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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 $245,069,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,094,830 $55,010,223 22.45%
2.
Schwab Strategic Trust
 FNDF 1,630,614 $43,847,201 17.89%
3.
Ishares Trust
 IEF 390,534 $37,245,241 15.2%
4.
Dimensional Etf Trust
 609,025 $20,091,725 8.2%
5.
Vanguard World Fd - ESG US STK ETF
 147,729 $14,470,094 5.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)