$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LNKB | LINKBANCORP INC COMstock | $709,478 | +24.7% | 75,880 | 0.0% | 0.62% | +10.6% | |
| VO | VANGUARD MID-CAP ETFetf | $503,003 | +8.4% | 2,468 | 0.0% | 0.44% | -4.0% | |
| VB | VANGUARD SMALL-CAP ETFetf | $362,859 | +7.4% | 1,977 | 0.0% | 0.32% | -4.5% | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $61,536 | +2.6% | 10,537 | 0.0% | 0.05% | -10.2% |
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.