Life Planning Partners

Life Planning Partners as of March 31, 2025

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 20.6 $23M 186k 122.01
Ishares Tr Core Msci Eafe (IEFA) 8.3 $9.2M 122k 75.65
Vanguard Index Fds Total Stk Mkt (VTI) 7.0 $7.7M 28k 274.84
Ishares Tr Shrt Nat Mun Etf (SUB) 5.3 $5.9M 56k 105.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $4.7M 92k 50.83
Ishares Core Msci Emkt (IEMG) 4.1 $4.5M 83k 53.97
Ishares Tr Core Total Usd (IUSB) 3.9 $4.3M 93k 46.08
Ishares Tr National Mun Etf (MUB) 3.7 $4.1M 39k 105.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.9 $3.2M 87k 36.41
Vanguard Index Fds Small Cp Etf (VB) 2.2 $2.4M 11k 221.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $2.4M 30k 81.76
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $2.3M 25k 92.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.2M 49k 45.26
Dimensional Etf Trust Us Equity Market (DFUS) 1.7 $1.8M 31k 60.48
Vanguard Index Fds Large Cap Etf (VV) 1.6 $1.7M 6.7k 257.04
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $1.7M 22k 76.57
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $1.5M 49k 31.23
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.3 $1.4M 28k 50.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.4M 29k 49.62
Global X Fds 1-3 Month T-bill (CLIP) 1.2 $1.3M 13k 100.44
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $1.3M 11k 115.60
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.2M 47k 26.20
American Centy Etf Tr Real Estate Etf (AVRE) 1.1 $1.2M 28k 43.01
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.1 $1.2M 43k 27.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $1.2M 16k 73.45
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $1.1M 12k 92.38
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $1.1M 16k 66.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $973k 9.0k 108.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $925k 15k 60.66
Ishares Tr Core S&p500 Etf (IVV) 0.8 $916k 1.6k 561.99
Ishares Tr Core Msci Total (IXUS) 0.8 $876k 13k 69.81
Tesla Motors (TSLA) 0.7 $801k 3.1k 259.17
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.6 $716k 14k 49.86
Xpo Logistics Inc equity (XPO) 0.6 $687k 6.4k 107.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $670k 3.6k 186.29
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $600k 15k 40.46
Vanguard Index Fds Value Etf (VTV) 0.5 $586k 3.4k 172.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $563k 7.2k 78.28
Bank of America Corporation (BAC) 0.5 $532k 13k 41.73
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $519k 5.7k 90.59
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $469k 8.3k 56.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $443k 11k 39.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $396k 5.6k 70.21
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $393k 11k 35.88
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $354k 1.7k 210.94
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $340k 6.0k 56.63
Abbvie (ABBV) 0.3 $336k 1.6k 209.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $301k 3.3k 90.54
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $298k 11k 27.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $287k 3.6k 78.94
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $271k 3.9k 69.74
JPMorgan Chase & Co. (JPM) 0.2 $261k 1.1k 245.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $255k 479.00 532.58
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $253k 2.6k 97.48
Chevron Corporation (CVX) 0.2 $250k 1.5k 167.35
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $247k 5.2k 47.57
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $237k 6.1k 39.08
American Centy Etf Tr International Lr (AVIV) 0.2 $222k 3.9k 56.68
Microsoft Corporation (MSFT) 0.2 $222k 591.00 375.25
Fidelity National Financial Fnf Group Com (FNF) 0.2 $217k 3.3k 65.08
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $210k 2.1k 98.92