Life Plan Investment Advisors, Inc. Incresed Positions in Q2 2025

Life Plan Investment Advisors, Inc.

  • $201 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
20K
+ 36.74%
$68.32 - $85.57 $1.36M - $1.71M
74.3K $6.36B
VUG
Vanguard Growth ETF

ETFs
2.74K
+ 22.46%
$329.49 - $438.4 $902K - $1.2M
14.9K $6.54B
NVDA
Nvidia Corp

Technology
9.23K
+ 84.41%
$94.31 - $157.99 $870K - $1.46M
20.2K $3.18B
IEMG
Ishares Inc

ETFs
20.5K
+ 45.81%
N/A
65.4K $3.92B
GCOR
Goldman Sachs ETF Tr Access U

ETFs
35.2K
+ 123.89%
$40.39 - $41.46 $1.42M - $1.46M
63.7K $2.63B
VEA
Vanguard Ftse Developed Market

ETFs
10.4K
+ 12.02%
$45.65 - $57.01 $474K - $592K
96.8K $5.52B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
18.8K
+ 19.48%
$50.09 - $51.09 $943K - $962K
116K $5.9B
EFV
Msci Eafe Value ETF

ETFs
14.4K
+ 44.26%
$52.4 - $64.65 $755K - $932K
47K $2.98B
AAPL
Apple Inc.

Technology
5.55K
+ 64.4%
$172.42 - $223.89 $957K - $1.24M
14.2K $2.91B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
18.9K
+ 36.3%
N/A
71.1K $2.82B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.84K
+ 42.2%
$97.68 - $121.38 $473K - $588K
16.3K $1.98B
JPM
Jpmorgan Chase & CO

Financial Services
2.32K
+ 241.56%
$210.28 - $289.91 $488K - $672K
3.28K $951M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.73K
+ 52.61%
$97.29 - $105.63 $558K - $605K
16.6K $1.69B
OEF
Ishares S&P 100 ETF

ETFs
1.43K
+ 52.08%
N/A
4.16K $1.27B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.91K
+ 7.55%
$43.53 - $54.46 $170K - $213K
55.7K $3.03B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.55K
+ 8.69%
$152.42 - $182.82 $236K - $283K
19.4K $3.54B
IVE
Ishares S&P 500 Value ETF

ETFs
2.14K
+ 18.82%
$168.34 - $195.42 $361K - $419K
13.5K $2.64B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.15K
+ 14.33%
$39.89 - $49.46 $205K - $255K
41.1K $2.03B
VB
Vanguard Small Cap ETF

ETFs
1.24K
+ 30.18%
$193.73 - $237.37 $241K - $295K
5.36K $1.27B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
6.08K
+ 39.04%
$29.41 - $37.21 $179K - $226K
21.7K $806M
VBR
Vanguard Small Cap Value ETF

ETFs
63
+ 0.24%
$162.76 - $195.77 $10.3K - $12.3K
25.8K $5.03B
EFG
Msci Eafe Growth ETF

ETFs
749
+ 6.15%
$89.8 - $112.0 $67.3K - $83.9K
12.9K $1.45B
MBB
Ishares Tr

ETFs
2.13K
+ 15.51%
$91.41 - $94.22 $194K - $200K
15.8K $1.49B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
161
+ 4.12%
$180.84 - $240.32 $29.1K - $38.7K
4.07K $977M
AVGO
Broadcom Inc.

Technology
32
+ 2.2%
$146.29 - $275.65 $4.68K - $8.82K
1.48K $409M
Goldman Sachs ETF Tr
2.05K
+ 45.4%
N/A
6.55K $380M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.26K
+ 1.14%
$96.84 - $99.46 $122K - $125K
112K $11.1B
Blackrock ETF Trust Ii
2.77K
+ 17.33%
N/A
18.7K $990M
META
Meta Platforms, Inc.

Communication Services
37
+ 4.84%
$484.66 - $738.09 $17.9K - $27.3K
802 $592M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1.82K
+ 39.82%
$55.86 - $68.61 $101K - $125K
6.38K $438M
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 2.76%
$167.32 - $223.3 $18.9K - $25.2K
4.21K $923M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.76K
+ 14.81%
$22.43 - $23.23 $129K - $134K
44.7K $1.04B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
150
+ 0.96%
$53.69 - $67.27 $8.05K - $10.1K
15.8K $1.06B
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
1.75K
+ 36.19%
$46.99 - $54.77 $82.1K - $95.7K
6.57K $360M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.04K
+ 1.91%
$45.12 - $46.23 $92.2K - $94.4K
109K $5.04B
EMB
Ishares Tr

ETFs
365
+ 1.04%
$86.54 - $92.62 $31.6K - $33.8K
35.6K $3.29B
TSLA
Tesla, Inc.

Consumer Cyclical
167
+ 19.98%
$221.86 - $362.89 $37.1K - $60.6K
1K $319M
GIGB
Goldman Sachs ETF Access Invt
2.08K
+ 15.36%
N/A
15.7K $720M
MUB
Ishares National Muni Bond ETF

ETFs
1.04K
+ 6.27%
$102.31 - $105.8 $107K - $110K
17.7K $1.85B
GTIP
Goldman Sachs ETF Tr Access In

ETFs
1.7K
+ 38.15%
$48.64 - $50.07 $82.6K - $85K
6.15K $304M
BNDX
Vanguard Total International B

ETFs
987
+ 3.48%
$48.77 - $49.55 $48.1K - $48.9K
29.3K $1.45B
GOOGL
Alphabet Inc.

Communication Services
113
+ 5.1%
$144.7 - $178.6 $16.4K - $20.2K
2.33K $411M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
122
+ 3.19%
$108.06 - $135.3 $13.2K - $16.5K
3.94K $534M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.38K
+ 7.33%
$46.41 - $47.7 $64.2K - $66K
20.3K $963M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.35K
+ 12.08%
$42.54 - $43.56 $57.2K - $58.6K
12.5K $544M
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.11%
$104.34 - $138.68 $313 - $416
2.72K $377M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
586
+ 3.42%
$77.74 - $78.78 $45.6K - $46.2K
17.7K $1.4B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.02K
+ 19.05%
$22.54 - $23.17 $45.4K - $46.7K
12.6K $290M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
269
+ 3.5%
$30.87 - $39.17 $8.3K - $10.5K
7.95K $311M
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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