Life Guide Financial Advisors, LLC Portfolio Holdings
Life Guide Financial Advisors, LLC
- $189 Million
- Q1 2025
Life Guide Financial Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Million distributed in 40 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 $43.7M, Ishares Barclays with a value of $37.1M, Dimensional ETF Tr U S Core Eq with a value of $20M, Vanguard World Fd Esg U.S. Sto with a value of $14.4M, and Vanguard Total Stock Market Et with a value of $12.2M.
Examining the 13F form we can see an decrease of $43.5M in the current position value, from $232M to 189M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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