LifeGuide Financial Advisors

LifeGuide Financial Advisors as of March 31, 2023

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 34.5 $43M 516k 83.04
Schwab Strategic Tr Us Tips Etf (SCHP) 20.5 $25M 474k 53.61
Ishares Tr 7-10 Yr Trsy Bd (IEF) 17.0 $21M 214k 99.12
Vanguard Index Fds Total Stk Mkt (VTI) 8.4 $10M 51k 204.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $5.4M 119k 45.17
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $1.8M 25k 71.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.5M 4.1k 376.07
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 1.1 $1.4M 19k 73.18
Vanguard World Esg Intl Stk Etf (VSGX) 1.1 $1.4M 26k 52.36
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $1.3M 13k 99.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $1.3M 15k 82.16
Direxion Shs Etf Tr 20yr Tres Bull 0.9 $1.1M 128k 8.88
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.9 $1.1M 117k 9.56
United Parcel Service CL B (UPS) 0.8 $959k 4.9k 193.99
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.6 $743k 35k 21.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $671k 1.6k 409.39
Exxon Mobil Corporation (XOM) 0.5 $655k 6.0k 109.65
Hershey Company (HSY) 0.5 $590k 2.3k 254.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $570k 14k 40.40
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $521k 2.5k 210.92
International Business Machines (IBM) 0.4 $508k 3.9k 131.09
Linkbancorp (LNKB) 0.4 $498k 76k 6.56
Vanguard Index Fds Small Cp Etf (VB) 0.3 $375k 2.0k 189.56
Carlisle Companies (CSL) 0.3 $363k 1.6k 226.09
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.3 $343k 11k 31.29
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $283k 8.8k 32.21
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $280k 8.9k 31.43
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $271k 11k 25.48
Microsoft Corporation (MSFT) 0.2 $250k 867.00 288.30
McDonald's Corporation (MCD) 0.2 $225k 803.00 279.61
Sirius Xm Holdings (SIRI) 0.0 $42k 11k 3.97