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| Name: |
LifeGuide Financial Advisors LLC |
| City: |
MECHANICSBURG |
| State: |
PA |
| Zip: |
17055 |
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data |
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Filing Period: |
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| Holdings
Found :
20 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VNQ |
Vanguard REIT Index VIPERs |
1 |
- |
$83.59 |
$53,664,000 |
620,534 |
27.03% |
1,758,000 |
33,097 |
0.173 |
Closed - End Fund - E... |
|
|
SCHP |
Schwab U.S. Tips Etf |
2 |
- |
$52.13 |
$33,449,000 |
641,282 |
16.85% |
1,964,000 |
38,128 |
0.214 |
N/A |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
3 |
- |
$93.98 |
$28,260,000 |
298,546 |
14.23% |
2,649,000 |
32,841 |
0.107 |
Closed - End Fund - E... |
|
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DFAC |
Dimensional U S Core Equity... |
4 |
- |
$32.03 |
$15,954,000 |
499,340 |
8.04% |
1,564,000 |
7,052 |
0.055 |
N/A |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
6 |
- |
$0.00 |
$10,420,000 |
111,814 |
5.25% |
1,338,000 |
5,047 |
0.297 |
N/A |
|
|
DFIC |
Dfa Dimensional Internation... |
7 |
- |
$0.00 |
$8,201,000 |
306,593 |
4.13% |
720,000 |
13,561 |
0.034 |
N/A |
|
|
VSGX |
Vanguard Esg International ... |
8 |
- |
$0.00 |
$7,365,000 |
128,153 |
3.71% |
718,000 |
7,903 |
0.482 |
N/A |
|
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VEA |
Vanguard Europe Pacific ETF |
9 |
- |
$49.56 |
$4,736,000 |
94,407 |
2.39% |
671,000 |
9,540 |
0.004 |
Closed - End Fund - F... |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
10 |
- |
$0.00 |
$2,702,000 |
105,992 |
1.36% |
152,000 |
3,842 |
0.102 |
N/A |
|
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VOO |
Vanguard S&P 500 Etf |
11 |
- |
$491.55 |
$1,972,000 |
4,102 |
0.99% |
230,000 |
113 |
0 |
Closed - End Fund - E... |
|
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SHY |
Ishares Barclays 1-3 Treasu... |
13 |
- |
$81.46 |
$1,894,000 |
23,163 |
0.95% |
7,000 |
166 |
0.003 |
Closed - End Fund - E... |
|
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DRN |
Direxion Shares Exchange Tr... |
16 |
- |
$8.55 |
$1,285,000 |
129,813 |
0.65% |
80,000 |
16,359 |
2.318 |
Closed - End Fund - Debt |
|
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BIBL |
Inspire 100 Etf |
17 |
- |
$37.73 |
$1,180,000 |
30,319 |
0.59% |
163,000 |
1,188 |
0.073 |
N/A |
|
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VWO |
Vanguard Emerging Markets S... |
18 |
- |
$43.38 |
$966,000 |
23,127 |
0.49% |
138,000 |
2,981 |
0 |
Closed - End Fund - E... |
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WWJD |
Inspire International Esg Etf |
21 |
- |
$0.00 |
$791,000 |
26,333 |
0.4% |
66,000 |
1,781 |
0.293 |
N/A |
|
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XOM |
Exxon Mobil Corp |
25 |
- |
$113.12 |
$692,000 |
5,957 |
0.35% |
104,000 |
72 |
0 |
Integrated Oil & Gas |
|
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HSY |
Hershey Foods Corp |
28 |
- |
$198.36 |
$462,000 |
2,378 |
0.23% |
20,000 |
8 |
0.002 |
Confectioners |
|
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EDC |
Direxion Daily Emrg Mkts Bu... |
31 |
- |
$31.96 |
$392,000 |
12,945 |
0.2% |
11,000 |
419 |
0.58 |
Closed - End Fund - Debt |
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MSFT |
Microsoft Corp |
32 |
- |
$424.01 |
$364,000 |
866 |
0.18% |
39,000 |
3 |
0 |
Application Software |
|
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IBD |
Inspire Corporate Bond Impa... |
33 |
- |
$23.13 |
$355,000 |
15,133 |
0.18% |
14,000 |
688 |
0.025 |
N/A |
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