Instuitional Investor - Lifeguide Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Lifeguide Financial Advisors, Llc |
| Portfolio Value | $233,132,085 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - REAL ESTATE ETF | 664,726 | $59,213,768 | 25.39% | |
| 2. | FNDF | 1,567,621 | $40,491,661 | 17.36% | |
| 3. | IEF | 358,228 | $33,118,177 | 14.2% | |
| 4. | Dimensional Etf Trust | 544,716 | $18,841,730 | 8.08% | |
| 5. | Vanguard World Fd - ESG US STK ETF | 145,434 | $15,254,604 | 6.54% |
