LifeGuide Financial Advisors, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$270.9B
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFGRDIMENSIONAL ETF TRUST | 2,184,381 | $58.6B | 21.63% | |
| 2 | SCHPSCHWAB STRATEGIC TR | 1,679,994 | $44.8B | 16.54% | |
| 3 | IEFISHARES TR | 401,998 | $38.5B | 14.21% | |
| 4 | DFACDIMENSIONAL ETF TRUST | 617,042 | $22.1B | 8.16% | |
| 5 | ESGVVANGUARD WORLD FD | 143,686 | $15.8B | 5.81% | |
| 6 | VTIVANGUARD INDEX FDS | 50,326 | $15.3B | 5.65% | |
| 7 | DFICDIMENSIONAL ETF TRUST | 422,947 | $13.1B | 4.85% | |
| 8 | VSGXVANGUARD WORLD FD | 190,339 | $12.5B | 4.60% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 111,941 | $6.4B | 2.36% | |
| 10 | DFEMDIMENSIONAL ETF TRUST | 149,539 | $4.4B | 1.64% | |
| 11 | VNQVANGUARD INDEX FDS | 47,882 | $4.3B | 1.57% | |
| 12 | PRXGPRAXIS FDS | 101,598 | $3.3B | 1.23% | |
| 13 | PRXVPRAXIS FDS | 117,362 | $3.3B | 1.23% | |
| 14 | VOOVANGUARD INDEX FDS | 4,904 | $2.8B | 1.03% | |
| 15 | BIBLNORTHERN LTS FD TR IV | 52,637 | $2.2B | 0.80% | |
| 16 | STIPISHARES TR | 21,052 | $2.2B | 0.80% | |
| 17 | SHYISHARES TR | 26,051 | $2.2B | 0.80% | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 34,623 | $1.7B | 0.63% | |
| 19 | WWJDNORTHERN LTS FD TR IV | 47,282 | $1.6B | 0.60% | |
| 20 | MCXMCCORMICK & CO INC | 16,430 | $1.2B | 0.46% | |
| 21 | SPXLDIREXION SHS ETF TR | 6,154 | $1.1B | 0.39% | |
| 22 | TMFDIREXION SHS ETF TR | 24,294 | $953.3M | 0.35% | |
| 23 | IBMINTERNATIONAL BUSINESS MACHS | 3,087 | $910.0M | 0.34% | |
| 24 | SPYSPDR S&P 500 ETF TR | 1,463 | $903.9M | 0.33% | |
| 25 | DRNDIREXION SHS ETF TR | 90,412 | $863.4M | 0.32% | |
| 26 | AAPLAPPLE INC | 3,694 | $758.0M | 0.28% | |
| 27 | XOMEXXON MOBIL CORP | 6,200 | $668.3M | 0.25% | |
| 28 | GQ9SPDR GOLD TR | 2,127 | $648.4M | 0.24% | |
| 29 | MSFTMICROSOFT CORP | 1,303 | $648.1M | 0.24% | |
| 30 | VONVVANGUARD SCOTTSDALE FDS | 7,112 | $606.0M | 0.22% | |
| 31 | EURLDIREXION SHS ETF TR | 16,610 | $574.2M | 0.21% | |
| 32 | IBDNORTHERN LTS FD TR IV | 22,533 | $541.0M | 0.20% | |
| 33 | UPSUNITED PARCEL SERVICE INC | 4,920 | $496.6M | 0.18% | |
| 34 | HSYHERSHEY CO | 2,914 | $483.6M | 0.18% | |
| 35 | VTVANGUARD INTL EQUITY INDEX F | 3,713 | $477.2M | 0.18% | |
| 36 | WMTWALMART INC | 4,607 | $450.5M | 0.17% | |
| 37 | VBVANGUARD INDEX FDS | 1,739 | $412.1M | 0.15% | |
| 38 | VOVANGUARD INDEX FDS | 1,364 | $381.7M | 0.14% | |
| 39 | AMZNAMAZON COM INC | 1,641 | $360.0M | 0.13% | |
| 40 | MCDMCDONALDS CORP | 1,086 | $317.3M | 0.12% | |
| 41 | AZNASTRAZENECA PLC | 4,426 | $309.3M | 0.11% | |
| 42 | METAMETA PLATFORMS INC | 415 | $306.3M | 0.11% | |
| 43 | PPLPPL CORP | 8,788 | $297.8M | 0.11% | |
| 44 | PNCPNC FINL SVCS GROUP INC | 1,517 | $282.8M | 0.10% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 527 | $256.0M | 0.09% | |
| 46 | EDCDIREXION SHS ETF TR | 6,503 | $254.5M | 0.09% | |
| 47 | TNADIREXION SHS ETF TR | 6,273 | $210.4M | 0.08% | |
| 48 | LNKBLINKBANCORP INC | 23,880 | $174.6M | 0.06% |