§ 13F · FUND PROFILE
LifeGuide Financial Advisors, LLC.
AUM · $351M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFGR | DIMENSIONAL ETF TRUST | 2.59M | $75M | 21.4% | +3% |
| 2 | SCHP | SCHWAB STRATEGIC TR | 2.07M | $55M | 15.6% | +7% |
| 3 | IEF | ISHARES TR | 506K | $48M | 13.6% | +8% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 778K | $35M | 9.8% | +3% |
| 5 | ESGV | VANGUARD WORLD FD | 162K | $21M | 6.1% | +4% |
| 6 | VTI | VANGUARD INDEX FDS | 52K | $19M | 5.5% | +3% |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 497K | $19M | 5.3% | +4% |
| 8 | VSGX | VANGUARD WORLD FD | 201K | $17M | 4.7% | +3% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 118K | $8M | 2.4% | +4% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 165K | $7M | 1.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEGUIDE SIGNAL
AC read
LifeGuide Financial Advisors, LLC is a Other fund managing $351 million in assets. The fund runs a portfolio of 47 positions.
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