LifeGuide Financial Advisors, LLC at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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