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LifePlan Investment Advisors

Latest statistics and disclosures from LifePlan Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002045484

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Positions held by LifePlan Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LifePlan Investment Advisors

LifePlan Investment Advisors holds 131 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.5	$13M	17k	748.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.1	$12M	119k	98.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.7	$11M	15k	686.83	View chart
Vanguard Index Fds Growth Etf (VUG)	3.6	$11M	122k	86.14	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	3.4	$9.8M	95k	103.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$9.7M	136k	71.25	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.8	$8.1M	176k	46.15	View chart
Vanguard Index Fds Value Etf (VTV)	2.7	$7.9M	36k	217.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.2	$6.3M	26k	242.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.2	$6.3M	173k	36.26	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.8	$5.3M	15k	365.71	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.8	$5.3M	105k	50.60	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.8	$5.2M	197k	26.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$5.1M	183k	27.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$4.9M	25k	197.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.6	$4.7M	92k	50.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$4.6M	34k	137.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$4.6M	68k	68.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.6	$4.5M	15k	306.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.5	$4.5M	129k	34.81	View chart
Apple (AAPL)	1.5	$4.4M	15k	289.37	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	1.5	$4.4M	108k	41.16	View chart
Western Digital (WDC)	1.5	$4.3M	6.7k	638.72	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$4.3M	52k	82.84	View chart
Sandisk Corp (SNDK)	1.4	$4.2M	1.8k	2273.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$4.0M	117k	33.84	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.3	$3.9M	85k	45.70	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$3.9M	51k	75.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$3.8M	17k	227.06	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.2	$3.5M	149k	23.68	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	1.2	$3.5M	59k	58.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$3.4M	57k	59.69	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.2	$3.4M	43k	79.97	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.2	$3.4M	35k	96.44	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.1	$3.2M	72k	44.85	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$3.0M	21k	141.89	View chart
NVIDIA Corporation (NVDA)	1.0	$3.0M	15k	200.09	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$2.8M	123k	22.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$2.6M	21k	124.42	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$2.6M	27k	94.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$2.3M	7.6k	303.11	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.8	$2.3M	43k	52.72	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$2.3M	21k	107.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$2.2M	46k	48.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$2.1M	27k	77.91	View chart
Texas Instruments Incorporated (TXN)	0.7	$2.0M	6.6k	298.07	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$1.9M	5.5k	342.83	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.6	$1.8M	35k	50.37	View chart
International Business Machines (IBM)	0.6	$1.7M	6.0k	281.23	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$1.7M	17k	100.35	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.6M	21k	76.55	View chart
Ge Aerospace Com New (GE)	0.6	$1.6M	4.3k	373.73	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.5	$1.6M	43k	36.60	View chart
Abrdn Fds Emer Mkts Di Etf (AGEM)	0.5	$1.6M	32k	49.38	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$1.5M	17k	89.01	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.5	$1.5M	47k	31.78	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.5	$1.4M	51k	28.05	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.5	$1.4M	28k	52.00	View chart
Goldman Sachs Etf Tr Mar 1000 Gro Etf (GGUS)	0.5	$1.4M	20k	68.25	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$1.4M	32k	43.11	View chart
Microsoft Corporation (MSFT)	0.5	$1.3M	3.6k	373.05	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.4	$1.3M	27k	45.91	View chart
Amazon (AMZN)	0.4	$1.2M	5.0k	238.34	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.2M	3.6k	327.37	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.4	$1.2M	16k	75.14	View chart
Ge Vernova (GEV)	0.4	$1.1M	970.00	1174.94	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$1.1M	23k	47.41	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.4	$1.1M	13k	80.16	View chart
Nextera Energy (NEE)	0.4	$1.1M	12k	87.77	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$1.0M	22k	46.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.0M	2.9k	357.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$1000k	13k	76.70	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$959k	14k	68.93	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$900k	5.5k	163.68	View chart
Johnson & Johnson (JNJ)	0.3	$869k	3.4k	253.94	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.3	$867k	9.5k	91.26	View chart
Ishares Tr Long Term Muni (LMUB)	0.3	$860k	17k	51.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$845k	3.8k	219.41	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.3	$788k	5.5k	142.38	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$781k	34k	23.15	View chart
Broadcom (AVGO)	0.3	$776k	2.1k	377.74	View chart
Exxon Mobil Corporation (XOM)	0.3	$769k	5.6k	136.72	View chart
Abbvie (ABBV)	0.3	$760k	3.0k	251.63	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$691k	13k	52.34	View chart
Advanced Micro Devices (AMD)	0.2	$686k	1.2k	580.91	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$617k	16k	38.58	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$605k	23k	26.23	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$584k	8.4k	69.45	View chart
Tesla Motors (TSLA)	0.2	$576k	1.4k	420.60	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.2	$547k	11k	48.85	View chart
Meta Platforms Cl A (META)	0.2	$540k	959.00	563.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$524k	1.8k	290.62	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$522k	5.9k	88.72	View chart
Sterling Cap Fds National Muni Bd (SCNM)	0.2	$516k	21k	25.15	View chart
Costco Wholesale Corporation (COST)	0.2	$493k	527.00	935.31	View chart
Wal-Mart Stores (WMT)	0.2	$487k	4.3k	113.26	View chart
Eli Lilly & Co. (LLY)	0.2	$486k	405.00	1198.64	View chart
Duke Energy Corp Com New (DUK)	0.2	$470k	3.7k	126.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$456k	9.1k	50.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$452k	3.1k	146.41	View chart
Cisco Systems (CSCO)	0.2	$443k	3.8k	117.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$426k	1.2k	353.33	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$404k	16k	24.99	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$403k	3.7k	110.35	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$394k	7.2k	54.69	View chart
Lam Research Corp Com New (LRCX)	0.1	$393k	906.00	433.33	View chart
Micron Technology (MU)	0.1	$378k	327.00	1154.52	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$347k	9.9k	35.11	View chart
Ciena Corp Com New (CIEN)	0.1	$343k	700.00	490.56	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$339k	3.3k	102.16	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$335k	2.0k	164.60	View chart
Home Depot (HD)	0.1	$331k	939.00	352.57	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$310k	3.7k	84.60	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$307k	2.9k	105.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$305k	610.00	500.39	View chart
Chevron Corporation (CVX)	0.1	$297k	1.8k	165.76	View chart
Delta Air Lines Com New (DAL)	0.1	$268k	2.9k	93.66	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$266k	5.3k	50.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$264k	359.00	736.40	View chart
Caterpillar (CAT)	0.1	$262k	246.00	1065.91	View chart
Southern Company (SO)	0.1	$253k	2.6k	95.71	View chart
Goldman Sachs (GS)	0.1	$251k	249.00	1009.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$250k	486.00	513.60	View chart
Gra (GGG)	0.1	$236k	3.1k	75.62	View chart
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)	0.1	$235k	9.4k	25.04	View chart
Intel Corporation (INTC)	0.1	$224k	1.6k	139.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$216k	587.00	368.38	View chart
Procter & Gamble Company (PG)	0.1	$210k	1.4k	146.59	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.1	$201k	4.6k	43.45	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.1	$146k	10k	14.55	View chart
N-able Common Stock (NABL)	0.0	$50k	14k	3.67	View chart

Past Filings by LifePlan Investment Advisors

SEC 13F filings are viewable for LifePlan Investment Advisors going back to 2026

LifePlan Investment Advisors 2026 Q2 filed Aug. 11, 2026

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