LifeGuide Financial Advisors, LLC: 13F holdings
CIK 19085852026Q2
| Positions | 47 |
|---|---|
| Reported value | $351.2m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2,593,868 | $75.1m | 21.4% |
| SCHP SCHWAB STRATEGIC TR | 2,072,506 | $54.9m | 15.6% |
| IEF ISHARES TR | 506,239 | $47.9m | 13.6% |
| DIMENSIONAL ETF TRUST | 777,969 | $34.5m | 9.8% |
| ESGV VANGUARD WORLD FD | 161,663 | $21.4m | 6.1% |
| VTI VANGUARD INDEX FDS | 51,724 | $19.1m | 5.5% |
| DFIC DIMENSIONAL ETF TRUST | 497,486 | $18.5m | 5.3% |
| VSGX VANGUARD WORLD FD | 200,730 | $16.5m | 4.7% |
| VEA VANGUARD TAX-MANAGED FDS | 118,423 | $8.4m | 2.4% |
| DFEM DIMENSIONAL ETF TRUST | 165,470 | $6.7m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908585")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.