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  Name: LifeGuide Financial Advisors LLC
  City: MECHANICSBURG
  State: PA
  Zip: 17055
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $198,527,000
  Total Value Change : $9,335,000
  Securities Held Change : -2
   
All Securities Held : 41
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 20
  Unchanged Positions : 6
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 5 - $262.64 $10,906,000 41,963 5.49% 608,000 -1,446 0.004    Closed - End Fund - E...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 12 - $99.36 $1,930,000 19,406 0.97% 11,000 -57 0.002    N/A
   (SPXL)1 Year Chart         SPXL Direxion Daily Large Cap Bu... 14 - $136.09 $1,590,000 11,865 0.8% 68,000 -2,772 0.046    Closed - End Fund - Debt
   (EURL)1 Year Chart         EURL Direxion Daily Ftse Europe ... 19 - $0.00 $867,000 32,979 0.44% 30,000 -2,302 1.94    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 23 - $189.72 $704,000 4,107 0.35% -1,042,000 -4,963 0    Personal Computers
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 26 - $106.83 $686,000 6,384 0.35% -466,000 -4,334 0    Closed - End Fund - E...
   (CSL)1 Year Chart         CSL Carlisle Companies Inc 27 - $421.35 $570,000 1,455 0.29% 88,000 -87 0.003    Rubber & Plastics
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 29 - $226.94 $413,000 1,806 0.21% -78,000 -497 0.001    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 30 - $220.89 $394,000 1,917 0.2% 24,000 -20 0    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 34 - $248.98 $341,000 1,364 0.17% -117,000 -605 0.001    Closed - End Fund - E...
   (TNA)1 Year Chart         TNA Direxion Daily Small Cap Bu... 35 - $41.09 $323,000 7,526 0.16% 20,000 -163 0.035    Closed - End Fund - Debt
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 36 - $112.53 $293,000 2,648 0.15% -54,000 -726 0.001    Closed - End Fund - E...
   (LNKB)1 Year Chart         LNKB Linkbancorp, Inc. 40 - $0.00 $166,000 23,880 0.08% -343,000 -40,000 0.16    N/A
      13 Records Found
  1    
Page 1 of 1
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