Life Planning Partners

Life Planning Partners as of June 30, 2025

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 65 positions in its portfolio as reported in the June 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) 19.9 $25M 185k 135.04
Ishares Tr Core Msci Eafe (IEFA) 8.3 $10M 125k 83.48
Vanguard Index Fds Total Stk Mkt (VTI) 6.9 $8.6M 28k 303.93
Ishares Tr Shrt Nat Mun Etf (SUB) 4.4 $5.5M 52k 106.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.2 $5.3M 93k 57.01
Ishares Core Msci Emkt (IEMG) 4.0 $5.1M 85k 60.03
Ishares Tr National Mun Etf (MUB) 3.3 $4.2M 40k 104.48
Ishares Tr Core Total Usd (IUSB) 3.2 $4.0M 87k 46.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.8 $3.5M 87k 40.49
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 2.2 $2.8M 58k 48.64
American Centy Etf Tr Us Eqt Etf (AVUS) 2.1 $2.6M 26k 100.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.5M 51k 49.46
Vanguard Index Fds Small Cp Etf (VB) 2.0 $2.5M 11k 236.97
Dimensional Etf Trust Us Equity Market (DFUS) 1.9 $2.3M 35k 67.02
Ishares Tr Core S&p Us Vlu (IUSV) 1.8 $2.3M 25k 94.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.3M 28k 82.92
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $1.8M 53k 34.57
Vanguard Index Fds Large Cap Etf (VV) 1.4 $1.8M 6.4k 285.31
Global X Fds 1-3 Month T-bill (CLIP) 1.3 $1.7M 17k 100.42
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.7M 22k 77.34
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.3 $1.6M 31k 50.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.5M 31k 49.03
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $1.4M 19k 74.01
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.4M 47k 29.37
Ishares Tr Core Msci Total (IXUS) 1.0 $1.3M 17k 77.31
American Centy Etf Tr Real Estate Etf (AVRE) 1.0 $1.3M 29k 44.16
Parker-Hannifin Corporation (PH) 1.0 $1.2M 1.8k 698.47
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $1.2M 8.6k 134.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.2M 16k 73.63
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.9 $1.1M 42k 27.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.0M 15k 67.22
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.0M 1.6k 620.97
Tesla Motors (TSLA) 0.8 $999k 3.1k 317.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $882k 8.0k 109.61
Xpo Logistics Inc equity (XPO) 0.6 $806k 6.4k 126.29
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.6 $697k 14k 49.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $687k 3.5k 195.01
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $664k 14k 46.15
Vanguard Index Fds Value Etf (VTV) 0.5 $658k 3.7k 176.72
Bank of America Corporation (BAC) 0.5 $573k 12k 47.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $540k 6.9k 78.70
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $486k 11k 42.74
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $465k 8.3k 55.74
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $440k 10k 42.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $437k 5.6k 77.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $426k 4.6k 92.62
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $414k 1.7k 246.51
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $373k 7.9k 47.43
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $372k 6.0k 62.03
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $354k 11k 31.09
JPMorgan Chase & Co. (JPM) 0.3 $337k 1.2k 289.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $326k 3.7k 89.05
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $308k 3.9k 79.28
Palantir Technologies Cl A (PLTR) 0.2 $300k 2.2k 136.29
Abbvie (ABBV) 0.2 $298k 1.6k 185.62
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $295k 6.1k 48.70
Microsoft Corporation (MSFT) 0.2 $294k 591.00 497.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $276k 3.5k 79.50
Chevron Corporation (CVX) 0.2 $262k 1.8k 143.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $260k 3.8k 69.09
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $258k 2.6k 99.49
American Centy Etf Tr International Lr (AVIV) 0.2 $244k 3.9k 62.23
International Business Machines (IBM) 0.2 $240k 815.00 294.78
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $221k 4.1k 53.55
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $211k 2.1k 99.20