Life Guide Financial Advisors, LLC Portfolio Holdings
Life Guide Financial Advisors, LLC
- $205 Million
- Q2 2024
Life Guide Financial Advisors, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $205 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $54.3M, Schwab Strategic Us Tips ETF with a value of $35.7M, Ishares Barclays with a value of $29.8M, Dimensional ETF Tr U S Core Eq with a value of $16.1M, and Vanguard World Fd Esg U.S. Sto with a value of $11.3M.
Examining the 13F form we can see an increase of $6.66M in the current position value, from $198M to 205M.
Below you can find more details about Life Guide Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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