Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

$111 Million
Q3 2024

Life Planning Partners, Inc has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $111 Million distributed in 60 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 $23.6M, Ishares Tr with a value of $9.38M, Vanguard Total Stock Market Et with a value of $7.89M, Ishares Short Term National Mu with a value of $5.69M, and Vanguard Ftse Developed Market with a value of $4.79M.

Examining the 13F form we can see an increase of $1.55M in the current position value, from $109M to 111M.

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

Portfolio value $111 Million

ETFs: $105 Million

Financial Services: $1.23 Million

Industrials: $1.01 Million

Consumer Cyclical: $886,000

Healthcare: $316,000

Technology: $221,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GXO Gxo Logistics, Inc. Industrials	$5.57B	$315,000 0.28% of portfolio	6,055	Q4 2023 Reduced 3.44%

Summary

Portfolio
No. of Stocks 60
Current Value $111 Million
Prior Value $109 Million
Filing
Period Q3 2024
Filing Date October 29, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 2 stocks
Additional Purchases 20 stocks
Sold out of 0 stocks
Reduced holdings in 21 stocks

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Life Planning Partners, Inc Portfolio Holdings