Life Guide Financial Advisors, LLC Purchases in Q1 2025

Life Guide Financial Advisors, LLC

  • $189 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
32.3K
+ 9.02%
$91.17 - $95.39 $2.95M - $3.08M
391K $37.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
63K
+ 4.02%
$25.69 - $26.89 $1.62M - $1.69M
1.63M $43.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
36.2K
+ 9.73%
$25.54 - $28.79 $925K - $1.04M
409K $11.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
64.3K
+ 11.81%
$32.42 - $36.13 $2.08M - $2.32M
609K $20M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.03K
+ 2.75%
$55.47 - $61.45 $279K - $309K
188K $11.1M
BIBL
Northern Lts Fd Tr Iv

ETFs
15.8K
+ 44.06%
$37.55 - $41.94 $592K - $661K
51.6K $1.97M
VEA
Vanguard Ftse Developed Market

ETFs
3.47K
+ 3.1%
$47.4 - $52.99 $165K - $184K
115K $5.91M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.5K
+ 14.1%
$25.35 - $27.46 $444K - $480K
142K $3.76M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
13.9K
+ 41.99%
$28.66 - $31.72 $399K - $442K
47.1K $1.45M
PPL
Ppl Corp

Utilities
6.03K
New
$31.68 - $36.11 $191K - $218K
6.03K $217K
MKC
Mccormick & CO Inc

Consumer Defensive
103
+ 0.63%
$71.24 - $84.73 $7.34K - $8.73K
16.3K $1.34M
XOM
Exxon Mobil Corp

Energy
51
+ 0.84%
$105.44 - $118.93 $5.38K - $6.07K
6.15K $731K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
161
+ 0.51%
$42.5 - $46.71 $6.84K - $7.52K
31.9K $1.44M
META
Meta Platforms, Inc.

Communication Services
54
+ 13.01%
$576.36 - $736.67 $31.1K - $39.8K
469 $270K
HSY
Hershey CO

Consumer Defensive
14
+ 0.58%
$144.74 - $186.36 $2.03K - $2.61K
2.43K $415K
Dimensional ETF Trust
2.09M
New
N/A
2.09M $0
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.06%
$217.89 - $252.64 $218 - $253
1.81K $400K
AAPL
Apple Inc.

Technology
63
+ 2.17%
$209.68 - $247.1 $13.2K - $15.6K
2.97K $659K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
77
+ 1.66%
$507.05 - $563.67 $39K - $43.4K
4.71K $2.41M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
724
+ 11.59%
$135.34 - $188.66 $98K - $137K
6.97K $961K
VTI
Vanguard Total Stock Market Et

ETFs
434
+ 0.98%
$271.18 - $303.12 $118K - $132K
44.6K $12.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.3K
+ 1.58%
$96.93 - $109.51 $222K - $251K
148K $14.4M
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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