0001951757-23-000187.txt : 20230420 0001951757-23-000187.hdr.sgml : 20230420 20230420123857 ACCESSION NUMBER: 0001951757-23-000187 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LifeGuide Financial Advisors, LLC CENTRAL INDEX KEY: 0001908585 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: 23832209 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 03-31-2023 03-31-2023 LifeGuide Financial Advisors, LLC

400 W. MAIN ST. MECHANICSBURG PA 17055

13F HOLDINGS REPORT 028-21578 N DAVID I. LUTZ (717) 796-1700 DAVID I. LUTZ MECHANICSBURG PA 04-20-2023 0 31 124281723 false INFORMATION TABLE 2 F_13F_Lifeguide_Q12023.xml VANGUARD INDEX FDS REAL ESTATE ETF 922908553 42862455 516166 SH SOLE 0 0 516166 SCHWAB STRATEGIC TR US TIPS ETF 808524870 25419351 474153 SH SOLE 0 0 474153 ISHARES TR 7-10 YR TRSY BD 464287440 21183057 213711 SH SOLE 0 0 213711 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10418378 51045 SH SOLE 0 0 51045 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5366305 118802 SH SOLE 0 0 118802 VANGUARD WORLD FD ESG US STK ETF 921910733 1770807 24694 SH SOLE 0 0 24694 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1548656 4118 SH SOLE 0 0 4118 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1389103 18982 SH SOLE 0 0 18982 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1366544 26099 SH SOLE 0 0 26099 ISHARES TR 0-5 YR TIPS ETF 46429B747 1294455 13045 SH SOLE 0 0 13045 ISHARES TR 1 3 YR TREAS BD 464287457 1261978 15360 SH SOLE 0 0 15360 DIREXION SHS ETF TR 20YR TRES BULL 25459W540 1136072 127936 SH SOLE 0 0 127936 DIREXION SHS ETF TR DAILY REAL EST B 25459W755 1118979 117048 SH SOLE 0 0 117048 UNITED PARCEL SERVICE INC CL B 911312106 959087 4944 SH SOLE 0 0 4944 DIREXION SHS ETF TR DLY FTS BUL 3X 25459Y280 742746 34724 SH SOLE 0 0 34724 SPDR S&P 500 ETF TR TR UNIT 78462F103 671400 1640 SH SOLE 0 0 1640 EXXON MOBIL CORP COM 30231G102 655295 5976 SH SOLE 0 0 5976 HERSHEY CO COM 427866108 590018 2319 SH SOLE 0 0 2319 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 570090 14111 SH SOLE 0 0 14111 VANGUARD INDEX FDS MID CAP ETF 922908629 520551 2468 SH SOLE 0 0 2468 INTERNATIONAL BUSINESS MACHS COM 459200101 508100 3876 SH SOLE 0 0 3876 LINKBANCORP INC COM 53578P105 497773 75880 SH SOLE 0 0 75880 VANGUARD INDEX FDS SMALL CP ETF 922908751 374760 1977 SH SOLE 0 0 1977 CARLISLE COS INC COM 142339100 362871 1605 SH SOLE 0 0 1605 DIREXION SHS ETF TR DLY EMG MK BL 3X 25490K281 342719 10953 SH SOLE 0 0 10953 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 283190 8792 SH SOLE 0 0 8792 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 279790 8902 SH SOLE 0 0 8902 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 270878 10631 SH SOLE 0 0 10631 MICROSOFT CORP COM 594918104 249956 867 SH SOLE 0 0 867 MCDONALDS CORP COM 580135101 224527 803 SH SOLE 0 0 803 SIRIUS XM HOLDINGS INC COM 82968B103 41832 10537 SH SOLE 0 0 10537