LifeGuide Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Mechanicsburg, PA
CIK
0001908585
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 43 189,188 VNQ, SCHP, IEF, DFAC 13F-HR 1/22/2024 000195175724000085
Q3 2023 37 171,138 VNQ, SCHP, IEF, DFAC 13F-HR 10/25/2023 000195175723000617
Q2 2023 35 147,963 VNQ, SCHP, IEF, VTI 13F-HR 7/13/2023 000195175723000340
Q1 2023 31 124,281 VNQ, SCHP, IEF, VTI 13F-HR 4/20/2023 000195175723000187
Q4 2022 30 115,340 VNQ, SCHP, IEF, VTI RESTATEMENT 6/13/2023 000195175723000320
Q3 2022 25 102,293 VNQ, SCHP, IEF, VTI 13F-HR 10/17/2022 000190858522000004
Q2 2022 26 109,531 VNQ, SCHP, IEF, VTI 13F-HR 7/12/2022 000190858522000003
Q1 2022 26 129,552 VNQ, IEF, TIP, SCHP 13F-HR 4/29/2022 000190858522000002
Q4 2021 24 134,085 VNQ, TIP, IEF, VTI 13F-HR 2/2/2022 000190858522000001
Additional filings from LifeGuide Financial Advisors, LLC that have since been restated