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David Lutz

@Lifeguide Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$233.132MTotal holdings42
Assets growth rate-0.55%Assets growth rate (2-Q avg)6.67%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeguide Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Lifeguide Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 233.132M in assets, with a quarterly growth rate of -0.55% and a 2-quarter average growth rate of 6.67%. The portfolio is managed by David Lutz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGITVanguard Scottsdale Fds
Recent Activity
New Position
0.39%
$897,666
15,477 shares@ $58.0 avg price
TIPIshares Tr
Recent Activity
New Position
0.09%
$200,421
1,881 shares@ $106.56 avg price