$115 Million 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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTI | New | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFetf | $909,497 | – | 32,206 | +100.0% | 0.79% | – |
| LTPZ | New | PIMCO 15 YEAR US TIPS INDEX ETFetf | $301,916 | – | 5,184 | +100.0% | 0.26% | – |
| SPTL | New | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $262,228 | – | 9,033 | +100.0% | 0.23% | – |
| 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% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-06-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD REAL ESTATE ETF | 8 | Q3 2023 | 37.5% |
| ISHARES TR | 8 | Q3 2023 | 20.5% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 8 | Q3 2023 | 8.6% |
| VANGUARD TAX-MANAGED FDS | 8 | Q3 2023 | 4.3% |
| ISHARES TR | 8 | Q3 2023 | 2.0% |
| DIREXION SHS ETF TR | 8 | Q3 2023 | 2.0% |
| ISHARES TR | 8 | Q3 2023 | 1.3% |
| VANGUARD S&P 500 ETF | 8 | Q3 2023 | 1.3% |
| DIREXION SHS ETF TR | 8 | Q3 2023 | 1.7% |
| DIREXION SHS ETF TR | 8 | Q3 2023 | 1.7% |
View LifeGuide Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR/A | 2023-06-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-29 |
View LifeGuide Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.