LifeGuide Financial Advisors, LLC - Portfolio overview

LifeGuide Financial Advisors, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFGR - DIMENSIONAL ETF TRUST, 20.92%
2. SCHP - SCHWAB STRATEGIC TR, 16.20%
3. IEF - ISHARES TR, 14.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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