Sponsored

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

Currently, Life Planning Partners, Inc holds 71 types of securities in its portfolio with a total value $134.5M. In the most recent quarter, they have increased their positions in VXUS (+10.0K shares, valued at $854.6K), GOOG (+2.3K shares, valued at $827.1K), N/A (+2.7K shares, valued at $398.6K); decreased their positions in ITOT (-14.8K shares, valued at $2.4M), TSLA (-2.1K shares, valued at $901.9K), N/A (-9.2K shares, valued at $886.3K); initiated new positions in VXUS (+10.0K shares, valued at $854.6K), GOOG (+2.3K shares, valued at $827.1K), N/A (+2.7K shares, valued at $398.6K).

1M P&L

+488.5K+0.43%

3M P&L

+3.1M+2.83%

HY P&L

+7.0M+6.58%

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/A107.2M

95.6%

2Trucking1.3M

1.2%

3Specialty Industrial Machinery1.0M

0.9%

Top Industries by Stock Count

1N/A53 stocks

85.5%

2Semiconductors1 stocks

1.6%

3Internet Content & Information1 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR161.7K shares-8.40%2026-06-302026-07-22

ISHARES TR ISHARES TR109.8K shares-7.71%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS23.1K shares-2.33%2026-06-302026-07-22

IEMG ISHARES INC74.1K shares-8.94%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS80.9K shares-8.28%2026-06-302026-07-22

SUB ISHARES TR50.5K shares-7.54%2026-06-302026-07-22

MUB ISHARES TR41.8K shares-0.80%2026-06-302026-07-22

CLIP GLOBAL X FDS36.5K shares2.79%2026-06-302026-07-22

Sponsored

SPDW SPDR INDEX SHS FDS67.8K shares0.00%2026-06-302026-07-22

IUSB ISHARES TR71.6K shares-11.99%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F46.6K shares-7.13%2026-06-302026-07-22

IUSV ISHARES TR24.5K shares0.00%2026-06-302026-07-22

DFUS DIMENSIONAL ETF TRUST31.9K shares-5.40%2026-06-302026-07-22

SLQD ISHARES TR50.9K shares2.04%2026-06-302026-07-22

AVUS AMERICAN CENTY ETF TR19.4K shares-7.74%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS26.1K shares-4.07%2026-06-302026-07-22

Sponsored

VB VANGUARD INDEX FDS6.8K shares-21.82%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST48.1K shares-6.96%2026-06-302026-07-22

FMUN FIDELITY MERRIMACK STR TR38.5K shares-13.93%2026-06-302026-07-22

AVRE AMERICAN CENTY ETF TR38.3K shares-2.76%2026-06-302026-07-22

DFAX DIMENSIONAL ETF TRUST42.7K shares-7.71%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS19.2K shares-7.88%2026-06-302026-07-22

AVDE AMERICAN CENTY ETF TR15.3K shares-31.51%2026-06-302026-07-22

VV VANGUARD INDEX FDS3.9K shares-23.62%2026-06-302026-07-22

Sponsored

AVIG AMERICAN CENTY ETF TR31.8K shares-0.91%2026-06-302026-07-22

XPO XPO INC6.4K shares0.00%2026-06-302026-07-22

ISHARES TR ISHARES TR1.7K shares-7.94%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F13.9K shares-6.07%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS22.3K shares-7.00%2026-06-302026-07-22

LQD ISHARES TR10.2K shares17.26%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS15.0K shares-4.07%2026-06-302026-07-22

FREL FIDELITY COVINGTON TRUST37.2K shares-8.95%2026-06-302026-07-22

Sponsored

IXUS ISHARES TR11.1K shares-5.21%2026-06-302026-07-22

PH PARKER-HANNIFIN CORP1.1K shares0.00%2026-06-302026-07-22

VUSB VANGUARD BD INDEX FDS18.9K shares-3.54%2026-06-302026-07-22

VBR VANGUARD INDEX FDS3.6K shares-2.97%2026-06-302026-07-22

VXUS VANGUARD STAR FDS10.0K sharesnew addition2026-06-302026-07-22

VSS VANGUARD INTL EQUITY INDEX F5.5K shares-15.80%2026-06-302026-07-22

GOOG ALPHABET INC2.3K sharesnew addition2026-06-302026-07-22

VTV VANGUARD INDEX FDS3.7K shares-0.35%2026-06-302026-07-22

Sponsored

CMF ISHARES TR10.6K shares27.67%2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS11.5K shares0.00%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS6.7K shares-1.87%2026-06-302026-07-22

VGK VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2026-06-302026-07-22

SCHC SCHWAB STRATEGIC TR10.3K shares0.00%2026-06-302026-07-22

DFNM DIMENSIONAL ETF TRUST9.8K shares-2.84%2026-06-302026-07-22

EWX SPDR INDEX SHS FDS6.0K shares0.00%2026-06-302026-07-22

BAC BANK OF AMER CORP7.5K shares-4.04%2026-06-302026-07-22

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F9.5K shares-20.87%2026-06-302026-07-22

ISHARES TR ISHARES TR4.2K shares18.08%2026-06-302026-07-22

DFIC DIMENSIONAL ETF TRUST11.0K shares0.29%2026-06-302026-07-22

ABBVIE INC ABBVIE INC1.6K shares0.00%2026-06-302026-07-22

ORACLE CORP ORACLE CORP2.7K sharesnew addition2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR3.6K shares0.00%2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS4.6K shares0.30%2026-06-302026-07-22

IWY ISHARES TR1.1K shares0.00%2026-06-302026-07-22

Sponsored

VNQ VANGUARD INDEX FDS3.2K shares0.03%2026-06-302026-07-22

GXO LOGISTICS INCORPORATED GXO LOGISTICS INCORPORATED6.1K shares0.00%2026-06-302026-07-22

AVIV AMERICAN CENTY ETF TR3.9K shares0.00%2026-06-302026-07-22

MSFT MICROSOFT CORP759 shares2.71%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC485 sharesnew addition2026-06-302026-07-22

IJS ISHARES TR2.0K shares-3.41%2026-06-302026-07-22

TSLA TESLA INC658 shares-76.52%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO769 shares-33.82%2026-06-302026-07-22

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.1K shares4.64%2026-06-302026-07-22

AAPL APPLE INC858 shares0.00%2026-06-302026-07-22

ISTB ISHARES TR5.0K shares0.00%2026-06-302026-07-22

CAT CATERPILLAR INC215 sharesnew addition2026-06-302026-07-22

DFIV DIMENSIONAL ETF TRUST3.8K shares0.00%2026-06-302026-07-22

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-07-22

VTES VANGUARD WELLINGTON FD2.0K shares0.00%2026-06-302026-07-22

ITOT

ISHARES TR

-8.40%

Shares161.7K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-7.71%

Shares109.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-2.33%

Shares23.1K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-8.94%

Shares74.1K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-8.28%

Shares80.9K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

-7.54%

Shares50.5K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-0.80%

Shares41.8K

Event2026-06-30

Filed2026-07-22

CLIP

GLOBAL X FDS

2.79%

Shares36.5K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

0.00%

Shares67.8K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

-11.99%

Shares71.6K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

-7.13%

Shares46.6K

Event2026-06-30

Filed2026-07-22

IUSV

ISHARES TR

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-22

DFUS

DIMENSIONAL ETF TRUST

-5.40%

Shares31.9K

Event2026-06-30

Filed2026-07-22

SLQD

ISHARES TR

2.04%

Shares50.9K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

-7.74%

Shares19.4K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

-4.07%

Shares26.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-21.82%

Shares6.8K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

-6.96%

Shares48.1K

Event2026-06-30

Filed2026-07-22

FMUN

FIDELITY MERRIMACK STR TR

-13.93%

Shares38.5K

Event2026-06-30

Filed2026-07-22

AVRE

AMERICAN CENTY ETF TR

-2.76%

Shares38.3K

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

-7.71%

Shares42.7K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

-7.88%

Shares19.2K

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

-31.51%

Shares15.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-23.62%

Shares3.9K

Event2026-06-30

Filed2026-07-22

AVIG

AMERICAN CENTY ETF TR

-0.91%

Shares31.8K

Event2026-06-30

Filed2026-07-22

XPO

XPO INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-7.94%

Shares1.7K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

-6.07%

Shares13.9K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

-7.00%

Shares22.3K

Event2026-06-30

Filed2026-07-22

LQD

ISHARES TR

17.26%

Shares10.2K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

-4.07%

Shares15.0K

Event2026-06-30

Filed2026-07-22

FREL

FIDELITY COVINGTON TRUST

-8.95%

Shares37.2K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

-5.21%

Shares11.1K

Event2026-06-30

Filed2026-07-22

PARKER-HANNIFIN CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VUSB

VANGUARD BD INDEX FDS

-3.54%

Shares18.9K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

-2.97%

Shares3.6K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

New

Shares10.0K

Event2026-06-30

Filed2026-07-22

VSS

VANGUARD INTL EQUITY INDEX F

-15.80%

Shares5.5K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-0.35%

Shares3.7K

Event2026-06-30

Filed2026-07-22

CMF

ISHARES TR

27.67%

Shares10.6K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

-1.87%

Shares6.7K

Event2026-06-30

Filed2026-07-22

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-22

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-22

DFNM

DIMENSIONAL ETF TRUST

-2.84%

Shares9.8K

Event2026-06-30

Filed2026-07-22

EWX

SPDR INDEX SHS FDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

-4.04%

Shares7.5K

Event2026-06-30

Filed2026-07-22

VNQI

VANGUARD INTL EQUITY INDEX F

-20.87%

Shares9.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

18.08%

Shares4.2K

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

0.29%

Shares11.0K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

0.30%

Shares4.6K

Event2026-06-30

Filed2026-07-22

IWY

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-22

GXO LOGISTICS INCORPORATED

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-22

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

2.71%

Shares759

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

New

Shares485

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

-3.41%

Shares2.0K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-76.52%

Shares658

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-33.82%

Shares769

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

4.64%

Shares2.1K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.00%

Shares858

Event2026-06-30

Filed2026-07-22

ISTB

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

New

Shares215

Event2026-06-30

Filed2026-07-22

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-22

VTES

VANGUARD WELLINGTON FD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available