Life Plan Investment Advisors, Inc. Incresed Positions in Q1 2025

Life Plan Investment Advisors, Inc.

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
24.6K
+ 82.73%
$75.92 - $84.67 $1.87M - $2.08M
54.4K $4.18B
IVE
Ishares S&P 500 Value ETF

ETFs
4.87K
+ 74.85%
$185.78 - $198.58 $905K - $967K
11.4K $2.17B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.62K
+ 379.91%
$97.25 - $104.79 $839K - $904K
10.9K $1.13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.99K
+ 38.96%
$168.16 - $186.21 $839K - $930K
17.8K $3.04B
VEA
Vanguard Ftse Developed Market

ETFs
10.3K
+ 13.53%
$47.4 - $52.99 $488K - $546K
86.4K $4.39B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
14.2K
+ 15.25%
$44.72 - $46.25 $633K - $655K
107K $4.93B
IAU
Ishares Gold Trust

ETFs
616
+ 0.85%
$49.74 - $58.96 $30.6K - $36.3K
72.7K $4.28B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
15.8K
+ 43.48%
N/A
52.2K $1.86B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.19K
+ 82.65%
$108.02 - $120.45 $561K - $625K
11.5K $1.26B
VTV
Vanguard Value ETF

ETFs
2.02K
+ 10.25%
$167.73 - $179.21 $339K - $363K
21.8K $3.76B
IEMG
Ishares Inc

ETFs
5.95K
+ 15.3%
N/A
44.8K $2.42B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.16K
+ 61.14%
$45.92 - $47.58 $329K - $341K
18.9K $896M
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.56K
+ 10.11%
$38.22 - $41.19 $251K - $270K
71.5K $2.89B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.82K
+ 20.54%
$48.06 - $53.73 $424K - $474K
51.8K $2.52B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.69K
+ 1.9%
$18.36 - $20.51 $67.8K - $75.7K
198K $3.92B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.91K
+ 19.69%
$42.5 - $46.71 $251K - $276K
35.9K $1.63B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.43K
+ 2.49%
$25.81 - $28.52 $114K - $126K
182K $5.03B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
7.97K
+ 104.91%
$31.09 - $34.34 $248K - $274K
15.6K $517M
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.27K
+ 60.58%
$25.54 - $27.64 $237K - $256K
24.6K $670M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.15K
+ 20.64%
$92.45 - $106.69 $476K - $549K
30.1K $2.79B
EMB
Ishares Tr

ETFs
2.17K
+ 6.56%
$88.64 - $92.03 $192K - $199K
35.2K $3.19B
GIGB
Goldman Sachs ETF Access Invt
5.26K
+ 63.36%
N/A
13.6K $621M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.3K
+ 0.72%
$25.69 - $26.89 $33.4K - $35K
182K $4.9B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.88K
+ 4.18%
$49.42 - $50.43 $192K - $196K
96.7K $4.83B
MBB
Ishares Tr

ETFs
1.61K
+ 13.28%
$90.37 - $94.08 $145K - $151K
13.7K $1.29B
Blackrock ETF Trust Ii
3.19K
+ 24.92%
N/A
16K $837M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.95K
+ 12.81%
$76.94 - $78.28 $150K - $152K
17.1K $1.34B
IBM
International Business Machines Corp

Technology
140
+ 3.39%
$217.4 - $264.74 $30.4K - $37.1K
4.28K $1.06B
BNDX
Vanguard Total International B

ETFs
3.12K
+ 12.36%
$48.33 - $49.5 $151K - $154K
28.4K $1.38B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.63K
+ 2.82%
$20.2 - $22.24 $73.2K - $80.6K
132K $2.84B
MUB
Ishares National Muni Bond ETF

ETFs
1.33K
+ 8.68%
$104.71 - $107.69 $139K - $143K
16.6K $1.75B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.24K
+ 12.23%
$22.42 - $23.22 $95K - $98.4K
38.9K $897M
USXF
Ishares Esg Advanced Msci Usa

Technology
3.15K
+ 22.01%
$46.38 - $52.65 $146K - $166K
17.5K $814M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
537
+ 15.95%
$196.12 - $229.48 $105K - $123K
3.9K $789M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.49K
+ 11.63%
$44.68 - $46.49 $66.4K - $69.1K
14.3K $661M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.08K
+ 15.35%
$59.79 - $67.15 $124K - $139K
15.6K $946M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
853
+ 11.49%
$73.78 - $76.59 $62.9K - $65.3K
8.28K $634M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
880
+ 10.91%
$66.9 - $71.57 $58.9K - $63K
8.95K $630M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.32K
+ 2.79%
$49.25 - $50.66 $114K - $118K
85.6K $4.25B
HYG
Ishares Tr

ETFs
751
+ 2.07%
$78.51 - $80.11 $59K - $60.2K
37K $2.92B
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.04K
+ 19.27%
$101.98 - $115.66 $106K - $120K
6.42K $657M
IYW
Ishares Dj Us Tech ETF

ETFs
1.13K
+ 21.08%
$140.44 - $166.79 $159K - $189K
6.51K $914M
VB
Vanguard Small Cap ETF

ETFs
496
+ 13.71%
$217.89 - $252.64 $108K - $125K
4.12K $913M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.86K
+ 21.26%
$22.25 - $23.0 $41.3K - $42.7K
10.6K $243M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
881
+ 12.96%
$32.74 - $36.2 $28.8K - $31.9K
7.68K $268M
VOE
Vanguard Mid Cap Value Index F

ETFs
399
+ 1.66%
$156.61 - $168.02 $62.5K - $67K
24.4K $3.91B
EUSB
Ishares Tr Esg Advanced Total

Technology
126
+ 1.14%
$42.05 - $43.43 $5.3K - $5.47K
11.1K $482M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
257
+ 7.21%
$120.24 - $134.3 $30.9K - $34.5K
3.82K $466M
IVV
Ishares Core S&P 500 ETF

ETFs
508
+ 4.76%
$554.06 - $615.85 $281K - $313K
11.2K $6.28B
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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