Life Planning Partners, Inc Portfolio Holdings by Sector

Life Planning Partners, Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ITOT IEFA SUB VEA IEMG MUB IUSB SPDW 47 stocks	$102,734 87.82% of portfolio	22	17	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$8,621 7.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH 1 stocks	$1,232 1.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO GXO 2 stocks	$1,100 0.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$999 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$909 0.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT 2 stocks	$592 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$297 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$262 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$240 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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