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Home > Institutional Investor > Lifeguide Financial Advisors, Llc > Profile

Instuitional Investor - Lifeguide Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lifeguide Financial Advisors, Llc
Portfolio Value $301,389,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,412,706 $63,864,316 21.19%
2.
Schwab Strategic Trust
 FNDF 1,837,308 $48,651,914 16.14%
3.
Ishares Trust
 IEF 438,992 $42,178,359 13.99%
4.
Dimensional Etf Trust
 670,853 $26,693,242 8.86%
5.
Vanguard World Fd - ESG US STK ETF
 147,811 $17,891,045 5.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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