Life Plan Investment Advisors, Inc. Incresed Positions in Q3 2024

Life Plan Investment Advisors, Inc.

  • $156 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
13.6K
+ 24.61%
$47.6 - $53.31 $646K - $724K
68.7K $3.63B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
14.2K
+ 17.2%
$44.83 - $47.42 $638K - $675K
96.9K $4.57B
VUG
Vanguard Growth ETF

ETFs
1.84K
+ 20.78%
$341.08 - $391.94 $628K - $722K
10.7K $4.11B
VTV
Vanguard Value ETF

ETFs
3.27K
+ 21.55%
$159.75 - $174.57 $522K - $570K
18.4K $3.22B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.95K
+ 1.7%
$96.25 - $101.98 $187K - $199K
117K $11.8B
EFV
Msci Eafe Value ETF

ETFs
8.63K
+ 56.66%
$51.72 - $57.96 $446K - $500K
23.9K $1.37B
VBR
Vanguard Small Cap Value ETF

ETFs
466
+ 1.84%
$179.99 - $201.6 $83.9K - $93.9K
25.7K $5.17B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.95K
+ 1.08%
$25.45 - $29.53 $49.7K - $57.6K
183K $5.33B
IVV
Ishares Core S&P 500 ETF

ETFs
268
+ 2.39%
$520.18 - $576.82 $139K - $155K
11.5K $6.62B
VBK
Vanguard Small Cap Growth ETF

ETFs
850
+ 5.83%
$240.48 - $267.94 $204K - $228K
15.4K $4.13B
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.69K
+ 5.23%
$51.58 - $53.79 $242K - $252K
94.2K $5.05B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.93K
+ 4.2%
$49.77 - $51.95 $195K - $204K
97.4K $5.05B
VOT
Vanguard Mid Cap Growth Index

ETFs
740
+ 5.25%
$218.05 - $243.47 $161K - $180K
14.8K $3.61B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.6K
+ 26.04%
$41.9 - $48.26 $235K - $270K
27.1K $1.3B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.86K
+ 1.92%
$36.98 - $41.55 $68.6K - $77.1K
98.6K $4.05B
SCHV
Schwab Strategic Tr Us Large C

ETFs
445
+ 1.01%
$73.43 - $80.37 $32.7K - $35.8K
44.6K $3.59B
EMB
Ishares Tr

ETFs
1.39K
+ 4.3%
$87.75 - $93.74 $122K - $130K
33.8K $3.16B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
2.9K
+ 17.8%
$71.01 - $78.81 $206K - $229K
19.2K $1.51B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.3K
+ 8.56%
$44.24 - $49.47 $146K - $163K
41.8K $2.07B
HYG
Ishares Tr

ETFs
1.82K
+ 5.18%
$76.72 - $80.36 $140K - $146K
37K $2.97B
QUAL
Ishares Msci Usa Quality Facto

ETFs
777
+ 7.08%
$162.64 - $179.3 $126K - $139K
11.8K $2.11B
BNDX
Vanguard Total International B

ETFs
4.09K
+ 24.22%
$48.42 - $50.35 $198K - $206K
21K $1.05B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.48K
+ 24.16%
$76.38 - $78.87 $189K - $195K
12.7K $1B
VB
Vanguard Small Cap ETF

ETFs
637
+ 23.33%
$214.77 - $237.72 $137K - $151K
3.37K $799M
IBM
International Business Machines Corp

Technology
19
+ 0.46%
$175.1 - $223.38 $3.33K - $4.24K
4.14K $914M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.87K
+ 29.7%
$56.04 - $62.99 $161K - $181K
12.5K $765M
Blackrock ETF Trust Ii
3.04K
+ 42.14%
N/A
10.2K $548M
MUB
Ishares National Muni Bond ETF

ETFs
1.32K
+ 10.86%
$106.13 - $108.7 $140K - $143K
13.5K $1.46B
MBB
Ishares Tr

ETFs
1.28K
+ 12.51%
$90.85 - $96.66 $116K - $124K
11.5K $1.1B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.16K
+ 16.26%
N/A
22.6K $818M
IVE
Ishares S&P 500 Value ETF

ETFs
364
+ 6.55%
$181.06 - $197.17 $65.9K - $71.8K
5.92K $1.17B
EFG
Msci Eafe Growth ETF

ETFs
677
+ 5.32%
$96.84 - $108.77 $65.6K - $73.6K
13.4K $1.44B
IVW
Ishares S&P 500 Growth ETF

ETFs
764
+ 3.71%
$84.77 - $97.13 $64.8K - $74.2K
21.4K $2.05B
GE
General Electric CO

Industrials
19
+ 0.47%
$156.66 - $189.66 $2.98K - $3.6K
4.05K $763M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.28K
+ 24.13%
$69.16 - $76.64 $88.2K - $97.8K
6.56K $493M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.08K
+ 23.95%
$44.9 - $47.55 $93.5K - $99K
10.8K $509M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.19K
+ 23.8%
$74.26 - $78.84 $88.3K - $93.7K
6.19K $485M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.08K
+ 38.17%
$26.69 - $29.87 $82.2K - $92K
11.2K $324M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
618
+ 16.94%
$101.72 - $112.94 $62.9K - $69.8K
4.27K $482M
GIGB
Goldman Sachs ETF Access Invt
1.34K
+ 21.63%
N/A
7.52K $356M
META
Meta Platforms, Inc.

Communication Services
12
+ 1.7%
$453.41 - $572.44 $5.44K - $6.87K
719 $412M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
288
+ 10.9%
$113.45 - $126.18 $32.7K - $36.3K
2.93K $370M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
546
+ 17.0%
$64.83 - $72.82 $35.4K - $39.8K
3.76K $271M
JNJ
Johnson & Johnson

Healthcare
27
+ 0.94%
$145.48 - $167.38 $3.93K - $4.52K
2.89K $468M
USXF
Ishares Esg Advanced Msci Usa

Technology
89
+ 1.02%
$43.59 - $49.35 $3.88K - $4.39K
8.82K $433M
IYW
Ishares Dj Us Tech ETF

ETFs
131
+ 2.38%
$133.16 - $158.73 $17.4K - $20.8K
5.63K $853M
IWX
Ishares Tr Russell 200 Value E

ETFs
27
+ 0.95%
$74.49 - $81.27 $2.01K - $2.19K
2.87K $233M
AVGO
Broadcom Inc.

Technology
1.29K
+ 897.92%
$136.27 - $1745.86 $176K - $2.26M
1.44K $248M
EUSB
Ishares Tr Esg Advanced Total

Technology
35
+ 0.42%
$42.09 - $44.64 $1.47K - $1.56K
8.29K $367M
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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