Portfolio (Quarterly)
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LifeGuide Financial Advisors, LLC
· CIK 0001908585| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LNKB | LINKBANCORP INC | Financial Services | 32,458.0 | $266K | 0.09% | NEW | — | $8.19 | +6.1% |
| 42 | TMF | DIREXION SHS ETF TR | — | 7,046.0 | $261K | 0.09% | NEW | — | $37.10 | -9.2% |
| 43 | DRN | DIREXION SHS ETF TR | — | 30,095.0 | $256K | 0.09% | NEW | — | $8.52 | +27.9% |
| 44 | SPGI | S&P GLOBAL INC | Financial Services | 480.0 | $246K | 0.08% | NEW | — | $512.66 | -18.5% |
| 45 | BIBL | NORTHERN LTS FD TR IV | — | 4,967.0 | $228K | 0.08% | NEW | — | $45.97 | +16.6% |
| 46 | — | BERKSHIRE HATHAWAY INC DEL | — | 450.0 | $224K | 0.07% | NEW | — | $496.85 | — |
| 47 | HD | HOME DEPOT INC | Consumer Cyclical | 619.0 | $214K | 0.07% | NEW | — | $345.92 | -9.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.2%
Financial Services
20.9%
Consumer Defensive
19.5%
Consumer Cyclical
7.9%
Energy
6.5%
Industrials
4.0%
Utilities
2.7%
Communication Services
2.3%