Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Life Planning Partners

Latest statistics and disclosures from Life Planning Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, IEFA, SUB, VTI, IUSB, and represent 40.50% of Life Planning Partners's stock portfolio.
Added to shares of these 10 stocks: PHYS, GDX, TLT, VB, GLD, VTES, IEMG, DFAI, AVUS, AVDV.
Started 103 new stock positions in AVDV, FNDX, ZROZ, HYLB, PUBM, WPM, TMO, BX, UNP, META.
Reduced shares in these 10 stocks: VTEB, MSFT, VNQI, IEFA, SUB, EMB, ITOT, SPEM, VV, IUSB.
Sold out of its positions in AAP, BCE, Black Knight, DFUV, GE, HAS, QQQ, IGV, AOK, USMV.
Life Planning Partners was a net seller of stock by $-2.8M.
Life Planning Partners has $102M in assets under management (AUM), dropping by 16.41%.
Central Index Key (CIK): 0001910934

Tip: Access up to 7 years of quarterly data

Positions held by Life Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 263 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p Total Us Stock Market Etf Itot (ITOT)	14.4	$15M	-3%	139k	105.23	View chart
Ishares Trust Core Msci Eafe Etf Iefa (IEFA)	7.4	$7.6M	-10%	107k	70.35	View chart
Ishares Short-term National Muni Bond Etf Sub (SUB)	7.4	$7.5M	-7%	71k	105.43	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Vti (VTI)	6.5	$6.6M		28k	237.22	View chart
Ishares Tr Core Total Usd Iusb (IUSB)	4.7	$4.8M	-6%	104k	46.07	View chart
Vanguard Developed Markets Index Fund Etf Vea (VEA)	3.7	$3.8M	+5%	79k	47.90	View chart
Ishares Inc Core Msci Emerging Mkts Etf Iemg (IEMG)	3.6	$3.6M	+9%	72k	50.58	View chart
Spdr Portfolio Developed World Ex-us Etf SPDW (SPDW)	2.9	$3.0M		87k	34.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Vteb (VTEB)	2.4	$2.4M	-48%	48k	51.05	View chart
Vanguard Intermediate Term Corporate Bond Etf Vcit (VCIT)	2.2	$2.2M	-12%	27k	81.28	View chart
Vanguard Global Ex-us Real Estate Index Fd Etf Vnqi (VNQI)	2.1	$2.1M	-30%	49k	42.59	View chart
Ishares National Muni Bond Etf Mub (MUB)	2.1	$2.1M	+4%	19k	108.41	View chart
Ishares Core S&p Us Value Etf Iusv (IUSV)	2.1	$2.1M		25k	84.33	View chart
Sprott Physical Gold Trust Unit Isin #ca85207h1047 Sedol #byvw239 Phys (PHYS)	2.0	$2.1M	NEW	130k	15.93	View chart
Vanguard Bd Index Fds Intermed Term Biv (BIV)	1.9	$1.9M	-7%	26k	76.38	View chart
Vanguard Small-cap Index Fund VB (VB)	1.9	$1.9M	+36%	8.9k	213.31	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Vwo (VWO)	1.8	$1.9M		45k	41.10	View chart
Vanguard Large-cap Index Fund VV (VV)	1.5	$1.5M	-19%	7.0k	218.13	View chart
Ishares 0-5 Year Investment Grade Corporate Bd Etf SLQD (SLQD)	1.5	$1.5M	-8%	31k	49.20	View chart
Vanguard Intl Equity Index Fds Ftse Smcap Etf VSS (VSS)	1.4	$1.4M	-9%	12k	115.03	View chart
Ishares Tr Jp Mor Em Mk Etf Emb (EMB)	1.3	$1.3M	-29%	15k	89.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt BND (BND)	1.1	$1.1M	+4%	16k	73.55	View chart
Dimensional Etf Trust World Ex Us Core Dfax (DFAX)	1.1	$1.1M		47k	24.42	View chart
Fidelity Msci Real Estate Index Etf Frel (FREL)	1.0	$1.1M	-14%	40k	26.65	View chart
Dimensional Etf Trust Us Equity Etf Dfus (DFUS)	0.9	$943k	-2%	18k	51.83	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Veu (VEU)	0.9	$873k	+37%	16k	56.14	View chart
Vanguard Bd Index Fds Vanguard Ultra Vusb (VUSB)	0.8	$799k	+37%	16k	49.44	View chart
Ishares Core S&p 500 Etf Ivv (IVV)	0.7	$700k	-8%	1.5k	477.41	View chart
Vaneck Etf Tr Vaneck Gold Miners Etf GDX (GDX)	0.7	$696k	NEW	23k	31.01	View chart
Ishares Tr 20 Yr Tr Bd Etf TLT (TLT)	0.7	$694k	NEW	7.0k	98.88	View chart
Tesla Tsla (TSLA)	0.7	$693k		2.8k	248.48	View chart
Vanguard Small Cap Value Etf VBR (VBR)	0.7	$663k	-14%	3.7k	179.97	View chart
Bank America Corp Bac (BAC)	0.6	$653k		19k	33.67	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr VTV (VTV)	0.6	$625k	+14%	4.2k	149.50	View chart
American Centy Etf Tr Avantis Intl Eqt Avde (AVDE)	0.6	$564k		9.3k	60.43	View chart
Xpo Xpo (XPO)	0.6	$563k	-2%	6.4k	87.59	View chart
Spdr Gold Tr Gold GLD (GLD)	0.5	$476k	+1364%	2.5k	191.17	View chart
Ishares Inc Jp Morgan Em Etf Lemb (LEMB)	0.5	$462k	-34%	13k	36.72	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf LQD (LQD)	0.4	$448k	-12%	4.0k	110.66	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Fd Etf VCSH (VCSH)	0.4	$445k		5.7k	77.37	View chart
Spdr Portfolio Emerging Markets Etf Spem (SPEM)	0.4	$434k	-46%	12k	35.41	View chart
Ishares Tr Core Msci Total Ixus (IXUS)	0.4	$425k	+65%	6.5k	64.92	View chart
Schwab Strategic Tr Intl Sceqt Etf SCHC (SCHC)	0.4	$414k		12k	34.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk Dfai (DFAI)	0.4	$397k	+307%	14k	28.64	View chart
Vanguard Wellington Fund Short Term Tax Exempt Bond Etf Vtes (VTES)	0.4	$387k	NEW	3.8k	101.41	View chart
Ishares California Muni Bond Etf CMF (CMF)	0.4	$380k	-40%	6.6k	57.94	View chart
Gxo Logistics Incorporated Gxo (GXO)	0.4	$370k	-3%	6.1k	61.16	View chart
Vanguard Intl Equity Index Fds Ftse Europe Etf VGK (VGK)	0.4	$363k	-8%	5.6k	64.48	View chart
Spdr S&p Emerging Markets Small Cap Etf Ewx (EWX)	0.3	$339k		6.0k	56.46	View chart
Ishares S&p Smallcap 600 Value Index Fund Ijs (IJS)	0.3	$325k	-24%	3.2k	103.07	View chart
American Centy Etf Tr Avantis Us Eqt Avus (AVUS)	0.3	$291k	NEW	3.6k	81.55	View chart
American Centy Etf Tr Avantis Intl Small Cap Value Avdv (AVDV)	0.3	$254k	NEW	4.1k	62.49	View chart
American Century Etf Trust Avantis Emerging Mkts Value Etf Usd Aves (AVES)	0.2	$238k	+34%	5.2k	45.97	View chart
American Century Etf Trust Avantis Intl Large Cap Value Etf Usd Aviv (AVIV)	0.2	$236k	+101%	4.6k	51.48	View chart
Wheaton Precious Metals Corp Com Npv Isin #ca9628791027 Sedol #bf13kn5 WPM (WPM)	0.2	$232k	NEW	4.7k	49.34	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Bil (BIL)	0.2	$218k	NEW	2.4k	91.39	View chart
Nike Inc Class B Nke (NKE)	0.2	$212k		2.0k	108.57	View chart
Vanguard Real Estate Etf VNQ (VNQ)	0.2	$211k	-18%	2.4k	88.36	View chart
Chevron Corp CVX (CVX)	0.2	$192k		1.3k	149.16	View chart
Jpmorgan Chase & Co JPM (JPM)	0.2	$182k	-25%	1.1k	170.10	View chart
Fidelity National Financial Fnf Group Com Usd0.0001 FNF (FNF)	0.2	$181k		3.6k	51.02	View chart
Johnson &johnson Com Usd1.00 JNJ (JNJ)	0.2	$179k	-9%	1.1k	156.62	View chart
Vanguard Bd Index Fds Short Trm Bond BSV (BSV)	0.2	$175k	+6%	2.3k	77.02	View chart
Dimensional Etf Trust Internatnal Val Dfiv (DFIV)	0.2	$174k	-40%	5.1k	34.36	View chart
Rxo Rxo (RXO)	0.2	$154k	NEW	6.6k	23.26	View chart
Microsoft Corp MSFT (MSFT)	0.1	$146k	-86%	389.00	376.04	View chart
Vanguard Charlotte Fds Total Intl Bd Etf BNDX (BNDX)	0.1	$142k	+27%	2.9k	49.35	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Vug (VUG)	0.1	$141k	+108%	454.00	310.88	View chart
Apple Aapl (AAPL)	0.1	$132k	NEW	685.00	192.53	View chart
Ishares Tr Eafe Sml Cp Etf SCZ (SCZ)	0.1	$127k		2.0k	61.90	View chart
Costco Wholesale Corp Com Usd0.01 Cost (COST)	0.1	$123k	-42%	187.00	660.08	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B BRKB (BRK.B)	0.1	$123k	+4%	344.00	356.66	View chart
International Bus Mach Corp Com Usd0.20 Ibm (IBM)	0.1	$122k		745.00	163.55	View chart
Vanguard Total International Stock Index Fund Vxus (VXUS)	0.1	$117k	-16%	2.0k	57.95	View chart
Exxon Mobil Corp Xom (XOM)	0.1	$116k	-45%	1.2k	99.98	View chart
Ishares Core 1-5 Year Usd Bond Etf Istb (ISTB)	0.1	$115k	-46%	2.4k	47.56	View chart
Procter And Gamble PG (PG)	0.1	$113k		768.00	146.54	View chart
Ishares Tr Ishs 1-5yr Invs Igsb (IGSB)	0.1	$111k	+25%	2.2k	51.28	View chart
Ishares Silver Tr Ishares SLV (SLV)	0.1	$107k	+880%	4.9k	21.78	View chart
Ishares Core Growth Allocation Etf Aor (AOR)	0.1	$106k	+2%	2.0k	53.19	View chart
Spdr Portfolio S&p 600 Small Cap Etf SPSM (SPSM)	0.1	$94k	NEW	2.2k	42.18	View chart
Ishares Tr Core Msci Intl Idev (IDEV)	0.1	$93k	+5%	1.5k	63.66	View chart
Ishares Core Us Aggregate Bond Etf Agg (AGG)	0.1	$91k	-11%	916.00	99.17	View chart
Coca-cola Ko (KO)	0.1	$87k	-9%	1.5k	58.93	View chart
State Street Corp STT (STT)	0.1	$80k		1.0k	77.46	View chart
Ishares Trust S & P Mid Capital Ijj (IJJ)	0.1	$79k	+23%	697.00	113.90	View chart
Mcdonald S Corp MCD (MCD)	0.1	$75k	-16%	254.00	296.51	View chart
Vanguard Materials Index Fund Vaw (VAW)	0.1	$74k		388.00	189.94	View chart
Ishares S&p 500 Value Etf Ive (IVE)	0.1	$73k	-42%	417.00	173.89	View chart
Visa V (V)	0.1	$71k	+12%	274.00	260.35	View chart
Vanguard Intl Equity Index Fds Ftse Pacific Etf VPL (VPL)	0.1	$71k	-49%	982.00	72.03	View chart
Nextera Energy Inc Com Usd0.01 Nee (NEE)	0.1	$67k		1.1k	60.74	View chart
Schwab Strategic Tr Us Large-cap Etf SCHX (SCHX)	0.1	$67k	+10%	1.2k	56.40	View chart
Vanguard Mid-cap Index Fund Vo (VO)	0.1	$67k	+132%	286.00	232.64	View chart
Spdr Ser Tr S&p Biotech Xbi (XBI)	0.1	$64k		720.00	89.29	View chart
Assurant Aiz (AIZ)	0.1	$62k		370.00	168.49	View chart
Schwab Strategic Tr Emerging Mkts Equity Etf Sche (SCHE)	0.1	$61k	-24%	2.5k	24.79	View chart
Schwab Strategic Tr Intl Equity Etf SCHF (SCHF)	0.1	$58k	-28%	1.6k	36.96	View chart
Allstate Corp Com Usd0.01 All (ALL)	0.1	$58k	-62%	414.00	139.98	View chart
Te Connectivity Ltd Com Chf0.57 Tel (TEL)	0.1	$54k	+2%	386.00	140.50	View chart
Aflac Inc Com Usd0.10 Afl (AFL)	0.1	$54k		650.00	82.50	View chart
Ishares Core S&p Small-cap E Ijr (IJR)	0.1	$53k	+31%	491.00	108.25	View chart
Oracle Corp Orcl (ORCL)	0.1	$53k		500.00	105.43	View chart
Vanguard Scottsdale Fds Inter Term Treas Vgit (VGIT)	0.1	$52k	NEW	877.00	59.32	View chart
Ishares Russell Mid-cap Value Etf Iws (IWS)	0.1	$51k	NEW	441.00	116.29	View chart
Cisco Systems Csco (CSCO)	0.0	$49k		963.00	50.52	View chart
Sprott Physical Silver Trust Trust Unit Isin #ca85207k1075 Sedol #b5thds5 PSLV (PSLV)	0.0	$46k	NEW	5.7k	8.08	View chart
Verizon Communications VZ (VZ)	0.0	$45k	-14%	1.2k	37.70	View chart
Bruker Corp BRKR (BRKR)	0.0	$44k		600.00	73.48	View chart
American Century Etf Trust Avantis U S Large Cap Value Etf Usd Avlv (AVLV)	0.0	$43k		750.00	57.76	View chart
Vanguard Specialized Funds Div App Etf Vig (VIG)	0.0	$42k		248.00	170.40	View chart
Ishares Tr Intl Dev Re Etf Ifgl (IFGL)	0.0	$39k		1.8k	21.76	View chart
Pfizer Pfe (PFE)	0.0	$39k	+11%	1.4k	28.79	View chart
Vaneck Etf Trust Junior Gold Mine GDXJ (GDXJ)	0.0	$37k	NEW	968.00	37.91	View chart
Dover Corp Com Usd1.00 Dov (DOV)	0.0	$35k		225.00	153.81	View chart
Pepsico Pep (PEP)	0.0	$35k		203.00	169.84	View chart
American Centy Etf Tr Avantis Us Small Cap Value Avuv (AVUV)	0.0	$32k	NEW	361.00	89.80	View chart
Ishares S&p 500 Growth Etf Ivw (IVW)	0.0	$32k		424.00	75.10	View chart
Ishares Tips Bond Etf Tip (TIP)	0.0	$30k		280.00	107.49	View chart
Ishares Core Moderate Allocation Etf Aom (AOM)	0.0	$30k	-30%	720.00	41.51	View chart
Ishares Tr Rus Md Cp Gr Etf Iwp (IWP)	0.0	$30k	NEW	285.00	104.46	View chart
United Parcel Service Inc Cl B Ups (UPS)	0.0	$28k	+6%	178.00	157.23	View chart
Csx Corp Com Usd1 CSX (CSX)	0.0	$27k		780.00	34.67	View chart
Unilever Ul (UL)	0.0	$27k		550.00	48.48	View chart
Newmont Corp Com Isin #us6516391066 Sedol #bjyktv2 Nem (NEM)	0.0	$26k	NEW	623.00	41.39	View chart
Texas Instruments Inc Com Usd1.00 TXN (TXN)	0.0	$26k		150.00	170.46	View chart
Vanguard Index Funds S&p 500 Etf Usd Voo (VOO)	0.0	$25k	-92%	58.00	436.81	View chart
Vanguard Mega Cap Value Index Fund MGV (MGV)	0.0	$25k	-38%	231.00	109.37	View chart
Blue Owl Capital Corporation Com Usd0.01 Obdc (OBDC)	0.0	$24k		1.6k	14.76	View chart
Ishares Core Aggressive Allocation Etf Aoa (AOA)	0.0	$24k	-63%	340.00	69.05	View chart
Alphabet Inc Cap Stk Cl C Goog (GOOG)	0.0	$23k	+36%	164.00	140.93	View chart
Ishares Tr Msci Acwi Etf Acwi (ACWI)	0.0	$23k	-10%	223.00	101.66	View chart
Prog Holdings PRG (PRG)	0.0	$21k		692.00	30.88	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Spib (SPIB)	0.0	$21k		630.00	32.83	View chart
Cannae Hldgs Cnne (CNNE)	0.0	$20k		1.0k	19.51	View chart
American Centy Etf Tr Avantis Emgmkt Avem (AVEM)	0.0	$19k	+48%	335.00	56.39	View chart
Vanguard Mid-cap Value Index Fund Voe (VOE)	0.0	$18k		127.00	145.02	View chart
Bristol-myers Squibb Bmy (BMY)	0.0	$17k		329.00	51.31	View chart
Schwab Strategic Tr Us Reit Etf SCHH (SCHH)	0.0	$16k	+6%	788.00	20.71	View chart
Amazon.com Amzn (AMZN)	0.0	$15k	NEW	100.00	151.94	View chart
Select Sector Spdr Tr Energy Xle (XLE)	0.0	$15k	NEW	174.00	83.84	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Eem (EEM)	0.0	$14k	NEW	358.00	40.21	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf VT (VT)	0.0	$14k	+3%	137.00	102.74	View chart
Barclays Bk Plc Ipath Ser B S&p 500 VXX (VXX)	0.0	$14k	NEW	900.00	15.52	View chart
Vanguard Mid-cap Growth Index Fund Vot (VOT)	0.0	$14k		63.00	219.57	View chart
Schwab Strategic Tr Us Mid-cap Etf SCHM (SCHM)	0.0	$13k		173.00	75.32	View chart
Royal Caribbean Group Com Usd0.01 RCL (RCL)	0.0	$13k		100.00	129.49	View chart
Ishares Core S&p Mid-cap Etf Ijh (IJH)	0.0	$13k	NEW	46.00	277.15	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf VMBS (VMBS)	0.0	$13k	NEW	275.00	46.36	View chart
Pimco 25 Yr Zero Cpn Us Tif Zroz (ZROZ)	0.0	$12k	NEW	142.00	85.33	View chart
Unitedhealth Group Unh (UNH)	0.0	$12k	NEW	23.00	526.48	View chart
Schwab Strategic Tr 5 10yr Corp Bd Schi (SCHI)	0.0	$12k	NEW	260.00	44.94	View chart
Twilio Inc Cl A Twlo (TWLO)	0.0	$11k	NEW	149.00	75.87	View chart
F&g Annuities &life FG (FG)	0.0	$11k	NEW	241.00	46.00	View chart
Merck &co MRK (MRK)	0.0	$11k	NEW	100.00	109.02	View chart
Comcast Corp Cmcsa (CMCSA)	0.0	$11k		248.00	43.85	View chart
Dupont De Nemours DD (DD)	0.0	$10k		133.00	76.93	View chart
Eli Lilly &co Lly (LLY)	0.0	$9.9k	NEW	17.00	582.94	View chart
Schwab Us Broad Market Etf SCHB (SCHB)	0.0	$9.5k		170.00	55.67	View chart
10x Genomics Inc Cl A TXG (TXG)	0.0	$9.2k	NEW	165.00	55.96	View chart
At&t Inc Com Usd1 T (T)	0.0	$8.7k		517.00	16.78	View chart
Vanguard Mega Cap Growth Index Fund MGK (MGK)	0.0	$8.6k		33.00	259.52	View chart
Schwab Fundamental Us Large Company Index Etf FNDX (FNDX)	0.0	$8.3k	NEW	134.00	61.94	View chart
Mercadolibre Inc Com Usd0.001 Meli (MELI)	0.0	$7.9k	NEW	5.00	1571.60	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf BKLN (BKLN)	0.0	$7.8k		368.00	21.18	View chart
Meta Platforms Inc Class A Meta (META)	0.0	$7.8k	NEW	22.00	354.00	View chart
Ishares Tr Rus 2000 Grw Etf Iwo (IWO)	0.0	$7.6k	NEW	30.00	252.23	View chart
Proshares Tr Ultrapro Sht Qqq SQQQ (SQQQ)	0.0	$7.5k	NEW	557.00	13.45	View chart
Schwab Strategic Tr Schwab Fdt Us Sc Fnda (FNDA)	0.0	$6.7k	NEW	121.00	55.36	View chart
Broadcom Avgo (AVGO)	0.0	$6.7k	NEW	6.00	1116.33	View chart
Roku Inc Com Cl A Roku (ROKU)	0.0	$6.6k	NEW	72.00	91.67	View chart
Schwab Strategic Tr Int-trm U.s Tres SCHR (SCHR)	0.0	$6.5k	NEW	130.00	49.72	View chart
Walmart WMT (WMT)	0.0	$6.3k	NEW	40.00	157.65	View chart
Abbott Laboratories Abt (ABT)	0.0	$6.2k	NEW	56.00	110.07	View chart
Hershey Company Com Usd1.00 Hsy (HSY)	0.0	$5.6k	NEW	30.00	186.47	View chart
Wisdomtree Tr Us Midcap Fund Ezm (EZM)	0.0	$5.6k		97.00	57.39	View chart
Schwab Strategic Tr Fundamental Intl Large Co Index Etf FNDF (FNDF)	0.0	$5.6k	NEW	165.00	33.73	View chart
Vanguard Small-cap Growth Index Fund VBK (VBK)	0.0	$5.6k		23.00	241.78	View chart
Schwab Fundamental Em L/c Fnde (FNDE)	0.0	$5.5k	NEW	203.00	27.14	View chart
Schwab Strategic Tr Us Small-cap Etf Scha (SCHA)	0.0	$5.1k	NEW	107.00	47.24	View chart
Lucid Group Lcid (LCID)	0.0	$4.9k	NEW	1.2k	4.21	View chart
Nuveen Nasdaq 100 Dynamic Overwrite Fund QQQX (QQQX)	0.0	$4.6k		200.00	23.15	View chart
The Cigna Group Ci (CI)	0.0	$4.6k	+6%	16.00	287.56	View chart
Matterport Inc Com Cl A MTTR (MTTR)	0.0	$4.5k	NEW	1.7k	2.69	View chart
Palo Alto Networks Inc Com Usd0.0001 Panw (PANW)	0.0	$4.4k	NEW	15.00	294.93	View chart
Spdr Bloomberg International Treasury Bond Etf BWX (BWX)	0.0	$4.4k		189.00	23.19	View chart
Regions Financial Corp RF (RF)	0.0	$4.4k	-8%	226.00	19.34	View chart
Proshares Tr Ii Vix Sh Trm Futrs Vixy (VIXY)	0.0	$4.4k	NEW	281.00	15.51	View chart
United Sts Nat Gas Fd Lp Unit Par Ung	0.0	$4.3k	NEW	840.00	5.07	View chart
Vanguard Extended Markets Index Fund VXF (VXF)	0.0	$4.1k		25.00	164.44	View chart
Evgo Inc Cl A Evgo (EVGO)	0.0	$3.9k	NEW	1.1k	3.58	View chart
Ares Capital Corp Arcc (ARCC)	0.0	$3.7k		185.00	20.03	View chart
Ishares Russell 1000 Value Etf Iwd (IWD)	0.0	$3.6k		22.00	165.27	View chart
Direxion Shs Etf Tr Dly S&p500 Br 3x SPXS (SPXS)	0.0	$3.5k	NEW	300.00	11.55	View chart
Eaton Corporation Etn (ETN)	0.0	$3.4k	NEW	14.00	240.86	View chart
Vanguard Whitehall Fds High Div Yld Vym (VYM)	0.0	$3.2k		29.00	111.66	View chart
Schwab Fundamental Intl Small Company Index Etf FNDC (FNDC)	0.0	$3.1k	NEW	89.00	34.87	View chart
Kyndryl Hldgs KD (KD)	0.0	$3.1k		147.00	20.78	View chart
Dell Technologies Inc Cl C Dell (DELL)	0.0	$3.0k		39.00	76.51	View chart
Ishares Tr Rus Tp200 Gr Etf Iwy (IWY)	0.0	$3.0k	NEW	17.00	175.24	View chart
Ishares Tr Rus Tp200 Vl Etf Iwx (IWX)	0.0	$2.8k	NEW	40.00	70.17	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Ebnd (EBND)	0.0	$2.8k	NEW	132.00	21.24	View chart
Blackstone BX (BX)	0.0	$2.5k	NEW	19.00	130.95	View chart
Alphabet Inc Cap Stk Cl A Googl (GOOGL)	0.0	$2.1k	NEW	15.00	139.73	View chart
Alibaba Group Holding Ltd Spon Ads Each Rep 8 Ord Baba (BABA)	0.0	$2.0k	NEW	26.00	77.54	View chart
Wells Fargo WFC (WFC)	0.0	$2.0k	NEW	40.00	49.23	View chart
Ishares Tr Genomics Immun Idna (IDNA)	0.0	$1.9k	NEW	82.00	23.01	View chart
Schwab Strategic Tr Us Tips Etf SCHP (SCHP)	0.0	$1.8k	NEW	35.00	52.20	View chart
Proshares Ultrashort 20 Year Treasury TBT (TBT)	0.0	$1.8k	NEW	60.00	30.20	View chart
Mondelez Intl MDLZ (MDLZ)	0.0	$1.8k	NEW	25.00	72.44	View chart
Proshares Tr Ultrashrt S&p500 SDS (SDS)	0.0	$1.8k	NEW	60.00	29.93	View chart
Intuitive Surgical Isrg (ISRG)	0.0	$1.7k	NEW	5.00	337.40	View chart
Ishares Inc Msci Emerg Mrkt Eemv (EEMV)	0.0	$1.7k		30.00	55.60	View chart
Pubmatic Inc Com Cl A Pubm (PUBM)	0.0	$1.6k	NEW	100.00	16.31	View chart
Applied Materials Inc Com Usd0.01 Amat (AMAT)	0.0	$1.6k	NEW	10.00	162.10	View chart
Waste Management WM (WM)	0.0	$1.6k	NEW	9.00	179.11	View chart
Ishares Core Msci Europe Etf Ieur (IEUR)	0.0	$1.6k		29.00	55.03	View chart
Union Pac Corp Unp (UNP)	0.0	$1.5k	NEW	6.00	245.67	View chart
Sysco Corp Syy (SYY)	0.0	$1.5k	NEW	20.00	73.15	View chart
Ishares Tr Msci Eafe Min Vl Efav (EFAV)	0.0	$1.5k		21.00	69.38	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Spy (SPY)	0.0	$1.4k	NEW	3.00	475.33	View chart
Paypal Hldgs Pypl (PYPL)	0.0	$1.4k		23.00	61.43	View chart
Direxion Shs Etf Tr Dly Semicndtr Br Soxs (SOXS)	0.0	$1.4k	NEW	240.00	5.82	View chart
Conocophillips Cop (COP)	0.0	$1.4k	NEW	12.00	116.08	View chart
Ge Healthcare Technologies Gehc (GEHC)	0.0	$1.4k	NEW	18.00	77.33	View chart
Marqeta Inc Class A MQ (MQ)	0.0	$1.3k	NEW	184.00	6.98	View chart
Fidelity High Dividend Etf FDVV (FDVV)	0.0	$1.3k	NEW	30.00	42.30	View chart
Plug Power Plug (PLUG)	0.0	$1.2k	NEW	269.00	4.50	View chart
Nuscale Pwr Corp Cl A SMR (SMR)	0.0	$1.2k	NEW	354.00	3.29	View chart
Target Corp TGT (TGT)	0.0	$1.1k	NEW	8.00	142.50	View chart
Chargepoint Holdings Inc Com Cl A CHPT (CHPT)	0.0	$1.1k	NEW	487.00	2.34	View chart
Ishares Inc Em Mkt Sm-cp Etf Eems (EEMS)	0.0	$1.1k		19.00	57.84	View chart
Thermo Fisher Scientific Tmo (TMO)	0.0	$1.1k	NEW	2.00	531.00	View chart
Confluent Inc Class A CFLT (CFLT)	0.0	$1.0k	NEW	44.00	23.41	View chart
Pjt Partners Inc Com Cl A PJT (PJT)	0.0	$1.0k		10.00	101.90	View chart
Ebay Ebay (EBAY)	0.0	$1.0k	-68%	23.00	43.65	View chart
Ishares Russell 2000 Etf Iwm (IWM)	0.0	$1.0k		5.00	200.80	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Iau (IAU)	0.0	$976.000000	NEW	25.00	39.04	View chart
Viatris VTRS (VTRS)	0.0	$974.997000		90.00	10.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat Moat (MOAT)	0.0	$849.000000	NEW	10.00	84.90	View chart
Blackrock Inc Com Usd0.01 BLK (BLK)	0.0	$812.000000	NEW	1.00	812.00	View chart
Lam Research Corp Com Usd0.001 LRCX (LRCX)	0.0	$784.000000	NEW	1.00	784.00	View chart
Dbx Etf Tr Xtrack Usd High Hylb (HYLB)	0.0	$782.999800	NEW	22.00	35.59	View chart
Ark Etf Trust Innovation Etf Arkk (ARKK)	0.0	$734.000400	NEW	14.00	52.43	View chart
Lithium Americas Corp Com Npv Isin #ca53681j1030 Sedol #brbs357 Lac (LAC)	0.0	$717.001600	NEW	112.00	6.40	View chart
Metlife Inc Com Usd0.01 Met (MET)	0.0	$662.000000		10.00	66.20	View chart
Pan Amern Silver Corp Com Isin #ca6979001089 Sedol #2669272 Paas (PAAS)	0.0	$620.999800	NEW	38.00	16.34	View chart
Etf Ser Solutions Distillate Us DSTL (DSTL)	0.0	$593.000400	NEW	12.00	49.42	View chart
Agnico Eagle Mines Ltd Com Isin #ca0084741085 Sedol #2009823 Aem (AEM)	0.0	$494.000100	NEW	9.00	54.89	View chart
Disney Walt Dis (DIS)	0.0	$452.000000		5.00	90.40	View chart
Dbx Etf Tr Xtrack Intl Real Hauz (HAUZ)	0.0	$372.000800	NEW	17.00	21.88	View chart
Wabtec Wab (WAB)	0.0	$254.000000		2.00	127.00	View chart
Dmk Pharmaceuticals Corporatio DMK (DMKPQ)	0.0	$213.012800	NEW	304.00	0.70	View chart
Warner Bros Discovery Inc Com Ser A WBD (WBD)	0.0	$194.000600	-86%	17.00	11.41	View chart
Carnival Corp Com Usd0.01 CCL (CCL)	0.0	$186.000000		10.00	18.60	View chart
Dare Bioscience Dare (DARE)	0.0	$119.003500	NEW	385.00	0.31	View chart
Uniti Group Unit (UNIT)	0.0	$116.000000		20.00	5.80	View chart
Mullen Automotive Muln (MULN)	0.0	$101.000200	NEW	7.00	14.43	View chart
Abrdn Platinum Etf Tr Abrdn Physical Platinum Shares Etf PPLT (PPLT)	0.0	$92.000000	NEW	1.00	92.00	View chart
Outfront Media Out (OUT)	0.0	$56.000000		4.00	14.00	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng PXH (PXH)	0.0	$39.000000	NEW	2.00	19.50	View chart
Great Elm Cap Corp Gecc (GECC)	0.0	$32.000100		3.00	10.67	View chart
Ford Mtr Co Del F (F)	0.0	$25.000000	NEW	2.00	12.50	View chart

Past Filings by Life Planning Partners

SEC 13F filings are viewable for Life Planning Partners going back to 2021

Life Planning Partners 2023 Q4 filed Jan. 19, 2024
Life Planning Partners 2022 Q3 filed Oct. 13, 2022
Life Planning Partners 2022 Q2 filed July 20, 2022
Life Planning Partners 2022 Q1 filed April 25, 2022
Life Planning Partners 2021 Q4 filed Feb. 11, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z