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CIK: 0001908585
Total reported value
$356.0M
$356.0M
42 檔
46.9%
According to the latest 13F quarterly dataset, LifeGuide Financial Advisors, LLC managed an equity portfolio of $356.0M at the end of Q4 2024, spanning 42 distinct U.S. exchange-listed positions.
In Q4 2024, LifeGuide Financial Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 25.40% | -0.09% | +0.99% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 17.37% | +0.29% | +110.62% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 14.21% | -0.05% | +6.08% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.08% | +0.26% | +0.67% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.54% | +0.16% | +13.64% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.49% | -0.25% | +2.74% | |
| 7 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.45% | -0.13% | +18.72% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 4.13% | +0.16% | +6.37% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.30% | -0.18% | +10.43% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.39% | +0.01% | +4.62% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.02% | +3.05% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.01% | +0.09% | +13.41% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.00% | — | +14.82% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.04% | +21.05% | |
| 15 | BIBL | Inspire 100 ETF | ETF-Other | 0.60% | — | +4.25% | |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.53% | -0.13% | -0.17% | |
| 17 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.45% | — | -34.78% | |
| 18 | WWJD | Inspire International ETF | ETF-Other | 0.41% | +0.05% | +8.25% | |
| 19 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.39% | — | +2.23% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.39% | — | — | |
| 21 | DRN | Dir Dly Re Es Bul 3x Etf-usd | ETF-Other | 0.37% | -0.01% | -6.91% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | — | -7.44% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.16% | +34.23% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | -0.09% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.25% | EXIT | |
| 26 | EURL | Dir Da Fts Eur Bu 3x Etf-usd | ETF-Other | 0.24% | — | -2.31% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | +0.07% | +54.50% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.24% | -0.02% | -4.69% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | — | +6.25% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | +0.02% | — | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.18% | — | +0.79% | |
| 32 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.17% | +0.02% | -4.55% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | -0.01% | — | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.15% | — | +22.24% | |
| 35 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.13% | — | -31.69% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.12% | — | — | |
| 37 | EDC | Dir Da Ms Em Ma Bul 3x Etf-u | ETF-Other | 0.11% | — | -10.89% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | +0.02% | -2.12% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.01% | -0.75% | |
| 40 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.09% | — | -30.09% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.09% | — | — | |
| 42 | LNKB | Linkbancorp Inc | Stock-Other | 0.08% | — | — |
According to official SEC Form 13F filings, LifeGuide Financial Advisors, LLC reported a total U.S. public equity portfolio value of $356.0M across 42 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VNQ, SCHP, IEF) accounted for 46.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
VGIT
市值: $897.7K
Top Position Liquidated / Trimmed
IVV
前期市值: $465.5K
During Q4 2024, LifeGuide Financial Advisors, LLC's top holdings by market value included VNQ (25.4%)、SCHP (17.4%)、IEF (14.2%). The largest single position, VNQ, represented 25.4% of total portfolio value.
In Q4 2024, LifeGuide Financial Advisors, LLC made 38 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 13 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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