Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LifeGuide Financial Advisors, LLC (CIK 1908585) reported $312.7M across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFGR ($66.7M, 21.33%), SCHP ($51.7M, 16.52%), IEF ($44.7M, 14.28%), DFAC ($29.4M, 9.40%), ESGV ($17.5M, 5.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFGR | DIMENSIONAL ETF TRUST | $66.7M | 21.33% | 2.5M | Added |
| 2 | SCHP | SCHWAB STRATEGIC TR | $51.7M | 16.52% | 1.9M | Added |
| 3 | IEF | ISHARES TR | $44.7M | 14.28% | 468,039 | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $29.4M | 9.40% | 756,251 | Added |
| 5 | ESGV | VANGUARD WORLD FD | $17.5M | 5.59% | 155,652 | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $16.9M | 5.42% | 476,904 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $16.2M | 5.17% | 50,429 | Added |
| 8 | VSGX | VANGUARD WORLD FD | $14.0M | 4.49% | 195,758 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $7.3M | 2.34% | 114,018 | Trimmed |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $5.8M | 1.85% | 167,539 | Added |
| 11 | PRXV | PRAXIS FDS | $5.3M | 1.68% | 169,436 | Added |
| 12 | PRXG | PRAXIS FDS | $4.8M | 1.53% | 145,219 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $4.2M | 1.34% | 47,420 | Trimmed |
| 14 | PTL | NORTHERN LTS FD TR IV | $2.6M | 0.84% | 10,547 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $2.6M | 0.83% | 4,364 | Trimmed |
| 16 | STIP | ISHARES TR | $2.4M | 0.76% | 23,057 | Trimmed |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $2.4M | 0.75% | 40,288 | Trimmed |
| 18 | AAPL | APPLE INC | $2.2M | 0.70% | 8,600 | Trimmed |
| 19 | WWJD | NORTHERN LTS FD TR IV | $2.0M | 0.63% | 52,370 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 0.63% | 36,518 | Added |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $1.2M | 0.38% | 4,956 | Hold |
| 22 | XOM | EXXON MOBIL CORP | $1.1M | 0.34% | 6,344 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $884,860 | 0.28% | 1,361 | Hold |
| 24 | MKC | MCCORMICK & CO INC | $845,477 | 0.27% | 16,762 | Added |
| 25 | GLD | SPDR GOLD TR | $777,104 | 0.25% | 1,806 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31