Life Planning Partners

Life Planning Partners as of Sept. 30, 2025

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 70 positions in its portfolio as reported in the September 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) 19.7 $27M 185k 145.65
Ishares Tr Core Msci Eafe (IEFA) 8.0 $11M 126k 87.31
Vanguard Index Fds Total Stk Mkt (VTI) 6.8 $9.3M 28k 328.17
Ishares Tr Shrt Nat Mun Etf (SUB) 4.1 $5.7M 53k 106.78
Ishares Core Msci Emkt (IEMG) 4.1 $5.7M 86k 65.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.0 $5.5M 92k 59.92
Ishares Tr National Mun Etf (MUB) 3.1 $4.3M 40k 106.49
Ishares Tr Core Total Usd (IUSB) 2.8 $3.9M 83k 46.71
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.7 $3.7M 86k 42.79
Global X Fds 1-3 Month T-bill (CLIP) 2.2 $3.0M 30k 100.42
American Centy Etf Tr Us Eqt Etf (AVUS) 2.2 $3.0M 27k 108.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.8M 51k 54.18
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 2.0 $2.7M 54k 49.82
Vanguard Index Fds Small Cp Etf (VB) 1.9 $2.6M 10k 254.29
Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $2.5M 35k 72.44
Ishares Tr Core S&p Us Vlu (IUSV) 1.8 $2.4M 25k 99.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $2.3M 28k 84.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $2.0M 55k 36.35
Vanguard Index Fds Large Cap Etf (VV) 1.4 $1.9M 6.2k 307.87
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.3 $1.8M 36k 50.83
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $1.7M 22k 78.09
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $1.6M 21k 78.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.6M 32k 50.07
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.5M 47k 31.38
American Centy Etf Tr Real Estate Etf (AVRE) 1.0 $1.4M 32k 44.48
Tesla Motors (TSLA) 1.0 $1.4M 3.1k 444.74
Ishares Tr Core Msci Total (IXUS) 0.9 $1.3M 16k 82.58
American Centy Etf Tr Avantis Core Fi (AVIG) 0.9 $1.3M 30k 42.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.2M 16k 74.37
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $1.2M 8.5k 142.55
Parker-Hannifin Corporation (PH) 0.9 $1.2M 1.6k 758.15
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.9 $1.2M 42k 27.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.1M 15k 71.37
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.1M 1.6k 669.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $953k 8.6k 111.47
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.6 $849k 17k 50.00
Xpo Logistics Inc equity (XPO) 0.6 $825k 6.4k 129.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $736k 3.5k 208.71
Vanguard Index Fds Value Etf (VTV) 0.5 $695k 3.7k 186.49
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $652k 14k 47.74
Bank of America Corporation (BAC) 0.5 $625k 12k 51.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $541k 6.9k 78.91
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $537k 12k 46.81
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $486k 10k 47.98
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $476k 8.3k 57.04
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $471k 10k 45.51
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $460k 1.7k 273.65
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $450k 5.6k 79.80
JPMorgan Chase & Co. (JPM) 0.3 $431k 1.4k 315.43
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $404k 6.0k 67.29
Palantir Technologies Cl A (PLTR) 0.3 $401k 2.2k 182.38
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $373k 11k 32.79
Abbvie (ABBV) 0.3 $371k 1.6k 231.54
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $346k 3.9k 89.03
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $320k 6.1k 52.89
Microsoft Corporation (MSFT) 0.2 $306k 591.00 517.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $295k 3.2k 91.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $292k 4.0k 73.46
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $287k 2.6k 110.59
Chevron Corporation (CVX) 0.2 $285k 1.8k 155.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $277k 3.5k 79.93
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $265k 2.6k 101.93
American Centy Etf Tr International Lr (AVIV) 0.2 $264k 3.9k 67.44
Ishares Silver Tr Ishares (SLV) 0.2 $256k 6.0k 42.37
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $237k 4.1k 57.37
Apple (AAPL) 0.2 $218k 858.00 254.56
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $214k 2.1k 100.25
International Business Machines (IBM) 0.2 $210k 745.00 282.16
Ishares Tr Rus 1000 Etf (IWB) 0.2 $210k 574.00 365.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $206k 410.00 502.13