Institutions / LifeGuide Financial Advisors, LLC

LifeGuide Financial Advisors, LLC

CIK 1908585 · Institution · as of Dec 31, 2025

Portfolio value

$301.39M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 47 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$63.86M	2,412,706	21.2%
Schwab Strategic Tr	—	$48.65M	1,837,308	16.1%
iShares Tr	—	$42.18M	438,992	14.0%
Dimensional ETF Trust	—	$26.69M	670,853	8.9%
Vanguard World Fd	—	$17.89M	147,811	5.9%
Vanguard Index Fds	—	$16.61M	49,396	5.5%
Dimensional ETF Trust	—	$15.46M	444,307	5.1%
Vanguard World Fd	—	$13.92M	191,546	4.6%
Vanguard Tax-Managed Fds	—	$7.23M	114,461	2.4%
Dimensional ETF Trust	—	$5.32M	157,246	1.8%
Praxis Fds	—	$5.03M	164,795	1.7%
Praxis Fds	—	$5.00M	137,308	1.7%
Vanguard Index Fds	—	$4.24M	47,950	1.4%
Vanguard Index Fds	—	$2.75M	4,379	0.9%
Apple Inc.	—	$2.47M	9,101	0.8%
Northern Lts Fd Tr IV	—	$2.42M	9,702	0.8%
iShares MSCI UAE ETF	—	$2.41M	23,517	0.8%
Vanguard Scottsdale Fds	—	$2.41M	40,938	0.8%
Vanguard Intl Equity Index F	—	$1.98M	36,094	0.7%
Northern Lts Fd Tr IV	—	$1.84M	50,163	0.6%
International Business Machines Corp	—	$1.44M	4,956	0.5%
McCormick & Co Inc	—	$1.12M	16,643	0.4%
SPDR S&P 500 ETF Tr	—	$929.5K	1,361	0.3%
Exxon Mobil Corp	—	$773.0K	6,303	0.3%
SPDR Gold Tr	—	$719.3K	1,806	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.