LifeGuide Financial Advisors, LLC

Est. AUM

$351.2M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$75.1M	2593868	21.40%	SOLE
2	SCHWAB STRATEGIC TR	US TIPS ETF	$54.9M	2072506	15.64%	SOLE
3	ISHARES TR	7-10 YR TRSY BD	$47.9M	506239	13.63%	SOLE
4	DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$34.5M	777969	9.83%	SOLE
5	VANGUARD WORLD FD	ESG US STK ETF	$21.4M	161663	6.09%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$19.1M	51724	5.45%	SOLE
7	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$18.5M	497486	5.28%	SOLE
8	VANGUARD WORLD FD	ESG INTL STK ETF	$16.5M	200730	4.71%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.4M	118423	2.40%	SOLE
10	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$6.7M	165470	1.92%	SOLE
11	PRAXIS FDS	IMPA LA VALU ETF	$6.0M	172356	1.71%	SOLE
12	PRAXIS FDS	IMPA LA GROW ETF	$5.8M	148164	1.65%	SOLE
13	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.5M	46733	1.28%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	5031	0.98%	SOLE
15	NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$3.0M	10532	0.86%	SOLE
16	ISHARES TR	0-5 YR TIPS ETF	$2.6M	25490	0.74%	SOLE
17	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.6M	44329	0.73%	SOLE
18	APPLE INC	COM	$2.5M	8617	0.71%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.3M	38388	0.65%	SOLE
20	NORTHERN LTS FD TR IV	INSPIRE INTL ETF	$2.0M	52090	0.57%	SOLE
21	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	4956	0.40%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1542	0.33%	SOLE
23	EXXON MOBIL CORP	COM	$873K	6385	0.25%	SOLE
24	MCCORMICK & CO INC	COM NON VTG	$853K	16919	0.24%	SOLE
25	NORTHERN LTS FD TR IV	INSPIRE CORP BD	$702K	29545	0.20%	SOLE
26	WALMART INC	COM	$699K	6171	0.20%	SOLE
27	SPDR GOLD TR	GOLD SHS	$665K	1806	0.19%	SOLE
28	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$601K	5651	0.17%	SOLE
29	BURKE HERBERT FINL SVCS CORP	COM	$542K	7540	0.15%	SOLE
30	VANGUARD INDEX FDS	SMALL CP ETF	$499K	1646	0.14%	SOLE
31	HERSHEY CO	COM	$473K	2698	0.13%	SOLE
32	UNITED PARCEL SVCS INC	CL B	$449K	4173	0.13%	SOLE
33	VANGUARD INDEX FDS	MID CAP ETF	$440K	5456	0.13%	SOLE
34	CATERPILLAR INC	COM	$406K	382	0.12%	SOLE
35	AMAZON COM INC	COM	$391K	1642	0.11%	SOLE
36	PNC FINL SVCS GROUP INC	COM	$375K	1524	0.11%	SOLE
37	PPL CORP	COM	$328K	9024	0.09%	SOLE
38	MCDONALDS CORP	COM	$324K	1200	0.09%	SOLE
39	MICROSOFT CORP	COM	$310K	832	0.09%	SOLE
40	META PLATFORMS INC	CL A	$277K	492	0.08%	SOLE
41	ASTRAZENECA PLC	ORD	$252K	1328	0.07%	SOLE
42	JOHNSON & JOHNSON	COM	$231K	910	0.07%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$225K	450	0.06%	SOLE
44	CUMMINS INC	COM	$218K	306	0.06%	SOLE
45	VANGUARD INDEX FDS	SM CP VAL ETF	$205K	844	0.06%	SOLE
46	HOME DEPOT INC	COM	$202K	573	0.06%	SOLE
47	DIREXION SHARES ETF TRUST	DAI REA BUL ETF	$162K	15362	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.