LifeGuide Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 2, 2024
Value $
$206M
Signature - Title
David Lutz - Chief Compliance Officer
Location
400 W. Main St., Mechanicsburg, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 $197M +$10.7M -$6.23M +$4.52M 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