Life Planning Partners

Life Planning Partners as of June 30, 2024

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 62 positions in its portfolio as reported in the June 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) 22.4 $25M 208k 118.78
Ishares Tr Core Msci Eafe (IEFA) 7.7 $8.5M 117k 72.64
Vanguard Index Fds Total Stk Mkt (VTI) 6.7 $7.4M 28k 267.51
Ishares Tr Shrt Nat Mun Etf (SUB) 6.0 $6.6M 63k 104.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.0 $4.5M 90k 49.42
Ishares Tr Core Total Usd (IUSB) 3.9 $4.3M 96k 45.22
Ishares Core Msci Emkt (IEMG) 3.9 $4.2M 79k 53.53
Ishares Tr National Mun Etf (MUB) 3.4 $3.7M 35k 106.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.8 $3.1M 87k 35.08
Vanguard Index Fds Small Cp Etf (VB) 2.2 $2.4M 11k 218.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $2.3M 28k 79.93
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $2.2M 25k 88.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $2.1M 48k 43.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $2.0M 40k 50.11
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.7 $1.8M 46k 40.57
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $1.8M 24k 74.89
Vanguard Index Fds Large Cap Etf (VV) 1.5 $1.6M 6.6k 249.63
Dimensional Etf Trust Us Equity Etf (DFUS) 1.3 $1.5M 25k 58.85
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.3 $1.4M 29k 49.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $1.4M 19k 72.05
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $1.3M 11k 117.49
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.2M 47k 25.42
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.1M 38k 29.67
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.0 $1.1M 43k 25.34
Ishares Tr Core Msci Total (IXUS) 0.9 $960k 14k 67.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $913k 16k 58.64
Ishares Tr Core S&p500 Etf (IVV) 0.8 $908k 1.7k 547.19
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $785k 16k 49.52
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $761k 8.6k 88.48
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $745k 8.3k 90.19
Vaneck Etf Trust Gold Miners Etf (GDX) 0.7 $720k 21k 33.93
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $710k 6.6k 107.12
Xpo Logistics Inc equity (XPO) 0.6 $683k 6.4k 106.15
Bank of America Corporation (BAC) 0.6 $680k 17k 39.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $677k 3.7k 182.52
Tesla Motors (TSLA) 0.6 $671k 3.4k 197.89
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $622k 10k 62.26
Sprott Physical Gold Tr Unit (PHYS) 0.5 $594k 33k 18.06
Vanguard Index Fds Value Etf (VTV) 0.5 $572k 3.6k 160.41
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $564k 7.4k 76.70
Spdr Gold Tr Gold Shs (GLD) 0.4 $429k 2.0k 215.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $424k 11k 37.67
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $409k 12k 35.58
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $375k 5.6k 66.77
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $373k 6.6k 56.88
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $360k 1.7k 214.52
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $348k 6.0k 57.92
Gxo Logistics Incorporated Common Stock (GXO) 0.3 $306k 6.1k 50.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $306k 3.1k 97.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $299k 3.9k 77.28
Abbvie (ABBV) 0.2 $275k 1.6k 171.52
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $271k 10k 26.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $271k 3.2k 83.77
Ishares Jp Morgan Em Etf (LEMB) 0.2 $259k 7.3k 35.64
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $252k 3.9k 64.95
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $224k 2.3k 97.08
JPMorgan Chase & Co. (JPM) 0.2 $218k 1.1k 202.26
Microsoft Corporation (MSFT) 0.2 $210k 469.00 446.95
American Centy Etf Tr International Lr (AVIV) 0.2 $206k 3.9k 52.44
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $201k 4.1k 48.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $201k 494.00 406.80
Chevron Corporation (CVX) 0.2 $201k 1.3k 156.42