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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 $189,188,560
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 587,437 $51,905,908 27.43%
2.
Schwab Strategic Trust
 FNDF 603,154 $31,484,665 16.64%
3.
Ishares Trust
 IEF 265,705 $25,611,277 13.53%
4.
Dimensional Etf Trust
 492,288 $14,389,583 7.6%
5.
Vanguard Index Fds
 43,409 $10,297,557 5.44%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)