LF

LifeGuide Financial Advisors, LLC

13F
LifeGuide Financial Advisors, LLC
Last update 2025-07-17 48 Stocks (8 new)
Value $271.00 Mil Turnover 7 %
Countries:
LifeGuide Financial Advisors, ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFGR
Dimensional Global Real Estate ETF
2,184,381
58,606.9
+4.27%
21.630
+0.89%
2.300
+5.57%
+6.93%
2,613.6
 
SCHP
Schwab U.S. Tips ETF
1,679,994
44,822.2
+3.03%
16.540
+0.49%
0.340
-0.08%
+2.98%
13,108.5
 
IEF
iShares 7-10 Year Treasury Bond ETF
401,998
38,499.4
+2.94%
14.210
+0.41%
0.110
-0.35%
+2.24%
34,793.2
 
DFAC
Dimensional U.S. Core Equity 2 ETF
617,042
22,114.8
+1.32%
8.160
+0.11%
0.060
+15.32%
+6.65%
35,930.5
 
ESGV
Vanguard ESG U.S. Stock ETF
143,686
15,753.7
-2.74%
5.810
-0.16%
0.160
+17.08%
+7.18%
10,227.2
 
VTI
Vanguard Total Stock Market ETF
50,326
15,295.6
+12.75%
5.650
+0.64%
0.000
+16.10%
+7.76%
478,263.0
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
422,947
13,149.4
+3.51%
4.850
+0.16%
0.140
+11.03%
+22.72%
9,915.7
 
VSGX
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
190,339
12,467.2
+1.34%
4.600
+0.06%
0.280
+11.24%
+17.81%
4,550.3
 
VEA
Vanguard FTSE Developed Markets ETF
111,941
6,381.7
-2.97%
2.360
-0.07%
0.000
+11.05%
+21.48%
162,442.1
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
149,539
4,438.3
+5.63%
1.640
+0.09%
0.080
+15.07%
+16.65%
5,795.3
 

LifeGuide Financial Advisors, LLC's Historical Top Holdings Breakdowns

LifeGuide Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PRXG
Praxis Impact Large Cap Growth ETF
2025-06-30
New Buy
New Buy
+1.23%
24.68 ($29.85) 32.83
$26.40
-11.57%
New holding
101,598
101,598
PRXV
Praxis Impact Large Cap Value ETF
2025-06-30
New Buy
New Buy
+1.23%
24.3 ($27.01) 28.34
$25.85
-4.30%
New holding
117,362
117,362
DFGR
Dimensional Global Real Estate ETF
2025-06-30
Add
Add
+0.89%
23.51 ($26.25) 27.25
$27.31
4.04%
Add 4.27%
2,184,381
89,551
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.64%
243.75 ($281.15) 303.93
$312.30
11.08%
Add 12.75%
50,326
5,690
VNQ
Vanguard Real Estate Index Fund ETF
2025-06-30
Reduce
Reduce
-0.56%
79.79 ($88.23) 91.42
$91.72
3.96%
Reduce -24.03%
47,882
-15,148
SCHP
Schwab U.S. Tips ETF
2025-06-30
Add
Add
+0.49%
26.18 ($26.47) 26.93
$26.60
0.49%
Add 3.03%
1,679,994
49,380
IEF
iShares 7-10 Year Treasury Bond ETF
2025-06-30
Add
Add
+0.41%
93.15 ($94.57) 96.56
$94.52
-0.05%
Add 2.94%
401,998
11,464
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-06-30
New Buy
New Buy
+0.22%
73.19 ($81.32) 85.21
$87.08
7.08%
New holding
7,112
7,112
WMT
Walmart Inc
2025-06-30
New Buy
New Buy
+0.17%
81.79 ($95.16) 99.98
$96.60
1.51%
New holding
4,607
4,607
ESGV
Vanguard ESG U.S. Stock ETF
2025-06-30
Reduce
Reduce
-0.16%
86.93 ($100.76) 109.64
$112.42
11.57%
Reduce -2.74%
143,686
-4,043

LifeGuide Financial Advisors, LLC Total Holding History ($B)

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LifeGuide Financial Advisors, LLC's Asset Allocation

To

LifeGuide Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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LifeGuide Financial Advisors, LLC's Hypothetical Growth since 2025-06-30

LifeGuide Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LifeGuide Financial Advisors, LLC's Holdings Heat Map

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LifeGuide Financial Advisors, LLC's Holdings Bubble Chart

LifeGuide Financial Advisors, LLC News

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