13F-HR filed by LifeGuide Financial Advisors, LLC
LifeGuide Financial Advisors, LLC filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-03, with 24 holding rows worth $134,085,000.
- Accession
- 0001908585-22-000001
- Filer
- CIK 1908585
- Filed
- 2022-02-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 24 entries on the cover page, a total value of $134,085,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $134,085,000 with VALUE read as thousands by filing date, 13F file number 028-21578. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Real Estate | 922908553 | SHS | 414,011 | $48,029,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 263,493 | $34,043,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 238,262 | $27,400,000 | thousands by filing date | |
| VTI | 922908769 | COM | 15,903 | $3,840,000 | thousands by filing date | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 18,928 | $2,714,000 | thousands by filing date | |
| DIREXION SHS ETF TR | 25459W540 | FUND | 82,776 | $2,329,000 | thousands by filing date | |
| DIREXION SHARES ETF TRUST | 25459W755 | CMN | 73,967 | $2,251,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 16,602 | $1,758,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 20,158 | $1,724,000 | thousands by filing date | |
| DIREXION SHS ETF TR | 25459Y280 | DLY FTS BUL 3X | 39,897 | $1,509,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 28,491 | $1,455,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 5,244 | $1,124,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,407 | $1,051,000 | thousands by filing date | |
| CARLISLE COS INC COM | 142339100 | Stock | 3,398 | $843,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 1,694 | $805,000 | thousands by filing date | |
| DIREXION SHS ETF TR | 25490K281 | DLY EMG MK BL 3X | 9,187 | $679,000 | thousands by filing date | |
| DIREXION SHARES ETF TRUST | 25459W847 | DAILY SMALL CAP | 6,464 | $548,000 | thousands by filing date | |
| HERSHEY CO COM | 427866108 | Stock | 2,288 | $443,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,645 | $372,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 6,004 | $297,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,163 | $296,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 1,861 | $249,000 | thousands by filing date | |
| PPL CORP COM | 69351T106 | Stock | 7,173 | $216,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 17,339 | $110,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001908585-22-000001 | this filing | 2022-02-03 | acceptance time not in the bulk data set |