Life Guide Financial Advisors, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $198 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $53.7M, Schwab Strategic Us Tips ETF with a value of $33.4M, Ishares Barclays with a value of $28.3M, Dimensional ETF Tr U S Core Eq with a value of $16M, and Vanguard Total Stock Market Et with a value of $10.9M.

Examining the 13F form we can see an increase of $8.85M in the current position value, from $189M to 198M.

Below you can find more details about Life Guide Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Million
ETFs: $193 Million
Technology: $1.82 Million
Industrials: $1.27 Million
Energy: $692,000
Consumer Defensive: $462,000
Communication Services: $246,000
Consumer Cyclical: $225,000
Healthcare: $210,000
Other: $165,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 41
  • Current Value $198 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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