Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

$107 Million
Q4 2024

Life Planning Partners, Inc has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $107 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $24M, Ishares Tr with a value of $8.44M, Vanguard Total Stock Market Et with a value of $7.82M, Ishares Short Term National Mu with a value of $5.97M, and Ishares Core Total Usd Bond Ma with a value of $4.38M.

Examining the 13F form we can see an decrease of $13.4B in the current position value, from $13.5B to 107M.

Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.

Portfolio value $107 Million

ETFs: $101 Million

Consumer Cyclical: $1.25 Million

Industrials: $1.1 Million

Financial Services: $1.03 Million

Healthcare: $284,000

Technology: $227,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$24 Million 22.31% of portfolio	186,415	Q4 2024 Reduced 99.22%
IEFA Ishares Tr ETFs	$0	$8.44 Million 7.85% of portfolio	120,033	Q4 2024 Reduced 98.58%
VTI Vanguard Total Stock Market Et ETFs	$0	$7.82 Million 7.27% of portfolio	26,980	Q4 2024 Reduced 99.65%
SUB Ishares Short Term National Mu ETFs	$0	$5.97 Million 5.56% of portfolio	56,644	Q4 2024 Reduced 99.05%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$4.38 Million 4.07% of portfolio	96,923	Q4 2024 Reduced 97.79%
VEA Vanguard Ftse Developed Market ETFs	$0	$4.37 Million 4.07% of portfolio	91,398	Q4 2024 Reduced 97.91%
IEMG Ishares Inc ETFs	$0	$4.34 Million 4.03% of portfolio	80,836	Q4 2024 Reduced 98.09%
MUB Ishares National Muni Bond ETF ETFs	$0	$3.68 Million 3.42% of portfolio	34,509	Q4 2024 Reduced 99.06%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.97 Million 2.76% of portfolio	87,061	Q4 2024 Reduced 97.07%
VB Vanguard Small Cap ETF ETFs	$0	$2.61 Million 2.43% of portfolio	10,880	Q4 2024 Reduced 99.58%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.31 Million 2.15% of portfolio	28,754	Q4 2024 Reduced 98.75%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$2.27 Million 2.11% of portfolio	24,491	Q4 2024 Reduced 98.92%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.14 Million 1.99% of portfolio	48,534	Q4 2024 Reduced 97.73%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$1.77 Million 1.64% of portfolio	27,696	Q4 2024 Reduced 98.43%
VV Vanguard Large Cap ETF ETFs	$0	$1.75 Million 1.63% of portfolio	6,482	Q4 2024 Reduced 99.63%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$1.68 Million 1.56% of portfolio	22,444	Q4 2024 Reduced 98.66%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$1.45 Million 1.35% of portfolio	29,142	Q4 2024 Reduced 97.99%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.39 Million 1.29% of portfolio	27,687	Q4 2024 Reduced 98.01%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$1.3 Million 1.21% of portfolio	11,322	Q4 2024 Reduced 99.13%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.28 Million 1.19% of portfolio	17,765	Q4 2024 Reduced 98.61%
TSLA Tesla, Inc. Consumer Cyclical	$1.14T	$1.25 Million 1.16% of portfolio	3,089	Q4 2024 Reduced 99.75%
DFAI Dimensional ETF Tr ETFs	$0	$1.25 Million 1.16% of portfolio	42,788	Q4 2024 Reduced 96.58%
FREL Fidelity Covington Tr Msci Rea ETFs	$0	$1.16 Million 1.08% of portfolio	42,857	Q4 2024 Reduced 96.3%
DFAX Dimensional ETF Tr	$0	$1.15 Million 1.07% of portfolio	46,301	Q4 2024 Reduced 95.98%
AVRE American Centy ETF Tr Avantis	$0	$1.13 Million 1.05% of portfolio	26,905	Q4 2024 Reduced 97.61%
IVV Ishares Core S&P 500 ETF ETFs	$0	$958,000 0.89% of portfolio	1,628	Q4 2024 Reduced 99.83%
AVUS American Centy ETF Tr Avantis ETFs	$0	$953,000 0.89% of portfolio	9,841	Q4 2024 Reduced 98.97%
AVDE American Centy ETF Tr Avantis ETFs	$0	$931,000 0.87% of portfolio	15,181	Q4 2024 Reduced 98.37%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$879,000 0.82% of portfolio	8,228	Q4 2024 Reduced 99.06%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$874,000 0.81% of portfolio	15,238	Q4 2024 Reduced 98.26%
XPO Xpo Logistics, Inc. Industrials	$16.6B	$837,000 0.78% of portfolio	6,385	Q4 2024 Reduced 99.24%
IXUS Ishares Tr ETFs	$0	$729,000 0.68% of portfolio	11,029	Q4 2024 Reduced 98.49%
VBR Vanguard Small Cap Value ETF ETFs	$0	$713,000 0.66% of portfolio	3,599	Q4 2024 Reduced 99.5%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$626,000 0.58% of portfolio	15,832	Q4 2024 Reduced 97.47%
EMB Ishares Tr ETFs	$0	$609,000 0.57% of portfolio	6,841	Q4 2024 Reduced 98.88%
VTV Vanguard Value ETF ETFs	$0	$582,000 0.54% of portfolio	3,442	Q4 2024 Reduced 99.41%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$555,000 0.52% of portfolio	7,188	Q4 2024 Reduced 98.71%
BAC Bank Of America Corp Financial Services	$369B	$560,000 0.52% of portfolio	12,742	Q4 2024 Reduced 97.72%
CMF Ishares California Muni Bond E ETFs	$0	$477,000 0.44% of portfolio	8,337	Q4 2024 Reduced 98.25%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$431,000 0.4% of portfolio	11,253	Q4 2024 Reduced 97.39%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$395,000 0.37% of portfolio	1,679	Q4 2024 Reduced 99.57%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$375,000 0.35% of portfolio	10,938	Q4 2024 Reduced 97.09%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$356,000 0.33% of portfolio	5,622	Q4 2024 Reduced 98.42%
EWX Spdr S&P Emerging Markets Smal ETFs	$0	$351,000 0.33% of portfolio	6,000	Q4 2024 Reduced 98.29%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$291,000 0.27% of portfolio	3,733	Q4 2024 Reduced 98.72%
VNQ Vanguard Specialized Funds Van ETFs	$0	$291,000 0.27% of portfolio	3,274	Q4 2024 Reduced 98.88%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$281,000 0.26% of portfolio	2,596	Q4 2024 Reduced 99.08%
ABBV Abb Vie Inc. Healthcare	$349B	$284,000 0.26% of portfolio	1,603	Q4 2024 Reduced 99.44%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$266,000 0.25% of portfolio	10,314	Q4 2024 Reduced 96.13%
JPM Jpmorgan Chase & CO Financial Services	$819B	$254,000 0.24% of portfolio	1,062	Q4 2024 Reduced 99.58%

Summary

Portfolio
No. of Stocks 59
Current Value $107 Million
Prior Value $13.5 Billion
Filing
Period Q4 2024
Filing Date February 12, 2025
Form Type 13F-HR/A
Activity in Q4 2024
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 59 stocks

Track This Portfolio

Portfolio Update

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

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Account

Life Planning Partners, Inc Portfolio Holdings