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 IUSB MUB SPDW 45 stocks	$94,300 89.19% of portfolio	21	13	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$7,644 7.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO GXO 2 stocks	$922 0.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$800 0.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$791 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$335 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$255 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$249 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$221 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$217 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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

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