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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 $271,554,418
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,186,062 $59,001,808 21.73%
2.
Schwab Strategic Trust
 FNDF 1,682,351 $44,700,064 16.46%
3.
Ishares Trust
 IEF 402,313 $38,336,438 14.12%
4.
Dimensional Etf Trust
 620,084 $22,347,842 8.23%
5.
Vanguard World Fd - ESG US STK ETF
 143,610 $15,720,936 5.79%
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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