The Analysis of Life Planning Partners, Inc's Holdings
Currently, Life Planning Partners, Inc holds 66 types of securities in its portfolio with a total value $130.6M. In the most recent quarter, they have increased their positions in SLQD (+11.3K shares, valued at $573.4K), CLIP (+5.2K shares, valued at $524.0K), VUG (+410 shares, valued at $200.0K); decreased their positions in VTI (-4.4K shares, valued at $1.5M), ITOT (-8.6K shares, valued at $1.3M), SPDW (-18.2K shares, valued at $809.4K); initiated new positions in VUG (+410 shares, valued at $200.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR176.6K shares-4.65%2025-12-312026-01-16
IEFA ISHARES TR119.1K shares-5.26%2025-12-312026-01-16 VTI VANGUARD INDEX FDS23.8K shares-15.74%2025-12-312026-01-16 SUB ISHARES TR54.6K shares2.78%2025-12-312026-01-16 IEMG ISHARES INC80.2K shares-6.69%2025-12-312026-01-16 VEA VANGUARD TAX-MANAGED FDS85.6K shares-6.39%2025-12-312026-01-16 MUB ISHARES TR40.1K shares0.27%2025-12-312026-01-16 IUSB ISHARES TR81.6K shares-1.44%2025-12-312026-01-16 CLIP GLOBAL X FDS35.5K shares17.31%2025-12-312026-01-16 SPDW SPDR INDEX SHS FDS68.2K shares-21.09%2025-12-312026-01-16 VWO VANGUARD INTL EQUITY INDEX F49.5K shares-2.94%2025-12-312026-01-16 IUSV ISHARES TR24.5K shares0.00%2025-12-312026-01-16 DFUS DIMENSIONAL ETF TRUST32.7K shares-6.26%2025-12-312026-01-16 SLQD ISHARES TR47.3K shares31.43%2025-12-312026-01-16 FMUN FIDELITY MERRIMACK STR TR47.7K shares-11.01%2025-12-312026-01-16 VCIT VANGUARD SCOTTSDALE FDS27.8K shares-0.22%2025-12-312026-01-16 AVUS AMERICAN CENTY ETF TR20.2K shares-26.35%2025-12-312026-01-16 VB VANGUARD INDEX FDS8.4K shares-19.24%2025-12-312026-01-16 DFAI DIMENSIONAL ETF TRUST46.7K shares-15.39%2025-12-312026-01-16 AVDE AMERICAN CENTY ETF TR20.3K shares-1.62%2025-12-312026-01-16 BIV VANGUARD BD INDEX FDS20.9K shares-3.11%2025-12-312026-01-16 AVRE AMERICAN CENTY ETF TR35.4K shares11.99%2025-12-312026-01-16 DFAX DIMENSIONAL ETF TRUST46.3K shares-0.98%2025-12-312026-01-16 VV VANGUARD INDEX FDS4.6K shares-25.64%2025-12-312026-01-16 AVIG AMERICAN CENTY ETF TR31.3K shares3.05%2025-12-312026-01-16 TSLA TESLA INC2.8K shares-10.91%2025-12-312026-01-16 IVV ISHARES TR1.8K shares13.14%2025-12-312026-01-16 VTEB VANGUARD MUN BD FDS24.1K shares-23.78%2025-12-312026-01-16 PH PARKER-HANNIFIN CORP1.3K shares-16.45%2025-12-312026-01-16 BND VANGUARD BD INDEX FDS15.7K shares-3.90%2025-12-312026-01-16 FREL FIDELITY COVINGTON TRUST41.6K shares-1.79%2025-12-312026-01-16 VEU VANGUARD INTL EQUITY INDEX F15.0K shares-1.80%2025-12-312026-01-16 VSS VANGUARD INTL EQUITY INDEX F6.9K shares-18.33%2025-12-312026-01-16 IXUS ISHARES TR11.7K shares-25.73%2025-12-312026-01-16 VUSB VANGUARD BD INDEX FDS19.6K shares15.35%2025-12-312026-01-16 LQD ISHARES TR8.8K shares2.32%2025-12-312026-01-16 XPO XPO INC6.4K shares0.00%2025-12-312026-01-16 VBR VANGUARD INDEX FDS3.7K shares4.00%2025-12-312026-01-16 VTV VANGUARD INDEX FDS3.7K shares0.03%2025-12-312026-01-16 VNQI VANGUARD INTL EQUITY INDEX F13.1K shares-4.37%2025-12-312026-01-16 BSV VANGUARD BD INDEX FDS6.9K shares0.00%2025-12-312026-01-16 SPEM SPDR INDEX SHS FDS11.5K shares0.00%2025-12-312026-01-16 DFNM DIMENSIONAL ETF TRUST10.1K shares-0.53%2025-12-312026-01-16 CMF ISHARES TR8.3K shares0.00%2025-12-312026-01-16 VGK VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2025-12-312026-01-16 SCHC SCHWAB STRATEGIC TR10.3K shares0.00%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.1.4K shares0.00%2025-12-312026-01-16 BAC BANK AMERICA CORP7.8K shares-35.35%2025-12-312026-01-16 EWX SPDR INDEX SHS FDS6.0K shares0.00%2025-12-312026-01-16 DFIC DIMENSIONAL ETF TRUST11.0K shares-3.64%2025-12-312026-01-16 VCSH VANGUARD SCOTTSDALE FDS4.7K shares36.41%2025-12-312026-01-16 ABBV ABBVIE INC1.6K shares0.00%2025-12-312026-01-16 PLTR PALANTIR TECHNOLOGIES INC2.1K shares-6.68%2025-12-312026-01-16 AGG ISHARES TR3.4K shares59.20%2025-12-312026-01-16 AVDV AMERICAN CENTY ETF TR3.6K shares-7.21%2025-12-312026-01-16 GXO GXO LOGISTICS INCORPORATED6.1K shares0.00%2025-12-312026-01-16 IWY ISHARES TR1.1K shares-31.98%2025-12-312026-01-16 VNQ VANGUARD INDEX FDS3.2K shares0.03%2025-12-312026-01-16 CVX CHEVRON CORP NEW1.8K shares0.16%2025-12-312026-01-16 AVIV AMERICAN CENTY ETF TR3.9K shares0.00%2025-12-312026-01-16 MSFT MICROSOFT CORP526 shares-11.00%2025-12-312026-01-16 AVES AMERICAN CENTY ETF TR4.1K shares0.00%2025-12-312026-01-16 IJS ISHARES TR2.1K shares-18.57%2025-12-312026-01-16 AAPL APPLE INC858 shares0.00%2025-12-312026-01-16 VTES VANGUARD WELLINGTON FD2.0K shares-23.17%2025-12-312026-01-16 VUG VANGUARD INDEX FDS410 sharesnew addition2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available