0001951757-23-000617.txt : 20231025 0001951757-23-000617.hdr.sgml : 20231025 20231025090556 ACCESSION NUMBER: 0001951757-23-000617 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231025 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: 231344151 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 09-30-2023 09-30-2023 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 10-25-2023 0 37 171138408 false INFORMATION TABLE 2 F_13F_LifeGuide_Q32023.xml SIRIUS XM HOLDINGS INC COM 82968B103 47139 10429 SH SOLE 0 0 10429 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12076526 56855 SH SOLE 0 0 56854 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 232765 8099 SH SOLE 0 0 8099 UNITED PARCEL SERVICE INC CL B 911312106 747241 4794 SH SOLE 0 0 4794 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 43571854 575890 SH SOLE 0 0 575890 SPDR S&P 500 ETF TR TR UNIT 78462F103 701067 1640 SH SOLE 0 0 1640 DIREXION SHS ETF TR DLY EMG MK BL 3X 25490K281 285317 11264 SH SOLE 0 0 11264 ISHARES TR 1 3 YR TREAS BD 464287457 1926276 23790 SH SOLE 0 0 23790 NORTHERN LTS FD TR IV INSPIRE CORP BD 66538H633 276344 12206 SH SOLE 0 0 12206 DIREXION SHS ETF TR DAILY REAL EST B 25459W755 933223 136237 SH SOLE 0 0 136237 DIREXION SHS ETF TR 20YR TRES BULL 25459W540 922784 191449 SH SOLE 0 0 191449 SPDR GOLD TR GOLD SHS 78463V107 298323 1740 SH SOLE 0 0 1740 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 786001 25144 SH SOLE 0 0 25144 MICROSOFT CORP COM 594918104 272492 863 SH SOLE 0 0 863 VANGUARD WORLD FD ESG INTL STK ETF 921910725 5002039 99168 SH SOLE 0 0 99168 VANGUARD WORLD FD ESG US STK ETF 921910733 7290552 96923 SH SOLE 0 0 96923 VANGUARD INDEX FDS SMALL CP ETF 922908751 373791 1977 SH SOLE 0 0 1977 VANGUARD INDEX FDS MID CAP ETF 922908629 529138 2541 SH SOLE 0 0 2541 SCHWAB STRATEGIC TR US TIPS ETF 808524870 30609487 606248 SH SOLE 0 0 606248 CARLISLE COS INC COM 142339100 416145 1605 SH SOLE 0 0 1605 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1939938 4940 SH SOLE 0 0 4940 ISHARES TR 0-5 YR TIPS ETF 46429B747 1946541 20084 SH SOLE 0 0 20084 NORTHERN LTS FD TR IV INSPIRE INTL ETF 66538H419 553561 21008 SH SOLE 0 0 21008 LINKBANCORP INC COM 53578P105 519778 75880 SH SOLE 0 0 75880 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 12754110 486798 SH SOLE 0 0 486798 HERSHEY CO COM 427866108 470395 2351 SH SOLE 0 0 2351 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 6483456 277664 SH SOLE 0 0 277664 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1150244 14709 SH SOLE 0 0 14709 MCDONALDS CORP COM 580135101 211015 801 SH SOLE 0 0 801 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 2256316 96796 SH SOLE 0 0 96796 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5811031 132915 SH SOLE 0 0 132914 INTERNATIONAL BUSINESS MACHS COM 459200101 546110 3892 SH SOLE 0 0 3892 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 911026 23235 SH SOLE 0 0 23234 DIREXION SHS ETF TR DLY FTS BUL 3X 25459Y280 638458 35789 SH SOLE 0 0 35789 ISHARES TR 7-10 YR TRSY BD 464287440 25419598 277537 SH SOLE 0 0 277536 EXXON MOBIL CORP COM 30231G102 694114 5903 SH SOLE 0 0 5903 APPLE INC COM 037833100 1534213 8961 SH SOLE 0 0 8961