Life Guide Financial Advisors, LLC Incresed Positions in Q4 2025

Life Guide Financial Advisors, LLC

  • $222 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
155K
+ 9.21%
$26.75 - $27.15 $4.15M - $4.21M
1.84M $49.2M
IEF
Ishares Barclays

ETFs
36.7K
+ 9.12%
$96.12 - $97.72 $3.53M - $3.58M
439K $42.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
50.8K
+ 8.19%
$37.61 - $39.41 $1.91M - $2M
671K $25.9M
AAPL
Apple Inc.

Technology
5.41K
+ 146.37%
$245.27 - $275.25 $1.33M - $1.49M
9.1K $2.43M
DFIC
Dimensional ETF Tr Dimensional

ETFs
19.7K
+ 4.65%
$32.24 - $33.72 $637K - $666K
444K $14.8M
IBM
International Business Machines Corp

Technology
1.87K
+ 60.54%
$275.97 - $314.98 $516K - $589K
4.96K $1.47M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.2K
+ 2.93%
$116.0 - $122.39 $487K - $514K
148K $17.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.2K
+ 4.8%
$31.28 - $33.46 $225K - $241K
157K $5.2M
VEA
Vanguard Ftse Developed Market

ETFs
2.55K
+ 2.27%
$59.18 - $62.09 $151K - $158K
114K $7.02M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.28K
+ 0.67%
$68.22 - $71.43 $87.4K - $91.5K
192K $13.5M
WMT
Walmart Inc.

Consumer Defensive
1.67K
+ 36.25%
$101.18 - $109.03 $169K - $182K
6.28K $646K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.31K
+ 4.83%
$34.75 - $36.18 $80.3K - $83.6K
50.2K $1.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.47K
+ 4.23%
$52.54 - $55.77 $77K - $81.8K
36.1K $1.98M
LNKB
Linkbancorp, Inc.

Financial Services
8.58K
+ 35.92%
$6.85 - $7.73 $58.8K - $66.3K
32.5K $243K
AZN
Astrazeneca PLC

Healthcare
10
+ 0.23%
$81.15 - $89.4 $812 - $894
4.44K $396K
XOM
Exxon Mobil Corp

Energy
103
+ 1.66%
$110.64 - $119.78 $11.4K - $12.3K
6.3K $741K
MCD
Mcdonalds Corp

Consumer Cyclical
124
+ 11.42%
$293.81 - $310.11 $36.4K - $38.5K
1.21K $368K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
963
+ 4.26%
$23.98 - $24.37 $23.1K - $23.5K
23.6K $567K
PPL
Ppl Corp

Utilities
347
+ 3.95%
$36.25 - $37.97 $12.6K - $13.2K
9.14K $335K
Praxis Fds
35K
+ 34.18%
N/A
137K $0
Praxis Fds
46.4K
+ 39.21%
N/A
165K $0
Dimensional ETF Trust
227K
+ 10.37%
N/A
2.41M $0
MKC
Mccormick & CO Inc

Consumer Defensive
213
+ 1.3%
$63.83 - $68.91 $13.6K - $14.7K
16.6K $1.09M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.2%
$178.37 - $198.46 $535 - $595
1.52K $279K
VNQ
Vanguard Specialized Funds Van

ETFs
68
+ 0.14%
$88.13 - $92.69 $5.99K - $6.3K
48K $4.3M
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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