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Disclosery

13F-HR filed by LifeGuide Financial Advisors, LLC

LifeGuide Financial Advisors, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-07-13, with 35 holding rows worth $147,963,775.

Accession
0001951757-23-000340
Filer
CIK 1908585
Filed
2023-07-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 35 entries on the cover page, a total value of $147,963,775 stated on the cover page (in dollars after the unit check, H1), rows summing to $147,963,775 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
Vanguard Real Estate922908553SHS532,956$44,533,829dollars as filed
Schwab US TIPS ETF808524870SHS520,854$27,308,401dollars as filed
ISHARES TR4642874407-10 YR TRSY BD233,826$22,587,613dollars as filed
VTI922908769COM57,920$12,758,679dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS134,870$6,228,295dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS67,050$5,253,368dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2160,299$4,352,118dollars as filed
Vanguard ESG International Stock ETF921910725SHS66,983$3,557,467dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK79,427$2,169,946dollars as filed
Vanguard S&P 500 ETF922908363COM4,798$1,954,129dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS16,704$1,630,310dollars as filed
ISHARES TR464287457COM19,836$1,608,303dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF15,998$1,439,500dollars as filed
DIREXION SHS ETF TR25459W540FUND152,295$1,187,901dollars as filed
DIREXION SHARES ETF TRUST25459W755CMN122,690$1,169,236dollars as filed
VWO922042858SHS22,179$902,236dollars as filed
United Parcel Service,Inc. Class B911312106COM4,894$877,250dollars as filed
DIREXION SHS ETF TR25459Y280DLY FTS BUL 3X35,298$793,499dollars as filed
SPY78462F103SHS1,640$726,979dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG30,751$721,418dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF19,740$649,249dollars as filed
EXXON MOBIL CORP30231G102COM5,885$631,202dollars as filed
HERSHEY CO COM427866108Stock2,320$579,312dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,468$543,355dollars as filed
International Business Machines Corporation459200101COM3,968$531,018dollars as filed
LINKBANCORP INC53578P105COM75,880$455,280dollars as filed
INSPIRE INTERNATIONAL ETF66538H419ETF16,157$449,095dollars as filed
CARLISLE COS INC COM142339100Stock1,605$411,763dollars as filed
Vanguard Small-Cap ETF922908751SHS1,977$393,206dollars as filed
DIREXION SHS ETF TR25490K281DLY EMG MK BL 3X11,657$356,588dollars as filed
Microsoft Corp594918104COM934$318,064dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,742$310,546dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP8,157$287,861dollars as filed
McDonalds Corporation580135101COM801$239,026dollars as filed
SIRIUS XM HOLDINGS INC82968B103COM10,537$47,733dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-23-000340this filing2023-07-13acceptance time not in the bulk data set