Life Guide Financial Advisors, LLC Portfolio Holdings
Life Guide Financial Advisors, LLC
- $233 Million
- Q3 2024
Life Guide Financial Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 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 $64.1M, Schwab Strategic Us Tips ETF with a value of $39.9M, Ishares Barclays with a value of $33.1M, Dimensional ETF Tr U S Core Eq with a value of $18.6M, and Vanguard World Fd Esg U.S. Sto with a value of $13M.
Examining the 13F form we can see an increase of $28.5M in the current position value, from $205M to 233M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|