Life Planning Partners

Life Planning Partners as of Dec. 31, 2024

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 166 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) 12.2 $186M 24M 7.77
Ishares Tr Core Msci Eafe (IEFA) 7.9 $120M 8.4M 14.23
Ishares Tr Core Total Usd (IUSB) 6.3 $97M 4.4M 22.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.0 $91M 4.4M 20.91
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.7 $87M 3.0M 29.30
Ishares Core Msci Emkt (IEMG) 5.3 $81M 4.2M 19.15
Ishares Tr Shrt Nat Mun Etf (SUB) 3.7 $57M 6.0M 9.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $49M 2.1M 22.71
Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $46M 1.2M 40.23
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.8 $43M 1.2M 37.01
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.8 $43M 1.2M 34.25
Ishares Tr National Mun Etf (MUB) 2.3 $35M 3.7M 9.39
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.9 $29M 1.4M 20.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $29M 2.3M 12.46
Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $28M 1.8M 15.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $28M 1.4M 19.95
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $27M 7.8M 3.45
American Centy Etf Tr Real Estate Etf (AVRE) 1.8 $27M 1.1M 23.86
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $25M 2.3M 10.80
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $22M 1.7M 13.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $18M 1.3M 13.91
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.0 $16M 626k 25.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $15M 875k 17.42
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $15M 932k 16.29
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.0 $15M 729k 20.15
Bank of America Corporation (BAC) 0.8 $13M 560k 22.75
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $11M 1.3M 8.74
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $11M 432k 26.06
Ishares Tr Core Msci Total (IXUS) 0.7 $11M 730k 15.12
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $11M 376k 29.13
Vanguard Index Fds Small Cp Etf (VB) 0.7 $11M 2.6M 4.16
Dimensional Etf Trust Intl Core Equity (DFIC) 0.7 $10M 267k 38.69
American Centy Etf Tr Us Eqt Etf (AVUS) 0.6 $9.8M 954k 10.32
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $8.3M 478k 17.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $8.2M 879k 9.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $7.2M 555k 12.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $6.8M 609k 11.23
Rxo Common Stock (RXO) 0.4 $6.6M 158k 41.95
Vanguard Index Fds Large Cap Etf (VV) 0.4 $6.5M 1.7M 3.71
Xpo Logistics Inc equity (XPO) 0.4 $6.4M 837k 7.62
Gxo Logistics Incorporated Common Stock (GXO) 0.4 $6.1M 263k 22.99
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.4 $6.0M 352k 17.06
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $5.6M 357k 15.76
Ishares Jp Morgan Em Etf (LEMB) 0.4 $5.6M 201k 27.71
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $5.2M 248k 20.93
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $5.1M 180k 28.18
Ishares Silver Tr Ishares (SLV) 0.3 $4.8M 126k 37.98
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $4.1M 191k 21.64
American Centy Etf Tr International Lr (AVIV) 0.3 $3.9M 203k 19.27
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $3.9M 253k 15.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $3.7M 291k 12.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.6M 713k 5.05
Vanguard Index Fds Value Etf (VTV) 0.2 $3.4M 583k 5.91
Fidelity National Financial Fnf Group Com (FNF) 0.2 $3.3M 187k 17.81
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.3M 292k 11.23
Tesla Motors (TSLA) 0.2 $3.1M 1.2M 2.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.0M 56k 54.05
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $2.9M 143k 20.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.7M 63k 43.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $2.6M 282k 9.21
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.4M 115k 20.93
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.3M 226k 10.32
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $2.2M 100k 22.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.2M 129k 16.97
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $2.1M 191k 10.94
Palantir Technologies Cl A (PLTR) 0.1 $2.0M 154k 13.22
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $2.0M 100k 19.98
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $2.0M 114k 17.45
Nike CL B (NKE) 0.1 $2.0M 148k 13.22
Ishares Tr Core Msci Intl (IDEV) 0.1 $2.0M 126k 15.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.0M 52k 37.55
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.9M 107k 17.97
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.8M 107k 16.46
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.7M 88k 19.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.7M 395k 4.25
Verizon Communications (VZ) 0.1 $1.6M 66k 25.01
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.6M 959k 1.70
Abbvie (ABBV) 0.1 $1.6M 285k 5.63
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.6M 138k 11.45
Abbott Laboratories (ABT) 0.1 $1.5M 165k 8.84
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $1.4M 56k 24.70
Pfizer (PFE) 0.1 $1.3M 34k 37.69
Chevron Corporation (CVX) 0.1 $1.2M 172k 6.90
Exxon Mobil Corporation (XOM) 0.1 $1.2M 125k 9.30
Nextera Energy (NEE) 0.1 $1.1M 79k 13.95
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.1 $1.1M 50k 21.68
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $1.1M 107k 9.98
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 255k 4.17
State Street Corporation (STT) 0.1 $1.0M 101k 10.19
Johnson & Johnson (JNJ) 0.1 $1.0M 148k 6.91
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $982k 70k 14.08
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $966k 25k 38.62
Cisco Systems (CSCO) 0.1 $963k 57k 16.89
Coca-Cola Company (KO) 0.1 $936k 58k 16.06
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $926k 54k 17.01
CSX Corporation (CSX) 0.1 $780k 25k 30.99
International Business Machines (IBM) 0.0 $745k 164k 4.55
Apple (AAPL) 0.0 $745k 187k 3.99
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $742k 16k 47.48
Spdr Ser Tr S&p Biotech (XBI) 0.0 $720k 65k 11.10
Ishares Tr Modert Alloc Etf (AOM) 0.0 $720k 31k 23.02
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $707k 90k 7.89
Prog Holdings Com Npv (PRG) 0.0 $691k 29k 23.66
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $653k 37k 17.45
AFLAC Incorporated (AFL) 0.0 $650k 67k 9.67
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $630k 21k 30.52
Occidental Petroleum Corporation (OXY) 0.0 $608k 30k 20.24
Bruker Corporation (BRKR) 0.0 $600k 35k 17.06
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $596k 69k 8.68
Procter & Gamble Company (PG) 0.0 $568k 95k 5.96
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $562k 92k 6.09
Unilever Spon Adr New (UL) 0.0 $550k 31k 17.64
Microsoft Corporation (MSFT) 0.0 $540k 228k 2.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $519k 14k 36.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $510k 12k 44.05
Oracle Corporation (ORCL) 0.0 $500k 83k 6.00
Stellantis SHS (STLA) 0.0 $500k 6.5k 76.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $479k 217k 2.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $440k 12k 38.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $424k 43k 9.85
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $420k 53k 8.00
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $417k 80k 5.24
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $408k 114k 3.57
Te Connectivity Ord Shs (TEL) 0.0 $386k 55k 6.99
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $385k 30k 12.65
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $362k 7.0k 51.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $358k 15k 23.91
NVIDIA Corporation (NVDA) 0.0 $350k 47k 7.45
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $340k 26k 13.05
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $309k 9.5k 32.49
Vanguard Index Fds Growth Etf (VUG) 0.0 $292k 120k 2.44
Visa Com Cl A (V) 0.0 $292k 92k 3.16
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $277k 36k 7.73
Ionq Inc Pipe (IONQ) 0.0 $271k 11k 23.94
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $253k 67k 3.79
Comcast Corp Cl A (CMCSA) 0.0 $248k 9.3k 26.65
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.0 $247k 25k 10.06
Vanguard World Mega Cap Val Etf (MGV) 0.0 $231k 29k 8.01
Regions Financial Corporation (RF) 0.0 $226k 5.3k 42.52
Dover Corporation (DOV) 0.0 $225k 42k 5.33
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $213k 21k 10.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $206k 37k 5.62
Walt Disney Company (DIS) 0.0 $205k 23k 8.98
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $203k 40k 5.11
Paramount Global Class B Com (PARA) 0.0 $200k 2.1k 95.60
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $194k 23k 8.51
Vanguard World Materials Etf (VAW) 0.0 $190k 36k 5.32
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $188k 25k 7.55
Costco Wholesale Corporation (COST) 0.0 $187k 171k 1.09
Select Sector Spdr Tr Energy (XLE) 0.0 $174k 15k 11.67
McDonald's Corporation (MCD) 0.0 $171k 50k 3.45
Assurant (AIZ) 0.0 $170k 36k 4.69
Alphabet Cap Stk Cl C (GOOG) 0.0 $164k 31k 5.25
Advanced Micro Devices (AMD) 0.0 $161k 19k 8.28
Texas Instruments Incorporated (TXN) 0.0 $150k 28k 5.33
Amazon (AMZN) 0.0 $140k 31k 4.56
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $140k 16k 8.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $119k 64k 1.86
Allstate Corporation (ALL) 0.0 $114k 22k 5.19
Spdr Gold Tr Gold Shs (GLD) 0.0 $113k 27k 4.13
Broadcom (AVGO) 0.0 $110k 26k 4.31
Royal Caribbean Cruises (RCL) 0.0 $100k 23k 4.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $97k 16k 6.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $43k 11k 3.94
Vanguard World Mega Grwth Ind (MGK) 0.0 $33k 11k 2.91
Lockheed Martin Corporation (LMT) 0.0 $21k 10k 2.06