LF
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LifeGuide Financial Advisors, LLC13F | |
LifeGuide Financial Advisors, LLC | |
Last update 2025-07-17 | 48 Stocks (8 new) |
Value $271.00 Mil | Turnover 7 % |
LifeGuide Financial Advisors, ... Top Holdings of 2025-06-30
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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
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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)
LifeGuide Financial Advisors, LLC's Asset Allocation
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
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LifeGuide Financial Advisors, LLC's Holdings Heat Map
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