Life Plan Investment Advisors, Inc. Reduced Holdings in Q4 2024

Life Plan Investment Advisors, Inc.

  • $162 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.13K
- 6.98%
$96.64 - $101.23 $786K - $823K
108K $10.5B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.76K
- 2.6%
$26.63 - $30.23 $127K - $144K
178K $4.74B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-404
- 0.62%
$39.22 - $47.52 $15.8K - $19.2K
64.9K $2.57B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-4.65K
- 4.78%
$49.87 - $52.46 $232K - $244K
92.8K $4.63B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.05K
- 4.18%
$45.07 - $47.1 $183K - $191K
92.9K $4.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-810
- 7.06%
$570.51 - $610.59 $462K - $495K
10.7K $6.28B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.66K
- 2.02%
$20.55 - $23.26 $54.6K - $61.8K
129K $2.71B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.86K
- 3.0%
$48.17 - $53.38 $89.4K - $99.1K
59.9K $2.92B
VOE
Vanguard Mid Cap Value Index F

ETFs
-753
- 3.05%
$160.89 - $176.18 $121K - $133K
24K $3.88B
VBR
Vanguard Small Cap Value ETF

ETFs
-864
- 3.36%
$197.36 - $217.3 $171K - $188K
24.9K $4.93B
HYG
Ishares Tr

ETFs
-707
- 1.91%
$78.09 - $80.04 $55.2K - $56.6K
36.3K $2.85B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-348
- 6.02%
$87.1 - $98.49 $30.3K - $34.3K
5.44K $475M
JNJ
Johnson & Johnson

Healthcare
-21
- 0.73%
$143.34 - $165.86 $3.01K - $3.48K
2.87K $415M
VOT
Vanguard Mid Cap Growth Index

ETFs
-694
- 4.68%
$241.48 - $274.89 $168K - $191K
14.1K $3.59B
VBK
Vanguard Small Cap Growth ETF

ETFs
-735
- 4.76%
$264.18 - $304.19 $194K - $224K
14.7K $4.11B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-107
- 1.21%
$22.39 - $23.45 $2.4K - $2.51K
8.73K $201M
CVX
Chevron Corp

Energy
-17
- 1.11%
$141.15 - $162.53 $2.4K - $2.76K
1.51K $219M
INTU
Intuit Inc

Technology
-1
- 0.25%
$602.01 - $706.25 $602 - $706
394 $248M
IYW
Ishares Dj Us Tech ETF

ETFs
-252
- 4.48%
$148.14 - $166.23 $37.3K - $41.9K
5.37K $857M
IWY
Ishares Tr Russell 200 Growth

ETFs
-29
- 1.66%
$216.72 - $244.71 $6.28K - $7.1K
1.72K $404M
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.72%
$205.18 - $250.29 $1.44K - $1.75K
960 $230M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.04%
$521.84 - $558.82 $3.65K - $3.91K
19.1K $10.3B
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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