Life Guide Financial Advisors, LLC Purchases in Q4 2024

Life Guide Financial Advisors, LLC

  • $232 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
17.5K
+ 13.64%
$100.18 - $109.1 $1.75M - $1.9M
145K $15.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.5K
New
$57.78 - $60.4 $894K - $935K
15.5K $897K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
28.8K
+ 18.72%
$56.61 - $61.63 $1.63M - $1.78M
183K $10.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
+ 2.74%
$280.04 - $302.45 $330K - $357K
44.2K $12.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
823K
+ 110.62%
$25.74 - $53.78 $21.2M - $44.3M
1.57M $40.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.6K
+ 0.67%
$33.92 - $36.6 $122K - $132K
545K $18.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.68K
+ 14.82%
$81.68 - $82.93 $301K - $305K
28.5K $2.34M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.76K
+ 13.41%
$100.24 - $101.35 $276K - $279K
23.3K $2.34M
AAPL
Apple Inc.

Technology
741
+ 34.23%
$221.69 - $259.02 $164K - $192K
2.91K $727K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.88K
New
$106.33 - $110.69 $200K - $208K
1.88K $200K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.51K
+ 21.05%
$44.04 - $49.49 $243K - $273K
31.7K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
137
+ 3.05%
$521.84 - $558.82 $71.5K - $76.6K
4.63K $2.49M
VT
Vanguard Total World Stk Index

ETFs
525
+ 22.24%
$117.09 - $123.07 $61.5K - $64.6K
2.89K $339K
GLD
Spdr Gold Trust

ETFs
119
+ 6.25%
$236.59 - $257.5 $28.2K - $30.6K
2.02K $489K
Direxion Shs ETF Tr
497
+ 2.23%
N/A
22.8K $0
VEA
Vanguard Ftse Developed Market

ETFs
10.6K
+ 10.43%
$47.57 - $52.44 $503K - $554K
112K $5.35M
BIBL
Northern Lts Fd Tr Iv

ETFs
1.46K
+ 4.25%
$38.73 - $42.41 $56.5K - $61.9K
35.8K $1.39M
IEF
Ishares Barclays

ETFs
20.5K
+ 6.08%
$92.08 - $98.18 $1.89M - $2.01M
358K $33.1M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.53K
+ 8.25%
$28.76 - $32.28 $72.7K - $81.6K
33.2K $961K
HSY
Hershey CO

Consumer Defensive
19
+ 0.79%
$168.67 - $193.65 $3.2K - $3.68K
2.42K $409K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.48K
+ 4.62%
$26.16 - $28.82 $143K - $158K
124K $3.25M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.3K
+ 6.37%
$25.61 - $28.0 $571K - $624K
372K $9.63M
VNQ
Vanguard Specialized Funds Van

ETFs
6.52K
+ 0.99%
$87.85 - $98.6 $573K - $643K
665K $59.2M
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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