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David Lutz

Lifeguide Financial Advisors, Llc

Assets Managed
$351.161M
Holdings
47
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
12.29%(2Q avg: 8.03%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeguide Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 47 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 351.161M in assets, with a quarterly growth rate of 12.29% and a 2-quarter average growth rate of 8.03%. The portfolio is managed by David Lutz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 3.36%
21.4%
$75.144M
2.594M shares@ $28.98 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 6.75%
15.64%
$54.921M
2.073M shares@ $26.5 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 8.17%
13.64%
$47.875M
506,239 shares@ $94.58 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.88%
9.83%
$34.511M
777,969 shares@ $44.36 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 3.87%
6.09%
$21.378M
161,663 shares@ $132.25 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.57%
5.46%
$19.14M
51,724 shares@ $370.05 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.32%
5.28%
$18.536M
497,486 shares@ $37.26 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Increased 2.54%
4.71%
$16.528M
200,730 shares@ $82.35 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.87%
2.41%
$8.438M
118,423 shares@ $71.25 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -1.23%
1.92%
$6.725M
165,470 shares@ $40.64 avg price

1-10 of 47