Life Plan Investment Advisors, Inc. Reduced Holdings in Q1 2025

Life Plan Investment Advisors, Inc.

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.21K
- 11.6%
$507.05 - $563.67 $1.12M - $1.25M
16.8K $8.65B
EFG
Msci Eafe Growth ETF

ETFs
-7.19K
- 37.1%
$96.1 - $106.37 $690K - $764K
12.2K $1.22B
NVDA
Nvidia Corp

Technology
-921
- 7.77%
$106.98 - $149.43 $98.5K - $138K
10.9K $1.18B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.92K
- 1.64%
$24.91 - $29.02 $47.7K - $55.6K
115K $2.87B
AAPL
Apple Inc.

Technology
-423
- 4.68%
$209.68 - $247.1 $88.7K - $105K
8.62K $1.91B
VOT
Vanguard Mid Cap Growth Index

ETFs
-506
- 3.58%
$237.72 - $276.98 $120K - $140K
13.6K $3.33B
MSFT
Microsoft Corp

Technology
-108
- 3.38%
$375.39 - $447.2 $40.5K - $48.3K
3.09K $1.16B
AMZN
Amazon Com Inc

Consumer Cyclical
-82
- 1.96%
$190.26 - $242.06 $15.6K - $19.8K
4.1K $779M
TSLA
Tesla, Inc.

Consumer Cyclical
-38
- 4.35%
$222.15 - $428.22 $8.44K - $16.3K
836 $217M
GOOGL
Alphabet Inc.

Communication Services
-262
- 10.57%
$154.33 - $206.19 $40.4K - $54K
2.22K $343M
AVGO
Broadcom Inc.

Technology
-7
- 0.48%
$167.43 - $244.7 $1.17K - $1.71K
1.45K $243M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.18K
- 6.7%
$54.25 - $57.64 $63.7K - $67.7K
16.4K $901M
IWY
Ishares Tr Russell 200 Growth

ETFs
-80
- 4.65%
$210.19 - $243.33 $16.8K - $19.5K
1.64K $346M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.02K
- 16.5%
$63.91 - $70.19 $65.4K - $71.9K
5.18K $349M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.55%
$347.25 - $424.87 $1.74K - $2.12K
900 $330M
Ge Vernova Inc
-1
- 0.12%
N/A
830 $253M
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 8.29%
$890.62 - $1076.86 $29.4K - $35.5K
365 $345M
IWX
Ishares Tr Russell 200 Value E

ETFs
-92
- 3.13%
$78.54 - $84.86 $7.23K - $7.81K
2.85K $234M
LLY
Eli Lilly & CO

Healthcare
-6
- 1.89%
$725.72 - $929.72 $4.35K - $5.58K
312 $258M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-128
- 0.45%
$39.88 - $41.33 $5.1K - $5.29K
28.4K $1.17B
CVX
Chevron Corp

Energy
-53
- 3.5%
$146.71 - $167.97 $7.78K - $8.9K
1.46K $244M
EFV
Msci Eafe Value ETF

ETFs
-3.51K
- 9.73%
$51.88 - $60.73 $182K - $213K
32.6K $1.92B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.36K
- 1.06%
$25.77 - $27.6 $35.1K - $37.6K
128K $3.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.39%
$442.66 - $534.52 $885 - $1.07K
516 $275M
XOM
Exxon Mobil Corp

Energy
-7
- 0.15%
$105.44 - $118.93 $738 - $833
4.75K $565M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-700
- 1.17%
$48.13 - $51.78 $33.7K - $36.2K
59.2K $3.02B
GE
General Electric CO

Industrials
-6
- 0.15%
$168.59 - $212.13 $1.01K - $1.27K
4.05K $810M
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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