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Life Planning Partners

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

Top 5 stock holdings are ITOT, IEFA, VTI, SUB, VEA, and represent 45.82% of Life Planning Partners's stock portfolio.
Added to shares of these 10 stocks: AVRE, AVDE, IEFA, FNF, AVUS, LQD, IUSB, VCIT, DFUS, VTI.
Started 2 new stock positions in AVRE, FNF.
Reduced shares in these 10 stocks: ITOT, VNQI, SUB, GDX, , , IXUS, CVX, BAC, VTEB.
Sold out of its positions in CVX, GLD, PHYS, GDX.
Life Planning Partners was a net seller of stock by $-4.8M.
Life Planning Partners has $112M in assets under management (AUM), dropping by 1.65%.
Central Index Key (CIK): 0001910934

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Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 60 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	21.0	$24M	-9%	188k	125.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.4	$9.4M	+2%	120k	78.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.0	$7.9M		28k	283.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	5.1	$5.7M	-14%	54k	106.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$4.8M		91k	52.81	View chart
Ishares Tr Core Total Usd (IUSB)	4.1	$4.6M	+2%	98k	47.12	View chart
Ishares Core Msci Emkt (IEMG)	4.1	$4.6M		81k	57.41	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$3.8M		35k	108.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.9	$3.3M		87k	37.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$2.6M		11k	237.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$2.5M	+4%	30k	83.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.1	$2.3M		25k	95.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$2.3M		49k	47.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$1.9M	-5%	38k	51.12	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.6	$1.8M		24k	78.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$1.7M		6.5k	263.30	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.5	$1.6M	+5%	26k	62.20	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.3	$1.5M		29k	50.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$1.4M	+2%	19k	75.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$1.4M		11k	125.96	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$1.3M		43k	29.48	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.3M		46k	27.01	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$1.2M	+2%	39k	31.78	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.1	$1.2M	NEW	25k	47.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$978k	+46%	15k	67.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$959k	-2%	15k	63.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$939k		1.6k	576.82	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$936k	+19%	9.8k	95.15	View chart
Tesla Motors (TSLA)	0.8	$887k		3.4k	261.64	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.8	$867k	+15%	7.7k	112.98	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.7	$836k	-60%	18k	46.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$791k	-23%	11k	72.63	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$753k	-4%	15k	49.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$723k	-2%	3.6k	200.78	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$712k	-11%	7.6k	93.58	View chart
Xpo Logistics Inc equity (XPO)	0.6	$691k		6.4k	107.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$601k	-3%	3.4k	174.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$567k	-2%	7.2k	78.69	View chart
Bank of America Corporation (BAC)	0.5	$558k	-17%	14k	39.68	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$465k		11k	41.28	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$432k	+13%	7.4k	58.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$421k	-4%	11k	38.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$400k		5.6k	71.10	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$374k		6.0k	62.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$370k		1.7k	220.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$319k		3.3k	97.42	View chart
Abbvie (ABBV)	0.3	$317k		1.6k	197.48	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.3	$315k		6.1k	52.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$307k		3.9k	79.42	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$290k		10k	28.14	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$280k	-17%	2.6k	107.66	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$275k		3.9k	70.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$235k		2.3k	101.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$227k		1.1k	210.86	View chart
Microsoft Corporation (MSFT)	0.2	$221k	+9%	514.00	430.30	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.2	$221k	NEW	3.6k	62.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$221k	-3%	479.00	460.26	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$220k		3.9k	56.14	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$215k		4.1k	52.14	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.2	$215k	-23%	5.6k	38.46	View chart

Past Filings by Life Planning Partners

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

Life Planning Partners 2024 Q3 filed Oct. 29, 2024
Life Planning Partners 2024 Q2 filed July 31, 2024
Life Planning Partners 2024 Q1 filed May 2, 2024
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

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