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The Analysis of LifeGuide Financial Advisors, LLC's Holdings & P&L

Currently, LifeGuide Financial Advisors, LLC holds 46 types of securities in its portfolio with a total value $312.7M. In the most recent quarter, they have increased their positions in DFAC (+85.4K shares, valued at $3.3M), SCHP (+104.2K shares, valued at $2.8M), IEF (+29.0K shares, valued at $2.8M); decreased their positions in AAPL (-501 shares, valued at $127.1K), LNKB (-12.3K shares, valued at $102.4K), STIP (-460 shares, valued at $47.6K); initiated new positions in JNJ (+909 shares, valued at $222.2K).

1M P&L

+5.7M+1.75%

3M P&L

+4.4M+1.34%

HY P&L

+19.5M+6.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A300.1M

96.8%

2Consumer Electronics2.2M

0.7%

3Information Technology Services1.2M

0.4%

Top Industries by Stock Count

1N/A27 stocks

61.4%

2Banks - Regional2 stocks

4.5%

3Internet Retail1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFGR DIMENSIONAL ETF TRUST2.5M shares4.02%2026-03-312026-04-09

SCHP SCHWAB STRATEGIC TR1.9M shares5.67%2026-03-312026-04-09

IEF ISHARES TR468.0K shares6.62%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST756.3K shares12.73%2026-03-312026-04-09

ESGV VANGUARD WORLD FD155.7K shares5.30%2026-03-312026-04-09

DFIC DIMENSIONAL ETF TRUST476.9K shares7.34%2026-03-312026-04-09

VTI VANGUARD INDEX FDS50.4K shares2.09%2026-03-312026-04-09

VSGX VANGUARD WORLD FD195.8K shares2.20%2026-03-312026-04-09

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VEA VANGUARD TAX-MANAGED FDS114.0K shares-0.39%2026-03-312026-04-09

DFEM DIMENSIONAL ETF TRUST167.5K shares6.55%2026-03-312026-04-09

PRXV PRAXIS FDS169.4K shares2.82%2026-03-312026-04-09

PRXG PRAXIS FDS145.2K shares5.76%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS47.4K shares-1.11%2026-03-312026-04-09

PTL NORTHERN LTS FD TR IV10.5K shares8.71%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares-0.34%2026-03-312026-04-09

STIP ISHARES TR23.1K shares-1.96%2026-03-312026-04-09

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VGSH VANGUARD SCOTTSDALE FDS40.3K shares-1.59%2026-03-312026-04-09

AAPL APPLE INC8.6K shares-5.50%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F36.5K shares1.17%2026-03-312026-04-09

WWJD NORTHERN LTS FD TR IV52.4K shares4.40%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS5.0K shares0.00%2026-03-312026-04-09

XOM EXXON MOBIL CORP6.3K shares0.65%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T1.4K shares0.00%2026-03-312026-04-09

MKC MCCORMICK & CO INC16.8K shares0.72%2026-03-312026-04-09

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GLD SPDR GOLD TR1.8K shares0.00%2026-03-312026-04-09

WMT WALMART INC6.2K shares-0.89%2026-03-312026-04-09

IBD NORTHERN LTS FD TR IV26.7K shares13.17%2026-03-312026-04-09

HSY HERSHEY CO2.7K shares0.07%2026-03-312026-04-09

VONV VANGUARD SCOTTSDALE FDS5.7K shares-2.38%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC4.4K shares-6.43%2026-03-312026-04-09

VB VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-09

VO VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-09

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MCD MCDONALDS CORP1.2K shares-0.83%2026-03-312026-04-09

PPL PPL CORP9.1K shares0.00%2026-03-312026-04-09

AMZN AMAZON COM INC1.5K shares-2.52%2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC1.5K shares-0.20%2026-03-312026-04-09

MSFT MICROSOFT CORP808 shares0.00%2026-03-312026-04-09

META META PLATFORMS INC473 shares13.98%2026-03-312026-04-09

SPXL DIREXION SHARES ETF TRUST1.5K shares7.67%2026-03-312026-04-09

DRN DIREXION SHARES ETF TRUST27.1K shares-10.10%2026-03-312026-04-09

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TMF DIREXION SHARES ETF TRUST6.3K shares-10.37%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON909 sharesnew addition2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL450 shares0.00%2026-03-312026-04-09

SPGI S&P GLOBAL INC480 shares0.00%2026-03-312026-04-09

HD HOME DEPOT INC620 shares0.16%2026-03-312026-04-09

LNKB LINKBANCORP INC20.2K shares-37.81%2026-03-312026-04-09

DFGR

DIMENSIONAL ETF TRUST

4.02%

Shares2.5M

Event2026-03-31

Filed2026-04-09

SCHP

SCHWAB STRATEGIC TR

5.67%

Shares1.9M

Event2026-03-31

Filed2026-04-09

IEF

ISHARES TR

6.62%

Shares468.0K

Event2026-03-31

Filed2026-04-09

DFAC

DIMENSIONAL ETF TRUST

12.73%

Shares756.3K

Event2026-03-31

Filed2026-04-09

ESGV

VANGUARD WORLD FD

5.30%

Shares155.7K

Event2026-03-31

Filed2026-04-09

DFIC

DIMENSIONAL ETF TRUST

7.34%

Shares476.9K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

2.09%

Shares50.4K

Event2026-03-31

Filed2026-04-09

VSGX

VANGUARD WORLD FD

2.20%

Shares195.8K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-0.39%

Shares114.0K

Event2026-03-31

Filed2026-04-09

DFEM

DIMENSIONAL ETF TRUST

6.55%

Shares167.5K

Event2026-03-31

Filed2026-04-09

PRXV

PRAXIS FDS

2.82%

Shares169.4K

Event2026-03-31

Filed2026-04-09

PRXG

PRAXIS FDS

5.76%

Shares145.2K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

-1.11%

Shares47.4K

Event2026-03-31

Filed2026-04-09

PTL

NORTHERN LTS FD TR IV

8.71%

Shares10.5K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-0.34%

Shares4.4K

Event2026-03-31

Filed2026-04-09

STIP

ISHARES TR

-1.96%

Shares23.1K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

-1.59%

Shares40.3K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-5.50%

Shares8.6K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

1.17%

Shares36.5K

Event2026-03-31

Filed2026-04-09

WWJD

NORTHERN LTS FD TR IV

4.40%

Shares52.4K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

0.65%

Shares6.3K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

MKC

MCCORMICK & CO INC

0.72%

Shares16.8K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-0.89%

Shares6.2K

Event2026-03-31

Filed2026-04-09

IBD

NORTHERN LTS FD TR IV

13.17%

Shares26.7K

Event2026-03-31

Filed2026-04-09

HSY

HERSHEY CO

0.07%

Shares2.7K

Event2026-03-31

Filed2026-04-09

VONV

VANGUARD SCOTTSDALE FDS

-2.38%

Shares5.7K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

-6.43%

Shares4.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

-0.83%

Shares1.2K

Event2026-03-31

Filed2026-04-09

PPL

PPL CORP

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-2.52%

Shares1.5K

Event2026-03-31

Filed2026-04-09

PNC

PNC FINL SVCS GROUP INC

-0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

0.00%

Shares808

Event2026-03-31

Filed2026-04-09