0001951757-23-000340.txt : 20230713 0001951757-23-000340.hdr.sgml : 20230713 20230713140251 ACCESSION NUMBER: 0001951757-23-000340 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230713 EFFECTIVENESS DATE: 20230713 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: 231086445 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 06-30-2023 06-30-2023 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 07-13-2023 0 35 147963775 false INFORMATION TABLE 2 F_13F_Lifeguide_Q22023.xml SIRIUS XM HOLDINGS INC COM 82968B103 47733 10537 SH SOLE 0 0 10537 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12758679 57920 SH SOLE 0 0 57920 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 287861 8157 SH SOLE 0 0 8157 UNITED PARCEL SERVICE INC CL B 911312106 877250 4894 SH SOLE 0 0 4894 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 44533829 532956 SH SOLE 0 0 532956 SPDR S&P 500 ETF TR TR UNIT 78462F103 726979 1640 SH SOLE 0 0 1640 DIREXION SHS ETF TR DLY EMG MK BL 3X 25490K281 356588 11657 SH SOLE 0 0 11657 ISHARES TR 1 3 YR TREAS BD 464287457 1608303 19836 SH SOLE 0 0 19836 DIREXION SHS ETF TR DAILY REAL EST B 25459W755 1169236 122690 SH SOLE 0 0 122690 DIREXION SHS ETF TR 20YR TRES BULL 25459W540 1187901 152295 SH SOLE 0 0 152295 SPDR GOLD TR GOLD SHS 78463V107 310546 1742 SH SOLE 0 0 1742 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 649249 19740 SH SOLE 0 0 19740 MICROSOFT CORP COM 594918104 318064 934 SH SOLE 0 0 934 VANGUARD WORLD FD ESG INTL STK ETF 921910725 3557467 66983 SH SOLE 0 0 66983 VANGUARD WORLD FD ESG US STK ETF 921910733 5253368 67050 SH SOLE 0 0 67050 VANGUARD INDEX FDS SMALL CP ETF 922908751 393206 1977 SH SOLE 0 0 1977 VANGUARD INDEX FDS MID CAP ETF 922908629 543355 2468 SH SOLE 0 0 2468 SCHWAB STRATEGIC TR US TIPS ETF 808524870 27308401 520854 SH SOLE 0 0 520854 CARLISLE COS INC COM 142339100 411763 1605 SH SOLE 0 0 1605 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1954129 4798 SH SOLE 0 0 4798 ISHARES TR 0-5 YR TIPS ETF 46429B747 1630310 16704 SH SOLE 0 0 16704 NORTHERN LTS FD TR IV INSPIRE INTL ETF 66538H419 449095 16157 SH SOLE 0 0 16157 LINKBANCORP INC COM 53578P105 455280 75880 SH SOLE 0 0 75880 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2169946 79427 SH SOLE 0 0 79427 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 721418 30751 SH SOLE 0 0 30751 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4352118 160299 SH SOLE 0 0 160299 HERSHEY CO COM 427866108 579312 2320 SH SOLE 0 0 2320 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1439500 15998 SH SOLE 0 0 15998 MCDONALDS CORP COM 580135101 239026 801 SH SOLE 0 0 801 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6228295 134870 SH SOLE 0 0 134870 INTERNATIONAL BUSINESS MACHS COM 459200101 531018 3968 SH SOLE 0 0 3968 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 902236 22179 SH SOLE 0 0 22179 DIREXION SHS ETF TR DLY FTS BUL 3X 25459Y280 793499 35298 SH SOLE 0 0 35298 ISHARES TR 7-10 YR TRSY BD 464287440 22587613 233826 SH SOLE 0 0 233826 EXXON MOBIL CORP COM 30231G102 631202 5885 SH SOLE 0 0 5885