All Stocks Held By LifeGuide Financial Advisors LLC

As of 03/31/2024, we find all stocks held by LifeGuide Financial Advisors LLC to be as follows, presented in the table below with each row detailing each LifeGuide Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-LifeGuide Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by LifeGuide Financial Advisors LLC as of the latest filing.

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
SIRIUS XM HOLDINGS INC	10,339	+0	$40
SIRI	10,339	UNCH	$40
RITE AID CORP			$0 (exited)
RAD	0	-10,000	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHH	0	-23,788	$0
DIREXION SHS ETF TR			$0 (exited)
TMF	0	-19,182	$0
VANGUARD SCOTTSDALE FDS	0	-28,556	$0 (exited)
VGIT	0	-28,556	$0

See Summary: LifeGuide Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By LifeGuide Financial Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
TMV	+23,650	+$792
META	+425	+$206

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
VGIT	-28,556	-$1,694
TMF	-19,182	-$1,239
SCHH	-23,788	-$493
RAD	-10,000	-$6

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SCHP	+38,128	+$1,964
VNQ	+33,097	+$1,758
IEF	+32,841	+$2,649
DRN	+16,359	+$80
DFIC	+13,561	+$720
VEA	+9,540	+$671
VSGX	+7,903	+$718
DFAC	+7,052	+$1,564
ESGV	+5,047	+$1,338
DFEM	+3,842	+$152

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
LNKB	-40,000	-$343
AAPL	-4,963	-$1,042
TIP	-4,334	-$466
SPXL	-2,772	+$68
EURL	-2,302	+$30
VTI	-1,446	+$608
VT	-726	-$54
VO	-605	-$117
VB	-497	-$78

LifeGuide Financial Advisors LLC Info

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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