Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2025) About Lifeguide Financial Advisors, LLCInvestment ActivityLifeguide Financial Advisors, LLC has $233.13 million in total holdings as of December 31, 2024.Lifeguide Financial Advisors, LLC owns shares of 42 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 13.52% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Lifeguide Financial Advisors, LLC has purchased 41 new stocks and bought additional shares in 22 stocks.Lifeguide Financial Advisors, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Real Estate ETF $59,213,768Schwab U.S. TIPS ETF $40,491,661iShares 7-10 Year Treasury Bond ETF $33,118,177Dimensional U.S. Core Equity 2 ETF $18,841,730Vanguard ESG US Stock ETF $15,254,604 Largest New Holdings this Quarter Vanguard Intermediate-Term Treasury Index ETF $897,666 HoldingiShares TIPS Bond ETF $200,421 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 823,329 shares (about $21.27M)iShares 7-10 Year Treasury Bond ETF 20,520 shares (about $1.90M)Vanguard ESG US Stock ETF 17,452 shares (about $1.83M)Vanguard ESG International Stock ETF 28,828 shares (about $1.63M)Vanguard Intermediate-Term Treasury Index ETF 15,477 shares (about $897.67K) Largest Sales this Quarter Direxion Daily S&P 500 Bull 3X 3,332 shares (about $562.11K)Carlisle Companies 391 shares (about $144.20K)Exxon Mobil 1,317 shares (about $141.67K)Direxion Daily Small Cap Bull 3X Shares 2,134 shares (about $89.37K)SPDR S&P 500 ETF Trust 114 shares (about $66.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLifeguide Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVNQVanguard Real Estate ETF$59,213,768$581,069 ▲1.0%664,72625.4%ETFSCHPSchwab U.S. TIPS ETF$40,491,661$21,266,594 ▲110.6%1,567,62117.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$33,118,177$1,897,074 ▲6.1%358,22814.2%ETFDFACDimensional U.S. Core Equity 2 ETF$18,841,730$124,489 ▲0.7%544,7168.1%ETFESGVVanguard ESG US Stock ETF$15,254,604$1,830,544 ▲13.6%145,4346.5%ETFVTIVanguard Total Stock Market ETF$12,810,211$341,687 ▲2.7%44,2025.5%ETFVSGXVanguard ESG International Stock ETF$10,364,678$1,634,544 ▲18.7%182,7994.4%ETFDFICDimensional International Core Equity 2 ETF$9,623,522$576,085 ▲6.4%372,3554.1%ETFVEAVanguard FTSE Developed Markets ETF$5,350,698$505,173 ▲10.4%111,8922.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,249,492$143,573 ▲4.6%124,0741.4%ETFVOOVanguard S&P 500 ETF$2,493,585$73,816 ▲3.1%4,6281.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,343,954$277,150 ▲13.4%23,3001.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,336,356$301,605 ▲14.8%28,4991.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,396,410$242,791 ▲21.0%31,7080.6%ETFBIBLInspire 100 ETF$1,392,279$56,802 ▲4.3%35,7860.6%ETFMKCMcCormick & Company, Incorporated$1,237,316$2,059 ▼-0.2%16,2290.5%Consumer StaplesSPXLDirexion Daily S&P 500 Bull 3X$1,054,206$562,108 ▼-34.8%6,2490.5%ETFWWJDInspire International ETF$961,605$73,312 ▲8.3%33,1590.4%ETFDIREXION SHS ETF TR$910,317$19,865 ▲2.2%22,7750.4%DAILY 20+ YEAR TVGITVanguard Intermediate-Term Treasury Index ETF$897,666$897,666 ▲New Holding15,4770.4%ETFDRNDirexion Daily Real Estate Bull 3X Shares$871,047$64,688 ▼-6.9%88,5210.4%ETFSPYSPDR S&P 500 ETF Trust$831,648$66,813 ▼-7.4%1,4190.4%FinanceAAPLApple$727,721$185,561 ▲34.2%2,9060.3%Computer and TechnologyIBMInternational Business Machines$678,6610.0%3,0870.3%Computer and TechnologyXOMExxon Mobil$656,395$141,670 ▼-17.8%6,1020.3%Oils/EnergyEURLDirexion Daily FTSE Europe Bull 3x Shares$570,570$13,505 ▼-2.3%27,9680.2%ETFMSFTMicrosoft$563,967$198,948 ▲54.5%1,3380.2%Computer and TechnologyUPSUnited Parcel Service$551,183$27,111 ▼-4.7%4,3710.2%TransportationGLDSPDR Gold Shares$489,587$28,813 ▲6.3%2,0220.2%FinanceVBVanguard Small-Cap ETF$433,9460.0%1,8060.2%ETFHSYHershey$409,470$3,218 ▲0.8%2,4180.2%Consumer StaplesIBDInspire Corporate Bond ETF$390,703$18,635 ▼-4.6%16,6680.2%ETFVOVanguard Mid-Cap ETF$360,2730.0%1,3640.2%ETFVTVanguard Total World Stock ETF$339,053$61,678 ▲22.2%2,8860.1%ETFCSLCarlisle Companies$310,886$144,195 ▼-31.7%8430.1%Multi-Sector ConglomeratesAZNAstraZeneca$289,9920.0%4,4260.1%MedicalEDCDirexion Daily MSCI Emerging Markets Bull 3X Shares$254,614$31,129 ▼-10.9%8,8500.1%ETFMETAMeta Platforms$242,987$5,270 ▼-2.1%4150.1%Computer and TechnologyMCDMcDonald's$230,463$1,739 ▼-0.7%7950.1%Retail/WholesaleTNADirexion Daily Small Cap Bull 3X Shares$207,641$89,372 ▼-30.1%4,9580.1%ETFTIPiShares TIPS Bond ETF$200,421$200,421 ▲New Holding1,8810.1%ETFLNKBLINKBANCORP$178,6220.0%23,8800.1%FinanceIVViShares Core S&P 500 ETF$0$465,494 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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