The Analysis of LifeGuide Financial Advisors, LLC's Holdings
Currently, LifeGuide Financial Advisors, LLC holds 47 types of securities in its portfolio with a total value $301.4M. In the most recent quarter, they have increased their positions in DFGR (+226.6K shares, valued at $6.0M), SCHP (+155.0K shares, valued at $4.1M), IEF (+36.7K shares, valued at $3.5M); decreased their positions in BIBL (-47.8K shares, valued at $2.2M), SPXL (-4.8K shares, valued at $1.1M), TMF (-17.5K shares, valued at $647.8K); initiated new positions in PTL (+9.7K shares, valued at $2.4M), VGSH (+40.9K shares, valued at $2.4M), SPGI (+480 shares, valued at $246.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFGR DIMENSIONAL ETF TRUST2.4M shares10.37%2025-12-312026-01-05
SCHP SCHWAB STRATEGIC TR1.8M shares9.21%2025-12-312026-01-05 IEF ISHARES TR439.0K shares9.12%2025-12-312026-01-05 DFAC DIMENSIONAL ETF TRUST670.9K shares8.19%2025-12-312026-01-05 ESGV VANGUARD WORLD FD147.8K shares2.93%2025-12-312026-01-05 VTI VANGUARD INDEX FDS49.4K shares-1.84%2025-12-312026-01-05 DFIC DIMENSIONAL ETF TRUST444.3K shares4.65%2025-12-312026-01-05 VSGX VANGUARD WORLD FD191.5K shares0.67%2025-12-312026-01-05 VEA VANGUARD TAX-MANAGED FDS114.5K shares2.27%2025-12-312026-01-05 DFEM DIMENSIONAL ETF TRUST157.2K shares4.80%2025-12-312026-01-05 PRXV PRAXIS FDS164.8K shares39.21%2025-12-312026-01-05 PRXG PRAXIS FDS137.3K shares34.18%2025-12-312026-01-05 VNQ VANGUARD INDEX FDS48.0K shares0.14%2025-12-312026-01-05 AAPL APPLE INC9.1K shares146.37%2025-12-312026-01-05 PTL NORTHERN LTS FD TR IV9.7K sharesnew addition2025-12-312026-01-05 STIP ISHARES TR23.5K shares11.74%2025-12-312026-01-05 VGSH VANGUARD SCOTTSDALE FDS40.9K sharesnew addition2025-12-312026-01-05 VWO VANGUARD INTL EQUITY INDEX F36.1K shares4.23%2025-12-312026-01-05 WWJD NORTHERN LTS FD TR IV50.2K shares4.83%2025-12-312026-01-05 IBM INTERNATIONAL BUSINESS MACHS5.0K shares60.54%2025-12-312026-01-05 MKC MCCORMICK & CO INC16.6K shares1.30%2025-12-312026-01-05 SPY SPDR S&P 500 ETF TR1.4K shares-6.97%2025-12-312026-01-05 XOM EXXON MOBIL CORP6.3K shares1.66%2025-12-312026-01-05 GLD SPDR GOLD TR1.8K shares-15.09%2025-12-312026-01-05 WMT WALMART INC6.3K shares36.25%2025-12-312026-01-05 IBD NORTHERN LTS FD TR IV23.6K shares4.26%2025-12-312026-01-05 VONV VANGUARD SCOTTSDALE FDS5.8K shares-18.60%2025-12-312026-01-05 HSY HERSHEY CO2.7K shares-8.17%2025-12-312026-01-05 UPS UNITED PARCEL SERVICE INC4.7K shares-3.96%2025-12-312026-01-05 VB VANGUARD INDEX FDS1.6K shares-5.35%2025-12-312026-01-05 AZN ASTRAZENECA PLC4.4K shares0.23%2025-12-312026-01-05 VO VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-05 MSFT MICROSOFT CORP808 shares-37.99%2025-12-312026-01-05 MCD MCDONALDS CORP1.2K shares11.42%2025-12-312026-01-05 AMZN AMAZON COM INC1.6K shares-3.23%2025-12-312026-01-05 PNC PNC FINL SVCS GROUP INC1.5K shares0.20%2025-12-312026-01-05 PPL PPL CORP9.1K shares3.95%2025-12-312026-01-05 SPXL DIREXION SHS ETF TR1.4K shares-78.05%2025-12-312026-01-05 META META PLATFORMS INC415 shares0.00%2025-12-312026-01-05 LNKB LINKBANCORP INC32.5K shares35.92%2025-12-312026-01-05 TMF DIREXION SHS ETF TR7.0K shares-71.25%2025-12-312026-01-05 DRN DIREXION SHS ETF TR30.1K shares-66.12%2025-12-312026-01-05 SPGI S&P GLOBAL INC480 sharesnew addition2025-12-312026-01-05 BIBL NORTHERN LTS FD TR IV5.0K shares-90.59%2025-12-312026-01-05 HD HOME DEPOT INC619 sharesnew addition2025-12-312026-01-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available