Life Planning Partners, Inc Portfolio Holdings by Sector
Life Planning Partners, Inc
- $111 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT IEFA SUB VEA IUSB IEMG MUB SPDW 46 stocks |
$96,705
89.34% of portfolio
|
  18  
|
  17  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,890
7.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
XPO GXO 2 stocks |
$1,006
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$886
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$785
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$316
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$221
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$220
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$220
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|