LifeGuide Financial Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), LifeGuide Financial Advisors, LLC reported 41 stock positions worth $198.5 million. Its top holding was Vanguard Real Estate ETF (VNQ) at 27.0% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 16.8%) and iShares 7-10 Year Treasury B (IEF, 14.2%). Compared with Q4 2023, it opened 2 new positions, sold out of 4, added to 20 and reduced 13. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +12%) and the biggest sale an exit from Vanguard Intermediate-Term T (VGIT).
- Most Recent 13F
- Q2 2026
- Location
- MECHANICSBURG, PA
- CIK
- 0001908585
- Portfolio Value
- $198.5M (Q1 2024)
- SEC Filing
- 0001951757-24-000323 ↗ filed Apr 18, 2024
Holdings Value
Holdings 41 stocks · $198.5M
| VNQ Vanguard Real Estate ETF | 27.03% | 620,534 | $53.7M | Add +5.6% |
| SCHP Schwab U.S. Tips ETF | 16.85% | 641,282 | $33.4M | Add +6.3% |
| IEF iShares 7-10 Year Treasury B | 14.23% | 298,546 | $28.3M | Add +12.4% |
| DFAC Dimensional US Core Equity 2 | 8.04% | 499,340 | $16.0M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 5.49% | 41,963 | $10.9M | Reduce -3.3% |
| ESGV Vanguard ESG US Stock ETF | 5.25% | 111,814 | $10.4M | Add +4.7% |
| DFIC Dimensional International Co. | 4.13% | 306,593 | $8.2M | Add +4.6% |
| VSGX Vanguard ESG Intl Stock ETF | 3.71% | 128,153 | $7.4M | Add +6.6% |
| VEA Vanguard Ftse Developed ETF | 2.39% | 94,407 | $4.7M | Add +11.2% |
| DFEM Dimensional Emrg MRKT Core | 1.36% | 105,992 | $2.7M | Add +3.8% |
| VOO Vanguard S&P 500 ETF | 0.99% | 4,102 | $2.0M | Add +2.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.97% | 19,406 | $1.9M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.95% | 23,163 | $1.9M | Add +0.7% |
| SPXL Direxion Daily S&P 500 Bull | 0.80% | 11,865 | $1.6M | Reduce -18.9% |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | 0.65% | 23,650 | $1.3M | New |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.65% | 129,813 | $1.3M | Add +14.4% |
| BIBL Inspire 100 ETF | 0.59% | 30,319 | $1.2M | Add +4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 23,127 | $966K | Add +14.8% |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | 0.44% | 32,979 | $867K | Reduce -6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 1,577 | $825K | No change |
| WWJD Inspire International ETF | 0.40% | 26,333 | $791K | Add +7.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 3,912 | $747K | No change |
| AAPL Apple Inc. | 0.35% | 4,107 | $704K | Reduce -54.7% |
| UPS United Parcel Service Class B | 0.35% | 4,686 | $696K | No change |
| XOM Exxon Mobil Corp. | 0.35% | 5,957 | $692K | Add +1.2% |
| TIP iShares Tips Bond ETF | 0.35% | 6,384 | $686K | Reduce -40.4% |
| CSL Carlisle Cos Inc. | 0.29% | 1,455 | $570K | Reduce -5.6% |
| HSY The Hershey Co. | 0.23% | 2,378 | $462K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 1,806 | $413K | Reduce -21.6% |
| GLD SPDR Gold Shares | 0.20% | 1,917 | $394K | Reduce -1.0% |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | 0.20% | 12,945 | $392K | Add +3.4% |
| MSFT Microsoft Corp. | 0.18% | 866 | $364K | Add +0.3% |
| IBD Inspire Corporate Bond ETF | 0.18% | 15,133 | $355K | Add +4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 1,364 | $341K | Reduce -30.7% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.16% | 7,526 | $323K | Reduce -2.1% |
| VT Vanguard Tot World STK ETF | 0.15% | 2,648 | $293K | Reduce -21.5% |
| MCD McDonald's Corp. | 0.11% | 801 | $226K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 3,113 | $211K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 425 | $206K | New |
| LNKB Linkbancorp Inc. | 0.08% | 23,880 | $166K | Reduce -62.6% |
| SIRI Sirius XM Holdings Inc. | 0.02% | 10,339 | $40K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.90 |
| TMF Direxion SHS ETF TR | Sold out | 0.00% | −0.65 |
| AAPL Apple Inc. | Reduce -54.7% | 0.35% | −0.57 |
| TIP iShares Tips Bond ETF | Reduce -40.4% | 0.35% | −0.26 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.26 |
| LNKB Linkbancorp Inc. | Reduce -62.6% | 0.08% | −0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -30.7% | 0.17% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -21.6% | 0.21% | −0.05 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.3% | 0.97% | −0.04 |
| VT Vanguard Tot World STK ETF | Reduce -21.5% | 0.15% | −0.04 |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | Reduce -6.5% | 0.44% | −0.01 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -18.9% | 0.80% | −0.00 |
| RADCQ Rite Aid Corp. | Sold out | 0.00% | −0.00 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -2.1% | 0.16% | +0.00 |
| GLD SPDR Gold Shares | Reduce -1.0% | 0.20% | +0.00 |
| CSL Carlisle Cos Inc. | Reduce -5.6% | 0.29% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 5.49% | +0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| IEF iShares 7-10 Year Treasury B | Add +12.4% | 14.23% | +0.70 |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | New | 0.65% | +0.65 |
| ESGV Vanguard ESG US Stock ETF | Add +4.7% | 5.25% | +0.45 |
| DFAC Dimensional US Core Equity 2 | Add +1.4% | 8.04% | +0.43 |
| VEA Vanguard Ftse Developed ETF | Add +11.2% | 2.39% | +0.24 |
| SCHP Schwab U.S. Tips ETF | Add +6.3% | 16.85% | +0.21 |
| VSGX Vanguard ESG Intl Stock ETF | Add +6.6% | 3.71% | +0.20 |
| DFIC Dimensional International Co. | Add +4.6% | 4.13% | +0.18 |
| META Meta Platforms Inc. Class A | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +2.8% | 0.99% | +0.07 |
| BIBL Inspire 100 ETF | Add +4.1% | 0.59% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +14.8% | 0.49% | +0.05 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.35% | +0.04 |
| WWJD Inspire International ETF | Add +7.3% | 0.40% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +3.8% | 1.36% | +0.01 |
| MSFT Microsoft Corp. | Add +0.3% | 0.18% | +0.01 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Add +14.4% | 0.65% | +0.01 |
| HSY The Hershey Co. | Add +0.3% | 0.23% | −0.00 |
| IBD Inspire Corporate Bond ETF | Add +4.8% | 0.18% | −0.00 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | Add +3.4% | 0.20% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.7% | 0.95% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +5.6% | 27.03% | −0.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $351.2M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q1 2026 | 46 | $312.7M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q4 2025 | 47 | $301.4M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q3 2025 | 48 | $271.6M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q2 2025 | 48 | $270.9M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q1 2025 | 40 | $245.1M | DFGR, SCHP, IEF, DFAC, ESGV |
| Q4 2024 | 42 | $233.1M | VNQ, SCHP, IEF, DFAC, ESGV |
| Q3 2024 | 41 | $234.4M | VNQ, SCHP, IEF, DFAC, ESGV |
| Q2 2024 | 41 | $205.9M | VNQ, SCHP, IEF, DFAC, ESGV |
| Q1 2024 | 41 | $198.5M | VNQ, SCHP, IEF, DFAC, VTI |