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CIK: 0001908585
Total reported value
$356.0M
$356.0M
41 檔
41.3%
The Q2 2024 SEC filing reveals that LifeGuide Financial Advisors, LLC held a total portfolio value of $356.0M, covering 41 public equity positions.
During Q2 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 | 26.36% | -0.09% | +4.40% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 17.33% | +0.29% | +6.94% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 14.48% | -0.05% | +6.59% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.82% | +0.26% | +0.02% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.48% | +0.16% | +4.42% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.45% | -0.25% | +0.02% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.08% | +0.16% | +4.10% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.82% | -0.13% | +7.16% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.30% | -0.18% | +1.32% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.40% | +0.01% | +1.63% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.02% | +9.12% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.96% | +0.09% | +2.18% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.95% | — | +2.94% | |
| 14 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.72% | — | -15.02% | |
| 15 | BIBL | Inspire 100 ETF | ETF-Other | 0.64% | — | +14.27% | |
| 16 | DRN | Dir Dly Re Es Bul 3x Etf-usd | ETF-Other | 0.59% | -0.01% | +6.15% | |
| 17 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.57% | — | — | |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.56% | -0.13% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.04% | +3.08% | |
| 20 | WWJD | Inspire International ETF | ETF-Other | 0.44% | +0.05% | +15.68% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.25% | EXIT | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | -2.79% | |
| 23 | EURL | Dir Da Fts Eur Bu 3x Etf-usd | ETF-Other | 0.39% | — | -2.66% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.09% | +0.72% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.31% | -0.02% | +0.23% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.16% | -37.64% | |
| 27 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.24% | — | -15.19% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.07% | +20.32% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.21% | — | +0.08% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | — | -0.73% | |
| 31 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.19% | +0.02% | +13.34% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | +0.02% | — | |
| 33 | EDC | Dir Da Ms Em Ma Bul 3x Etf-u | ETF-Other | 0.18% | — | -13.12% | |
| 34 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.17% | — | +45.17% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | -0.01% | — | |
| 36 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.15% | — | +9.74% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | +0.02% | +24.24% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | — | -12.27% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.01% | +2.12% | |
| 40 | LNKB | Linkbancorp Inc | Stock-Other | 0.07% | — | — | |
| 41 | SIRIEUR | Sirius Xm Holdings Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, LifeGuide Financial Advisors, LLC reported a total U.S. public equity portfolio value of $356.0M across 41 disclosed positions in Q2 2024.
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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 41.3% of total reported equity market value during Q2 2024.
During Q2 2024, LifeGuide Financial Advisors, LLC's top holdings by market value included VNQ (26.4%)、SCHP (17.3%)、IEF (14.5%). The largest single position, VNQ, represented 26.4% of total portfolio value.
In Q2 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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