LifeGuide Financial Advisors

LifeGuide Financial Advisors as of March 31, 2024

Portfolio Holdings for LifeGuide Financial Advisors

LifeGuide Financial Advisors holds 41 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 27.0 $54M 621k 86.48
Schwab Strategic Tr Us Tips Etf (SCHP) 16.8 $33M 641k 52.16
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.2 $28M 299k 94.66
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.0 $16M 499k 31.95
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $11M 42k 259.90
Vanguard World Esg Us Stk Etf (ESGV) 5.2 $10M 112k 93.19
Dimensional Etf Trust Intl Core Equity (DFIC) 4.1 $8.2M 307k 26.75
Vanguard World Esg Intl Stk Etf (VSGX) 3.7 $7.4M 128k 57.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $4.7M 94k 50.17
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $2.7M 106k 25.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.0M 4.1k 480.68
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $1.9M 19k 99.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $1.9M 23k 81.78
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.8 $1.6M 12k 134.03
Direxion Shs Etf Tr 20yr Tres Bear (TMV) 0.6 $1.3M 24k 54.50
Direxion Shs Etf Tr Daily Real Est B (DRN) 0.6 $1.3M 130k 9.90
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.6 $1.2M 30k 38.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $966k 23k 41.77
Direxion Shs Etf Tr Dly Fts Bul 3x (EURL) 0.4 $867k 33k 26.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $825k 1.6k 523.07
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.4 $791k 26k 30.02
International Business Machines (IBM) 0.4 $747k 3.9k 190.97
Apple (AAPL) 0.4 $704k 4.1k 171.48
United Parcel Service CL B (UPS) 0.4 $697k 4.7k 148.63
Exxon Mobil Corporation (XOM) 0.3 $692k 6.0k 116.24
Ishares Tr Tips Bd Etf (TIP) 0.3 $686k 6.4k 107.41
Carlisle Companies (CSL) 0.3 $570k 1.5k 391.88
Hershey Company (HSY) 0.2 $462k 2.4k 194.47
Vanguard Index Fds Small Cp Etf (VB) 0.2 $413k 1.8k 228.59
Spdr Gold Tr Gold Shs (GLD) 0.2 $394k 1.9k 205.72
Direxion Shs Etf Tr Dly Emg Mk Bl 3x (EDC) 0.2 $393k 13k 30.32
Microsoft Corporation (MSFT) 0.2 $364k 866.00 420.72
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.2 $355k 15k 23.48
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $341k 1.4k 249.86
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $323k 7.5k 42.92
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $293k 2.6k 110.52
McDonald's Corporation (MCD) 0.1 $226k 801.00 281.95
Astrazeneca Sponsored Adr (AZN) 0.1 $211k 3.1k 67.75
Meta Platforms Cl A (META) 0.1 $206k 425.00 485.58
Linkbancorp (LNKB) 0.1 $166k 24k 6.94
Sirius Xm Holdings (SIRI) 0.0 $40k 10k 3.88