News + Filings Holdings
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LifeGuide Financial Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 532,956 | 82,141 | 44,533,829,000 | 44,492,755,000 | 30.10 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 520,854 | 60,885 | 27,308,401,000 | 27,282,735,000 | 18.46 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 57,920 | 34,857 | 12,758,679,000 | 12,754,329,000 | 8.62 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 134,870 | 82,671 | 6,228,295,000 | 6,226,165,000 | 4.21 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| STIP | Common | 16,704 | 3,027 | 1,630,310,000 | 1,628,923,000 | 1.10 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHY | 1-3 YR TRS BD | 19,836 | 2,779 | 1,608,303,000 | 1,606,891,000 | 1.09 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 22,179 | 12,210 | 902,236,000 | 901,821,000 | 0.61 | |
Hist
| 06/30/2023 |
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HERSHEY CO
| HSY | Common | 2,320 | 22 | 579,312,000 | 578,817,000 | 0.39 | |
Hist
| 06/30/2023 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 3,968 | 2,111 | 531,018,000 | 530,756,000 | 0.36 | |
Hist
| 06/30/2023 |
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CARLISLE COMPANIES INC
| CSL | Common | 1,605 | 423 | 411,763,000 | 411,481,000 | 0.28 | 0.00 |
Hist
| 06/30/2023 |
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