Life Plan Investment Advisors, Inc. Sells in Q2 2025

Life Plan Investment Advisors, Inc.

  • $201 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.51K
- 31.37%
$498.8 - $620.9 $1.75M - $2.18M
7.67K $4.76B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-12.2K
- 74.49%
$50.08 - $63.14 $610K - $769K
4.17K $264M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-12.2K
- 49.7%
$25.48 - $27.78 $311K - $339K
12.4K $329M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.11K
- 12.55%
$456.74 - $568.03 $965K - $1.2M
14.7K $8.37B
USXF
Ishares Esg Advanced Msci Usa

Technology
-5.3K
- 30.35%
$41.54 - $53.93 $220K - $286K
12.2K $655M
XOM
Exxon Mobil Corp

Energy
-43
- 0.9%
$99.93 - $119.04 $4.3K - $5.12K
4.71K $508M
PG
Procter & Gamble CO

Consumer Defensive
-18
- 1.14%
$157.66 - $172.39 $2.84K - $3.1K
1.56K $248M
LLY
Eli Lilly & CO

Healthcare
-5
- 1.6%
$713.71 - $898.95 $3.57K - $4.49K
307 $240M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-672
- 12.97%
$59.98 - $74.92 $40.3K - $50.3K
4.51K $336M
DUK
Duke Energy Corp

Utilities
-3
- 0.16%
$112.46 - $124.05 $337 - $372
1.88K $222M
IAU
Ishares Gold Trust

ETFs
-4.07K
- 5.6%
$56.1 - $64.74 $228K - $263K
68.6K $4.28B
MA
Mastercard Inc

Financial Services
-2
- 0.43%
$479.92 - $590.74 $960 - $1.18K
465 $261M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.72K
- 8.64%
$61.79 - $76.67 $106K - $132K
18.1K $1.38B
IWY
Ishares Tr Russell 200 Growth

ETFs
-174
- 10.62%
$187.5 - $246.51 $32.6K - $42.9K
1.47K $361M
CSCO
Cisco Systems, Inc.

Technology
-12
- 0.31%
$53.19 - $69.38 $638 - $833
3.9K $271M
HYG
Ishares Tr

ETFs
-279
- 0.75%
$75.75 - $80.65 $21.1K - $22.5K
36.8K $2.96B
INTU
Intuit Inc

Technology
-2
- 0.51%
$544.07 - $787.63 $1.09K - $1.58K
394 $310M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-549
- 0.93%
$47.29 - $53.34 $26K - $29.3K
58.7K $3.09B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-159
- 2.48%
$91.62 - $116.16 $14.6K - $18.5K
6.26K $727M
VOE
Vanguard Mid Cap Value Index F

ETFs
-44
- 0.18%
$141.87 - $164.49 $6.24K - $7.24K
24.3K $4B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-506
- 0.4%
$23.55 - $27.67 $11.9K - $14K
127K $3.51B
TXN
Texas Instruments Inc

Technology
-195
- 2.88%
N/A
6.58K $1.37B
IYW
Ishares Dj Us Tech ETF

ETFs
-227
- 3.49%
$122.57 - $173.27 $27.8K - $39.3K
6.28K $1.09B
Ge Vernova Inc
-1
- 0.12%
N/A
829 $439M
IBM
International Business Machines Corp

Technology
-3
- 0.07%
$221.03 - $294.78 $663 - $884
4.27K $1.26B
GE
General Electric CO

Industrials
-4
- 0.1%
$166.81 - $257.39 $667 - $1.03K
4.04K $1.04B
MSFT
Microsoft Corp

Technology
-155
- 5.01%
$354.56 - $497.45 $55K - $77.1K
2.94K $1.46B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.11K
- 1.55%
$37.77 - $46.15 $41.9K - $51.2K
70.3K $3.25B
VBK
Vanguard Small Cap Growth ETF

ETFs
-51
- 0.35%
$219.76 - $276.94 $11.2K - $14.1K
14.7K $4.07B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.51K
- 1.37%
$24.38 - $30.18 $61.1K - $75.6K
180K $5.42B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.61K
- 1.31%
$17.76 - $22.1 $46.3K - $57.6K
196K $4.33B
IVW
Ishares S&P 500 Growth ETF

ETFs
-813
- 2.7%
$82.96 - $110.1 $67.4K - $89.5K
29.3K $3.22B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.1K
- 0.96%
$22.27 - $29.21 $24.5K - $32.1K
114K $3.32B
VOT
Vanguard Mid Cap Growth Index

ETFs
-144
- 1.06%
$216.28 - $284.39 $31.1K - $41K
13.5K $3.83B
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
Track This Portfolio

Track Life Plan Investment Advisors, Inc. Portfolio

Follow Life Plan Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email