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CIK: 0001908585
Total reported value
$356.0M
$356.0M
41 檔
47.4%
As reported in its official Q3 2024 Form 13F filing, LifeGuide Financial Advisors, LLC's tracked investment portfolio stood at $356.0M with 41 total positions.
LifeGuide Financial Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 27.35% | -0.09% | +1.60% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 17.03% | +0.29% | +8.53% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 14.13% | -0.05% | +6.12% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.91% | +0.26% | +8.35% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.55% | +0.16% | +9.62% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.20% | -0.25% | +2.51% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.20% | +0.16% | +9.69% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.04% | -0.13% | +12.12% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.28% | -0.18% | +5.94% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.42% | +0.01% | +10.09% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -0.02% | +0.34% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.89% | +0.09% | +3.61% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.88% | — | +4.09% | |
| 14 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.67% | — | -4.98% | |
| 15 | BIBL | Inspire 100 ETF | ETF-Other | 0.60% | — | -0.92% | |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.57% | -0.13% | +0.57% | |
| 17 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.55% | — | -7.82% | |
| 18 | DRN | Dir Dly Re Es Bul 3x Etf-usd | ETF-Other | 0.54% | -0.01% | -30.99% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.04% | +9.88% | |
| 20 | WWJD | Inspire International ETF | ETF-Other | 0.42% | +0.05% | +0.56% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | — | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.25% | EXIT | |
| 23 | EURL | Dir Da Fts Eur Bu 3x Etf-usd | ETF-Other | 0.36% | — | -10.81% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | -0.09% | -21.65% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.27% | -0.02% | -2.36% | |
| 26 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.24% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.16% | -15.46% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | — | — | |
| 30 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.20% | — | +0.80% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.18% | +0.02% | — | |
| 32 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.18% | +0.02% | +1.81% | |
| 33 | EDC | Dir Da Ms Em Ma Bul 3x Etf-u | ETF-Other | 0.16% | — | -11.69% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | +0.07% | -16.89% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | -0.01% | — | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.15% | — | -2.06% | |
| 37 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.13% | — | -14.13% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.12% | — | +1.64% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.01% | -2.08% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | +0.02% | -19.70% | |
| 41 | LNKB | Linkbancorp Inc | Stock-Other | 0.07% | — | — |
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 Q3 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 47.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
IVV
市值: $465.5K
Top Position Liquidated / Trimmed
SIRIEUR
前期市值: $29.3K
During Q3 2024, LifeGuide Financial Advisors, LLC's top holdings by market value included VNQ (27.4%)、SCHP (17.0%)、IEF (14.1%). The largest single position, VNQ, represented 27.4% of total portfolio value.
In Q3 2024, LifeGuide Financial Advisors, LLC made 36 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 1 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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