Institutional Fund
Lifeguide Financial Advisors, LLC
Mechanicsburg, PACIK 19085855 filings on record
Portfolio Value
$312.73M
Q1 2026
Holdings
46
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+3.8%
from $301.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust21.3%
- Schwab Strategic Tr16.5%
- Ishares Tr14.3%
- Dimensional ETF Trust9.4%
- Vanguard World Fd5.6%
- Dimensional ETF Trust5.4%
- Other27.5%
Portfolio Holdings
46 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.51M | $66.71M | 21.3% | +96.9K | Added |
| 2 | Schwab Strategic Tr | 1.94M | $51.66M | 16.5% | +104.2K | Added |
| 3 | Ishares Tr | 468.0K | $44.67M | 14.3% | +29.0K | Added |
| 4 | Dimensional ETF Trust | 756.3K | $29.39M | 9.4% | +85.4K | Added |
| 5 | Vanguard World Fd | 155.7K | $17.48M | 5.6% | +7.8K | Added |
| 6 | Dimensional ETF Trust | 476.9K | $16.94M | 5.4% | +32.6K | Added |
| 7 | Vanguard Index Fds | 50.4K | $16.18M | 5.2% | +1.0K | Added |
| 8 | Vanguard World Fd | 195.8K | $14.04M | 4.5% | +4.2K | Added |
| 9 | Vanguard Tax-Managed Fds | 114.0K | $7.31M | 2.3% | −443 | Reduced |
| 10 | Dimensional ETF Trust | 167.5K | $5.79M | 1.9% | +10.3K | Added |
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