Sponsored

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

Currently, LifePlan Investment Advisors, Inc. holds 122 types of securities in its portfolio with a total value $254.5M. In the most recent quarter, they have increased their positions in WDC (+6.7K shares, valued at $1.8M), IVV (+2.7K shares, valued at $1.8M), GOVT (+75.0K shares, valued at $1.7M); decreased their positions in N/A (-19.7K shares, valued at $1.7M), QUAL (-7.3K shares, valued at $1.4M), AGEM (-31.9K shares, valued at $1.3M); initiated new positions in WDC (+6.7K shares, valued at $1.8M), SNDK (+2.2K shares, valued at $1.4M), IDEF (+40.7K shares, valued at $1.3M).

1M P&L

+9.9M+3.91%

3M P&L

-31.9M-10.80%

HY P&L

-24.5M-8.52%

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/A212.4M

89.6%

2Semiconductors4.2M

1.8%

3Consumer Electronics3.8M

1.6%

Top Industries by Stock Count

1N/A81 stocks

72.3%

2Drug Manufacturers - General3 stocks

2.7%

3Semiconductors3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR119.2K shares-0.75%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS15.0K shares-7.32%2026-03-312026-05-14

GSUS GOLDMAN SACHS ETF TR98.3K shares2.73%2026-03-312026-05-14

VUG VANGUARD INDEX FDS19.6K shares8.19%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS126.5K shares3.94%2026-03-312026-05-14

IVV ISHARES TR10.5K shares35.16%2026-03-312026-05-14

VTV VANGUARD INDEX FDS34.8K shares4.36%2026-03-312026-05-14

IAGG ISHARES TR135.2K shares7.65%2026-03-312026-05-14

Sponsored

SCHE SCHWAB STRATEGIC TR176.4K shares0.65%2026-03-312026-05-14

VBR VANGUARD INDEX FDS26.3K shares-2.40%2026-03-312026-05-14

IUSB ISHARES TR120.2K shares10.34%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR204.9K shares4.05%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS105.3K shares14.51%2026-03-312026-05-14

IEMG ISHARES INC68.5K shares2.46%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR186.2K shares-4.59%2026-03-312026-05-14

VOE VANGUARD INDEX FDS24.9K shares-3.59%2026-03-312026-05-14

Sponsored

VBK VANGUARD INDEX FDS14.9K shares-1.79%2026-03-312026-05-14

GCOR GOLDMAN SACHS ETF TR108.6K shares12.32%2026-03-312026-05-14

IVE ISHARES TR21.2K shares23.72%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR49.6K shares-28.46%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR130.2K shares-3.41%2026-03-312026-05-14

IVW ISHARES TR34.8K shares9.86%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST66.7K shares-11.54%2026-03-312026-05-14

VOT VANGUARD INDEX FDS14.9K shares8.89%2026-03-312026-05-14

Sponsored

AAPL APPLE INC14.8K shares2.01%2026-03-312026-05-14

GSIE GOLDMAN SACHS ETF TR82.6K shares10.54%2026-03-312026-05-14

FUTY FIDELITY COVINGTON TRUST59.3K shares-2.87%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR118.2K shares4.83%2026-03-312026-05-14

HYG ISHARES TR42.8K shares5.60%2026-03-312026-05-14

EFV ISHARES TR45.0K shares-9.66%2026-03-312026-05-14

EMB ISHARES TR35.3K shares-8.55%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR150.6K shares-1.11%2026-03-312026-05-14

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F71.3K shares2.46%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F55.2K shares5.79%2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR23.7K shares13.87%2026-03-312026-05-14

NVDA NVIDIA CORPORATION15.2K shares21.02%2026-03-312026-05-14

QUAL ISHARES TR12.9K shares-35.98%2026-03-312026-05-14

EFG ISHARES TR19.7K shares356.93%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS45.2K shares16.22%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS26.5K shares12.87%2026-03-312026-05-14

Sponsored

GOVT ISHARES TR89.8K shares509.28%2026-03-312026-05-14

MBB ISHARES TR21.3K shares10.36%2026-03-312026-05-14

MUB ISHARES TR18.3K shares-3.71%2026-03-312026-05-14

VB VANGUARD INDEX FDS7.3K shares6.39%2026-03-312026-05-14

TLH ISHARES TR18.3K shares-16.96%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP6.7K sharesnew addition2026-03-312026-05-14

BAI BLACKROCK ETF TRUST55.1K shares14.25%2026-03-312026-05-14

MTUM ISHARES TR7.5K shares54.45%2026-03-312026-05-14

Sponsored

THRO BLACKROCK ETF TRUST49.0K shares9.82%2026-03-312026-05-14

IDEV ISHARES TR18.5K shares-8.96%2026-03-312026-05-14

SNDK SANDISK CORP2.2K sharesnew addition2026-03-312026-05-14

IDEF BLACKROCK ETF TRUST40.7K sharesnew addition2026-03-312026-05-14

BLCR BLACKROCK ETF TRUST32.1K sharesnew addition2026-03-312026-05-14

AGEM ABRDN FDS31.8K shares-50.08%2026-03-312026-05-14

TXN TEXAS INSTRS INC6.6K shares-0.08%2026-03-312026-05-14

GEM GOLDMAN SACHS ETF TR29.0K shares6.34%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP3.3K shares-1.59%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE4.3K shares-4.59%2026-03-312026-05-14

SUSC ISHARES TR51.4K shares4.20%2026-03-312026-05-14

GIGB GOLDMAN SACHS ETF TR25.9K shares18.78%2026-03-312026-05-14

GGUS GOLDMAN SACHS ETF TR20.1K shares15.99%2026-03-312026-05-14

NEE NEXTERA ENERGY INC11.8K sharesnew addition2026-03-312026-05-14

EAGG ISHARES TR22.8K shares12.37%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS4.4K shares-0.59%2026-03-312026-05-14

Sponsored

LCTU BLACKROCK ETF TRUST15.2K shares-9.20%2026-03-312026-05-14

GSID GOLDMAN SACHS ETF TR14.8K sharesnew addition2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS21.8K shares11.19%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO3.5K shares3.45%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS12.9K shares13.29%2026-03-312026-05-14

BLV VANGUARD BD INDEX FDS13.8K shares11.65%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II18.2K shares-19.50%2026-03-312026-05-14

AMZN AMAZON COM INC4.5K shares-1.00%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP5.4K shares0.67%2026-03-312026-05-14

GEV GE VERNOVA INC955 shares-1.34%2026-03-312026-05-14

ESGU ISHARES TR5.8K shares-6.92%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON3.2K shares-0.65%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.6K shares3.28%2026-03-312026-05-14

DSI ISHARES TR6.0K shares-7.65%2026-03-312026-05-14

GSSC GOLDMAN SACHS ETF TR9.5K shares11.87%2026-03-312026-05-14

LMUB ISHARES TR13.8K sharesnew addition2026-03-312026-05-14

Sponsored

ABBV ABBVIE INC3.0K shares-8.41%2026-03-312026-05-14

BROADCOM INC BROADCOM INC1.8K shares-0.55%2026-03-312026-05-14

SPTL SPDR SERIES TRUST21.3K shares16.23%2026-03-312026-05-14

GTIP GOLDMAN SACHS ETF TR10.8K shares20.12%2026-03-312026-05-14

USXF ISHARES TR9.3K shares-1.68%2026-03-312026-05-14

META META PLATFORMS INC888 shares0.79%2026-03-312026-05-14

STERLING CAP FDS STERLING CAP FDS20.3K sharesnew addition2026-03-312026-05-14

WMT WALMART INC4.0K shares-10.37%2026-03-312026-05-14

Sponsored

TSLA TESLA INC1.3K shares-2.94%2026-03-312026-05-14

ESGE ISHARES INC10.0K shares12.18%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS8.8K shares20.97%2026-03-312026-05-14

SHV ISHARES TR3.9K sharesnew addition2026-03-312026-05-14

IWY ISHARES TR1.7K shares-16.51%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION410 shares7.05%2026-03-312026-05-14

IWP ISHARES TR3.0K shares1.08%2026-03-312026-05-14

EUSB ISHARES TR8.5K shares0.72%2026-03-312026-05-14

Sponsored

SYSB ISHARES TR4.0K sharesnew addition2026-03-312026-05-14

CVX CHEVRON CORPORATION1.7K shares8.34%2026-03-312026-05-14

LLY ELI LILLY & CO373 shares0.81%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares33.02%2026-03-312026-05-14

HD HOME DEPOT INC998 shares-9.36%2026-03-312026-05-14

EVUS ISHARES TR10.1K shares54.50%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.1K shares-2.49%2026-03-312026-05-14

IWS ISHARES TR2.0K shares-5.81%2026-03-312026-05-14

Sponsored

DMXF ISHARES TR3.9K sharesnew addition2026-03-312026-05-14

CSCO CISCO SYS INC3.7K shares3.42%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL600 shares-3.23%2026-03-312026-05-14

CIEN CIENA CORP700 sharesnew addition2026-03-312026-05-14

GGG GRACO INC3.1K shares0.00%2026-03-312026-05-14

GLD SPDR GOLD TR587 shares0.00%2026-03-312026-05-14

IWX ISHARES TR2.7K shares-11.13%2026-03-312026-05-14

PG PROCTER & GAMBLE CO1.7K shares2.86%2026-03-312026-05-14

Sponsored

AMD ADVANCED MICRO DEVICES INC1.2K shares-0.17%2026-03-312026-05-14

SO SOUTHERN CO2.4K sharesnew addition2026-03-312026-05-14

MA MASTERCARD INCORPORATED450 shares-3.23%2026-03-312026-05-14

SCEC CAPITOL SER TR8.8K shares-49.97%2026-03-312026-05-14

ESGD ISHARES TR2.3K shares-11.41%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR375 shares0.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC246 shares-4.65%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC1.4K shares21.61%2026-03-312026-05-14

Sponsored

PAXS PIMCO ACCESS INCOME FUND10.0K shares0.00%2026-03-312026-05-14

NABL N-ABLE INC13.5K sharesnew addition2026-03-312026-05-14

AGG

ISHARES TR

-0.75%

Shares119.2K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-7.32%

Shares15.0K

Event2026-03-31

Filed2026-05-14

GSUS

GOLDMAN SACHS ETF TR

2.73%

Shares98.3K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

8.19%

Shares19.6K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

3.94%

Shares126.5K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

35.16%

Shares10.5K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

4.36%

Shares34.8K

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

7.65%

Shares135.2K

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

0.65%

Shares176.4K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

-2.40%

Shares26.3K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

10.34%

Shares120.2K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

4.05%

Shares204.9K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

14.51%

Shares105.3K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

2.46%

Shares68.5K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

-4.59%

Shares186.2K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

-3.59%

Shares24.9K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

-1.79%

Shares14.9K

Event2026-03-31

Filed2026-05-14

GCOR

GOLDMAN SACHS ETF TR

12.32%

Shares108.6K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

23.72%

Shares21.2K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-28.46%

Shares49.6K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

-3.41%

Shares130.2K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

9.86%

Shares34.8K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

-11.54%

Shares66.7K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

8.89%

Shares14.9K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

2.01%

Shares14.8K

Event2026-03-31

Filed2026-05-14

GSIE

GOLDMAN SACHS ETF TR

10.54%

Shares82.6K

Event2026-03-31

Filed2026-05-14

FUTY

FIDELITY COVINGTON TRUST

-2.87%

Shares59.3K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

4.83%

Shares118.2K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

5.60%

Shares42.8K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-9.66%

Shares45.0K

Event2026-03-31

Filed2026-05-14

EMB

ISHARES TR

-8.55%

Shares35.3K

Event2026-03-31

Filed2026-05-14

SCHH

SCHWAB STRATEGIC TR

-1.11%

Shares150.6K

Event2026-03-31

Filed2026-05-14

VNQI

VANGUARD INTL EQUITY INDEX F

2.46%

Shares71.3K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

5.79%

Shares55.2K

Event2026-03-31

Filed2026-05-14

GSLC

GOLDMAN SACHS ETF TR

13.87%

Shares23.7K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

21.02%

Shares15.2K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

-35.98%

Shares12.9K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

356.93%

Shares19.7K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

16.22%

Shares45.2K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

12.87%

Shares26.5K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

509.28%

Shares89.8K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

10.36%

Shares21.3K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

-3.71%

Shares18.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

6.39%

Shares7.3K

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

-16.96%

Shares18.3K

Event2026-03-31

Filed2026-05-14

WDC

WESTERN DIGITAL CORP

New

Shares6.7K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

14.25%

Shares55.1K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

54.45%

Shares7.5K

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

9.82%

Shares49.0K

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

-8.96%

Shares18.5K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

New

Shares2.2K

Event2026-03-31

Filed2026-05-14

IDEF

BLACKROCK ETF TRUST

New

Shares40.7K

Event2026-03-31

Filed2026-05-14

BLCR

BLACKROCK ETF TRUST

New

Shares32.1K

Event2026-03-31

Filed2026-05-14

AGEM

ABRDN FDS

-50.08%

Shares31.8K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-0.08%

Shares6.6K

Event2026-03-31

Filed2026-05-14

GEM

GOLDMAN SACHS ETF TR

6.34%

Shares29.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-1.59%

Shares3.3K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-4.59%

Shares4.3K

Event2026-03-31

Filed2026-05-14

SUSC

ISHARES TR

4.20%

Shares51.4K

Event2026-03-31

Filed2026-05-14

GIGB

GOLDMAN SACHS ETF TR

18.78%

Shares25.9K

Event2026-03-31

Filed2026-05-14

GGUS

GOLDMAN SACHS ETF TR

15.99%

Shares20.1K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

New

Shares11.8K

Event2026-03-31

Filed2026-05-14

EAGG

ISHARES TR

12.37%

Shares22.8K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-0.59%

Shares4.4K

Event2026-03-31

Filed2026-05-14

LCTU

BLACKROCK ETF TRUST

-9.20%

Shares15.2K

Event2026-03-31

Filed2026-05-14

GSID

GOLDMAN SACHS ETF TR

New

Shares14.8K

Event2026-03-31

Filed2026-05-14

VMBS

VANGUARD SCOTTSDALE FDS

11.19%

Shares21.8K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

3.45%

Shares3.5K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

13.29%

Shares12.9K

Event2026-03-31

Filed2026-05-14

BLV

VANGUARD BD INDEX FDS

11.65%

Shares13.8K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-19.50%

Shares18.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-1.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.67%

Shares5.4K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

-1.34%

Shares955

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

-6.92%

Shares5.8K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-0.65%

Shares3.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.28%

Shares2.6K

Event2026-03-31

Filed2026-05-14

DSI

ISHARES TR

-7.65%

Shares6.0K

Event2026-03-31

Filed2026-05-14

GSSC

GOLDMAN SACHS ETF TR

11.87%

Shares9.5K

Event2026-03-31

Filed2026-05-14

LMUB

ISHARES TR

New

Shares13.8K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-8.41%

Shares3.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-0.55%

Shares1.8K

Event2026-03-31

Filed2026-05-14

SPTL

SPDR SERIES TRUST

16.23%

Shares21.3K

Event2026-03-31

Filed2026-05-14

GTIP

GOLDMAN SACHS ETF TR

20.12%

Shares10.8K

Event2026-03-31

Filed2026-05-14

USXF

ISHARES TR

-1.68%

Shares9.3K

Event2026-03-31

Filed2026-05-14