Filling information for LifeGuide Financial Advisors, LLC as Treemap, investor disclosed 35 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
142339100 | 142339100 | CARLISLE COS INC | COM | 411763 | 1605 | |
25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 721418 | 30751 | |
25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2169946 | 79427 | |
25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 4352118 | 160299 | |
25459W540 | 25459W540 | DIREXION SHS ETF TR | 20YR TRES BULL | 1187901 | 152295 | |
25459W755 | 25459W755 | DIREXION SHS ETF TR | DAILY REAL EST B | 1169236 | 122690 | |
25490K281 | 25490K281 | DIREXION SHS ETF TR | DLY EMG MK BL 3X | 356588 | 11657 | |
25459Y280 | 25459Y280 | DIREXION SHS ETF TR | DLY FTS BUL 3X | 793499 | 35298 | |
25459W847 | 25459W847 | DIREXION SHS ETF TR | DLY SMCAP BULL3X | 287861 | 8157 | |
25459W862 | 25459W862 | DIREXION SHS ETF TR | DRX S&P500BULL | 1439500 | 15998 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 631202 | 5885 | |
427866108 | 427866108 | HERSHEY CO | COM | 579312 | 2320 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 531018 | 3968 | |
46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 1630310 | 16704 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 1608303 | 19836 | |
464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 22587613 | 233826 | |
53578P105 | 53578P105 | LINKBANCORP INC | COM | 455280 | 75880 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 239026 | 801 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 318064 | 934 | |
66538H534 | 66538H534 | NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 649249 | 19740 | |
66538H419 | 66538H419 | NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 449095 | 16157 | |
808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 27308401 | 520854 | |
82968B103 | 82968B103 | SIRIUS XM HOLDINGS INC | COM | 47733 | 10537 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 310546 | 1742 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 726979 | 1640 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 877250 | 4894 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 543355 | 2468 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 44533829 | 532956 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1954129 | 4798 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 393206 | 1977 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 12758679 | 57920 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 902236 | 22179 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 6228295 | 134870 | |
921910725 | 921910725 | VANGUARD WORLD FD | ESG INTL STK ETF | 3557467 | 66983 | |
921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 5253368 | 67050 |