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LifeGuide Financial Advisors, LLC → AAPL

LifeGuide Financial Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.5M
Q1 2026$2.2M
Q2 2026$2.5M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M9.3K——
Q2 2026$2.5M8.6K——
Q1 2026$2.2M8.6K——
Q4 2025$2.5M9.1K——

Other funds holding AAPL

Other LifeGuide Financial Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$56.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$54.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$51.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$48.7M
ETHA

ISHARES TR

$48.4M
ETHA

ISHARES TR

$47.9M
ETHA

ISHARES TR

$44.7M
ETHA

ISHARES TR

$42.2M