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Size ($ in 1000's)
At 03/31/2024: $198,030
At 12/31/2023: $189,196
LifeGuide Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LifeGuide Financial Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the LifeGuide Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by LifeGuide Financial Advisors LLC.
In the LifeGuide Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by LifeGuide Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the LifeGuide Financial Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VNQ) |
620,534 |
+33,097 |
$53,664 | | VNQ | 620,534 | +33,097 | $53,664 | | SCHWAB STRATEGIC TR |
641,282 |
+38,128 |
$33,449 | | SCHP | 641,282 | +38,128 | $33,449 | | ISHARES TR (IEF) |
298,546 |
+32,841 |
$28,260 | | IEF | 298,546 | +32,841 | $28,260 | | DIMENSIONAL ETF TRUST (DFAC) |
499,340 |
+7,052 |
$15,954 | | DFAC | 499,340 | +7,052 | $15,954 | | VANGUARD INDEX FDS (VTI) |
41,963 |
-1,446 |
$10,906 | | VTI | 41,963 | -1,446 | $10,906 | | VANGUARD WORLD FD (ESGV) |
111,814 |
+5,047 |
$10,420 | | ESGV | 111,814 | +5,047 | $10,420 | | DIMENSIONAL ETF TRUST (DFIC) |
306,593 |
+13,561 |
$8,201 | | DFIC | 306,593 | +13,561 | $8,201 | | VANGUARD WORLD FD (VSGX) |
128,153 |
+7,903 |
$7,365 | | VSGX | 128,153 | +7,903 | $7,365 | | VANGUARD TAX MANAGED FDS (VEA) |
94,407 |
+9,540 |
$4,736 | | VEA | 94,407 | +9,540 | $4,736 | | DIMENSIONAL ETF TRUST (DFEM) |
105,992 |
+3,842 |
$2,702 | | DFEM | 105,992 | +3,842 | $2,702 | | VANGUARD INDEX FDS (VOO) |
4,102 |
+113 |
$1,972 | | VOO | 4,102 | +113 | $1,972 | | ISHARES TR (STIP) |
19,406 |
-57 |
$1,930 | | STIP | 19,406 | -57 | $1,930 | | ISHARES TR (SHY) |
23,163 |
+166 |
$1,894 | | SHY | 23,163 | +166 | $1,894 | | DIREXION SHS ETF TR (SPXL) |
11,865 |
-2,772 |
$1,590 | | SPXL | 11,865 | -2,772 | $1,590 | | DIREXION SHS ETF TR (DRN) |
129,813 |
+16,359 |
$1,285 | | DRN | 129,813 | +16,359 | $1,285 | | NORTHERN LTS FD TR IV |
30,319 |
+1,188 |
$1,180 | | BIBL | 30,319 | +1,188 | $1,180 | | VANGUARD INTL EQUITY INDEX F (VWO) |
23,127 |
+2,981 |
$966 | | VWO | 23,127 | +2,981 | $966 | | DIREXION SHS ETF TR (EURL) |
32,979 |
-2,302 |
$867 | | EURL | 32,979 | -2,302 | $867 | | SPDR S&P 500 ETF TR (SPY) |
1,577 |
UNCH |
$825 | | SPY | 1,577 | UNCH | $825 | | DIREXION SHS ETF TR (TMV) |
23,650 |
+23,650 |
$792 | | TMV | 23,650 | +23,650 | $792 | | NORTHERN LTS FD TR IV |
26,333 |
+1,781 |
$791 | | WWJD | 26,333 | +1,781 | $791 | | INTERNATIONAL BUSINESS MACHS |
3,912 |
UNCH |
$747 | | IBM | 3,912 | UNCH | $747 | | APPLE INC |
4,107 |
-4,963 |
$704 | | AAPL | 4,107 | -4,963 | $704 | | UNITED PARCEL SERVICE INC |
4,686 |
UNCH |
$696 | | UPS | 4,686 | UNCH | $696 | | EXXON MOBIL CORP |
5,957 |
+72 |
$692 | | XOM | 5,957 | +72 | $692 | | ISHARES TR (TIP) |
6,384 |
-4,334 |
$686 | | TIP | 6,384 | -4,334 | $686 | | CARLISLE COS INC |
1,455 |
-87 |
$570 | | CSL | 1,455 | -87 | $570 | | HERSHEY CO |
2,378 |
+8 |
$462 | | HSY | 2,378 | +8 | $462 | | VANGUARD INDEX FDS (VB) |
1,806 |
-497 |
$413 | | VB | 1,806 | -497 | $413 | | SPDR GOLD TR (GLD) |
1,917 |
-20 |
$394 | | GLD | 1,917 | -20 | $394 | | DIREXION SHS ETF TR (EDC) |
12,945 |
+419 |
$392 | | EDC | 12,945 | +419 | $392 | | MICROSOFT CORP |
866 |
+3 |
$364 | | MSFT | 866 | +3 | $364 | | NORTHERN LTS FD TR IV |
15,133 |
+688 |
$355 | | IBD | 15,133 | +688 | $355 | | VANGUARD INDEX FDS (VO) |
1,364 |
-605 |
$341 | | VO | 1,364 | -605 | $341 | | DIREXION SHS ETF TR (TNA) |
7,526 |
-163 |
$323 | | TNA | 7,526 | -163 | $323 | | VANGUARD INTL EQUITY INDEX F (VT) |
2,648 |
-726 |
$293 | | VT | 2,648 | -726 | $293 | | MCDONALDS CORP |
801 |
UNCH |
$226 | | MCD | 801 | UNCH | $226 | | ASTRAZENECA PLC |
3,113 |
UNCH |
$211 | | AZN | 3,113 | UNCH | $211 | | META PLATFORMS INC |
425 |
+425 |
$206 | | META | 425 | +425 | $206 | | LINKBANCORP INC |
23,880 |
-40,000 |
$166 | | LNKB | 23,880 | -40,000 | $166 |
See Full List: All Stocks Held By LifeGuide Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By LifeGuide Financial Advisors LLC
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