0001951757-24-000085.txt : 20240122 0001951757-24-000085.hdr.sgml : 20240122 20240122085540 ACCESSION NUMBER: 0001951757-24-000085 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240122 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LifeGuide Financial Advisors, LLC CENTRAL INDEX KEY: 0001908585 ORGANIZATION NAME: 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: 24547210 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 12-31-2023 12-31-2023 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 01-22-2024 0 43 189188560 false INFORMATION TABLE 2 F_13F_LifeGuide_Q42023.xml SIRIUS XM HOLDINGS INC COM 82968B103 56554 10339 SH SOLE 0 0 10339 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10297557 43409 SH SOLE 0 0 43409 DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 303331 7689 SH SOLE 0 0 7689 UNITED PARCEL SERVICE INC CL B 911312106 736780 4686 SH SOLE 0 0 4686 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 51905908 587437 SH SOLE 0 0 587437 SPDR S&P 500 ETF TR TR UNIT 78462F103 749564 1577 SH SOLE 0 0 1577 ISHARES TR TIPS BD ETF 464287176 1152078 10718 SH SOLE 0 0 10718 DIREXION SHS ETF TR DLY EMG MK BL 3X 25490K281 381166 12526 SH SOLE 0 0 12526 ISHARES TR 1 3 YR TREAS BD 464287457 1886674 22997 SH SOLE 0 0 22997 NORTHERN LTS FD TR IV INSPIRE CORP BD 66538H633 340758 14445 SH SOLE 0 0 14445 DIREXION SHS ETF TR DAILY REAL EST B 25459W755 1204881 113454 SH SOLE 0 0 113454 DIREXION SHS ETF TR 20YR TRES BULL 25459W540 1238774 19182 SH SOLE 0 0 19182 SPDR GOLD TR GOLD SHS 78463V107 370296 1937 SH SOLE 0 0 1937 NORTHERN LTS FD TR IV INSPIRE 100 ETF 66538H534 1016672 29131 SH SOLE 0 0 29131 MICROSOFT CORP COM 594918104 324523 863 SH SOLE 0 0 863 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1693942 28556 SH SOLE 0 0 28556 VANGUARD WORLD FD ESG INTL STK ETF 921910725 6647434 120250 SH SOLE 0 0 120250 VANGUARD WORLD FD ESG US STK ETF 921910733 9081610 106767 SH SOLE 0 0 106767 VANGUARD INDEX FDS SMALL CP ETF 922908751 491299 2303 SH SOLE 0 0 2303 VANGUARD INDEX FDS MID CAP ETF 922908629 458068 1969 SH SOLE 0 0 1969 SCHWAB STRATEGIC TR US TIPS ETF 808524870 31484665 603154 SH SOLE 0 0 603154 CARLISLE COS INC COM 142339100 481806 1542 SH SOLE 0 0 1542 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1742395 3989 SH SOLE 0 0 3989 ASTRAZENECA PLC SPONSORED ADR 046353108 209661 3113 SH SOLE 0 0 3113 ISHARES TR 0-5 YR TIPS ETF 46429B747 1918857 19463 SH SOLE 0 0 19463 RITE AID CORP COM 767754872 2189 10000 SH SOLE 0 0 10000 SCHWAB STRATEGIC TR US REIT ETF 808524847 492649 23788 SH SOLE 0 0 23788 NORTHERN LTS FD TR IV INSPIRE INTL ETF 66538H419 725021 24552 SH SOLE 0 0 24552 LINKBANCORP INC COM 53578P105 509124 63880 SH SOLE 0 0 63880 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 14389583 492288 SH SOLE 0 0 492288 HERSHEY CO COM 427866108 441813 2370 SH SOLE 0 0 2370 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 7481111 293032 SH SOLE 0 0 293032 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1522102 14637 SH SOLE 0 0 14637 MCDONALDS CORP COM 580135101 237505 801 SH SOLE 0 0 801 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 2549665 102150 SH SOLE 0 0 102150 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4065122 84867 SH SOLE 0 0 84867 INTERNATIONAL BUSINESS MACHS COM 459200101 639841 3912 SH SOLE 0 0 3912 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 828013 20146 SH SOLE 0 0 20146 DIREXION SHS ETF TR DLY FTS BUL 3X 25459Y280 836513 35281 SH SOLE 0 0 35281 ISHARES TR 7-10 YR TRSY BD 464287440 25611277 265705 SH SOLE 0 0 265705 EXXON MOBIL CORP COM 30231G102 588415 5885 SH SOLE 0 0 5885 APPLE INC COM 037833100 1746247 9070 SH SOLE 0 0 9070 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 347117 3374 SH DFND 0 0 3374