§ 13F · FUND PROFILE
LifeGuide Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $270.9T (13F)Positions · 48Turnover · — · Q4Filed · Jan 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$301.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFGR | DIMENSIONAL ETF TRUST | 2.41M | $63.9T | 21.2% | NEW |
| 2 | SCHP | SCHWAB STRATEGIC TR | 1.84M | $48.7T | 16.1% | NEW |
| 3 | IEF | ISHARES TR | 439K | $42.2T | 14.0% | NEW |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 671K | $26.7T | 8.9% | NEW |
| 5 | ESGV | VANGUARD WORLD FD | 148K | $17.9T | 5.9% | NEW |
| 6 | VTI | VANGUARD INDEX FDS | 49K | $16.6T | 5.5% | NEW |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 444K | $15.5T | 5.1% | NEW |
| 8 | VSGX | VANGUARD WORLD FD | 192K | $13.9T | 4.6% | NEW |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 114K | $7.2T | 2.4% | NEW |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 157K | $5.3T | 1.8% | NEW |
§ 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 $270933.8 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed