The Analysis of LifePlan Investment Advisors, Inc.'s Holdings

Currently, LifePlan Investment Advisors, Inc. holds 112 types of securities in its portfolio with a total value $238.4M. In the most recent quarter, they have increased their positions in VOO (+9.6K shares, valued at $5.9M), IEMG (+33.6K shares, valued at $2.2M), OEF (+5.0K shares, valued at $1.7M); decreased their positions in EFG (-9.5K shares, valued at $1.1M), QUAL (-1.6K shares, valued at $312.2K), IUSB (-5.7K shares, valued at $266.5K); initiated new positions in ITA (+3.6K shares, valued at $748.5K), IWX (+3.1K shares, valued at $269.5K), GGG (+3.1K shares, valued at $265.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS24.3K shares65.05%2025-09-302025-11-13

AGG ISHARES TR115.9K shares3.79%2025-09-302025-11-13

VUG VANGUARD INDEX FDS16.6K shares11.32%2025-09-302025-11-13

GSUS GOLDMAN SACHS ETF TR82.5K shares10.96%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS110.3K shares13.91%2025-09-302025-11-13

IEMG ISHARES INC99.0K shares51.44%2025-09-302025-11-13

IAGG ISHARES TR121.1K shares4.83%2025-09-302025-11-13

SCHE SCHWAB STRATEGIC TR174.3K shares-3.13%2025-09-302025-11-13

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VTV VANGUARD INDEX FDS30.0K shares14.22%2025-09-302025-11-13

VBR VANGUARD INDEX FDS26.5K shares2.71%2025-09-302025-11-13

SCHP SCHWAB STRATEGIC TR190.4K shares3.72%2025-09-302025-11-13

IAU ISHARES GOLD TR70.5K shares2.70%2025-09-302025-11-13

IVV ISHARES TR7.4K shares-3.42%2025-09-302025-11-13

IUSB ISHARES TR103.4K shares-5.23%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS90.8K shares5.57%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR194.2K shares-0.79%2025-09-302025-11-13

Sponsored

VBK VANGUARD INDEX FDS15.0K shares2.02%2025-09-302025-11-13

VOE VANGUARD INDEX FDS25.5K shares4.65%2025-09-302025-11-13

DYNF BLACKROCK ETF TRUST72.6K shares30.31%2025-09-302025-11-13

NVDA NVIDIA CORPORATION21.2K shares5.19%2025-09-302025-11-13

VOT VANGUARD INDEX FDS13.4K shares-0.79%2025-09-302025-11-13

SCHV SCHWAB STRATEGIC TR132.5K shares4.35%2025-09-302025-11-13

GCOR GOLDMAN SACHS ETF TR89.5K shares40.52%2025-09-302025-11-13

IVW ISHARES TR30.6K shares4.38%2025-09-302025-11-13

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SCHG SCHWAB STRATEGIC TR112.4K shares-1.09%2025-09-302025-11-13

EMB ISHARES TR37.6K shares5.61%2025-09-302025-11-13

AAPL APPLE INC14.0K shares-1.02%2025-09-302025-11-13

QUAL ISHARES TR17.7K shares-8.29%2025-09-302025-11-13

FUTY FIDELITY COVINGTON TRUST60.3K shares2.79%2025-09-302025-11-13

IVE ISHARES TR16.1K shares18.94%2025-09-302025-11-13

VNQI VANGUARD INTL EQUITY INDEX F68.5K shares-2.58%2025-09-302025-11-13

EFV ISHARES TR47.6K shares1.42%2025-09-302025-11-13

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HYG ISHARES TR39.4K shares7.16%2025-09-302025-11-13

SCHH SCHWAB STRATEGIC TR147.9K shares11.54%2025-09-302025-11-13

OEF ISHARES TR9.1K shares119.14%2025-09-302025-11-13

GSIE GOLDMAN SACHS ETF TR73.1K shares2.79%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F46.4K shares12.97%2025-09-302025-11-13

IDEV ISHARES TR31.1K shares71.36%2025-09-302025-11-13

GSLC GOLDMAN SACHS ETF TR18.7K shares14.44%2025-09-302025-11-13

TLH ISHARES TR21.1K shares26.91%2025-09-302025-11-13

Sponsored

MUB ISHARES TR17.9K shares0.96%2025-09-302025-11-13

BNDX VANGUARD CHARLOTTE FDS35.0K shares19.16%2025-09-302025-11-13

MBB ISHARES TR18.1K shares14.53%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS20.9K shares18.12%2025-09-302025-11-13

THRO BLACKROCK ETF TRUST43.1K shares40.12%2025-09-302025-11-13

BAI BLACKROCK ETF TRUST47.0K shares260.43%2025-09-302025-11-13

MSFT MICROSOFT CORP3.0K shares2.59%2025-09-302025-11-13

VB VANGUARD INDEX FDS6.1K shares13.93%2025-09-302025-11-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS4.3K shares1.01%2025-09-302025-11-13

GE GE AEROSPACE4.0K shares0.00%2025-09-302025-11-13

TXN TEXAS INSTRS INC6.6K shares0.05%2025-09-302025-11-13

MTUM ISHARES TR4.5K shares10.46%2025-09-302025-11-13

LCTU BLACKROCK ETF TRUST15.5K shares-1.74%2025-09-302025-11-13

BINC BLACKROCK ETF TRUST II21.0K shares12.20%2025-09-302025-11-13

SUSC ISHARES TR47.1K shares5.43%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.3.3K shares0.00%2025-09-302025-11-13

Sponsored

GEM GOLDMAN SACHS ETF TR24.7K shares13.89%2025-09-302025-11-13

GGUS GOLDMAN SACHS ETF TR15.5K shares137.41%2025-09-302025-11-13

EAGG ISHARES TR20.1K shares-0.65%2025-09-302025-11-13

AMZN AMAZON COM INC4.3K shares2.14%2025-09-302025-11-13

GIGB GOLDMAN SACHS ETF TR19.7K shares26.02%2025-09-302025-11-13

ESGU ISHARES TR5.8K shares46.30%2025-09-302025-11-13

VMBS VANGUARD SCOTTSDALE FDS17.7K shares18.95%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS10.2K shares18.66%2025-09-302025-11-13

Sponsored

BLV VANGUARD BD INDEX FDS11.1K shares19.48%2025-09-302025-11-13

IWY ISHARES TR2.8K shares93.04%2025-09-302025-11-13

DSI ISHARES TR6.1K shares-2.81%2025-09-302025-11-13

ITA ISHARES TR3.6K sharesnew addition2025-09-302025-11-13

ABBV ABBVIE INC3.0K shares12.74%2025-09-302025-11-13

META META PLATFORMS INC855 shares6.61%2025-09-302025-11-13

XOM EXXON MOBIL CORP5.3K shares13.27%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS10.2K shares75.31%2025-09-302025-11-13

Sponsored

GOOGL ALPHABET INC2.4K shares3.56%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON3.1K shares5.60%2025-09-302025-11-13

GSSC GOLDMAN SACHS ETF TR7.5K shares17.87%2025-09-302025-11-13

GEV GE VERNOVA INC867 shares4.58%2025-09-302025-11-13

AVGO BROADCOM INC1.6K shares4.85%2025-09-302025-11-13

USXF ISHARES TR8.8K shares-27.65%2025-09-302025-11-13

TSLA TESLA INC1.1K shares9.37%2025-09-302025-11-13

STIP ISHARES TR4.5K shares3.49%2025-09-302025-11-13

Sponsored

GLOV GOLDMAN SACHS ETF TR7.8K shares18.74%2025-09-302025-11-13

SPTL SPDR SERIES TRUST15.6K shares26.01%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL831 shares61.05%2025-09-302025-11-13

IWP ISHARES TR2.8K shares3.93%2025-09-302025-11-13

WMT WALMART INC3.9K shares0.00%2025-09-302025-11-13

GTIP GOLDMAN SACHS ETF TR7.9K shares29.05%2025-09-302025-11-13

EFG ISHARES TR3.4K shares-73.45%2025-09-302025-11-13

HD HOME DEPOT INC939 shares6.58%2025-09-302025-11-13

Sponsored

EUSB ISHARES TR8.4K shares-32.33%2025-09-302025-11-13

ESGE ISHARES INC8.3K shares4.34%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW388 shares6.30%2025-09-302025-11-13

VTIP VANGUARD MALVERN FDS6.2K shares27.99%2025-09-302025-11-13

GOVT ISHARES TR13.5K shares6.96%2025-09-302025-11-13

LLY ELI LILLY & CO355 shares15.64%2025-09-302025-11-13

IWX ISHARES TR3.1K sharesnew addition2025-09-302025-11-13

INTU INTUIT393 shares-0.25%2025-09-302025-11-13

Sponsored

CSCO CISCO SYS INC3.9K shares0.00%2025-09-302025-11-13

GGG GRACO INC3.1K sharesnew addition2025-09-302025-11-13

MA MASTERCARD INCORPORATED450 shares-3.23%2025-09-302025-11-13

CVX CHEVRON CORP NEW1.6K shares4.34%2025-09-302025-11-13

GOOG ALPHABET INC973 sharesnew addition2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW1.9K shares1.38%2025-09-302025-11-13

NFLX NETFLIX INC195 shares12.72%2025-09-302025-11-13

HIMU BLACKROCK ETF TRUST II4.7K sharesnew addition2025-09-302025-11-13

Sponsored

SCEC CAPITOL SER TR8.9K shares3.41%2025-09-302025-11-13

IWS ISHARES TR1.6K sharesnew addition2025-09-302025-11-13

ESGD ISHARES TR2.3K sharesnew addition2025-09-302025-11-13

PG PROCTER AND GAMBLE CO1.4K shares-12.71%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-11-13

BLK BLACKROCK INC177 sharesnew addition2025-09-302025-11-13

LCTD BLACKROCK ETF TRUST3.9K shares-7.01%2025-09-302025-11-13

PAXS PIMCO ACCESS INCOME FUND10.0K sharesnew addition2025-09-302025-11-13

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available