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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 2024-12-31, filed 2025-01-17, with 42 holding rows worth $233,132,085.

Accession
0001951757-25-000068
Filer
CIK 1908585
Filed
2025-01-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 42 entries on the cover page, a total value of $233,132,085 stated on the cover page (in dollars after the unit check, H1), rows summing to $233,132,085 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 Estate922908553SHS664,726$59,213,768dollars as filed
Schwab US TIPS ETF808524870SHS1,567,621$40,491,661dollars as filed
ISHARES TR4642874407-10 YR TRSY BD358,228$33,118,177dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2544,716$18,841,730dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS145,434$15,254,604dollars as filed
VTI922908769COM44,202$12,810,211dollars as filed
Vanguard ESG International Stock ETF921910725SHS182,799$10,364,678dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY372,355$9,623,522dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS111,892$5,350,698dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO124,074$3,249,492dollars as filed
Vanguard S&P 500 ETF922908363COM4,628$2,493,585dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS23,300$2,343,954dollars as filed
ISHARES TR464287457COM28,499$2,336,356dollars as filed
VWO922042858SHS31,708$1,396,410dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF35,786$1,392,279dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock16,229$1,237,316dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF6,249$1,054,206dollars as filed
INSPIRE INTERNATIONAL ETF66538H419ETF33,159$961,605dollars as filed
DIREXION SHS ETF TR25460G138DAILY 20+ YEAR T22,775$910,317dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS15,477$897,666dollars as filed
DIREXION SHARES ETF TRUST25459W755CMN88,521$871,047dollars as filed
SPY78462F103SHS1,419$831,648dollars as filed
Apple Inc037833100COM2,906$727,721dollars as filed
International Business Machines Corporation459200101COM3,087$678,661dollars as filed
EXXON MOBIL CORP30231G102COM6,102$656,395dollars as filed
DIREXION SHS ETF TR25459Y280DLY FTS BUL 3X27,968$570,570dollars as filed
Microsoft Corp594918104COM1,338$563,967dollars as filed
United Parcel Service,Inc. Class B911312106COM4,371$551,183dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,022$489,587dollars as filed
Vanguard Small-Cap ETF922908751SHS1,806$433,946dollars as filed
HERSHEY CO COM427866108Stock2,418$409,470dollars as filed
INSPIRE CORPORATE BOND ETF66538H633ETF16,668$390,703dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,364$360,273dollars as filed
Vanguard Total World Stock ETF922042742SHS2,886$339,053dollars as filed
CARLISLE COS INC COM142339100Stock843$310,886dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR4,426$289,992dollars as filed
DIREXION SHS ETF TR25490K281DLY EMG MK BL 3X8,850$254,614dollars as filed
META PLATFORMS INC CL A30303M102COM415$242,987dollars as filed
McDonalds Corporation580135101COM795$230,463dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP4,958$207,641dollars as filed
iShares TIPS Bond ETF464287176SHS1,881$200,421dollars as filed
LINKBANCORP INC53578P105COM23,880$178,622dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000068this filing2025-01-17acceptance time not in the bulk data set