LifeGuide Financial Advisors

LifeGuide Financial Advisors as of June 30, 2026

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Global Real Est (DFGR) 21.4 $75M 2.6M 28.97
Schwab Strategic Tr Us Tips Etf (SCHP) 15.6 $55M 2.1M 26.50
Ishares Tr 7-10 Yr Trsy Bd (IEF) 13.6 $48M 506k 94.57
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 9.8 $35M 778k 44.36
Vanguard World Esg Us Stk Etf (ESGV) 6.1 $21M 162k 132.24
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $19M 52k 370.04
Dimensional Etf Trust Intl Core Equity (DFIC) 5.3 $19M 498k 37.26
Vanguard World Esg Intl Stk Etf (VSGX) 4.7 $17M 201k 82.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $8.4M 118k 71.25
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.9 $6.7M 166k 40.64
Praxis Fds Impa La Valu Etf (PRXV) 1.7 $6.0M 172k 34.83
Praxis Fds Impa La Grow Etf (PRXG) 1.6 $5.8M 148k 39.02
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $4.5M 47k 96.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.5M 5.0k 686.87
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.9 $3.0M 11k 286.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $2.6M 26k 102.16
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $2.6M 44k 58.20
Apple (AAPL) 0.7 $2.5M 8.6k 289.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.3M 38k 59.69
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.6 $2.0M 52k 38.13
International Business Machines (IBM) 0.4 $1.4M 5.0k 281.22
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.2M 1.5k 746.58
Exxon Mobil Corporation (XOM) 0.2 $873k 6.4k 136.72
Mccormick & Co Com Non Vtg (MKC) 0.2 $853k 17k 50.42
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $702k 30k 23.77
Wal-Mart Stores (WMT) 0.2 $699k 6.2k 113.26
Spdr Gold Tr Gold Shs (GLD) 0.2 $665k 1.8k 368.38
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $601k 5.7k 106.32
Burke & Herbert Financial Serv (BHRB) 0.2 $542k 7.5k 71.86
Vanguard Index Fds Small Cp Etf (VB) 0.1 $499k 1.6k 303.12
Hershey Company (HSY) 0.1 $473k 2.7k 175.42
United Parcel Svcs CL B (UPS) 0.1 $449k 4.2k 107.50
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $440k 5.5k 80.57
Caterpillar (CAT) 0.1 $406k 382.00 1063.92
Amazon (AMZN) 0.1 $391k 1.6k 238.34
PNC Financial Services (PNC) 0.1 $375k 1.5k 246.22
PPL Corporation (PPL) 0.1 $328k 9.0k 36.35
McDonald's Corporation (MCD) 0.1 $324k 1.2k 270.31
Microsoft Corporation (MSFT) 0.1 $310k 832.00 373.02
Meta Platforms Cl A (META) 0.1 $277k 492.00 563.29
Astrazeneca Ord (AZN) 0.1 $252k 1.3k 189.62
Johnson & Johnson (JNJ) 0.1 $231k 910.00 253.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $225k 450.00 500.39
Cummins (CMI) 0.1 $218k 306.00 713.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $205k 844.00 243.03
Home Depot (HD) 0.1 $202k 573.00 352.54
Direxion Shares Etf Trust Dai Rea Bul Etf (DRN) 0.0 $162k 15k 10.54