LifeGuide Financial Advisors

LifeGuide Financial Advisors as of Sept. 30, 2023

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 37 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 25.5 $44M 576k 75.66
Schwab Strategic Tr Us Tips Etf (SCHP) 17.9 $31M 606k 50.49
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.9 $25M 278k 91.59
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.5 $13M 487k 26.20
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $12M 57k 212.41
Vanguard World Esg Us Stk Etf (ESGV) 4.3 $7.3M 97k 75.22
Dimensional Etf Trust Intl Core Equity (DFIC) 3.8 $6.5M 278k 23.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.4 $5.8M 133k 43.72
Vanguard World Esg Intl Stk Etf (VSGX) 2.9 $5.0M 99k 50.44
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.3 $2.3M 97k 23.31
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $1.9M 20k 96.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.9M 4.9k 392.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $1.9M 24k 80.97
Apple (AAPL) 0.9 $1.5M 9.0k 171.21
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.7 $1.2M 15k 78.20
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.5 $933k 136k 6.85
Direxion Shs Etf Tr 20yr Tres Bull 0.5 $923k 191k 4.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $911k 23k 39.21
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.5 $786k 25k 31.26
United Parcel Service CL B (UPS) 0.4 $747k 4.8k 155.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $701k 1.6k 427.48
Exxon Mobil Corporation (XOM) 0.4 $694k 5.9k 117.59
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.4 $639k 36k 17.84
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.3 $554k 21k 26.35
International Business Machines (IBM) 0.3 $546k 3.9k 140.32
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $529k 2.5k 208.24
Linkbancorp (LNKB) 0.3 $520k 76k 6.85
Hershey Company (HSY) 0.3 $470k 2.4k 200.08
Carlisle Companies (CSL) 0.2 $416k 1.6k 259.28
Vanguard Index Fds Small Cp Etf (VB) 0.2 $374k 2.0k 189.07
Spdr Gold Tr Gold Shs (GLD) 0.2 $298k 1.7k 171.45
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.2 $285k 11k 25.33
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $276k 12k 22.64
Microsoft Corporation (MSFT) 0.2 $273k 863.00 315.75
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $233k 8.1k 28.74
McDonald's Corporation (MCD) 0.1 $211k 801.00 263.44
Sirius Xm Holdings (SIRI) 0.0 $47k 10k 4.52