LifeGuide Financial Advisors, LLC Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$245.1B
Holdings
40
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFGRDIMENSIONAL ETF TRUST | 2,094,830 | $55.0B | 22.45% | |
| 2 | SCHPSCHWAB STRATEGIC TR | 1,630,614 | $43.8B | 17.89% | |
| 3 | IEFISHARES TR | 390,534 | $37.2B | 15.20% | |
| 4 | DFACDIMENSIONAL ETF TRUST | 609,025 | $20.1B | 8.20% | |
| 5 | ESGVVANGUARD WORLD FD | 147,729 | $14.5B | 5.90% | |
| 6 | VTIVANGUARD INDEX FDS | 44,636 | $12.3B | 5.01% | |
| 7 | DFICDIMENSIONAL ETF TRUST | 408,592 | $11.3B | 4.63% | |
| 8 | VSGXVANGUARD WORLD FD | 187,827 | $11.1B | 4.52% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 115,364 | $5.9B | 2.39% | |
| 10 | VNQVANGUARD INDEX FDS | 63,030 | $5.7B | 2.33% | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 141,570 | $3.7B | 1.53% | |
| 12 | VOOVANGUARD INDEX FDS | 4,705 | $2.4B | 0.99% | |
| 13 | STIPISHARES TR | 22,481 | $2.3B | 0.95% | |
| 14 | SHYISHARES TR | 27,789 | $2.3B | 0.94% | |
| 15 | BIBLNORTHERN LTS FD TR IV | 51,554 | $2.0B | 0.81% | |
| 16 | WWJDNORTHERN LTS FD TR IV | 47,082 | $1.4B | 0.59% | |
| 17 | VWOVANGUARD INTL EQUITY INDEX F | 31,869 | $1.4B | 0.59% | |
| 18 | MCXMCCORMICK & CO INC | 16,332 | $1.3B | 0.55% | |
| 19 | SPXLDIREXION SHS ETF TR | 6,973 | $978.9M | 0.40% | |
| 20 | TMFDIREXION SHS ETF TR | 20,354 | $895.6M | 0.37% | |
| 21 | SPYSPDR S&P 500 ETF TR | 1,419 | $793.8M | 0.32% | |
| 22 | DRNDIREXION SHS ETF TR | 76,637 | $790.9M | 0.32% | |
| 23 | IBMINTERNATIONAL BUSINESS MACHS | 3,087 | $767.7M | 0.31% | |
| 24 | XOMEXXON MOBIL CORP | 6,153 | $731.8M | 0.30% | |
| 25 | AAPLAPPLE INC | 2,969 | $659.5M | 0.27% | |
| 26 | GQ9SPDR GOLD TR | 2,022 | $582.6M | 0.24% | |
| 27 | IBDNORTHERN LTS FD TR IV | 22,254 | $528.5M | 0.22% | |
| 28 | EURLDIREXION SHS ETF TR | 19,668 | $524.9M | 0.21% | |
| 29 | MSFTMICROSOFT CORP | 1,303 | $489.1M | 0.20% | |
| 30 | UPSUNITED PARCEL SERVICE INC | 4,271 | $469.8M | 0.19% | |
| 31 | HSYHERSHEY CO | 2,432 | $416.0M | 0.17% | |
| 32 | VBVANGUARD INDEX FDS | 1,807 | $400.7M | 0.16% | |
| 33 | VOVANGUARD INDEX FDS | 1,364 | $352.8M | 0.14% | |
| 34 | AZNASTRAZENECA PLC | 4,426 | $325.3M | 0.13% | |
| 35 | VTVANGUARD INTL EQUITY INDEX F | 2,587 | $300.0M | 0.12% | |
| 36 | METAMETA PLATFORMS INC | 469 | $270.3M | 0.11% | |
| 37 | MCDMCDONALDS CORP | 786 | $245.5M | 0.10% | |
| 38 | EDCDIREXION SHS ETF TR | 7,640 | $234.7M | 0.10% | |
| 39 | PPLPPL CORP | 6,033 | $217.8M | 0.09% | |
| 40 | LNKBLINKBANCORP INC | 23,880 | $161.9M | 0.07% |