Long-term investor
Lifeguide Financial Advisors, LLC @lifeguidefinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908585).
Record
- Tracked since 2025-06-30 (445 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +10.9% · all +10.9%
- Max drawdown n/a · win rate 64% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFGR · 21.4% · long · since 2025-06-30
- SCHP · 15.6% · long · since 2025-06-30
- IEF · 13.6% · long · since 2025-06-30
- DFAC · 9.8% · long · since 2025-06-30
- ESGV · 6.1% · long · since 2025-06-30
- VTI · 5.5% · long · since 2025-06-30
- DFIC · 5.3% · long · since 2025-06-30
- VSGX · 4.7% · long · since 2025-06-30
- VEA · 2.4% · long · since 2025-06-30
- DFEM · 1.9% · long · since 2025-06-30
- PRXV · 1.7% · long · since 2025-06-30
- PRXG · 1.6% · long · since 2025-06-30