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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 2025-03-31, filed 2025-04-11, with 40 holding rows worth $245,069,171.

Accession
0001951757-25-000314
Filer
CIK 1908585
Filed
2025-04-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 40 entries on the cover page, a total value of $245,069,171 stated on the cover page (in dollars after the unit check, H1), rows summing to $245,069,171 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
Dimensional Global Real Estate ETF25434V658COM2,094,830$55,010,223dollars as filed
Schwab US TIPS ETF808524870SHS1,630,614$43,847,201dollars as filed
ISHARES TR4642874407-10 YR TRSY BD390,534$37,245,241dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2609,025$20,091,725dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS147,729$14,470,094dollars as filed
VTI922908769COM44,636$12,267,775dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY408,592$11,346,611dollars as filed
Vanguard ESG International Stock ETF921910725SHS187,827$11,078,028dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS115,364$5,863,953dollars as filed
Vanguard Real Estate922908553SHS63,030$5,706,753dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO141,570$3,745,934dollars as filed
Vanguard S&P 500 ETF922908363COM4,705$2,417,953dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS22,481$2,326,095dollars as filed
ISHARES TR464287457COM27,789$2,298,985dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF51,554$1,980,202dollars as filed
INSPIRE INTERNATIONAL ETF66538H419ETF47,082$1,447,514dollars as filed
VWO922042858SHS31,869$1,442,370dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock16,332$1,344,283dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF6,973$978,939dollars as filed
DIREXION SHS ETF TR25460G138DAILY 20+ YEAR T20,354$895,576dollars as filed
SPY78462F103SHS1,419$793,774dollars as filed
DIREXION SHARES ETF TRUST25459W755CMN76,637$790,894dollars as filed
International Business Machines Corporation459200101COM3,087$767,665dollars as filed
EXXON MOBIL CORP30231G102COM6,153$731,796dollars as filed
Apple Inc037833100COM2,969$659,539dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,022$582,619dollars as filed
INSPIRE CORPORATE BOND ETF66538H633ETF22,254$528,526dollars as filed
DIREXION SHS ETF TR25459Y280DLY FTS BUL 3X19,668$524,939dollars as filed
Microsoft Corp594918104COM1,303$489,133dollars as filed
United Parcel Service,Inc. Class B911312106COM4,271$469,767dollars as filed
HERSHEY CO COM427866108Stock2,432$416,015dollars as filed
Vanguard Small-Cap ETF922908751SHS1,807$400,702dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,364$352,758dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR4,426$325,311dollars as filed
Vanguard Total World Stock ETF922042742SHS2,587$299,999dollars as filed
META PLATFORMS INC CL A30303M102COM469$270,313dollars as filed
McDonalds Corporation580135101COM786$245,523dollars as filed
DIREXION SHS ETF TR25490K281DLY EMG MK BL 3X7,640$234,701dollars as filed
PPL CORP COM69351T106Stock6,033$217,836dollars as filed
LINKBANCORP INC53578P105COM23,880$161,906dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000314this filing2025-04-11acceptance time not in the bulk data set