190k 65.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $6.4M 112k 57.01
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.6 $4.4M 150k 29.68
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $4.3M 48k 89.06
Praxis Fds Impact Large Cap (PRXG) 1.2 $3.3M 102k 32.83
Praxis Fds Impact Large Cap (PRXV) 1.2 $3.3M 117k 28.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.8M 4.9k 568.08
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.8 $2.2M 53k 41.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.2M 21k 102.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $2.2M 26k 82.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.7M 35k 49.46
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.6 $1.6M 47k 34.27
Mccormick & Co Com Non Vtg (MKC) 0.5 $1.2M 16k 75.82
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.4 $1.1M 6.2k 173.53
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.4 $953k 24k 39.24
International Business Machines (IBM) 0.3 $910k 3.1k 294.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $904k 1.5k 617.85
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.3 $863k 90k 9.55
Apple (AAPL) 0.3 $758k 3.7k 205.20
Exxon Mobil Corporation (XOM) 0.2 $668k 6.2k 107.80
Spdr Gold Tr Gold Shs (GLD) 0.2 $648k 2.1k 304.83
Microsoft Corporation (MSFT) 0.2 $648k 1.3k 497.41
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $606k 7.1k 85.21
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.2 $574k 17k 34.57
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $541k 23k 24.01
United Parcel Service CL B (UPS) 0.2 $497k 4.9k 100.94
Hershey Company (HSY) 0.2 $484k 2.9k 165.96
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $477k 3.7k 128.52
Wal-Mart Stores (WMT) 0.2 $451k 4.6k 97.78
Vanguard Index Fds Small Cp Etf (VB) 0.2 $412k 1.7k 236.98
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $382k 1.4k 279.83
Amazon (AMZN) 0.1 $360k 1.6k 219.39
McDonald's Corporation (MCD) 0.1 $317k 1.1k 292.17
Astrazeneca Sponsored Adr (AZN) 0.1 $309k 4.4k 69.88
Meta Platforms Cl A (META) 0.1 $306k 415.00 738.09
PPL Corporation (PPL) 0.1 $298k 8.8k 33.89
PNC Financial Services (PNC) 0.1 $283k 1.5k 186.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $256k 527.00 485.77
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.1 $255k 6.5k 39.14
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $210k 6.3k 33.54
Linkbancorp (LNKB) 0.1 $175k 24k 7.31