Lifeguide Financial Advisors, LLC
CIK Number: 0001908585
245.07M
Market Value
40
# of Holdings
10 months
Avg. Holding Period
24.39%
Win Rate
7.91%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real E... | 89.55 | +0.44% | 664.73K | +0.99% | 59.21M | 104.21 | 25.40% |
| 2 | SCHP | Schwab U.S. TIP... | 26.27 | -0.77% | 1.57M | +110.62% | 40.49M | 27.81 | 17.37% |
| 3 | IEF | iShares 7-10 Ye... | 93.74 | -0.65% | 358.23K | +6.08% | 33.12M | 104.93 | 14.21% |
| 4 | DFAC | Dimensional U.S... | 34.19 | +3.42% | 544.72K | +0.67% | 18.84M | 27.23 | 8.08% |
| 5 | ESGV | Vanguard ESG U.... | 103.06 | +3.54% | 145.43K | +13.64% | 15.25M | 83.15 | 6.54% |
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