LifeGuide Financial Advisors

MECHANICSBURG, PAfiles as LifeGuide Financial Advisors, LLC

$351m in 47 US stocks at the end of 30 June 2026. The top 10 are 86.3% of the money. It changed about 2.5% of the portfolio this quarter.

Value

$351m

Stocks

Top 10 share

86.3%

Turnover

2.5%

What changed this quarter

New

Bought for the first time this quarter.

Burke & Herbert Financial ServicesBHRB
0.2% of the fund
CaterpillarCAT
0.1% of the fund
AstrazenecaAZN
<0.1% of the fund
CumminsCMI
<0.1% of the fund
Vanguard Index FDSVBR
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFGR
21.4% of the fund
+3%
Schwab Strategic TRSCHP
15.6% of the fund
+7%
Ishares TRIEF
13.6% of the fund
+8%
Dimensional ETF TrustDFAC
9.8% of the fund
+3%
Vanguard World FDESGV
6.1% of the fund
+4%
Vanguard Index FDSVTI
5.5% of the fund
+3%
Dimensional ETF TrustDFIC
5.3% of the fund
+4%
Vanguard World FDVSGX
4.7% of the fund
+3%
Vanguard Tax-Managed FDSVEA
2.4% of the fund
+4%
Praxis FDSPRXG
1.6% of the fund
+2%
Vanguard Index FDSVOO
1.0% of the fund
+15%
Ishares TRSTIP
0.7% of the fund
+11%
Vanguard Scottsdale FDSVGSH
0.7% of the fund
+10%
Vanguard Intl Equity Index FVWO
0.7% of the fund
+5%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
+13%
Northern LTS FD TR IVIBD
0.2% of the fund
+11%
Amazon.comAMZN
0.1% of the fund
+6%
MicrosoftMSFT
<0.1% of the fund
+3%
Meta PlatformsMETA
<0.1% of the fund
+4%

Cut

Sold some of their stake.

United Parcel ServiceUPS
0.1% of the fund
-6%
Home DepotHD
<0.1% of the fund
-8%
Direxion Shares ETF TrustDRN
<0.1% of the fund
-43%

Sold out

Sold their entire stake.

Direxion Shares ETF TrustSPXL
-100%
Direxion Shares ETF TrustTMF
-100%
S&P GlobalSPGI
-100%
LinkbancorpLNKB
-100%

Holdings

Dimensional ETF TrustDFGR
Share
21.4%
Value
$75m
Shares
2,593,868
+3%
Schwab Strategic TRSCHP
Share
15.6%
Value
$55m
Shares
2,072,506
+7%
Ishares TRIEF
Share
13.6%
Value
$48m
Shares
506,239
+8%
Dimensional ETF TrustDFAC
Share
9.8%
Value
$35m
Shares
777,969
+3%
Vanguard World FDESGV
Share
6.1%
Value
$21m
Shares
161,663
+4%
Vanguard Index FDSVTI
Share
5.5%
Value
$19m
Shares
51,724
+3%
Dimensional ETF TrustDFIC
Share
5.3%
Value
$19m
Shares
497,486
+4%
Vanguard World FDVSGX
Share
4.7%
Value
$17m
Shares
200,730
+3%
Vanguard Tax-Managed FDSVEA
Share
2.4%
Value
$8m
Shares
118,423
+4%
Dimensional ETF TrustDFEM
Share
1.9%
Value
$7m
Shares
165,470
Held
Praxis FDSPRXV
Share
1.7%
Value
$6m
Shares
172,356
Held
Praxis FDSPRXG
Share
1.6%
Value
$6m
Shares
148,164
+2%
Vanguard Index FDSVNQ
Share
1.3%
Value
$5m
Shares
46,733
Held
Vanguard Index FDSVOO
Share
1.0%
Value
$3m
Shares
5,031
+15%
Northern LTS FD TR IVPTL
Share
0.9%
Value
$3m
Shares
10,532
Held
Ishares TRSTIP
Share
0.7%
Value
$3m
Shares
25,490
+11%
Vanguard Scottsdale FDSVGSH
Share
0.7%
Value
$3m
Shares
44,329
+10%
AppleAAPL
Share
0.7%
Value
$2m
Shares
8,617
Held
Vanguard Intl Equity Index FVWO
Share
0.7%
Value
$2m
Shares
38,388
+5%
Northern LTS FD TR IVWWJD
Share
0.6%
Value
$2m
Shares
52,090
Held
International Business MachinesIBM
Share
0.4%
Value
$1m
Shares
4,956
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$1m
Shares
1,542
+13%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$872,949
Shares
6,385
Held
McCormickMKC
Share
0.2%
Value
$853,032
Shares
16,919
Held
Northern LTS FD TR IVIBD
Share
0.2%
Value
$702,292
Shares
29,545
+11%
WalmartWMT
Share
0.2%
Value
$698,927
Shares
6,171
Held
Spdr Gold TRGLD
Share
0.2%
Value
$665,294
Shares
1,806
Held
Vanguard Scottsdale FDSVONV
Share
0.2%
Value
$600,801
Shares
5,651
Held
Burke & Herbert Financial ServicesBHRB
Share
0.2%
Value
$541,824
Shares
7,540
New
Vanguard Index FDSVB
Share
0.1%
Value
$498,936
Shares
1,646
Held
HersheyHSY
Share
0.1%
Value
$473,280
Shares
2,698
Held
United Parcel ServiceUPS
Share
0.1%
Value
$448,598
Shares
4,173
-6%
Vanguard Index FDSVO
Share
0.1%
Value
$439,590
Shares
5,456
Held
CaterpillarCAT
Share
0.1%
Value
$406,417
Shares
382
New
Amazon.comAMZN
Share
0.1%
Value
$391,354
Shares
1,642
+6%
PNC Financial Services GroupPNC
Share
0.1%
Value
$375,239
Shares
1,524
Held
PPLPPL
Share
<0.1%
Value
$328,006
Shares
9,024
Held
McDonald'sMCD
Share
<0.1%
Value
$324,372
Shares
1,200
Held
MicrosoftMSFT
Share
<0.1%
Value
$310,353
Shares
832
+3%
Meta PlatformsMETA
Share
<0.1%
Value
$277,139
Shares
492
+4%
AstrazenecaAZN
Share
<0.1%
Value
$251,815
Shares
1,328
New
Johnson & JohnsonJNJ
Share
<0.1%
Value
$231,077
Shares
910
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$225,176
Shares
450
Held
CumminsCMI
Share
<0.1%
Value
$218,242
Shares
306
New
Vanguard Index FDSVBR
Share
<0.1%
Value
$205,115
Shares
844
New
Home DepotHD
Share
<0.1%
Value
$202,005
Shares
573
-8%
Direxion Shares ETF TrustDRN
Share
<0.1%
Value
$161,911
Shares
15,362
-43%

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFGR	21.4%	$75m	2,593,868	+3%
Schwab Strategic TRSCHP	15.6%	$55m	2,072,506	+7%
Ishares TRIEF	13.6%	$48m	506,239	+8%
Dimensional ETF TrustDFAC	9.8%	$35m	777,969	+3%
Vanguard World FDESGV	6.1%	$21m	161,663	+4%
Vanguard Index FDSVTI	5.5%	$19m	51,724	+3%
Dimensional ETF TrustDFIC	5.3%	$19m	497,486	+4%
Vanguard World FDVSGX	4.7%	$17m	200,730	+3%
Vanguard Tax-Managed FDSVEA	2.4%	$8m	118,423	+4%
Dimensional ETF TrustDFEM	1.9%	$7m	165,470	Held
Praxis FDSPRXV	1.7%	$6m	172,356	Held
Praxis FDSPRXG	1.6%	$6m	148,164	+2%
Vanguard Index FDSVNQ	1.3%	$5m	46,733	Held
Vanguard Index FDSVOO	1.0%	$3m	5,031	+15%
Northern LTS FD TR IVPTL	0.9%	$3m	10,532	Held
Ishares TRSTIP	0.7%	$3m	25,490	+11%
Vanguard Scottsdale FDSVGSH	0.7%	$3m	44,329	+10%
AppleAAPL	0.7%	$2m	8,617	Held
Vanguard Intl Equity Index FVWO	0.7%	$2m	38,388	+5%
Northern LTS FD TR IVWWJD	0.6%	$2m	52,090	Held
International Business MachinesIBM	0.4%	$1m	4,956	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$1m	1,542	+13%
ExxonMobil HoldingsXOM	0.2%	$872,949	6,385	Held
McCormickMKC	0.2%	$853,032	16,919	Held
Northern LTS FD TR IVIBD	0.2%	$702,292	29,545	+11%
WalmartWMT	0.2%	$698,927	6,171	Held
Spdr Gold TRGLD	0.2%	$665,294	1,806	Held
Vanguard Scottsdale FDSVONV	0.2%	$600,801	5,651	Held
Burke & Herbert Financial ServicesBHRB	0.2%	$541,824	7,540	New
Vanguard Index FDSVB	0.1%	$498,936	1,646	Held
HersheyHSY	0.1%	$473,280	2,698	Held
United Parcel ServiceUPS	0.1%	$448,598	4,173	-6%
Vanguard Index FDSVO	0.1%	$439,590	5,456	Held
CaterpillarCAT	0.1%	$406,417	382	New
Amazon.comAMZN	0.1%	$391,354	1,642	+6%
PNC Financial Services GroupPNC	0.1%	$375,239	1,524	Held
PPLPPL	<0.1%	$328,006	9,024	Held
McDonald'sMCD	<0.1%	$324,372	1,200	Held
MicrosoftMSFT	<0.1%	$310,353	832	+3%
Meta PlatformsMETA	<0.1%	$277,139	492	+4%
AstrazenecaAZN	<0.1%	$251,815	1,328	New
Johnson & JohnsonJNJ	<0.1%	$231,077	910	Held
Berkshire HathawayBRK-B	<0.1%	$225,176	450	Held
CumminsCMI	<0.1%	$218,242	306	New
Vanguard Index FDSVBR	<0.1%	$205,115	844	New
Home DepotHD	<0.1%	$202,005	573	-8%
Direxion Shares ETF TrustDRN	<0.1%	$161,911	15,362	-43%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 29.6% since 30 June 2025.

Where the money is

Technology1.2%

Everyday goods0.6%

Financial services0.3%

Industrials0.3%

Retail & consumer0.3%

Energy0.2%

Health care0.1%

Utilities0.1%

Media & telecom0.1%

Other96.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.