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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

InvestmentPortfolio %Reported Value
VNQ
Vanguard Index Fds
Recent Activity
Increased 1%
25.4%
$59.214M
664,726 shares@ $89.08 avg price
SCHP
Schwab Strategic Tr
Recent Activity
Increased 110.62%
17.37%
$40.492M
1.568M shares@ $25.84 avg price
IEF
Ishares Tr
Recent Activity
Increased 6.08%
14.21%
$33.118M
358,228 shares@ $92.45 avg price
DFAC
Dimensional Etf Trust
Recent Activity
Increased 0.67%
8.09%
$18.842M
544,716 shares@ $34.6 avg price
ESGV
Vanguard World Fd
Recent Activity
Increased 13.64%
6.55%
$15.255M
145,434 shares@ $104.9 avg price
VTI
Vanguard Index Fds
Recent Activity
Increased 2.75%
5.5%
$12.81M
44,202 shares@ $289.82 avg price
VSGX
Vanguard World Fd
Recent Activity
Increased 18.73%
4.45%
$10.365M
182,799 shares@ $56.7 avg price
DFIC
Dimensional Etf Trust
Recent Activity
Increased 6.37%
4.13%
$9.624M
372,355 shares@ $25.85 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Increased 10.43%
2.3%
$5.351M
111,892 shares@ $47.83 avg price
DFEM
Dimensional Etf Trust
Recent Activity
Increased 4.63%
1.4%
$3.249M
124,074 shares@ $26.19 avg price

1-10 of 42