0001951757-23-000320.txt : 20230613 0001951757-23-000320.hdr.sgml : 20230613 20230613155922 ACCESSION NUMBER: 0001951757-23-000320 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230613 DATE AS OF CHANGE: 20230613 EFFECTIVENESS DATE: 20230613 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-21578 FILM NUMBER: 231011229 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001908585 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT LifeGuide Financial Advisors, LLC
400 W. MAIN ST. MECHANICSBURG PA 17055
13F HOLDINGS REPORT 028-21578 N
DAVID I. LUTZ PARTNER AND CHIEF COMPLIANCE OFFICER (717) 796-1700 DAVID I. Lutz MECHANICSBURG PA 06-13-2023 0 30 115340404 false
INFORMATION TABLE 2 13F_Lifeguide_Q42022.xml HOLDINGS REPORT SIRIUS XM HOLDINGS INC COM Stock 82968B103 61536 10537 SH SOLE 0 0 10537 SCHWAB U.S. REIT ETF ETF 808524847 202024 10473 SH SOLE 0 0 10473 PPL CORP COM Stock 69351T106 209465 7169 SH SOLE 0 0 7169 DIREXION DAILY SMALL CAP BULL 3X SHARES ETF 25459W847 260130 8206 SH SOLE 0 0 8206 SPDR PORTFOLIO LONG TERM TREASURY ETF ETF 78464A664 262228 9033 SH SOLE 0 0 9033 INSPIRE 100 ETF ETF 66538H534 266376 8897 SH SOLE 0 0 8897 PIMCO 15 YEAR US TIPS INDEX ETF ETF 72201R304 301916 5184 SH SOLE 0 0 5184 DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES ETF 25490K281 311857 10611 SH SOLE 0 0 10611 VANGUARD SMALL-CAP ETF ETF 922908751 362859 1977 SH SOLE 0 0 1977 CARLISLE COS INC COM Stock 142339100 378248 1605 SH SOLE 0 0 1605 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 499484 3545 SH SOLE 0 0 3545 VANGUARD MID-CAP ETF ETF 922908629 503003 2468 SH SOLE 0 0 2468 HERSHEY CO COM Stock 427866108 534754 2309 SH SOLE 0 0 2309 SPDR S&P 500 ETF TRUST ETF 78462F103 627185 1640 SH SOLE 0 0 1640 DIREXION DAILY FTSE EUROPE BULL 3X SHARES ETF 25459Y280 684905 40479 SH SOLE 0 0 40479 LINKBANCORP INC COM Stock 53578P105 709478 75880 SH SOLE 0 0 75880 UNITED PARCEL SERVICE INC CL B Stock 911312106 885541 5094 SH SOLE 0 0 5094 SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF ETF 78464A672 909497 32206 SH SOLE 0 0 32206 DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES ETF 25459W540 1002274 131532 SH SOLE 0 0 131532 DIREXION DAILY REAL ESTATE BULL 3X SHARES ETF 25459W755 1021160 104200 SH SOLE 0 0 104200 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1157513 29695 SH SOLE 0 0 29695 DIREXION DAILY S&P 500 BULL 3X SHARES ETF 25459W862 1279528 20601 SH SOLE 0 0 20601 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 1305295 16081 SH SOLE 0 0 16081 VANGUARD S&P 500 ETF ETF 922908363 1446818 4118 SH SOLE 0 0 4118 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 2275263 23466 SH SOLE 0 0 23466 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 4694997 111866 SH SOLE 0 0 111866 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 9227925 48266 SH SOLE 0 0 48266 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 19463238 203208 SH SOLE 0 0 203208 SCHWAB US TIPS ETF ETF 808524870 23532711 454387 SH SOLE 0 0 454387 VANGUARD REAL ESTATE ETF ETF 922908553 40963196 496644 SH SOLE 0 0 496644