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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 2023-09-30, filed 2023-10-25, with 37 holding rows worth $171,138,408.

Accession
0001951757-23-000617
Filer
CIK 1908585
Filed
2023-10-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 37 entries on the cover page, a total value of $171,138,408 stated on the cover page (in dollars after the unit check, H1), rows summing to $171,138,408 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 Estate922908553SHS575,890$43,571,854dollars as filed
Schwab US TIPS ETF808524870SHS606,248$30,609,487dollars as filed
ISHARES TR4642874407-10 YR TRSY BD277,537$25,419,598dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2486,798$12,754,110dollars as filed
VTI922908769COM56,855$12,076,526dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS96,923$7,290,552dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY277,664$6,483,456dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS132,915$5,811,031dollars as filed
Vanguard ESG International Stock ETF921910725SHS99,168$5,002,039dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO96,796$2,256,316dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS20,084$1,946,541dollars as filed
Vanguard S&P 500 ETF922908363COM4,940$1,939,938dollars as filed
ISHARES TR464287457COM23,790$1,926,276dollars as filed
Apple Inc037833100COM8,961$1,534,213dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF14,709$1,150,244dollars as filed
DIREXION SHARES ETF TRUST25459W755CMN136,237$933,223dollars as filed
DIREXION SHS ETF TR25459W540FUND191,449$922,784dollars as filed
VWO922042858SHS23,235$911,026dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF25,144$786,001dollars as filed
United Parcel Service,Inc. Class B911312106COM4,794$747,241dollars as filed
SPY78462F103SHS1,640$701,067dollars as filed
EXXON MOBIL CORP30231G102COM5,903$694,114dollars as filed
DIREXION SHS ETF TR25459Y280DLY FTS BUL 3X35,789$638,458dollars as filed
INSPIRE INTERNATIONAL ETF66538H419ETF21,008$553,561dollars as filed
International Business Machines Corporation459200101COM3,892$546,110dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,541$529,138dollars as filed
LINKBANCORP INC53578P105COM75,880$519,778dollars as filed
HERSHEY CO COM427866108Stock2,351$470,395dollars as filed
CARLISLE COS INC COM142339100Stock1,605$416,145dollars as filed
Vanguard Small-Cap ETF922908751SHS1,977$373,791dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,740$298,323dollars as filed
DIREXION SHS ETF TR25490K281DLY EMG MK BL 3X11,264$285,317dollars as filed
INSPIRE CORPORATE BOND ETF66538H633ETF12,206$276,344dollars as filed
Microsoft Corp594918104COM863$272,492dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP8,099$232,765dollars as filed
McDonalds Corporation580135101COM801$211,015dollars as filed
SIRIUS XM HOLDINGS INC82968B103COM10,429$47,139dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-23-000617this filing2023-10-25acceptance time not in the bulk data set