Lifeguide Financial Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Lifeguide Financial Advisors, LLC

CIK Number: 0001908585

270.93M
Market Value
40
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 11, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 DFGR Dimensional Glo...
27.35
-0.18% 2.09M +100.00% 55.01M 26.26 22.45% Share
2 SCHP Schwab U.S. TIP...
26.95
+0.07% 1.63M +4.02% 43.85M 27.78 17.89% Share
3 IEF iShares 7-10 Ye...
96.23
+0.23% 390.53K +9.02% 37.25M 104.14 15.20% Share
4 DFAC Dimensional U.S...
37.94
+0.18% 609.02K +11.81% 20.09M 27.83 8.20% Share
5 ESGV Vanguard ESG U....
115.36
+0.42% 147.73K +1.58% 14.47M 83.38 5.90% Share
6 VTI Vanguard Total ...
320.06
+0.35% 44.64K +0.98% 12.27M 213.48 5.01% Share
7 DFIC Dimensional Int...
32.34
+0.25% 408.59K +9.73% 11.35M 24.52 4.63% Share
8 VSGX Vanguard ESG In...
67.89
+0.35% 187.83K +2.75% 11.08M 54.62 4.52% Share
9 VEA Vanguard Develo...
59.01
+0.41% 115.36K +3.10% 5.86M 45.81 2.39% Share
10 VNQ Vanguard Real E...
91.73
-0.27% 63.03K -90.52% 5.71M 104.21 2.33% Share
11 DFEM Dimensional Eme...
31.02
+0.49% 141.57K +14.10% 3.75M 24.35 1.53% Share
12 VOO Vanguard S&P 50...
596.59
+0.37% 4.71K +1.66% 2.42M 414.61 0.99% Share
13 STIP iShares 0-5 Yea...
103.83
-0.01% 22.48K -3.52% 2.33M 100.46 0.95% Share
14 SHY iShares 1-3 Yea...
82.91
-0.04% 27.79K -2.49% 2.3M 83.56 0.94% Share
15 BIBL Inspire 100 ESG...
43.27
+0.27% 51.55K +44.06% 1.98M 35.48 0.81% Share
16 WWJD Inspire Interna...
35.14
+0.49% 47.08K +41.99% 1.45M 28.96 0.59% Share
17 VWO Vanguard Emergi...
51.66
+0.34% 31.87K +0.51% 1.44M 42.25 0.59% Share
18 MKC McCormick & Com...
69.86
-1.16% 16.33K +0.63% 1.34M 70.1 0.55% Share
19 SPXL Direxion Daily ...
196.65
+1.02% 6.97K +11.59% 978.94K 127.67 0.40% Share
20 TMF Direxion Daily ...
37.82
+2.05% 20.35K -10.63% 895.58K 45.88 0.37% Share
21 SPY SPDR S&P 500 ET...
648.86
+0.34% 1.42K 0.00% 793.77K 474.96 0.32% Share
22 DRN Direxion Daily ...
9.72
-0.77% 76.64K -13.43% 790.89K 18.82 0.32% Share
23 IBM International B...
245.77
+0.38% 3.09K 0.00% 767.66K 127.75 0.31% Share
24 XOM Exxon Mobil Cor...
113.37
+0.55% 6.15K +0.84% 731.8K 110.92 0.30% Share
25 AAPL Apple Inc.
232.56
+0.90% 2.97K +2.17% 659.54K 192.25 0.27% Share
26 GLD SPDR Gold Share...
314.99
+0.73% 2.02K 0.00% 582.62K 183.26 0.24% Share
27 IBD Inspire Corpora...
24.09
-0.21% 22.25K +33.51% 528.53K 23.1 0.22% Share
28 EURL Direxion Daily ...
35.35
+1.23% 19.67K -29.68% 524.94K 30.84 0.21% Share
29 MSFT Microsoft Corpo...
509.64
+0.57% 1.3K -2.62% 489.13K 355.96 0.20% Share
30 UPS United Parcel S...
87.24
-0.71% 4.27K -2.29% 469.77K 214.16 0.19% Share
31 HSY The Hershey Com...
180.02
-0.9% 2.43K +0.58% 416.01K 193.69 0.17% Share
32 VB Vanguard Small ...
253.54
+0.22% 1.81K +0.06% 400.7K 217.02 0.16% Share
33 VO Vanguard Mid Ca...
290.94
+0.17% 1.36K 0.00% 352.76K 234.09 0.14% Share
34 AZN AstraZeneca PLC
79.99
+0.07% 4.43K 0.00% 325.31K 70.64 0.13% Share
35 VT Vanguard Total ...
134.50
+0.38% 2.59K -10.36% 300K 105.76 0.12% Share
36 META Meta Platforms,...
751.11
+0.50% 469 +13.01% 270.31K 503.43 0.11% Share
37 MCD McDonald's Corp...
312.27
+0.27% 786 -1.13% 245.52K 278.99 0.10% Share
38 EDC Direxion Daily ...
42.87
+1.37% 7.64K -13.67% 234.7K 58.58 0.10% Share
39 PPL PPL Corporation
36.55
-0.2% 6.03K +100.00% 217.84K 36.11 0.09% Share
40 LNKB LINKBANCORP, In...
7.36
-0.54% 23.88K 0.00% 161.91K 7.5 0.07% Share