Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2025) About Lifeguide Financial Advisors, LLCInvestment ActivityLifeguide Financial Advisors, LLC has $245.07 million in total holdings as of March 31, 2025.Lifeguide Financial Advisors, LLC owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 26.84% of the portfolio was purchased this quarter.About 23.17% of the portfolio was sold this quarter.This quarter, Lifeguide Financial Advisors, LLC has purchased 42 new stocks and bought additional shares in 21 stocks.Lifeguide Financial Advisors, LLC sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional Global Real Estate ETF $55,010,223Schwab U.S. TIPS ETF $43,847,201iShares 7-10 Year Treasury Bond ETF $37,245,241Dimensional U.S. Core Equity 2 ETF $20,091,725Vanguard ESG US Stock ETF $14,470,094 Largest New Holdings this Quarter 25434V658 - Dimensional Global Real Estate ETF $55,010,223 Holding69351T106 - PPL $217,836 Holding Largest Purchases this Quarter Dimensional Global Real Estate ETF 2,094,830 shares (about $55.01M)iShares 7-10 Year Treasury Bond ETF 32,306 shares (about $3.08M)Dimensional U.S. Core Equity 2 ETF 64,309 shares (about $2.12M)Schwab U.S. TIPS ETF 62,993 shares (about $1.69M)Dimensional International Core Equity 2 ETF 36,237 shares (about $1.01M) Largest Sales this Quarter Vanguard Real Estate ETF 601,696 shares (about $54.48M)Direxion Daily FTSE Europe Bull 3x Shares 8,300 shares (about $221.53K)Direxion Daily Real Estate Bull 3X Shares 11,884 shares (about $122.64K)DIREXION SHS ETF TR 2,421 shares (about $106.52K)iShares 0-5 Year TIPS Bond ETF 819 shares (about $84.74K) 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 PortfolioSectorDFGRDimensional Global Real Estate ETF$55,010,223$55,010,223 ▲New Holding2,094,83022.4%ETFSCHPSchwab U.S. TIPS ETF$43,847,201$1,693,881 ▲4.0%1,630,61417.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$37,245,241$3,081,024 ▲9.0%390,53415.2%ETFDFACDimensional U.S. Core Equity 2 ETF$20,091,725$2,121,553 ▲11.8%609,0258.2%ETFESGVVanguard ESG US Stock ETF$14,470,094$224,796 ▲1.6%147,7295.9%ETFVTIVanguard Total Stock Market ETF$12,267,775$119,281 ▲1.0%44,6365.0%ETFDFICDimensional International Core Equity 2 ETF$11,346,611$1,006,302 ▲9.7%408,5924.6%ETFVSGXVanguard ESG International Stock ETF$11,078,028$296,551 ▲2.8%187,8274.5%ETFVEAVanguard FTSE Developed Markets ETF$5,863,953$176,482 ▲3.1%115,3642.4%ETFVNQVanguard Real Estate ETF$5,706,753$54,477,716 ▼-90.5%63,0302.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,745,934$462,943 ▲14.1%141,5701.5%ETFVOOVanguard S&P 500 ETF$2,417,953$39,571 ▲1.7%4,7051.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,326,095$84,741 ▼-3.5%22,4810.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,298,985$58,738 ▼-2.5%27,7890.9%ManufacturingBIBLInspire 100 ETF$1,980,202$605,653 ▲44.1%51,5540.8%ETFWWJDInspire International ETF$1,447,514$428,056 ▲42.0%47,0820.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,442,370$7,287 ▲0.5%31,8690.6%ETFMKCMcCormick & Company, Incorporated$1,344,283$8,478 ▲0.6%16,3320.5%Consumer StaplesSPXLDirexion Daily S&P 500 Bull 3X$978,939$101,642 ▲11.6%6,9730.4%ETFDIREXION SHS ETF TR$895,576$106,524 ▼-10.6%20,3540.4%DAILY 20+ YEAR TSPYSPDR S&P 500 ETF Trust$793,7740.0%1,4190.3%FinanceDRNDirexion Daily Real Estate Bull 3X Shares$790,894$122,643 ▼-13.4%76,6370.3%ETFIBMInternational Business Machines$767,6650.0%3,0870.3%Computer and TechnologyXOMExxon Mobil$731,796$6,066 ▲0.8%6,1530.3%EnergyAAPLApple$659,539$13,995 ▲2.2%2,9690.3%Computer and TechnologyGLDSPDR Gold Shares$582,6190.0%2,0220.2%FinanceIBDInspire Corporate Bond ETF$528,526$132,666 ▲33.5%22,2540.2%ETFEURLDirexion Daily FTSE Europe Bull 3x Shares$524,939$221,527 ▼-29.7%19,6680.2%ETFMSFTMicrosoft$489,133$13,139 ▼-2.6%1,3030.2%Computer and TechnologyUPSUnited Parcel Service$469,767$10,999 ▼-2.3%4,2710.2%TransportationHSYHershey$416,015$2,395 ▲0.6%2,4320.2%Consumer StaplesVBVanguard Small-Cap ETF$400,702$222 ▲0.1%1,8070.2%ETFVOVanguard Mid-Cap ETF$352,7580.0%1,3640.1%ETFAZNAstraZeneca$325,3110.0%4,4260.1%MedicalVTVanguard Total World Stock ETF$299,999$34,673 ▼-10.4%2,5870.1%ETFMETAMeta Platforms$270,313$31,123 ▲13.0%4690.1%Computer and TechnologyMCDMcDonald's$245,523$2,811 ▼-1.1%7860.1%Retail/WholesaleEDCDirexion Daily MSCI Emerging Markets Bull 3X Shares$234,701$37,171 ▼-13.7%7,6400.1%ETFPPLPPL$217,836$217,836 ▲New Holding6,0330.1%UtilitiesLNKBLINKBANCORP$161,9060.0%23,8800.1%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$0$897,666 ▼-100.0%00.0%ETFCSLCarlisle Companies$0$310,886 ▼-100.0%00.0%Multi-Sector ConglomeratesTNADirexion Daily Small Cap Bull 3X Shares$0$207,641 ▼-100.0%00.0%ETFTIPiShares TIPS Bond ETF$0$200,421 ▼-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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