Life Planning Partners, Inc Incresed Positions in Q1 2025

Life Planning Partners, Inc

  • $108 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
1.7K
+ 1.41%
$69.57 - $78.65 $118K - $133K
122K $9.21M
MUB
Ishares National Muni Bond ETF

ETFs
4.16K
+ 12.07%
$104.71 - $107.69 $436K - $448K
38.7K $4.08M
VEA
Vanguard Ftse Developed Market

ETFs
1.02K
+ 1.11%
$47.4 - $52.99 $48.1K - $53.8K
92.4K $4.74M
DFAI
Dimensional ETF Tr

ETFs
6.51K
+ 15.2%
$28.88 - $32.4 $188K - $211K
49.3K $1.54M
AVUS
American Centy ETF Tr Avantis

ETFs
2.45K
+ 24.93%
$90.7 - $101.57 $222K - $249K
12.3K $1.14M
AVDE
American Centy ETF Tr Avantis

ETFs
1.25K
+ 8.23%
$60.63 - $68.55 $75.7K - $85.6K
16.4K $1.09M
IXUS
Ishares Tr

ETFs
1.52K
+ 13.76%
$65.06 - $72.31 $98.8K - $110K
12.5K $875K
IEMG
Ishares Inc

ETFs
2.39K
+ 2.96%
N/A
83.2K $4.46M
VCIT
Vanguard Intermediate Term Cor

ETFs
910
+ 3.16%
$79.17 - $82.04 $72K - $74.7K
29.7K $2.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
722
+ 8.77%
$105.1 - $109.61 $75.9K - $79.1K
8.95K $970K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.83K
+ 10.21%
$59.61 - $66.71 $169K - $189K
30.5K $1.85M
AVRE
American Centy ETF Tr Avantis
1.13K
+ 4.2%
$40.62 - $44.31 $45.9K - $50.1K
28K $1.21M
DFAX
Dimensional ETF Tr
454
+ 0.98%
$24.45 - $27.2 $11.1K - $12.3K
46.8K $1.22M
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.01%
$56.51 - $62.98 $113 - $126
15.2K $929K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
15
+ 0.27%
$63.07 - $73.5 $946 - $1.1K
5.64K $400K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1K
+ 3.61%
$49.25 - $50.66 $49.3K - $50.7K
28.7K $1.42M
DFIC
Dimensional ETF Tr Dimensional

ETFs
414
+ 4.01%
$25.54 - $28.79 $10.6K - $11.9K
10.7K $297K
FREL
Fidelity Covington Tr Msci Rea

ETFs
18
+ 0.04%
$25.98 - $28.59 $468 - $515
42.9K $1.18M
VNQ
Vanguard Specialized Funds Van

ETFs
45
+ 1.37%
$85.55 - $94.34 $3.85K - $4.25K
3.32K $297K
MSFT
Microsoft Corp

Technology
51
+ 9.44%
$375.39 - $447.2 $19.1K - $22.8K
591 $221K
VV
Vanguard Large Cap ETF

ETFs
254
+ 3.92%
$253.32 - $282.66 $64.3K - $71.8K
6.74K $1.72M
BAC
Bank Of America Corp

Financial Services
2
+ 0.02%
$39.61 - $47.74 $79.2 - $95.5
12.7K $531K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.06%
$554.06 - $615.85 $554 - $616
1.63K $915K
VTI
Vanguard Total Stock Market Et

ETFs
979
+ 3.63%
$271.18 - $303.12 $265K - $297K
28K $7.64M
VB
Vanguard Small Cap ETF

ETFs
70
+ 0.64%
$217.89 - $252.64 $15.3K - $17.7K
11K $2.43M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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