LifeGuide Financial Advisors

LifeGuide Financial Advisors as of March 31, 2026

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 46 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Global Real Est (DFGR) 21.3 $67M 2.5M 26.58
Schwab Strategic Tr Us Tips Etf (SCHP) 16.5 $52M 1.9M 26.61
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.3 $45M 468k 95.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.4 $29M 756k 38.86
Vanguard World Esg Us Stk Etf (ESGV) 5.6 $18M 156k 112.27
Dimensional Etf Trust Intl Core Equity (DFIC) 5.4 $17M 477k 35.53
Vanguard Index Fds Total Stk Mkt (VTI) 5.2 $16M 50k 320.81
Vanguard World Esg Intl Stk Etf (VSGX) 4.5 $14M 196k 71.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $7.3M 114k 64.08
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.9 $5.8M 168k 34.55
Praxis Fds Impact Large Cap (PRXV) 1.7 $5.3M 169k 31.09
Praxis Fds Impact Large Cap (PRXG) 1.5 $4.8M 145k 32.86
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $4.2M 47k 88.70
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.8 $2.6M 11k 250.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.6M 4.4k 597.53
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.4M 23k 103.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $2.4M 40k 58.54
Apple (AAPL) 0.7 $2.2M 8.6k 253.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.0M 37k 54.05
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.6 $2.0M 52k 37.39
International Business Machines (IBM) 0.4 $1.2M 5.0k 242.40
Exxon Mobil Corporation (XOM) 0.3 $1.1M 6.3k 169.66
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $885k 1.4k 650.15
Mccormick & Co Com Non Vtg (MKC) 0.3 $846k 17k 50.44
Spdr Gold Tr Gold Shs (GLD) 0.2 $777k 1.8k 430.29
Wal-Mart Stores (WMT) 0.2 $773k 6.2k 124.28
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $637k 27k 23.86
Hershey Company (HSY) 0.2 $557k 2.7k 207.90
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $530k 5.7k 93.74
United Parcel Svcs CL B (UPS) 0.1 $435k 4.4k 98.38
Vanguard Index Fds Small Cp Etf (VB) 0.1 $431k 1.6k 261.92
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $392k 1.4k 287.18
McDonald's Corporation (MCD) 0.1 $373k 1.2k 310.79
PPL Corporation (PPL) 0.1 $349k 9.1k 38.20
Amazon (AMZN) 0.1 $322k 1.5k 208.27
PNC Financial Services (PNC) 0.1 $316k 1.5k 208.09
Microsoft Corporation (MSFT) 0.1 $299k 808.00 370.17
Meta Platforms Cl A (META) 0.1 $271k 473.00 572.13
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) 0.1 $270k 1.5k 184.89
Direxion Shares Etf Trust Daily Real Estat (DRN) 0.1 $232k 27k 8.59
Direxion Shares Etf Trust Dly 20 Yr Tresur (TMF) 0.1 $228k 6.3k 36.06
Johnson & Johnson (JNJ) 0.1 $222k 909.00 244.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $216k 450.00 479.20
S&p Global (SPGI) 0.1 $204k 480.00 425.34
Home Depot (HD) 0.1 $204k 620.00 329.15
Linkbancorp (LNKB) 0.1 $168k 20k 8.34