LifeGuide Financial Advisors, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 17, 2025
Value $: $233M
Signature - Title: David Lutz - Chief Compliance Officer
Location: Mechanicsburg, PA
Summary: This page shows a list of all the recent 13F filings made by LifeGuide Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifeGuide Financial Advisors, LLC reported 42 stock holdings with total value $233M as of Q4 2024. Top holdings included VNQ, SCHP, IEF, DFAC, and ESGV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	42	$233M	+$31.5M	-$1.63M	+$29.9M	VNQ, SCHP, IEF, DFAC, ESGV	13F-HR	1/17/2025, 11:57 AM
Q3 2024	41	$234M	+$12.2M	-$1.47M	+$10.7M	VNQ, SCHP, IEF, DFAC, ESGV	13F-HR	10/7/2024, 09:56 AM
Q2 2024	41	$206M	+$11.4M	-$1.5M	+$9.89M	VNQ, SCHP, IEF, DFAC, ESGV	13F-HR	8/1/2024, 06:49 PM
Q1 2024	41	$199M	+$12M	-$6.23M	+$5.81M	VNQ, SCHP, IEF, DFAC, VTI	13F-HR	4/18/2024, 12:16 PM
Q4 2023	43	$189M	+$8.08M	-$19.2M	-$11.1M	VNQ, SCHP, IEF, DFAC, VTI	13F-HR	1/22/2024, 08:55 AM
Q3 2023	37	$171M	+$35.9M	-$3.36M	+$32.5M	VNQ, SCHP, IEF, DFAC, VTI	13F-HR	10/25/2023, 09:05 AM
Q2 2023	35	$148M	+$23.3M	-$310K	+$22.9M	VNQ, SCHP, IEF, VTI, VEA	13F-HR	7/13/2023, 02:02 PM
Q1 2023	31	$124M	+$9.34M	-$3.91M	+$5.43M	VNQ, SCHP, IEF, VTI, VEA	13F-HR	4/20/2023, 12:38 PM
Q4 2022	30	$115M	+$13.1M	-$2.71M	+$10.3M	VNQ, SCHP, IEF, VTI, VEA	Restatement	6/13/2023, 03:59 PM
Q3 2022	25	$102M	+$4.7M	-$1.39M	+$3.32M	VNQ, SCHP, IEF, VTI, VEA	13F-HR	10/17/2022, 06:00 PM
Q2 2022	26	$110M	+$17.9M	-$21.5M	-$3.56M	VNQ, SCHP, IEF, VTI, VEA	13F-HR	7/12/2022, 10:33 AM
Q1 2022	26	$130M	+$18.8M	-$14.4M	+$4.41M	VNQ, IEF, TIP, SCHP, VTI	13F-HR	4/29/2022, 03:19 PM
Q4 2021	24	$134M	$0	$0		VNQ, TIP, IEF, VTI, SPXL	13F-HR	2/2/2022, 06:09 PM

Showing 1 to 13 of 13 entries