Life Planning Partners

Life Planning Partners as of Dec. 31, 2025

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 66 positions in its portfolio as reported in the December 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) 20.1 $26M 177k 148.69
Ishares Tr Core Msci Eafe (IEFA) 8.2 $11M 119k 89.46
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $8.0M 24k 335.26
Ishares Tr Shrt Nat Mun Etf (SUB) 4.5 $5.8M 55k 106.70
Ishares Core Msci Emkt (IEMG) 4.1 $5.4M 80k 67.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $5.3M 86k 62.47
Ishares Tr National Mun Etf (MUB) 3.3 $4.3M 40k 107.11
Ishares Tr Core Univrsl Usd (IUSB) 2.9 $3.8M 82k 46.54
Global X Fds 1-3 Month T-bill (CLIP) 2.7 $3.6M 36k 100.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.3 $3.0M 68k 44.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.7M 50k 53.76
Ishares Tr Core S&p Us Vlu (IUSV) 1.9 $2.5M 25k 102.54
Dimensional Etf Trust Us Equity Market (DFUS) 1.9 $2.4M 33k 74.17
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.8 $2.4M 47k 50.70
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 1.8 $2.4M 48k 50.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.3M 28k 83.75
American Centy Etf Tr Us Eqt Etf (AVUS) 1.7 $2.3M 20k 111.78
Vanguard Index Fds Small Cp Etf (VB) 1.7 $2.2M 8.4k 257.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $1.8M 47k 38.11
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.3 $1.7M 20k 82.32
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $1.6M 21k 77.88
American Centy Etf Tr Real Estate Etf (AVRE) 1.2 $1.5M 35k 43.53
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $1.5M 46k 32.73
Vanguard Index Fds Large Cap Etf (VV) 1.1 $1.4M 4.6k 314.82
American Centy Etf Tr Avantis Core Fi (AVIG) 1.0 $1.3M 31k 41.92
Tesla Motors (TSLA) 1.0 $1.3M 2.8k 449.74
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.2M 1.8k 685.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.2M 24k 50.29
Parker-Hannifin Corporation (PH) 0.9 $1.2M 1.3k 878.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.2M 16k 74.07
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.9 $1.1M 42k 26.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.1M 15k 73.56
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $994k 6.9k 143.33
Ishares Tr Core Msci Total (IXUS) 0.8 $990k 12k 84.64
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $976k 20k 49.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $964k 8.8k 110.18
Xpo Logistics Inc equity (XPO) 0.7 $868k 6.4k 135.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $776k 3.7k 211.79
Vanguard Index Fds Value Etf (VTV) 0.5 $712k 3.7k 190.99
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $598k 13k 45.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $541k 6.9k 78.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $537k 12k 46.81
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $485k 10k 48.17
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $479k 8.3k 57.46
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $471k 5.6k 83.61
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $471k 10k 45.53
JPMorgan Chase & Co. (JPM) 0.3 $440k 1.4k 322.22
Bank of America Corporation (BAC) 0.3 $431k 7.8k 55.00
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $394k 6.0k 65.66
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $378k 11k 34.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $377k 4.7k 79.73
Abbvie (ABBV) 0.3 $366k 1.6k 228.49
Palantir Technologies Cl A (PLTR) 0.3 $365k 2.1k 177.71
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $340k 3.4k 99.88
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $339k 3.6k 93.97
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $319k 6.1k 52.64
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $316k 1.1k 276.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $285k 3.2k 88.50
Chevron Corporation (CVX) 0.2 $280k 1.8k 152.37
American Centy Etf Tr International Lr (AVIV) 0.2 $279k 3.9k 71.23
Microsoft Corporation (MSFT) 0.2 $255k 526.00 483.78
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $241k 4.1k 58.31
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $240k 2.1k 113.72
Apple (AAPL) 0.2 $233k 858.00 271.81
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $203k 2.0k 101.58
Vanguard Index Fds Growth Etf (VUG) 0.2 $200k 410.00 487.86