LifeGuide Financial Advisors, LLC
CIK 1908585 · Holdings on Sep 30, 2025 · First reported Oct 20, 2025
Top ten holdings
Q3 2025- DFGR21.73%
- SCHP16.46%
- IEF14.12%
- DFAC8.23%
- ESGV5.79%
- VTI5.63%
- DFIC4.86%
- VSGX4.59%
- VEA2.35%
- DFEM1.64%
Share classes counted separately85.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFGRWeight increased · +0.10 pp21.63% → 21.73%Shares +1.68K (+0.08%)
- IEFWeight decreased · -0.09 pp14.21% → 14.12%Shares +315 (+0.08%)
- SCHPWeight decreased · -0.08 pp16.54% → 16.46%Shares +2.36K (+0.14%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $59.00M | 21.73% | 2.19M shares | 21.63% → 21.73%+0.10 pp +1.68K (+0.08%) | Added | ↗▾ |
| 02 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $44.70M | 16.46% | 1.68M shares | 16.54% → 16.46%-0.08 pp +2.36K (+0.14%) | Added | ↗▾ |
| 03 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $38.34M | 14.12% | 402.31K shares | 14.21% → 14.12%-0.09 pp +315 (+0.08%) | Added | ↗▾ |
| 04 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $22.35M | 8.23% | 620.08K shares | 8.16% → 8.23%+0.07 pp +3.04K (+0.49%) | Added | ↗▾ |
| 05 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $15.72M | 5.79% | 143.61K shares | 5.81% → 5.79%-0.02 pp -76 (-0.05%) | Reduced | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $15.29M | 5.63% | 50.32K shares | 5.65% → 5.63%-0.02 pp -5 (-0.01%) | Reduced | ↗▾ |
| 07 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $13.19M | 4.86% | 424.56K shares | 4.85% → 4.86%+0.01 pp +1.61K (+0.38%) | Added | ↗▾ |
| 08 | VSGXVANGUARD ESG INTL STOCK ETFESG INTL STK ETF View history and evidence | $12.46M | 4.59% | 190.26K shares | 4.60% → 4.59%-0.01 pp -74 (-0.04%) | Reduced | ↗▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $6.38M | 2.35% | 111.92K shares | 2.36% → 2.35%-0.01 pp -26 (-0.02%) | Reduced | ↗▾ |
| 10 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $4.47M | 1.64% | 150.04K shares | 1.64% → 1.64%+0.00 pp +505 (+0.34%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1908585 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 271554418
}Research all 48 reported holdings.
This page includes 30 of 48 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 48 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1908585","quarter":"2025Q3","page_size":100}
get_institutional_manager_history
{"cik":"1908585","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.