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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 2023-12-31, filed 2024-01-22, with 43 holding rows worth $189,188,560.

Accession
0001951757-24-000085
Filer
CIK 1908585
Filed
2024-01-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 43 entries on the cover page, a total value of $189,188,560 stated on the cover page (in dollars after the unit check, H1), rows summing to $189,188,560 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 Estate922908553SHS587,437$51,905,908dollars as filed
Schwab US TIPS ETF808524870SHS603,154$31,484,665dollars as filed
ISHARES TR4642874407-10 YR TRSY BD265,705$25,611,277dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2492,288$14,389,583dollars as filed
VTI922908769COM43,409$10,297,557dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS106,767$9,081,610dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY293,032$7,481,111dollars as filed
Vanguard ESG International Stock ETF921910725SHS120,250$6,647,434dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS84,867$4,065,122dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO102,150$2,549,665dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS19,463$1,918,857dollars as filed
ISHARES TR464287457COM22,997$1,886,674dollars as filed
Apple Inc037833100COM9,070$1,746,247dollars as filed
Vanguard S&P 500 ETF922908363COM3,989$1,742,395dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS28,556$1,693,942dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF14,637$1,522,102dollars as filed
DIREXION SHS ETF TR25459W540FUND19,182$1,238,774dollars as filed
DIREXION SHARES ETF TRUST25459W755CMN113,454$1,204,881dollars as filed
iShares TIPS Bond ETF464287176SHS10,718$1,152,078dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF29,131$1,016,672dollars as filed
DIREXION SHS ETF TR25459Y280DLY FTS BUL 3X35,281$836,513dollars as filed
VWO922042858SHS20,146$828,013dollars as filed
SPY78462F103SHS1,577$749,564dollars as filed
United Parcel Service,Inc. Class B911312106COM4,686$736,780dollars as filed
INSPIRE INTERNATIONAL ETF66538H419ETF24,552$725,021dollars as filed
International Business Machines Corporation459200101COM3,912$639,841dollars as filed
EXXON MOBIL CORP30231G102COM5,885$588,415dollars as filed
LINKBANCORP INC53578P105COM63,880$509,124dollars as filed
Schwab US REIT ETF808524847SHS23,788$492,649dollars as filed
Vanguard Small-Cap ETF922908751SHS2,303$491,299dollars as filed
CARLISLE COS INC COM142339100Stock1,542$481,806dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,969$458,068dollars as filed
HERSHEY CO COM427866108Stock2,370$441,813dollars as filed
DIREXION SHS ETF TR25490K281DLY EMG MK BL 3X12,526$381,166dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,937$370,296dollars as filed
Vanguard Total World Stock ETF922042742SHS3,374$347,117dollars as filed
INSPIRE CORPORATE BOND ETF66538H633ETF14,445$340,758dollars as filed
Microsoft Corp594918104COM863$324,523dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP7,689$303,331dollars as filed
McDonalds Corporation580135101COM801$237,505dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR3,113$209,661dollars as filed
SIRIUS XM HOLDINGS INC82968B103COM10,339$56,554dollars as filed
RITE AID CORP767754872COM10,000$2,189dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-24-000085this filing2024-01-22acceptance time not in the bulk data set