Life Guide Financial Advisors, LLC Purchases in Q2 2025

Life Guide Financial Advisors, LLC

  • $205 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.69K
+ 12.75%
$243.75 - $303.93 $1.39M - $1.73M
50.3K $15.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.02K
+ 1.32%
$29.12 - $35.84 $233K - $287K
617K $22.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
14.4K
+ 3.51%
$24.94 - $31.15 $358K - $447K
423K $13.1M
IEF
Ishares Barclays

ETFs
11.5K
+ 2.94%
$93.15 - $96.56 $1.07M - $1.11M
402K $38.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.51K
+ 1.34%
$52.84 - $65.52 $133K - $165K
190K $12.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
49.4K
+ 3.03%
$26.18 - $26.93 $1.29M - $1.33M
1.68M $44.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.97K
+ 5.63%
$23.4 - $29.68 $186K - $237K
150K $4.44M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.11K
New
$73.19 - $85.21 $521K - $606K
7.11K $606K
WMT
Walmart Inc.

Consumer Defensive
4.61K
New
$81.79 - $99.98 $377K - $461K
4.61K $450K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
199
+ 4.23%
$456.74 - $568.03 $90.9K - $113K
4.9K $2.79M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.52K
New
$149.76 - $186.42 $227K - $283K
1.52K $282K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.75K
+ 8.64%
$39.89 - $49.46 $110K - $136K
34.6K $1.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
527
New
$483.48 - $539.8 $255K - $284K
527 $256K
TNA
Direxion Daily Small Cap Bull

ETFs
6.27K
New
$19.12 - $33.54 $120K - $210K
6.27K $210K
BIBL
Northern Lts Fd Tr Iv

ETFs
1.08K
+ 2.1%
$33.5 - $41.33 $36.3K - $44.8K
52.6K $2.18M
VT
Vanguard Total World Stk Index

ETFs
1.13K
+ 43.53%
$103.16 - $128.52 $116K - $145K
3.71K $477K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
200
+ 0.42%
$27.43 - $34.32 $5.49K - $6.86K
47.3K $1.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 3.1%
$496.48 - $617.85 $21.8K - $27.2K
1.46K $903K
AAPL
Apple Inc.

Technology
725
+ 24.42%
$172.42 - $223.89 $125K - $162K
3.69K $757K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
13.8K
+ 17.97%
$7.08 - $10.5 $97.5K - $145K
90.4K $863K
PPL
Ppl Corp

Utilities
2.76K
+ 45.67%
$33.45 - $36.5 $92.2K - $101K
8.79K $297K
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 38.17%
$285.55 - $321.23 $85.7K - $96.4K
1.09K $317K
HSY
Hershey CO

Consumer Defensive
482
+ 19.82%
$151.29 - $173.13 $72.9K - $83.4K
2.91K $483K
GLD
Spdr Gold Trust

ETFs
105
+ 5.19%
$273.71 - $316.29 $28.7K - $33.2K
2.13K $648K
UPS
United Parcel Service Inc

Industrials
649
+ 15.2%
$91.92 - $110.2 $59.7K - $71.5K
4.92K $496K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
279
+ 1.25%
$23.33 - $24.01 $6.51K - $6.7K
22.5K $541K
Direxion Shs ETF Tr
3.94K
+ 19.36%
N/A
24.3K $0
Dimensional ETF Trust
89.6K
+ 4.27%
N/A
2.18M $0
Praxis Fds
102K
New
N/A
102K $0
Praxis Fds
117K
New
N/A
117K $0
XOM
Exxon Mobil Corp

Energy
47
+ 0.76%
$99.93 - $119.04 $4.7K - $5.59K
6.2K $668K
MKC
Mccormick & CO Inc

Consumer Defensive
98
+ 0.6%
$71.11 - $82.25 $6.97K - $8.06K
16.4K $1.25M
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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