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CIK: 0001908585
Total reported value
$351.2M
$351.2M
41 檔
40.5%
According to the latest 13F quarterly dataset, LifeGuide Financial Advisors, LLC managed an equity portfolio of $351.2M at the end of Q1 2024, spanning 41 distinct U.S. exchange-listed positions.
During Q1 2024, LifeGuide Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 27.03% | -0.06% | +5.63% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 16.85% | -0.88% | +6.32% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 14.23% | -0.65% | +12.36% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.04% | +0.43% | +1.43% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.49% | +0.28% | -3.33% | |
| 6 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.25% | +0.50% | +4.73% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.13% | -0.14% | +4.63% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.71% | +0.22% | +6.57% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.39% | +0.06% | +11.24% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.36% | +0.07% | +3.76% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.15% | +2.83% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.97% | -0.02% | -0.29% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.95% | — | +0.72% | |
| 14 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.80% | -0.09% | EXIT | |
| 15 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-Other | 0.65% | — | — | |
| 16 | DRN | Dir Dly Re Es Bul 3x Etf-usd | ETF-Other | 0.65% | -0.02% | +14.42% | |
| 17 | BIBL | Inspire 100 ETF | ETF-Other | 0.59% | — | +4.08% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | +0.02% | +14.80% | |
| 19 | EURL | Dir Da Fts Eur Bu 3x Etf-usd | ETF-Other | 0.44% | — | -6.52% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.05% | — | |
| 21 | WWJD | Inspire International ETF | ETF-Other | 0.40% | -0.06% | +7.25% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | +0.02% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.01% | -54.72% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.35% | -0.01% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.09% | +1.22% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.35% | — | -40.44% | |
| 27 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.29% | — | -5.64% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.23% | -0.05% | +0.34% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | — | -21.58% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | -0.06% | -1.03% | |
| 31 | EDC | Dir Da Ms Em Ma Bul 3x Etf-u | ETF-Other | 0.20% | — | +3.35% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.01% | +0.35% | |
| 33 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.18% | — | +4.76% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | — | -30.73% | |
| 35 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.16% | — | -2.12% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | — | -21.52% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | -0.03% | — | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.11% | — | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.01% | — | |
| 40 | LNKB | Linkbancorp Inc | Stock-Other | 0.08% | -0.05% | EXIT | |
| 41 | SIRIEUR | Sirius Xm Holdings Inc | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, LifeGuide Financial Advisors, LLC reported a total U.S. public equity portfolio value of $351.2M across 41 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VNQ, SCHP, IEF) accounted for 40.5% of total reported equity market value during Q1 2024.
During Q1 2024, LifeGuide Financial Advisors, LLC's top holdings by market value included VNQ (27.0%)、SCHP (16.9%)、IEF (14.2%). The largest single position, VNQ, represented 27.0% of total portfolio value.
In Q1 2024, LifeGuide Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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