45 is the total number of securities LifeGuide Financial Advisors, LLC has owned. The longest LifeGuide Financial Advisors, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VNQ | VANGUARD REAL ESTATE ETF | 8 | 8 | 25.46% | 33.96% | 37.50% | Q4 2021 | Q3 2023 | 8 |
IEF | ISHARES TR | 8 | 8 | 14.85% | 18.10% | 20.45% | Q4 2021 | Q3 2023 | 8 |
VTI | VANGUARD TOTAL STOCK M... | 8 | 8 | 2.86% | 5.73% | 8.62% | Q4 2021 | Q3 2023 | 8 |
VEA | VANGUARD TAX-MANAGED FDS | 8 | 8 | 1.08% | 2.76% | 4.32% | Q4 2021 | Q3 2023 | 8 |
STIP | ISHARES TR | 8 | 8 | 1.04% | 1.31% | 1.97% | Q4 2021 | Q3 2023 | 8 |
SPXL | DIREXION SHS ETF TR | 8 | 8 | 0.67% | 1.27% | 2.02% | Q4 2021 | Q3 2023 | 8 |
SHY | ISHARES TR | 8 | 8 | 1.02% | 1.20% | 1.33% | Q4 2021 | Q3 2023 | 8 |
VOO | VANGUARD S&P 500 ETF | 8 | 8 | 0.77% | 1.09% | 1.32% | Q4 2021 | Q3 2023 | 8 |
TMF | DIREXION SHS ETF TR | 8 | 8 | 0.54% | 1.05% | 1.74% | Q4 2021 | Q3 2023 | 8 |
DRN | DIREXION SHS ETF TR | 8 | 8 | 0.54% | 1.03% | 1.68% | Q4 2021 | Q3 2023 | 8 |
UPS | UNITED PARCEL SERVICE ... | 8 | 8 | 0.44% | 0.74% | 0.86% | Q4 2021 | Q3 2023 | 8 |
EURL | DIREXION SHS ETF TR | 8 | 8 | 0.37% | 0.70% | 1.12% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TRUST | 8 | 8 | 0.41% | 0.54% | 0.60% | Q4 2021 | Q3 2023 | 8 |
VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.22% | 0.47% | 1.00% | Q4 2021 | Q3 2023 | 8 |
HSY | HERSHEY CO COM | 8 | 8 | 0.28% | 0.41% | 0.50% | Q4 2021 | Q3 2023 | 8 |
CSL | CARLISLE COS INC COM | 8 | 8 | 0.24% | 0.39% | 0.64% | Q4 2021 | Q3 2023 | 8 |
VO | VANGUARD MID-CAP INDEX... | 8 | 8 | 0.22% | 0.37% | 0.45% | Q4 2021 | Q3 2023 | 8 |
IBM | INTERNATIONAL BUSINESS... | 8 | 8 | 0.19% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
EDC | DIREXION SHS ETF TR | 8 | 8 | 0.17% | 0.32% | 0.51% | Q4 2021 | Q3 2023 | 8 |
VB | VANGUARD SMALL-CAP IND... | 8 | 8 | 0.22% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
TNA | DIREXION SHS ETF TR | 8 | 8 | 0.14% | 0.26% | 0.41% | Q4 2021 | Q3 2023 | 8 |
SIRI | SIRIUS XM HOLDINGS INC... | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SCHP | SCHWAB US TIPS ETF | 7 | 7 | 11.84% | 19.49% | 23.92% | Q1 2022 | Q3 2023 | 7 |
BIBL | NORTHERN LTS FD TR IV | 7 | 7 | 0.18% | 0.29% | 0.46% | Q1 2022 | Q3 2023 | 7 |
LNKB | LINKBANCORP INC COM | 5 | 5 | 0.30% | 0.44% | 0.62% | Q3 2022 | Q3 2023 | 5 |
TIP | ISHARES TIPS BOND ETF | 3 | 3 | 0.59% | 13.42% | 25.39% | Q4 2021 | Q2 2022 | 3 |
DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 0.22% | 3.54% | 7.45% | Q1 2023 | Q3 2023 | 3 |
ESGV | VANGUARD WORLD FD | 3 | 3 | 1.42% | 3.08% | 4.26% | Q1 2023 | Q3 2023 | 3 |
VSGX | VANGUARD WORLD FD | 3 | 3 | 1.10% | 2.14% | 2.92% | Q1 2023 | Q3 2023 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.41% | 0.45% | 0.53% | Q1 2023 | Q3 2023 | 3 |
MSFT | MICROSOFT CORP | 3 | 3 | 0.16% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
PPL | PPL CORP COM | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q4 2022 | 3 |
MCD | MCDONALDS CORP | 3 | 3 | 0.12% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
SPTI | SPDR PORTFOLIO INTERME... | 1 | 1 | 0.38% | 0.59% | 0.79% | Q2 2022 | Q4 2022 | 2 |
WWJD | NORTHERN LTS FD TR IV | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
GLD | SPDR GOLD TR | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
DIMENSIONAL ETF TRUST | 1 | 1 | 3.79% | 3.79% | 3.79% | Q3 2023 | Q3 2023 | 1 | |
DFAI | DIMENSIONAL ETF TRUST | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2023 | Q2 2023 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 | |
AAPL | APPLE INC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
DFAE | DIMENSIONAL ETF TRUST | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
LTPZ | PIMCO 15 YEAR US TIPS ... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
SPTL | SPDR PORTFOLIO LONG TE... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
SCHH | SCHWAB U.S. REIT ETF | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
IBD | NORTHERN LTS FD TR IV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including VANGUARD REAL ESTATE ETF, ISHARES TR, and VANGUARD TOTAL STOCK MARKET INDEX FUND, are the highest-conviction holdings of LifeGuide Financial Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by LifeGuide Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that LifeGuide Financial Advisors, LLC owns currently or has owned in the past.