LifeGuide Financial Advisors

LifeGuide Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Global Real Est (DFGR) 21.2 $64M 2.4M 26.47
Schwab Strategic Tr Us Tips Etf (SCHP) 16.1 $49M 1.8M 26.48
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.0 $42M 439k 96.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.9 $27M 671k 39.79
Vanguard World Esg Us Stk Etf (ESGV) 5.9 $18M 148k 121.04
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $17M 49k 336.31
Dimensional Etf Trust Intl Core Equity (DFIC) 5.1 $16M 444k 34.80
Vanguard World Esg Intl Stk Etf (VSGX) 4.6 $14M 192k 72.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $7.2M 115k 63.20
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.8 $5.3M 157k 33.83
Praxis Fds Impact Large Cap (PRXV) 1.7 $5.0M 165k 30.52
Praxis Fds Impact Large Cap (PRXG) 1.7 $5.0M 137k 36.39
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $4.2M 48k 88.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.8M 4.4k 628.28
Apple (AAPL) 0.8 $2.5M 9.1k 271.00
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.8 $2.4M 9.7k 249.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.4M 24k 102.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $2.4M 41k 58.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.0M 36k 54.93
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.6 $1.8M 50k 36.68
International Business Machines (IBM) 0.5 $1.4M 5.0k 291.51
Mccormick & Co Com Non Vtg (MKC) 0.4 $1.1M 17k 67.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $930k 1.4k 682.98
Exxon Mobil Corporation (XOM) 0.3 $773k 6.3k 122.65
Spdr Gold Tr Gold Shs (GLD) 0.2 $719k 1.8k 398.28
Wal-Mart Stores (WMT) 0.2 $708k 6.3k 112.76
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $571k 24k 24.21
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $539k 5.8k 93.12
Hershey Company (HSY) 0.2 $488k 2.7k 182.38
United Parcel Service CL B (UPS) 0.2 $477k 4.7k 101.02
Vanguard Index Fds Small Cp Etf (VB) 0.1 $431k 1.6k 261.54
Astrazeneca Sponsored Adr (AZN) 0.1 $406k 4.4k 91.57
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $399k 1.4k 292.63
Microsoft Corporation (MSFT) 0.1 $382k 808.00 472.94
McDonald's Corporation (MCD) 0.1 $367k 1.2k 303.26
Amazon (AMZN) 0.1 $360k 1.6k 226.50
PNC Financial Services (PNC) 0.1 $321k 1.5k 211.46
PPL Corporation (PPL) 0.1 $321k 9.1k 35.11
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $301k 1.4k 221.64
Meta Platforms Cl A (META) 0.1 $270k 415.00 650.41
Linkbancorp (LNKB) 0.1 $266k 33k 8.19
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.1 $261k 7.0k 37.10
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.1 $256k 30k 8.52
S&p Global (SPGI) 0.1 $246k 480.00 512.66
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $228k 5.0k 45.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $224k 450.00 496.85
Home Depot (HD) 0.1 $214k 619.00 345.92