Holdings of LifeGuide Financial Advisors, LLC
37 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 91.9 % of the equity sleeve
Sector breakdown
- Technology 1.9 %
- Funds 1.3 %
- Consumer staples 0.7 %
- Energy 0.6 %
- Consumer discretionary 0.5 %
- Financials 0.4 %
- Industrials 0.2 %
- Utilities 0.2 %
- Communication 0.1 %
- Health care 0.1 %
- Unattributed 94.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 37 | 193.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Schwab US TIPS ETF | 1,941,538 | 51.7M $ | |
| 2 | iShares Trust | 468,039 | 44.7M $ | |
| 3 | Dimensional ETF Trust | 756,251 | 29.4M $ | |
| 4 | Dimensional International Core | 476,904 | 16.9M $ | |
| 5 | Vanguard Total Stock Market ETF | 50,429 | 16.2M $ | |
| 6 | Vanguard FTSE Developed Markets ETF | 114,018 | 7.3M $ | |
| 7 | Vanguard Real Estate ETF | 47,420 | 4.2M $ | |
| 8 | Vanguard S&P 500 ETF | 4,364 | 2.6M $ | |
| 9 | iShares 0-5 Year TIPS Bond ETF | 23,057 | 2.4M $ | |
| 10 | Vanguard Scottsdale Funds | 40,288 | 2.4M $ | |
| 11 | Apple Inc | 8,600 | 2.2M $ | |
| 12 | Vanguard International Equity Index Funds | 36,518 | 2M $ | |
| 13 | International Business Machines Corp. | 4,956 | 1.2M $ | |
| 14 | Exxon Mobil Corp | 6,344 | 1.1M $ | |
| 15 | State Street SPDR S&P 500 ETF Trust | 1,361 | 884.9K $ | |
| 16 | McCormick & Co Inc/MD | 16,762 | 845.5K $ | |
| 17 | SPDR Gold Shares | 1,806 | 777.1K $ | |
| 18 | Walmart Inc | 6,221 | 773.1K $ | |
| 19 | Hershey Co/The | 2,678 | 556.8K $ | |
| 20 | VANGUARD SCOTTSDALE FUNDS | 5,651 | 529.8K $ | |
| 21 | United Parcel Service Inc | 4,421 | 434.9K $ | |
| 22 | Vanguard Small-Cap ETF | 1,646 | 431.1K $ | |
| 23 | Vanguard Mid-Cap ETF | 1,364 | 391.7K $ | |
| 24 | McDonald's Corp. | 1,200 | 372.9K $ | |
| 25 | PPL Corp | 9,135 | 348.9K $ | |
| 26 | Amazon.com Inc | 1,548 | 322.4K $ | |
| 27 | PNC Financial Services Group Inc/The | 1,517 | 315.7K $ | |
| 28 | Microsoft Corp | 808 | 299.1K $ | |
| 29 | Meta Platforms Inc | 473 | 270.6K $ | |
| 30 | Direxion Shares ETF Trust | 1,460 | 269.9K $ | |
| 31 | Direxion Shares ETF Trust | 27,056 | 232.4K $ | |
| 32 | Direxion Shares ETF Trust | 6,315 | 227.7K $ | |
| 33 | Johnson & Johnson | 909 | 222.2K $ | |
| 34 | Berkshire Hathaway Inc | 450 | 215.6K $ | |
| 35 | S&P Global Inc | 480 | 204.2K $ | |
| 36 | Home Depot Inc/The | 620 | 204.1K $ | |
| 37 | LINKBANCORP Inc | 20,185 | 168.3K $ | |