Life Guide Financial Advisors, LLC Purchases in Q3 2024

Life Guide Financial Advisors, LLC

  • $233 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
10.4K
+ 1.6%
$82.97 - $98.97 $861K - $1.03M
658K $64.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
58.5K
+ 8.53%
$51.58 - $53.79 $3.02M - $3.15M
744K $39.9M
IEF
Ishares Barclays

ETFs
19.5K
+ 6.12%
$92.67 - $99.14 $1.81M - $1.93M
338K $33.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41.7K
+ 8.35%
$31.05 - $34.29 $1.29M - $1.43M
541K $18.6M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11.2K
+ 9.62%
$91.37 - $101.65 $1.03M - $1.14M
128K $13M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16.6K
+ 12.12%
$55.06 - $62.25 $916K - $1.04M
154K $9.47M
DFIC
Dimensional ETF Tr Dimensional

ETFs
30.9K
+ 9.69%
$25.36 - $28.37 $784K - $877K
350K $9.85M
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
+ 2.51%
$255.18 - $283.2 $268K - $298K
43K $12.2M
VEA
Vanguard Ftse Developed Market

ETFs
5.68K
+ 5.94%
$47.6 - $53.31 $270K - $303K
101K $5.35M
IVV
Ishares Core S&P 500 ETF

ETFs
807
New
$520.18 - $576.82 $420K - $465K
807 $465K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.36K
+ 9.88%
$41.9 - $48.26 $98.7K - $114K
26.2K $1.25M
MKC
Mccormick & CO Inc

Consumer Defensive
92
+ 0.57%
$69.44 - $84.76 $6.39K - $7.8K
16.3K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 0.34%
$475.2 - $527.7 $7.13K - $7.92K
4.49K $2.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
976
+ 4.09%
$81.31 - $83.29 $79.4K - $81.3K
24.8K $2.06M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
716
+ 3.61%
$98.99 - $101.51 $70.9K - $72.7K
20.5K $2.08M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
170
+ 0.56%
$28.91 - $32.54 $4.91K - $5.53K
30.6K $989K
HSY
Hershey CO

Consumer Defensive
19
+ 0.8%
$182.45 - $203.25 $3.47K - $3.86K
2.4K $459K
VT
Vanguard Total World Stk Index

ETFs
38
+ 1.64%
$107.72 - $119.96 $4.09K - $4.56K
2.36K $282K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
311
+ 1.81%
$23.25 - $24.3 $7.23K - $7.56K
17.5K $420K
Activity Summary
Buys All Purchases 20 New Holdings 1 Increased Positions 19 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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