StockDriftsStockDriftsTop 46 Lifeguide Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFGR | DIMENSIONAL ETF TRUST | 21.33% | 2.51M | $66.7M | +4.02%(+96.91K) | $26.03(+10.18%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 16.52% | 1.94M | $51.7M | +5.67%(+104.23K) | $28.09(-4.66%) | 2026-03-31 | |
| IEF | ISHARES TR | 14.28% | 468.0K | $44.7M | +6.62%(+29.05K) | $104.49(-9.53%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.4% | 756.3K | $29.4M | +12.73%(+85.40K) | $29.97(+42.47%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 5.59% | 155.7K | $17.5M | +5.30%(+7.84K) | $84.07(+51.23%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.42% | 476.9K | $16.9M | +7.34%(+32.60K) | $25.94(+43.70%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.17% | 50.4K | $16.2M | +2.09%(+1.03K) | $220.64(+61.79%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 4.49% | 195.8K | $14.0M | +2.20%(+4.21K) | $54.96(+42.48%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.34% | 114.0K | $7.3M | -0.39%(-443) | $45.66(+51.06%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 1.85% | 167.5K | $5.8M | +6.55%(+10.29K) | $25.63(+54.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.62% | +17.84% |
| Top 20 Holdings Unweighted | +9.01% | +29.52% |
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