Life Planning Partners

Life Planning Partners as of Sept. 30, 2024

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