LifeGuide Financial Advisors, LLC

报告期 2026-03-31 · CIK 0001908585

持仓数

前50大市值合计

$312.7M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4

22Q1 调仓2021-12-31 → 2022-03-31 · 共 20 项建仓 2增持 13减持 5

方向

标的

Δ市值

现股数(环比)

减持

TIP ISHARES TIPS BOND ETF

-$15.5M

148,691 -44%

建仓

SCHP SCHWAB U.S. TIPS ETF

+$15.3M

252,709

增持

VNQ VANGUARD REAL ESTATE ETF

-$1.9M

425,718 +3%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

减持

SPXL DIREXION DAILY S&P 500 BULL 3X SHARES

-$451.0K

18,891 -0%

减持

DRN DIREXION DAILY REAL ESTATE BULL 3X SHARES

-$428.0K

72,269 -2%

增持

— DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES ETF

-$369.0K

100,148 +21%

增持

EURL DIREXION DAILY FTSE EUROPE BULL 3X SHARES

-$235.0K

46,879 +18%

建仓

BIBL INSPIRE 100 ESG ETF

+$234.0K

6,480

增持

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND

-$138.0K

16,259 +2%

增持

VO VANGUARD MID-CAP INDEX FUND

+$134.0K

1,806 +55%

增持

EDC DIREXION DAILY EMERGING MARKETS BULL 3X SHARES

-$108.0K

10,407 +13%

增持

TNA DIREXION DAILY SMALL CAP BULL 3X SHARES

-$82.0K

7,405 +15%

减持

UPS UNITED PARCEL SERVICE INC CL B

-$21.0K

5,144 -2%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$16.0K

6,085 +1%

减持

PPL PPL CORP COM

-$11.0K

7,168 -0%

增持

IBM INTERNATIONAL BUSINESS MACHS COM

-$4.0K

1,884 +1%

增持

STIP ISHARES 0-5 YEAR TIPS BOND ETF

+$4.0K

16,793 +1%

增持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

-$3.0K

20,651 +2%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$1.0K

30,264 +6%