Life Planning Partners, Inc Purchases in Q3 2025

Life Planning Partners, Inc

  • $129 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
30.4K
New
$41.02 - $42.32 $1.25M - $1.29M
30.4K $1.28M
IEFA
Ishares Tr

ETFs
495
+ 0.4%
$81.7 - $87.53 $40.4K - $43.3K
126K $11M
AVUS
American Centy ETF Tr Avantis

ETFs
1.29K
+ 4.93%
$101.2 - $109.16 $130K - $140K
27.4K $2.98M
SLV
I Shares Silver Trust

ETFs
6.04K
New
$32.73 - $42.5 $198K - $257K
6.04K $255K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.75K
+ 15.21%
$50.29 - $50.86 $239K - $242K
36K $1.83M
AVDE
American Centy ETF Tr Avantis

ETFs
1.73K
+ 9.15%
$73.24 - $79.04 $127K - $137K
20.6K $1.63M
AAPL
Apple Inc.

Technology
858
New
$202.38 - $256.87 $174K - $220K
858 $218K
IWB
Ishares Tr Russell 1000 ETF

ETFs
574
New
$339.37 - $366.46 $195K - $210K
574 $209K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
410
New
$459.11 - $506.91 $188K - $208K
410 $206K
SUB
Ishares Short Term National Mu

ETFs
1.66K
+ 3.23%
$106.17 - $107.3 $177K - $179K
53.1K $5.68M
AVRE
American Centy ETF Tr Avantis
2.45K
+ 8.41%
$43.53 - $45.34 $107K - $111K
31.6K $1.41M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.25K
+ 28.62%
$47.18 - $48.17 $106K - $109K
10.1K $485K
DFAX
Dimensional ETF Tr
2
+ 0.0%
$29.25 - $31.56 $58.5 - $63.1
46.8K $1.47M
JPM
Jpmorgan Chase & CO

Financial Services
204
+ 17.56%
$282.78 - $316.06 $57.7K - $64.5K
1.37K $430K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02K
+ 3.34%
$48.5 - $50.19 $49.6K - $51.3K
31.6K $1.58M
MUB
Ishares National Muni Bond ETF

ETFs
1
+ 0.0%
$103.24 - $106.68 $103 - $107
40K $4.26M
IEMG
Ishares Inc

ETFs
1.37K
+ 1.61%
N/A
85.9K $4.61M
LQD
Ishares Iboxx $ Investment Gra

ETFs
506
+ 6.29%
$107.66 - $112.36 $54.5K - $56.9K
8.55K $953K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.02%
$66.38 - $71.68 $199 - $215
15.2K $1.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
681
+ 4.36%
$72.57 - $74.72 $49.4K - $50.9K
16.3K $1.21M
BAC
Bank Of America Corp

Financial Services
3
+ 0.02%
$44.92 - $52.42 $135 - $157
12.1K $625K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
93
+ 0.82%
$42.67 - $46.91 $3.97K - $4.36K
11.5K $536K
FREL
Fidelity Covington Tr Msci Rea

ETFs
119
+ 0.28%
$26.84 - $28.32 $3.19K - $3.37K
42.4K $1.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
217
+ 5.78%
$68.24 - $73.73 $14.8K - $16K
3.97K $291K
CVX
Chevron Corp

Energy
3
+ 0.16%
$145.57 - $161.83 $437 - $485
1.83K $284K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11
+ 0.52%
$97.75 - $100.75 $1.08K - $1.11K
2.14K $214K
VUSB
Vanguard Bd Index Fds
3.01K
+ 21.52%
N/A
17K $0
Global X Fds
13.5K
+ 80.92%
N/A
30.2K $0
Vanguard Wellington Fd
2.6K
New
N/A
2.6K $0
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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