Lifeguide Financial Advisors, LLC Top Holdings and 13F Report (2024) About Lifeguide Financial Advisors, LLCInvestment ActivityLifeguide Financial Advisors, LLC has $234.43 million in total holdings as of September 30, 2024.Lifeguide Financial Advisors, LLC owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.20% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Lifeguide Financial Advisors, LLC has purchased 41 new stocks and bought additional shares in 19 stocks.Lifeguide Financial Advisors, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Real Estate ETF $64,122,126Schwab U.S. TIPS ETF $39,916,359iShares 7-10 Year Treasury Bond ETF $33,135,860Dimensional U.S. Core Equity 2 ETF $18,554,897Vanguard ESG US Stock ETF $13,009,337 Largest New Holdings this Quarter iShares Core S&P 500 ETF $465,494 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 58,504 shares (about $3.14M)iShares 7-10 Year Treasury Bond ETF 19,478 shares (about $1.91M)Dimensional U.S. Core Equity 2 ETF 41,680 shares (about $1.43M)Vanguard ESG US Stock ETF 11,228 shares (about $1.14M)Vanguard ESG International Stock ETF 16,645 shares (about $1.02M) Largest Sales this Quarter Direxion Daily Real Estate Bull 3X Shares 42,706 shares (about $570.98K)International Business Machines 853 shares (about $188.59K)DIREXION SHS ETF TR 1,890 shares (about $109.17K)Direxion Daily FTSE Europe Bull 3x Shares 3,471 shares (about $101.48K)Apple 396 shares (about $92.27K) 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$64,122,126$1,010,927 ▲1.6%658,20327.4%ETFSCHPSchwab U.S. TIPS ETF$39,916,359$3,137,568 ▲8.5%744,29217.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$33,135,860$1,911,179 ▲6.1%337,70814.1%ETFDFACDimensional U.S. Core Equity 2 ETF$18,554,897$1,429,207 ▲8.3%541,1177.9%ETFESGVVanguard ESG US Stock ETF$13,009,337$1,141,323 ▲9.6%127,9825.5%ETFVTIVanguard Total Stock Market ETF$12,182,394$297,884 ▲2.5%43,0235.2%ETFDFICDimensional International Core Equity 2 ETF$9,850,829$869,836 ▲9.7%350,0654.2%ETFVSGXVanguard ESG International Stock ETF$9,470,785$1,023,837 ▲12.1%153,9714.0%ETFVEAVanguard FTSE Developed Markets ETF$5,351,147$299,803 ▲5.9%101,3282.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,338,374$305,935 ▲10.1%118,5921.4%ETFVOOVanguard S&P 500 ETF$2,369,691$7,915 ▲0.3%4,4911.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,081,623$72,545 ▲3.6%20,5450.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,063,757$81,153 ▲4.1%24,8200.9%ManufacturingSPXLDirexion Daily S&P 500 Bull 3X$1,570,805$82,303 ▼-5.0%9,5810.7%ETFBIBLInspire 100 ETF$1,396,038$12,974 ▼-0.9%34,3260.6%ETFMKCMcCormick & Company, Incorporated$1,337,908$7,572 ▲0.6%16,2560.6%Consumer StaplesDIREXION SHS ETF TR$1,286,777$109,166 ▼-7.8%22,2780.5%DAILY 20+ YEAR TDRNDirexion Daily Real Estate Bull 3X Shares$1,271,420$570,979 ▼-31.0%95,0950.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,253,442$112,688 ▲9.9%26,1950.5%ETFWWJDInspire International ETF$989,367$5,491 ▲0.6%30,6310.4%ETFSPYSPDR S&P 500 ETF Trust$879,5740.0%1,5330.4%FinanceXOMExxon Mobil$869,665$13,480 ▼-1.5%7,4190.4%Oils/EnergyEURLDirexion Daily FTSE Europe Bull 3x Shares$837,078$101,484 ▼-10.8%28,6300.4%ETFIBMInternational Business Machines$682,520$188,594 ▼-21.6%3,0870.3%Computer and TechnologyUPSUnited Parcel Service$625,255$15,134 ▼-2.4%4,5860.3%TransportationCSLCarlisle Companies$555,0480.0%1,2340.2%Multi-Sector ConglomeratesAAPLApple$504,445$92,268 ▼-15.5%2,1650.2%Computer and TechnologyIVViShares Core S&P 500 ETF$465,494$465,494 ▲New Holding8070.2%ETFGLDSPDR Gold Shares$462,5430.0%1,9030.2%FinanceHSYHershey$460,004$3,643 ▲0.8%2,3990.2%Consumer StaplesVBVanguard Small-Cap ETF$428,4010.0%1,8060.2%ETFIBDInspire Corporate Bond ETF$420,514$7,489 ▲1.8%17,4630.2%ETFEDCDirexion Daily MSCI Emerging Markets Bull 3X Shares$377,118$49,931 ▼-11.7%9,9320.2%ETFMSFTMicrosoft$372,640$75,733 ▼-16.9%8660.2%Computer and TechnologyVOVanguard Mid-Cap ETF$359,8640.0%1,3640.2%ETFAZNAstraZeneca$344,830$7,246 ▼-2.1%4,4260.1%MedicalTNADirexion Daily Small Cap Bull 3X Shares$314,459$51,745 ▼-14.1%7,0920.1%ETFVTVanguard Total World Stock ETF$282,671$4,550 ▲1.6%2,3610.1%ETFMCDMcDonald's$243,913$5,177 ▼-2.1%8010.1%Retail/WholesaleMETAMeta Platforms$242,715$59,534 ▼-19.7%4240.1%Computer and TechnologyLNKBLINKBANCORP$153,0710.0%23,8800.1%FinanceSIRISirius XM$0$29,259 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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