Life Guide Financial Advisors, LLC Portfolio Holdings
Life Guide Financial Advisors, LLC
- $205 Million
- Q2 2025
Life Guide Financial Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $44.8M, Ishares Barclays with a value of $38.5M, Dimensional ETF Tr U S Core Eq with a value of $22.1M, Vanguard World Fd Esg U.S. Sto with a value of $15.8M, and Vanguard Total Stock Market Et with a value of $15.3M.
Examining the 13F form we can see an increase of $16M in the current position value, from $189M to 205M.
Below you can find more details about Life Guide Financial Advisors, LLC portfolio as well as his latest detailed transactions.