LifeGuide Financial Advisors, LLC
CIK: 0001908585SEC EDGAR →
Portfolio Value
$301.4M
Holdings
47
As of
Q4 2025
New Positions
47
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,412,706 | $63.9M | 21.19% |
| 2 | SCHWAB STRATEGIC TR | 1,837,308 | $48.7M | 16.14% |
| 3 | ISHARES TR | 438,992 | $42.2M | 13.99% |
| 4 | DIMENSIONAL ETF TRUST | 670,853 | $26.7M | 8.86% |
| 5 | VANGUARD WORLD FD | 147,811 | $17.9M | 5.94% |
| 6 | VANGUARD INDEX FDS | 49,396 | $16.6M | 5.51% |
| 7 | DIMENSIONAL ETF TRUST | 444,307 | $15.5M | 5.13% |
| 8 | VANGUARD WORLD FD | 191,546 | $13.9M | 4.62% |
| 9 | VANGUARD TAX-MANAGED FDS | 114,461 | $7.2M | 2.40% |
| 10 | DIMENSIONAL ETF TRUST | 157,246 | $5.3M | 1.76% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (47)
$63.9M · 2.4M shares
$48.7M · 1.8M shares
$42.2M · 439K shares
$26.7M · 671K shares
$17.9M · 148K shares
$16.6M · 49K shares
$15.5M · 444K shares
$13.9M · 192K shares
$7.2M · 114K shares
$5.3M · 157K shares
$5.0M · 165K shares
$5.0M · 137K shares
$4.2M · 48K shares
$2.8M · 4K shares
$2.5M · 9K shares
$2.4M · 10K shares
$2.4M · 24K shares
$2.4M · 41K shares
$2.0M · 36K shares
$1.8M · 50K shares
$1.4M · 5K shares
$1.1M · 17K shares
$929K · 1K shares
$773K · 6K shares
$719K · 2K shares
$707K · 6K shares
$570K · 24K shares
$539K · 6K shares
$488K · 3K shares
$477K · 5K shares
$430K · 2K shares
$406K · 4K shares
$399K · 1K shares
$382K · 808 shares
$366K · 1K shares
$359K · 2K shares
$321K · 2K shares
$320K · 9K shares
$300K · 1K shares
$269K · 415 shares
$265K · 32K shares
$261K · 7K shares
$256K · 30K shares
$246K · 480 shares
$228K · 5K shares
$223K · 450 shares
$214K · 619 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $291.8M | 96.8% |
| Technology | 3 | $4.3M | 1.4% |
| Consumer Defensive | 2 | $1.2M | 0.4% |
| Unknown | 2 | $942K | 0.3% |
| Consumer Cyclical | 3 | $939K | 0.3% |
| Energy | 1 | $773K | 0.3% |
| Industrials | 1 | $477K | 0.2% |
| Healthcare | 1 | $406K | 0.1% |
| Utilities | 1 | $320K | 0.1% |
| Communication Services | 1 | $269K | 0.1% |