Life Plan Investment Advisors, Inc. Portfolio Holdings
Life Plan Investment Advisors, Inc.
- $174 Billion
- Q1 2025
Life Plan Investment Advisors, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $10.9B, Vanguard Index Fds S&P 500 ETF with a value of $8.65B, Ishares Core S&P 500 ETF with a value of $6.28B, Schwab Strategic Tr Us Emergin with a value of $5.03B, and Ishares Core Total Usd Bond Ma with a value of $4.93B.
Examining the 13F form we can see an increase of $12.2B in the current position value, from $162B to 174B.
Life Plan Investment Advisors, Inc. is based out at Raleigh, NC
Below you can find more details about Life Plan Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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