LifeGuide Financial Advisors, LLC 13F 持仓 · 2026年Q2
LifeGuide Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 3.51 亿美元。前几大持仓：DFGR（21.40%）、SCHP（15.64%）、IEF（13.63%）。本季前 25 大持仓中：增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFGR | DIMENSIONAL ETF TRUST | $75.1M | 21.40% | 2.6M | 增持 |
| 2 | SCHP | SCHWAB STRATEGIC TR | $54.9M | 15.64% | 2.1M | 增持 |
| 3 | IEF | ISHARES TR | $47.9M | 13.63% | 506,239 | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $34.5M | 9.83% | 777,969 | 增持 |
| 5 | ESGV | VANGUARD WORLD FD | $21.4M | 6.09% | 161,663 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $19.1M | 5.45% | 51,724 | 增持 |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $18.5M | 5.28% | 497,486 | 增持 |
| 8 | VSGX | VANGUARD WORLD FD | $16.5M | 4.71% | 200,730 | 增持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $8.4M | 2.40% | 118,423 | 增持 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $6.7M | 1.91% | 165,470 | 减持 |
| 11 | PRXV | PRAXIS FDS | $6.0M | 1.71% | 172,356 | 增持 |
| 12 | PRXG | PRAXIS FDS | $5.8M | 1.65% | 148,164 | 增持 |
| 13 | VNQ | VANGUARD INDEX FDS | $4.5M | 1.28% | 46,733 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $3.5M | 0.98% | 5,031 | 增持 |
| 15 | PTL | NORTHERN LTS FD TR IV | $3.0M | 0.86% | 10,532 | 减持 |
| 16 | STIP | ISHARES TR | $2.6M | 0.74% | 25,490 | 增持 |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $2.6M | 0.73% | 44,329 | 增持 |
| 18 | AAPL | APPLE INC | $2.5M | 0.71% | 8,617 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 0.65% | 38,388 | 增持 |
| 20 | WWJD | NORTHERN LTS FD TR IV | $2.0M | 0.57% | 52,090 | 减持 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $1.4M | 0.40% | 4,956 | 持平 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.33% | 1,542 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $872,949 | 0.25% | 6,385 | 增持 |
| 24 | MKC | MCCORMICK & CO INC | $853,032 | 0.24% | 16,919 | 增持 |
| 25 | IBD | NORTHERN LTS FD TR IV | $702,292 | 0.20% | 29,545 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR