$11.5 Billion is the total value of LifeGuide Financial Advisors, LLC's 30 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $40,963,196 | +107678.0% | 496,644 | +4.8% | 35.52% | -4.4% |
| SCHP | Sell | SCHWAB US TIPS ETFetf | $23,532,711 | +96053.9% | 454,387 | -3.8% | 20.40% | -14.7% |
| IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $19,463,238 | +93369.9% | 203,208 | -6.3% | 16.88% | -17.1% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $9,227,925 | +220822.3% | 48,266 | +107.4% | 8.00% | +96.0% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $4,694,997 | +237741.8% | 111,866 | +106.0% | 4.07% | +110.9% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $2,275,263 | +170076.7% | 23,466 | +68.6% | 1.97% | +51.0% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $1,446,818 | +116297.3% | 4,118 | +8.8% | 1.25% | +3.2% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,305,295 | +96018.9% | 16,081 | -3.8% | 1.13% | -14.8% |
| SPXL | Buy | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $1,279,528 | +116538.8% | 20,601 | +0.6% | 1.11% | +3.5% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $1,157,513 | +302913.9% | 29,695 | +183.5% | 1.00% | +169.2% |
| DRN | Buy | DIREXION DAILY REAL ESTATE BULL 3X SHARESetf | $1,021,160 | +111380.3% | 104,200 | +8.7% | 0.88% | -1.1% |
| TMF | Buy | DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARESetf | $1,002,274 | +113279.4% | 131,532 | +27.5% | 0.87% | +0.6% |
| SPTI | New | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFetf | $909,497 | – | 32,206 | +100.0% | 0.79% | – |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $885,541 | +106463.3% | 5,094 | -1.0% | 0.77% | -5.4% |
| LNKB | LINKBANCORP INC COMstock | $709,478 | +124588.6% | 75,880 | 0.0% | 0.62% | +10.6% | |
| EURL | Sell | DIREXION DAILY FTSE EUROPE BULL 3X SHARESetf | $684,905 | +109660.4% | 40,479 | -32.7% | 0.59% | -2.6% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $627,185 | +103566.9% | 1,640 | -3.2% | 0.54% | -8.0% |
| HSY | Buy | HERSHEY CO COMstock | $534,754 | +105166.5% | 2,309 | +0.3% | 0.46% | -6.6% |
| VO | VANGUARD MID-CAP ETFetf | $503,003 | +108305.8% | 2,468 | 0.0% | 0.44% | -4.0% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $499,484 | +119108.6% | 3,545 | +0.6% | 0.43% | +5.6% |
| CSL | Sell | CARLISLE COS INC COMstock | $378,248 | +83955.1% | 1,605 | -0.1% | 0.33% | -25.5% |
| VB | VANGUARD SMALL-CAP ETFetf | $362,859 | +107254.7% | 1,977 | 0.0% | 0.32% | -4.5% | |
| EDC | Sell | DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARESetf | $311,857 | +111676.7% | 10,611 | -10.7% | 0.27% | -1.1% |
| LTPZ | New | PIMCO 15 YEAR US TIPS INDEX ETFetf | $301,916 | – | 5,184 | +100.0% | 0.26% | – |
| BIBL | Sell | INSPIRE 100 ETFetf | $266,376 | +106025.9% | 8,897 | -1.6% | 0.23% | -5.7% |
| SPTL | New | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $262,228 | – | 9,033 | +100.0% | 0.23% | – |
| TNA | Buy | DIREXION DAILY SMALL CAP BULL 3X SHARESetf | $260,130 | +116550.2% | 8,206 | +5.9% | 0.23% | +3.7% |
| PPL | New | PPL CORP COMstock | $209,465 | – | 7,169 | +100.0% | 0.18% | – |
| SCHH | New | SCHWAB U.S. REIT ETFetf | $202,024 | – | 10,473 | +100.0% | 0.18% | – |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $61,536 | +102460.0% | 10,537 | 0.0% | 0.05% | -10.2% |
Signatures
The EDGAR filing(s) were signed by:
- DAVID I. LUTZ — PARTNER AND CHIEF COMPLIANCE OFFICER
- LifeGuide Financial Advisors, LLC holdings (13F-HR)
- LifeGuide Financial Advisors, LLC ownership history
- LifeGuide Financial Advisors, LLC portfolio value
- LifeGuide Financial Advisors, LLC filings
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