Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFEGUIDE FINANCIAL ADVISORS LLC | 04-18-2024 | 03-31-2024 | 41 | 198,528,998 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 1 | $53,663,808 | 620,534 | 0.03 | 0.03 | 33,097 | 5.63 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 2 | $33,449,295 | 641,282 | 0.02 | 0.02 | 38,128 | 6.32 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 3 | $28,260,322 | 298,546 | 0.01 | 0.01 | 32,841 | 12.36 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 4 | $15,953,906 | 499,340 | 0.01 | 0.01 | 7,052 | 1.43 | 03-31-2024 |
