Life Plan Investment Advisors, Inc. Portfolio Holdings
Life Plan Investment Advisors, Inc.
- $156 Billion
- Q3 2024
Life Plan Investment Advisors, Inc. has filed its 13F form on January 21, 2025 for Q3 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $11.8B, Vanguard Index Fds S&P 500 ETF with a value of $10.1B, Ishares Core S&P 500 ETF with a value of $6.62B, Schwab Strategic Tr Us Emergin with a value of $5.33B, and Vanguard Small Cap Value ETF with a value of $5.17B.
Examining the 13F form we can see an increase of $17.7B in the current position value, from $139B to 156B.
Life Plan Investment Advisors, Inc. is based out at Raleigh, NC
Below you can find more details about Life Plan Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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