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David Lutz

Lifeguide Financial Advisors, Llc

Assets Managed
$312.729M
Holdings
46
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
3.77%(2Q avg: 7.38%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeguide Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 46 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 312.729M in assets, with a quarterly growth rate of 3.77% and a 2-quarter average growth rate of 7.38%. The portfolio is managed by David Lutz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 4.02%
21.34%
$66.706M
2.51M shares@ $26.59 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 5.68%
16.53%
$51.664M
1.942M shares@ $26.62 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 6.62%
14.29%
$44.67M
468,039 shares@ $95.44 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 12.73%
9.4%
$29.388M
756,251 shares@ $38.86 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 5.31%
5.59%
$17.475M
155,652 shares@ $112.28 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 7.34%
5.42%
$16.944M
476,904 shares@ $35.54 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.1%
5.18%
$16.178M
50,429 shares@ $320.82 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Increased 2.2%
4.5%
$14.042M
195,758 shares@ $71.74 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.38%
2.34%
$7.306M
114,018 shares@ $64.08 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 6.55%
1.86%
$5.788M
167,539 shares@ $34.56 avg price

1-10 of 46