Life Plan Investment Advisors, Inc. Incresed Positions in Q4 2024

Life Plan Investment Advisors, Inc.

  • $162 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
10.5K
+ 54.79%
$77.98 - $84.06 $821K - $885K
29.8K $2.41B
IEMG
Ishares Inc

ETFs
18.5K
+ 91.15%
N/A
38.9K $2.03B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.1K
+ 27.71%
$49.79 - $51.14 $899K - $923K
83.2K $4.17B
EFV
Msci Eafe Value ETF

ETFs
12.2K
+ 51.24%
$51.78 - $57.15 $633K - $699K
36.1K $1.89B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.58K
+ 16.75%
$94.43 - $105.47 $338K - $377K
24.9K $2.53B
NVDA
Nvidia Corp

Technology
2.75K
+ 30.16%
$117.0 - $148.88 $321K - $409K
11.9K $1.59B
VUG
Vanguard Growth ETF

ETFs
383
+ 3.58%
$378.79 - $428.11 $145K - $164K
11.1K $4.55B
EFG
Msci Eafe Growth ETF

ETFs
5.96K
+ 44.45%
$96.83 - $106.88 $577K - $637K
19.4K $1.88B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
13.8K
+ 60.85%
N/A
36.4K $1.21B
USXF
Ishares Esg Advanced Msci Usa

Technology
5.49K
+ 62.24%
$48.45 - $52.57 $266K - $288K
14.3K $711M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.02K
+ 47.28%
$111.85 - $120.71 $226K - $243K
6.28K $724M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
11.2K
+ 47.54%
$22.65 - $23.8 $253K - $266K
34.7K $787M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.34K
+ 32.79%
$62.07 - $66.61 $207K - $223K
13.5K $867M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.02K
+ 40.06%
$55.45 - $61.08 $278K - $306K
17.5K $972M
AMZN
Amazon Com Inc

Consumer Cyclical
273
+ 6.99%
$180.88 - $232.93 $49.4K - $63.6K
4.18K $917M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.35K
+ 59.19%
$46.33 - $48.6 $202K - $212K
11.7K $544M
BNDX
Vanguard Total International B

ETFs
4.26K
+ 20.33%
$48.91 - $50.61 $209K - $216K
25.2K $1.24B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.06K
+ 9.02%
$176.42 - $186.91 $187K - $198K
12.8K $2.28B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.47K
+ 19.43%
$77.02 - $78.58 $190K - $194K
15.2K $1.17B
MUB
Ishares National Muni Bond ETF

ETFs
1.84K
+ 13.69%
$105.78 - $108.7 $195K - $200K
15.3K $1.63B
TSLA
Tesla, Inc.

Consumer Cyclical
105
+ 13.65%
$213.65 - $479.86 $22.4K - $50.4K
874 $353M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.25K
+ 30.35%
$107.41 - $115.71 $135K - $145K
5.38K $593M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.12K
+ 2.68%
$49.03 - $53.35 $54.9K - $59.8K
43K $2.2B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.45K
+ 65.17%
$64.62 - $71.43 $158K - $175K
6.21K $401M
VTV
Vanguard Value ETF

ETFs
1.31K
+ 7.1%
$168.32 - $181.87 $220K - $238K
19.7K $3.34B
IAU
Ishares Gold Trust

ETFs
2.75K
+ 3.96%
$48.37 - $52.65 $133K - $145K
72.1K $3.57B
Blackrock ETF Trust Ii
2.55K
+ 24.91%
N/A
12.8K $665M
EUSB
Ishares Tr Esg Advanced Total

Technology
2.72K
+ 32.87%
$42.39 - $44.29 $115K - $121K
11K $468M
AVGO
Broadcom Inc.

Technology
22
+ 1.53%
$159.67 - $250.0 $3.51K - $5.5K
1.46K $338M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
634
+ 21.63%
$124.61 - $133.96 $79K - $84.9K
3.57K $459M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
3.53K
+ 14.1%
$40.33 - $42.34 $142K - $150K
28.6K $1.15B
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.15K
+ 37.21%
$26.05 - $29.17 $108K - $121K
15.3K $401M
IVE
Ishares S&P 500 Value ETF

ETFs
590
+ 9.97%
$189.5 - $206.17 $112K - $122K
6.51K $1.24B
VGSH
Vanguard

ETFs
1.38K
+ 19.81%
$58.02 - $58.88 $80K - $81.1K
8.34K $485M
VB
Vanguard Small Cap ETF

ETFs
252
+ 7.48%
$233.76 - $261.58 $58.9K - $65.9K
3.62K $870M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2K
+ 18.59%
$45.17 - $47.23 $90.5K - $94.6K
12.8K $579M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.24K
+ 20.03%
$74.5 - $78.37 $92.3K - $97.1K
7.42K $555M
GOOGL
Alphabet Inc.

Communication Services
19
+ 0.77%
$161.86 - $196.66 $3.08K - $3.74K
2.48K $469M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.5K
+ 22.89%
$68.25 - $75.42 $103K - $113K
8.07K $552M
SCHG
Schwab Strategic Tr Us Large C

ETFs
86K
+ 280.0%
$25.93 - $105.3 $2.23M - $9.05M
117K $3.25B
WMT
Walmart Inc.

Consumer Defensive
38
+ 0.98%
$79.1 - $95.7 $3.01K - $3.64K
3.9K $353M
META
Meta Platforms, Inc.

Communication Services
46
+ 6.4%
$554.08 - $632.68 $25.5K - $29.1K
765 $448M
PG
Procter & Gamble CO

Consumer Defensive
204
+ 14.87%
$161.05 - $179.7 $32.9K - $36.7K
1.58K $264M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.91K
+ 10.74%
$44.04 - $49.49 $128K - $144K
30K $1.32B
MA
Mastercard Inc

Financial Services
15
+ 3.32%
$491.3 - $536.15 $7.37K - $8.04K
467 $246M
MSFT
Microsoft Corp

Technology
111
+ 3.59%
$406.35 - $454.46 $45.1K - $50.4K
3.2K $1.35B
GIGB
Goldman Sachs ETF Access Invt
790
+ 10.51%
N/A
8.31K $374M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.79%
$873.59 - $994.69 $6.12K - $6.96K
398 $364M
VEA
Vanguard Ftse Developed Market

ETFs
7.41K
+ 10.78%
$47.57 - $52.44 $352K - $388K
76.1K $3.64B
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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