Life Planning Partners, Inc Portfolio Holdings by Sector
Life Planning Partners, Inc
- $99.6 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT IEFA SUB IUSB VEA IEMG MUB SPDW 49 stocks |
$86,500
88.09% of portfolio
|
  20  
|
  18  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,298
7.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$1,352
1.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
XPO GXO 2 stocks |
$1,109
1.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$950
0.97% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$489
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$291
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$202
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|