0001951757-24-000323.txt : 20240418 0001951757-24-000323.hdr.sgml : 20240418 20240418121626 ACCESSION NUMBER: 0001951757-24-000323 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LifeGuide Financial Advisors, LLC CENTRAL INDEX KEY: 0001908585 ORGANIZATION NAME: IRS NUMBER: 464135012 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21578 FILM NUMBER: 24853555 BUSINESS ADDRESS: STREET 1: 400 W. MAIN ST. CITY: MECHANICSBURG STATE: PA ZIP: 17055 BUSINESS PHONE: (717)-796-1700 MAIL ADDRESS: STREET 1: 400 W. MAIN ST. CITY: MECHANICSBURG STATE: PA ZIP: 17055 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001908585 XXXXXXXX 03-31-2024 03-31-2024 LifeGuide Financial Advisors, LLC

400 W. MAIN ST. MECHANICSBURG PA 17055

13F HOLDINGS REPORT 028-21578 N David Lutz (717) 796-1700 David Lutz Mechanicsburg PA 04-18-2024 0 41 198528998 false INFORMATION TABLE 2 F_13F_LifeGuide_Q12024.xml SIRIUS XM HOLDINGS INC COM 82968B103 40115 10339 SH SOLE 0 0 10339 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10906294 41963 SH SOLE 0 0 41963 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 323016 7526 SH SOLE 0 0 7526 UNITED PARCEL SERVICE INC CL B 911312106 696480 4686 SH SOLE 0 0 4686 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 53663808 620534 SH SOLE 0 0 620534 SPDR S&P 500 ETF TR TR UNIT 78462F103 824881 1577 SH SOLE 0 0 1577 ISHARES TR TIPS BD ETF 464287176 685705 6384 SH SOLE 0 0 6384 DIREXION SHS ETF TR DLY EMG MK BL 3X 25490K281 392492 12945 SH SOLE 0 0 12945 ISHARES TR 1 3 YR TREAS BD 464287457 1894281 23163 SH SOLE 0 0 23163 NORTHERN LTS FD TR IV INSPIRE CORP BD 66538H633 355327 15133 SH SOLE 0 0 15133 DIREXION SHS ETF TR DAILY REAL EST B 25459W755 1285149 129813 SH SOLE 0 0 129813 DIREXION SHS ETF TR 20YR TRES BEAR 25460G849 1288925 23650 SH SOLE 0 0 23650 SPDR GOLD TR GOLD SHS 78463V107 394365 1917 SH SOLE 0 0 1917 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 1179712 30319 SH SOLE 0 0 30319 MICROSOFT CORP COM 594918104 364344 866 SH SOLE 0 0 866 VANGUARD WORLD FD ESG INTL STK ETF 921910725 7364961 128153 SH SOLE 0 0 128153 VANGUARD WORLD FD ESG US STK ETF 921910733 10419928 111814 SH SOLE 0 0 111814 VANGUARD INDEX FDS SMALL CP ETF 922908751 412834 1806 SH SOLE 0 0 1806 VANGUARD INDEX FDS MID CAP ETF 922908629 340809 1364 SH SOLE 0 0 1364 SCHWAB STRATEGIC TR US TIPS ETF 808524870 33449295 641282 SH SOLE 0 0 641282 CARLISLE COS INC COM 142339100 570191 1455 SH SOLE 0 0 1455 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1971764 4102 SH SOLE 0 0 4102 ASTRAZENECA PLC SPONSORED ADR 046353108 210906 3113 SH SOLE 0 0 3113 ISHARES TR 0-5 YR TIPS ETF 46429B747 1929539 19406 SH SOLE 0 0 19406 NORTHERN LTS FD TR IV INSPIRE INTL ETF 66538H419 790517 26333 SH SOLE 0 0 26333 LINKBANCORP INC COM 53578P105 165727 23880 SH SOLE 0 0 23880 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 15953906 499340 SH SOLE 0 0 499340 HERSHEY CO COM 427866108 462449 2378 SH SOLE 0 0 2378 META PLATFORMS INC CL A 30303M102 206372 425 SH SOLE 0 0 425 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 8201358 306593 SH SOLE 0 0 306593 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1590266 11865 SH SOLE 0 0 11865 MCDONALDS CORP COM 580135101 225842 801 SH SOLE 0 0 801 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 2701743 105992 SH SOLE 0 0 105992 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4736375 94407 SH SOLE 0 0 94407 INTERNATIONAL BUSINESS MACHS COM 459200101 747075 3912 SH SOLE 0 0 3912 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 966022 23127 SH SOLE 0 0 23127 DIREXION SHS ETF TR DLY FTS BUL 3X 25459Y280 866543 32979 SH SOLE 0 0 32979 ISHARES TR 7-10 YR TRSY BD 464287440 28260322 298546 SH SOLE 0 0 298546 EXXON MOBIL CORP COM 30231G102 692433 5957 SH SOLE 0 0 5957 APPLE INC COM 037833100 704268 4107 SH SOLE 0 0 4107 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 292659 2648 SH SOLE 0 0 2648