Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2024)

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About Lifeguide Financial Advisors, LLC

Investment Activity

Lifeguide Financial Advisors, LLC has $198.53 million in total holdings as of March 31, 2024.
Lifeguide Financial Advisors, LLC owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 6.06% of the portfolio was purchased this quarter.
About 3.14% of the portfolio was sold this quarter.
This quarter, Lifeguide Financial Advisors, LLC has purchased 43 new stocks and bought additional shares in 20 stocks.
Lifeguide Financial Advisors, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Real Estate ETF: $53,663,808
Schwab U.S. TIPS ETF: $33,449,295
iShares 7-10 Year Treasury Bond ETF: $28,260,322
Dimensional U.S. Core Equity 2 ETF: $15,953,906
Vanguard Total Stock Market ETF: $10,906,294

Largest New Holdings this Quarter

Direxion Daily 20 Year Plus Treasury Bear 3x Shares: $1,288,925 Holding
Meta Platforms: $206,372 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF: 32,841 shares (about $3.11M)
Vanguard Real Estate ETF: 33,097 shares (about $2.86M)
Schwab U.S. TIPS ETF: 38,128 shares (about $1.99M)
Direxion Daily 20 Year Plus Treasury Bear 3x Shares: 23,650 shares (about $1.29M)
Vanguard FTSE Developed Markets Index Fund ETF Shares: 9,540 shares (about $478.62K)

Largest Sales this Quarter

Apple: 4,963 shares (about $851.05K)
iShares TIPS Bond ETF: 4,334 shares (about $465.51K)
Vanguard Total Stock Market ETF: 1,446 shares (about $375.82K)
Direxion Daily S&P 500 Bull 3X: 2,772 shares (about $371.53K)
LINKBANCORP: 40,000 shares (about $277.60K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VNQ Vanguard Real Estate ETF	$53,663,808	$2,862,230 ▲	5.6%	620,534	27.0%	ETF
SCHP Schwab U.S. TIPS ETF	$33,449,295	$1,988,758 ▲	6.3%	641,282	16.8%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$28,260,322	$3,108,724 ▲	12.4%	298,546	14.2%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$15,953,906	$225,311 ▲	1.4%	499,340	8.0%	ETF
VTI Vanguard Total Stock Market ETF	$10,906,294	$375,819 ▼	-3.3%	41,963	5.5%	ETF
ESGV Vanguard ESG US Stock ETF	$10,419,928	$470,329 ▲	4.7%	111,814	5.2%	ETF
DFIC Dimensional International Core Equity 2 ETF	$8,201,358	$362,757 ▲	4.6%	306,593	4.1%	ETF
VSGX Vanguard ESG International Stock ETF	$7,364,961	$454,186 ▲	6.6%	128,153	3.7%	ETF
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$4,736,375	$478,619 ▲	11.2%	94,407	2.4%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$2,701,743	$97,933 ▲	3.8%	105,992	1.4%	ETF
VOO Vanguard S&P 500 ETF	$1,971,764	$54,317 ▲	2.8%	4,102	1.0%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$1,929,539	$5,668 ▼	-0.3%	19,406	1.0%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,894,281	$13,576 ▲	0.7%	23,163	1.0%	Manufacturing
SPXL Direxion Daily S&P 500 Bull 3X	$1,590,266	$371,531 ▼	-18.9%	11,865	0.8%	ETF
TMV Direxion Daily 20 Year Plus Treasury Bear 3x Shares	$1,288,925	$1,288,925 ▲	New Holding	23,650	0.6%	ETF
DRN Direxion Daily Real Estate Bull 3X Shares	$1,285,149	$161,954 ▲	14.4%	129,813	0.6%	ETF
BIBL Inspire 100 ETF	$1,179,712	$46,225 ▲	4.1%	30,319	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$966,022	$124,517 ▲	14.8%	23,127	0.5%	ETF
EURL Direxion Daily FTSE Europe Bull 3x Shares	$866,543	$60,486 ▼	-6.5%	32,979	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$824,881		0.0%	1,577	0.4%	Finance
WWJD Inspire International ETF	$790,517	$53,466 ▲	7.3%	26,333	0.4%	ETF
IBM International Business Machines	$747,075		0.0%	3,912	0.4%	Computer and Technology
AAPL Apple	$704,268	$851,055 ▼	-54.7%	4,107	0.4%	Computer and Technology
UPS United Parcel Service	$696,480		0.0%	4,686	0.4%	Transportation
XOM Exxon Mobil	$692,433	$8,369 ▲	1.2%	5,957	0.3%	Oils/Energy
TIP iShares TIPS Bond ETF	$685,705	$465,515 ▼	-40.4%	6,384	0.3%	ETF
CSL Carlisle Companies	$570,191	$34,094 ▼	-5.6%	1,455	0.3%	Multi-Sector Conglomerates
HSY Hershey	$462,449	$1,556 ▲	0.3%	2,378	0.2%	Consumer Staples
VB Vanguard Small-Cap ETF	$412,834	$113,609 ▼	-21.6%	1,806	0.2%	ETF
GLD SPDR Gold Shares	$394,365	$4,114 ▼	-1.0%	1,917	0.2%	Finance
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares	$392,492	$12,704 ▲	3.3%	12,945	0.2%	ETF
MSFT Microsoft	$364,344	$1,262 ▲	0.3%	866	0.2%	Computer and Technology
IBD Inspire Corporate Bond ETF	$355,327	$16,154 ▲	4.8%	15,133	0.2%	ETF
VO Vanguard Mid-Cap ETF	$340,809	$151,165 ▼	-30.7%	1,364	0.2%	ETF
TNA Direxion Daily Small Cap Bull 3X Shares	$323,016	$6,996 ▼	-2.1%	7,526	0.2%	ETF
VT Vanguard Total World Stock ETF	$292,659	$80,238 ▼	-21.5%	2,648	0.1%	ETF
MCD McDonald's	$225,842		0.0%	801	0.1%	Retail/Wholesale
AZN AstraZeneca	$210,906		0.0%	3,113	0.1%	Medical
META Meta Platforms	$206,372	$206,372 ▲	New Holding	425	0.1%	Computer and Technology
LNKB LINKBANCORP	$165,727	$277,600 ▼	-62.6%	23,880	0.1%	Finance
SIRI Sirius XM	$40,115		0.0%	10,339	0.0%	Consumer Discretionary
VGIT Vanguard Intermediate-Term Treasury Index ETF	$0	$1,693,942 ▼	-100.0%	0	0.0%	ETF
TMF Direxion Daily 20 Year Plus Treasury Bull 3x Shares	$0	$1,238,774 ▼	-100.0%	0	0.0%	ETF
SCHH Schwab U.S. REIT ETF	$0	$492,649 ▼	-100.0%	0	0.0%	ETF
RAD Rite Aid	$0	$2,189 ▼	-100.0%	0	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2024)

About Lifeguide Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2024)

About Lifeguide Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLifeguide Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information