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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
VOOVanguard Index Fds
Recent Activity
Increased 3.06%
1.07%
$2.494M
4,628 shares@ $538.81 avg price
STIPIshares Tr
Recent Activity
Increased 13.41%
1.01%
$2.344M
23,300 shares@ $100.6 avg price
SHYIshares Tr
Recent Activity
Increased 14.83%
1.01%
$2.336M
28,499 shares@ $81.99 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 21.05%
0.6%
$1.396M
31,708 shares@ $44.04 avg price
BIBLNorthern Lts Fd Tr Iv
Recent Activity
Increased 4.26%
0.6%
$1.392M
35,786 shares@ $38.91 avg price
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Increased 8.26%
0.42%
$961,605
33,159 shares@ $29.0 avg price
TMFDirexion Shs Etf Tr
Recent Activity
Increased 2.24%
0.4%
$910,317
22,775 shares@ $39.98 avg price
AAPLApple Inc
Recent Activity
Increased 34.23%
0.32%
$727,721
2,906 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 54.51%
0.25%
$563,967
1,338 shares@ $421.5 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 6.26%
0.22%
$489,587
2,022 shares@ $242.14 avg price