Sponsored

The Analysis of Life Planning Partners, Inc's Holdings & P&L

Currently, Life Planning Partners, Inc holds 68 types of securities in its portfolio with a total value $131.0M. In the most recent quarter, they have increased their positions in ISTB (+5.0K shares, valued at $241.3K), MUB (+2.1K shares, valued at $222.9K), XOM (+1.2K shares, valued at $209.4K); decreased their positions in PH (-254 shares, valued at $227.4K), FMUN (-2.9K shares, valued at $145.8K), JPM (-204 shares, valued at $60.0K); initiated new positions in ISTB (+5.0K shares, valued at $241.3K), XOM (+1.2K shares, valued at $209.4K), DFIV (+3.8K shares, valued at $201.1K).

1M P&L

+3.4M+2.47%

3M P&L

+3.2M+2.29%

HY P&L

+12.0M+9.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A125.0M

95.4%

2Trucking1.2M

0.9%

3Auto Manufacturers1.0M

0.8%

Top Industries by Stock Count

1N/A56 stocks

82.4%

2Banks - Diversified2 stocks

2.9%

3Oil & Gas Integrated2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR176.5K shares-0.06%2026-03-312026-04-29

IEFA ISHARES TR119.0K shares-0.06%2026-03-312026-04-29

VTI VANGUARD INDEX FDS23.6K shares-0.65%2026-03-312026-04-29

SUB ISHARES TR54.6K shares-0.08%2026-03-312026-04-29

IEMG ISHARES INC81.4K shares1.53%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS88.2K shares3.04%2026-03-312026-04-29

MUB ISHARES TR42.2K shares5.24%2026-03-312026-04-29

IUSB ISHARES TR81.4K shares-0.23%2026-03-312026-04-29

Sponsored

CLIP GLOBAL X FDS35.5K shares0.21%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS67.8K shares-0.67%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F50.2K shares1.36%2026-03-312026-04-29

SLQD ISHARES TR49.9K shares5.40%2026-03-312026-04-29

IUSV ISHARES TR24.5K shares0.00%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST33.7K shares2.94%2026-03-312026-04-29

AVUS AMERICAN CENTY ETF TR21.0K shares4.12%2026-03-312026-04-29

VB VANGUARD INDEX FDS8.7K shares4.22%2026-03-312026-04-29

Sponsored

VCIT VANGUARD SCOTTSDALE FDS27.2K shares-2.04%2026-03-312026-04-29

FMUN FIDELITY MERRIMACK STR TR44.8K shares-6.16%2026-03-312026-04-29

DFAI DIMENSIONAL ETF TRUST51.7K shares10.73%2026-03-312026-04-29

AVDE AMERICAN CENTY ETF TR22.3K shares9.73%2026-03-312026-04-29

AVRE AMERICAN CENTY ETF TR39.4K shares11.27%2026-03-312026-04-29

BIV VANGUARD BD INDEX FDS20.9K shares-0.20%2026-03-312026-04-29

DFAX DIMENSIONAL ETF TRUST46.3K shares0.00%2026-03-312026-04-29

VV VANGUARD INDEX FDS5.1K shares11.97%2026-03-312026-04-29

Sponsored

AVIG AMERICAN CENTY ETF TR32.1K shares2.37%2026-03-312026-04-29

XPO XPO INC6.4K shares0.00%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS24.0K shares-0.42%2026-03-312026-04-29

IVV ISHARES TR1.8K shares1.00%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS15.7K shares0.01%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F14.8K shares-1.28%2026-03-312026-04-29

FREL FIDELITY COVINGTON TRUST40.9K shares-1.79%2026-03-312026-04-29

TSLA TESLA INC2.8K shares0.00%2026-03-312026-04-29

Sponsored

IXUS ISHARES TR11.7K shares-0.26%2026-03-312026-04-29

VUSB VANGUARD BD INDEX FDS19.6K shares0.03%2026-03-312026-04-29

PH PARKER-HANNIFIN CORP1.1K shares-19.16%2026-03-312026-04-29

VSS VANGUARD INTL EQUITY INDEX F6.6K shares-5.44%2026-03-312026-04-29

LQD ISHARES TR8.7K shares-0.73%2026-03-312026-04-29

VBR VANGUARD INDEX FDS3.7K shares0.00%2026-03-312026-04-29

VTV VANGUARD INDEX FDS3.7K shares0.03%2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS6.9K shares0.00%2026-03-312026-04-29

Sponsored

SPEM SPDR INDEX SHS FDS11.5K shares0.00%2026-03-312026-04-29

VNQI VANGUARD INTL EQUITY INDEX F12.1K shares-7.54%2026-03-312026-04-29

SCHC SCHWAB STRATEGIC TR10.3K shares0.00%2026-03-312026-04-29

DFNM DIMENSIONAL ETF TRUST10.1K shares0.00%2026-03-312026-04-29

CMF ISHARES TR8.3K shares0.00%2026-03-312026-04-29

VGK VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2026-03-312026-04-29

EWX SPDR INDEX SHS FDS6.0K shares0.00%2026-03-312026-04-29

DFIC DIMENSIONAL ETF TRUST11.0K shares0.00%2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP7.8K shares0.04%2026-03-312026-04-29

CVX CHEVRON CORPORATION1.8K shares0.11%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS4.6K shares-2.56%2026-03-312026-04-29

AVDV AMERICAN CENTY ETF TR3.6K shares0.00%2026-03-312026-04-29

AGG ISHARES TR3.6K shares4.62%2026-03-312026-04-29

ABBV ABBVIE INC1.6K shares0.00%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO1.2K shares-14.93%2026-03-312026-04-29

GXO GXO LOGISTICS INCORPORATED6.1K shares0.00%2026-03-312026-04-29

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.0K shares-0.19%2026-03-312026-04-29

AVIV AMERICAN CENTY ETF TR3.9K shares0.00%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS3.2K shares0.06%2026-03-312026-04-29

IWY ISHARES TR1.1K shares0.00%2026-03-312026-04-29

MSFT MICROSOFT CORP739 shares40.49%2026-03-312026-04-29

IJS ISHARES TR2.1K shares0.00%2026-03-312026-04-29

AVES AMERICAN CENTY ETF TR4.1K shares0.00%2026-03-312026-04-29

ISTB ISHARES TR5.0K sharesnew addition2026-03-312026-04-29

Sponsored

AAPL APPLE INC858 shares0.00%2026-03-312026-04-29

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-29

VTES VANGUARD WELLINGTON FD2.0K shares0.00%2026-03-312026-04-29

DFIV DIMENSIONAL ETF TRUST3.8K sharesnew addition2026-03-312026-04-29

ITOT

ISHARES TR

-0.06%

Shares176.5K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

-0.06%

Shares119.0K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-0.65%

Shares23.6K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

-0.08%

Shares54.6K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

1.53%

Shares81.4K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

3.04%

Shares88.2K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

5.24%

Shares42.2K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

-0.23%

Shares81.4K

Event2026-03-31

Filed2026-04-29

CLIP

GLOBAL X FDS

0.21%

Shares35.5K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

-0.67%

Shares67.8K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

1.36%

Shares50.2K

Event2026-03-31

Filed2026-04-29

SLQD

ISHARES TR

5.40%

Shares49.9K

Event2026-03-31

Filed2026-04-29

IUSV

ISHARES TR

0.00%

Shares24.5K

Event2026-03-31

Filed2026-04-29

DFUS

DIMENSIONAL ETF TRUST

2.94%

Shares33.7K

Event2026-03-31

Filed2026-04-29

AVUS

AMERICAN CENTY ETF TR

4.12%

Shares21.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

4.22%

Shares8.7K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

-2.04%

Shares27.2K

Event2026-03-31

Filed2026-04-29

FMUN

FIDELITY MERRIMACK STR TR

-6.16%

Shares44.8K

Event2026-03-31

Filed2026-04-29

DFAI

DIMENSIONAL ETF TRUST

10.73%

Shares51.7K

Event2026-03-31

Filed2026-04-29

AVDE

AMERICAN CENTY ETF TR

9.73%

Shares22.3K

Event2026-03-31

Filed2026-04-29

AVRE

AMERICAN CENTY ETF TR

11.27%

Shares39.4K

Event2026-03-31

Filed2026-04-29

BIV

VANGUARD BD INDEX FDS

-0.20%

Shares20.9K

Event2026-03-31

Filed2026-04-29

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares46.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

11.97%

Shares5.1K

Event2026-03-31

Filed2026-04-29

AVIG

AMERICAN CENTY ETF TR

2.37%

Shares32.1K

Event2026-03-31

Filed2026-04-29

XPO

XPO INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

-0.42%

Shares24.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

1.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

0.01%

Shares15.7K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

-1.28%

Shares14.8K

Event2026-03-31

Filed2026-04-29

FREL

FIDELITY COVINGTON TRUST

-1.79%

Shares40.9K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

IXUS

ISHARES TR

-0.26%

Shares11.7K

Event2026-03-31

Filed2026-04-29

VUSB

VANGUARD BD INDEX FDS

0.03%

Shares19.6K

Event2026-03-31

Filed2026-04-29

PARKER-HANNIFIN CORP

-19.16%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VSS

VANGUARD INTL EQUITY INDEX F

-5.44%

Shares6.6K

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

-0.73%

Shares8.7K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.03%

Shares3.7K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-29

VNQI

VANGUARD INTL EQUITY INDEX F

-7.54%

Shares12.1K

Event2026-03-31

Filed2026-04-29

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-29

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-29

CMF

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-29

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-29

EWX

SPDR INDEX SHS FDS

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-29

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

0.04%

Shares7.8K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

-2.56%

Shares4.6K

Event2026-03-31

Filed2026-04-29

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

4.62%

Shares3.6K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-14.93%

Shares1.2K

Event2026-03-31

Filed2026-04-29

GXO

GXO LOGISTICS INCORPORATED

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

-0.19%

Shares2.0K

Event2026-03-31

Filed2026-04-29

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

0.06%

Shares3.2K

Event2026-03-31

Filed2026-04-29

IWY

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

40.49%

Shares739

Event2026-03-31

Filed2026-04-29

IJS

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-29

AVES

AMERICAN CENTY ETF TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

ISTB

ISHARES TR

New

Shares5.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.00%

Shares858

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-29

VTES

VANGUARD WELLINGTON FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

DFIV

DIMENSIONAL ETF TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available