Life Guide Financial Advisors, LLC Portfolio Holdings by Sector

Life Guide Financial Advisors, LLC

$214 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHP IEF DFAC ESGV DFIC VSGX VEA DFEM 27 stocks	$188,998 88.47% of portfolio	13	7	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$16,513 7.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC 1 stocks	$1,099 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$940 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$871 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$699 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$674 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$545 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC LNKB 2 stocks	$474 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$474 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$410 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$360 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AZN 1 stocks	$339 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$330 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PPL 1 stocks	$326 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$304 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$264 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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