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LifeGuide Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LifeGuide Financial Advisors, LLC

报告期 2026-03-31 · CIK 0001908585

持仓数

46

前50大市值合计

$312.7M

报告期

2026-03-31

当前持仓调仓

前 46 大持仓

标的

类型

市值

股数

占比*

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$66.7M

2,509,620

21.3%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$51.7M

1,941,538

16.5%

IEF ISHARES TR

7-10 YR TRSY BD

$44.7M

468,039

14.3%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$29.4M

756,251

9.4%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$17.5M

155,652

5.6%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$16.9M

476,904

5.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$16.2M

50,429

5.2%

VSGX VANGUARD WORLD FD

ESG INTL STK ETF

$14.0M

195,758

4.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$7.3M

114,018

2.3%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$5.8M

167,539

1.9%

PRXV PRAXIS FDS

IMPACT LARGE CAP

$5.3M

169,436

1.7%

PRXG PRAXIS FDS

IMPACT LARGE CAP

$4.8M

145,219

1.5%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$4.2M

47,420

1.3%

PTL NORTHERN LTS FD TR IV

INSPIRE 500 ETF

$2.6M

10,547

0.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.6M

4,364

0.8%

STIP ISHARES TR

0-5 YR TIPS ETF

$2.4M

23,057

0.8%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$2.4M

40,288

0.8%

AAPL APPLE INC

COM

$2.2M

8,600

0.7%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$2.0M

36,518

0.6%

WWJD NORTHERN LTS FD TR IV

INSPIRE INTL ETF

$2.0M

52,370

0.6%

IBM INTERNATIONAL BUSINESS MACHS

COM

$1.2M

4,956

0.4%

— EXXON MOBIL CORP

COM

$1.1M

6,344

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$884.9K

1,361

0.3%

MKC MCCORMICK & CO INC

COM NON VTG

$845.5K

16,762

0.3%

GLD SPDR GOLD TR

GOLD SHS

$777.1K

1,806

0.2%

WMT WALMART INC

COM

$773.1K

6,221

0.2%

IBD NORTHERN LTS FD TR IV

INSPIRE CORP BD

$636.8K

26,691

0.2%

HSY HERSHEY CO

COM

$556.8K

2,678

0.2%

VONV VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL

$529.8K

5,651

0.2%

UPS UNITED PARCEL SVCS INC

CL B

$434.9K

4,421

0.1%

VB VANGUARD INDEX FDS

SMALL CP ETF

$431.1K

1,646

0.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$391.7K

1,364

0.1%

MCD MCDONALDS CORP

COM

$372.9K

1,200

0.1%

PPL PPL CORP

COM

$348.9K

9,135

0.1%

AMZN AMAZON COM INC

COM

$322.4K

1,548

0.1%

PNC PNC FINL SVCS GROUP INC

COM

$315.7K

1,517

0.1%

MSFT MICROSOFT CORP

COM

$299.1K

808

0.1%

META META PLATFORMS INC

CL A

$270.6K

473

0.1%

SPXL DIREXION SHARES ETF TRUST

DAILY S&P 500 BU

$269.9K

1,460

0.1%

DRN DIREXION SHARES ETF TRUST

DAILY REAL ESTAT

$232.4K

27,056

0.1%

TMF DIREXION SHARES ETF TRUST

DLY 20 YR TRESUR

$227.7K

6,315

0.1%

JNJ JOHNSON & JOHNSON

COM

$222.2K

909

0.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$215.6K

450

0.1%

SPGI S&P GLOBAL INC

COM

$204.2K

480

0.1%

HD HOME DEPOT INC

COM

$204.1K

620

0.1%

LNKB LINKBANCORP INC

COM

$168.3K

20,185

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

73%前 6 大占比

DFGR21.3%SCHP16.5%IEF14.3%DFAC9.4%ESGV5.6%DFIC5.4%