LifeGuide Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF LifeGuide Financial Advisors, LLC | Institutional Filer | ▲ 3.76% | $312.7M | 46 |
Current Portfolio Holdings
Showing all 46 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFGR | DIMENSIONAL ETF TRUST | — | 2.5M | $66.7M | 21.33% |
| 2 | SCHP | SCHWAB STRATEGIC TR | — | 1.9M | $51.7M | 16.52% |
| 3 | IEF | ISHARES TR | — | 468K | $44.7M | 14.28% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | — | 756K | $29.4M | 9.40% |
| 5 | ESGV | VANGUARD WORLD FD | — | 156K | $17.5M | 5.59% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | — | 477K | $16.9M | 5.42% |
| 7 | VTI | VANGUARD INDEX FDS | — | 50K | $16.2M | 5.17% |
| 8 | VSGX | VANGUARD WORLD FD | — | 196K | $14.0M | 4.49% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | — | 114K | $7.3M | 2.34% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | — | 168K | $5.8M | 1.85% |
| 11 | PRXV | PRAXIS FDS | — | 169K | $5.3M | 1.68% |
| 12 | PRXG | PRAXIS FDS | — | 145K | $4.8M | 1.53% |
| 13 | VNQ | VANGUARD INDEX FDS | — | 47K | $4.2M | 1.34% |
| 14 | PTL | NORTHERN LTS FD TR IV | — | 11K | $2.6M | 0.84% |
| 15 | VOO | VANGUARD INDEX FDS | — | 4K | $2.6M | 0.83% |
Showing 1 to 15 of 46 holdings