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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 2024-03-31, filed 2024-04-18, with 41 holding rows worth $198,528,998.

Accession
0001951757-24-000323
Filer
CIK 1908585
Filed
2024-04-18
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 41 entries on the cover page, a total value of $198,528,998 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,528,998 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 Estate922908553SHS620,534$53,663,808dollars as filed
Schwab US TIPS ETF808524870SHS641,282$33,449,295dollars as filed
ISHARES TR4642874407-10 YR TRSY BD298,546$28,260,322dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2499,340$15,953,906dollars as filed
VTI922908769COM41,963$10,906,294dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS111,814$10,419,928dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY306,593$8,201,358dollars as filed
Vanguard ESG International Stock ETF921910725SHS128,153$7,364,961dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS94,407$4,736,375dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO105,992$2,701,743dollars as filed
Vanguard S&P 500 ETF922908363COM4,102$1,971,764dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS19,406$1,929,539dollars as filed
ISHARES TR464287457COM23,163$1,894,281dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF11,865$1,590,266dollars as filed
DIREXION SHARES ETF TRUST25460G849DAILY 20 YR TREA23,650$1,288,925dollars as filed
DIREXION SHARES ETF TRUST25459W755CMN129,813$1,285,149dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF30,319$1,179,712dollars as filed
VWO922042858SHS23,127$966,022dollars as filed
DIREXION SHS ETF TR25459Y280DLY FTS BUL 3X32,979$866,543dollars as filed
SPY78462F103SHS1,577$824,881dollars as filed
INSPIRE INTERNATIONAL ETF66538H419ETF26,333$790,517dollars as filed
International Business Machines Corporation459200101COM3,912$747,075dollars as filed
Apple Inc037833100COM4,107$704,268dollars as filed
United Parcel Service,Inc. Class B911312106COM4,686$696,480dollars as filed
EXXON MOBIL CORP30231G102COM5,957$692,433dollars as filed
iShares TIPS Bond ETF464287176SHS6,384$685,705dollars as filed
CARLISLE COS INC COM142339100Stock1,455$570,191dollars as filed
HERSHEY CO COM427866108Stock2,378$462,449dollars as filed
Vanguard Small-Cap ETF922908751SHS1,806$412,834dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,917$394,365dollars as filed
DIREXION SHS ETF TR25490K281DLY EMG MK BL 3X12,945$392,492dollars as filed
Microsoft Corp594918104COM866$364,344dollars as filed
INSPIRE CORPORATE BOND ETF66538H633ETF15,133$355,327dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,364$340,809dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP7,526$323,016dollars as filed
Vanguard Total World Stock ETF922042742SHS2,648$292,659dollars as filed
McDonalds Corporation580135101COM801$225,842dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR3,113$210,906dollars as filed
META PLATFORMS INC CL A30303M102COM425$206,372dollars as filed
LINKBANCORP INC53578P105COM23,880$165,727dollars as filed
SIRIUS XM HOLDINGS INC82968B103COM10,339$40,115dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-24-000323this filing2024-04-18acceptance time not in the bulk data set