$148 Million is the total value of LifeGuide Financial Advisors, LLC's 35 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $2,169,946 | – | 79,427 | +100.0% | 1.47% | – |
DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $721,418 | – | 30,751 | +100.0% | 0.49% | – |
WWJD | New | NORTHERN LTS FD TR IVinspire intl etf | $449,095 | – | 16,157 | +100.0% | 0.30% | – |
GLD | New | SPDR GOLD TR | $310,546 | – | 1,742 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
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.