Life Planning Partners

Life Planning Partners as of Dec. 31, 2024

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 59 positions in its portfolio as reported in the December 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) 22.2 $24M 186k 128.62
Ishares Tr Core Msci Eafe (IEFA) 7.8 $8.4M 120k 70.28
Vanguard Index Fds Total Stk Mkt (VTI) 7.2 $7.8M 27k 289.81
Ishares Tr Shrt Nat Mun Etf (SUB) 5.5 $6.0M 57k 105.48
Ishares Tr Core Total Usd (IUSB) 4.1 $4.4M 97k 45.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.0 $4.4M 91k 47.82
Ishares Core Msci Emkt (IEMG) 3.9 $4.2M 81k 52.22
Ishares Tr National Mun Etf (MUB) 3.4 $3.7M 35k 106.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.7 $3.0M 87k 34.13
Vanguard Index Fds Small Cp Etf (VB) 2.4 $2.6M 11k 240.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $2.3M 29k 80.27
Ishares Tr Core S&p Us Vlu (IUSV) 2.1 $2.3M 25k 92.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.1M 49k 44.04
Dimensional Etf Trust Us Equity Market (DFUS) 1.6 $1.8M 28k 63.75
Vanguard Index Fds Large Cap Etf (VV) 1.6 $1.7M 6.5k 269.71
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $1.7M 22k 74.73
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.3 $1.4M 29k 49.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.4M 28k 50.13
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $1.3M 11k 114.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $1.3M 18k 71.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $1.2M 43k 29.20
Tesla Motors (TSLA) 1.2 $1.2M 3.1k 403.86
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.1 $1.2M 43k 27.02
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.2M 46k 24.86
American Centy Etf Tr Real Estate Etf (AVRE) 1.0 $1.1M 27k 41.92
Ishares Tr Core S&p500 Etf (IVV) 0.9 $959k 1.6k 588.81
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $954k 9.8k 96.93
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $932k 15k 61.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $879k 8.2k 106.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $875k 15k 57.41
Xpo Logistics Inc equity (XPO) 0.8 $837k 6.4k 131.15
Ishares Tr Core Msci Total (IXUS) 0.7 $730k 11k 66.14
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $729k 15k 49.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $713k 3.6k 198.18
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $626k 16k 39.56
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $609k 6.8k 89.04
Vanguard Index Fds Value Etf (VTV) 0.5 $583k 3.4k 169.30
Bank of America Corporation (BAC) 0.5 $560k 13k 43.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $555k 7.2k 77.27
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $478k 8.3k 57.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $432k 11k 38.37
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $395k 1.7k 235.27
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $376k 11k 34.33
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $357k 5.6k 63.47
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $352k 6.0k 58.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $292k 3.3k 89.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $291k 3.7k 78.01
Abbvie (ABBV) 0.3 $285k 1.6k 177.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $282k 2.6k 108.61
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $267k 10k 25.84
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $263k 6.1k 43.50
JPMorgan Chase & Co. (JPM) 0.2 $255k 1.1k 239.71
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $253k 3.9k 65.08
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $248k 5.2k 47.77
Microsoft Corporation (MSFT) 0.2 $228k 540.00 421.38
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $226k 2.3k 96.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $217k 479.00 453.28
American Centy Etf Tr International Lr (AVIV) 0.2 $203k 3.9k 51.90
Ishares Jp Morgan Em Etf (LEMB) 0.2 $201k 5.6k 36.09