Life Planning Partners

Life Planning Partners as of March 31, 2026

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 19.2 $25M 177k 142.43
Ishares Tr Core Msci Eafe (IEFA) 8.2 $11M 119k 90.53
Vanguard Index Fds Total Stk Mkt (VTI) 5.8 $7.6M 24k 320.81
Ishares Tr Shrt Nat Mun Etf (SUB) 4.4 $5.8M 55k 106.50
Ishares Core Msci Emkt (IEMG) 4.3 $5.7M 81k 69.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $5.7M 88k 64.08
Ishares Tr National Mun Etf (MUB) 3.4 $4.5M 42k 106.15
Ishares Tr Core Univrsl Usd (IUSB) 2.9 $3.8M 81k 46.19
Global X Fds 1-3 Month T-bill (CLIP) 2.7 $3.6M 36k 100.36
Spdr Index Shs Fds State Street Spd (SPDW) 2.4 $3.1M 68k 45.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.7M 50k 54.05
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.9 $2.5M 50k 50.49
Ishares Tr Core S&p Us Vlu (IUSV) 1.9 $2.5M 25k 102.25
Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $2.4M 34k 70.91
American Centy Etf Tr Us Eqt Etf (AVUS) 1.8 $2.3M 21k 111.18
Vanguard Index Fds Small Cp Etf (VB) 1.7 $2.3M 8.7k 261.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $2.3M 27k 82.75
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 1.7 $2.2M 45k 49.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $2.0M 52k 38.96
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $1.9M 22k 84.84
American Centy Etf Tr Real Estate Etf (AVRE) 1.3 $1.7M 39k 44.02
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $1.6M 21k 77.18
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $1.6M 46k 33.97
Vanguard Index Fds Large Cap Etf (VV) 1.2 $1.5M 5.1k 298.86
American Centy Etf Tr Avantis Core Fi (AVIG) 1.0 $1.3M 32k 41.54
Xpo Logistics Inc equity (XPO) 0.9 $1.2M 6.4k 194.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.2M 24k 49.89
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.2M 1.8k 653.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.2M 16k 73.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.1M 15k 75.10
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.8 $1.1M 41k 26.91
Tesla Motors (TSLA) 0.8 $1.0M 2.8k 371.77
Ishares Tr Core Msci Total (IXUS) 0.8 $1.0M 12k 86.64
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $976k 20k 49.79
Parker-Hannifin Corporation (PH) 0.7 $960k 1.1k 895.24
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $956k 6.6k 145.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $947k 8.7k 108.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $796k 3.7k 217.25
Vanguard Index Fds Value Etf (VTV) 0.6 $731k 3.7k 196.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $538k 6.9k 78.41
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $538k 12k 46.91
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $536k 12k 44.45
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $483k 10k 46.74
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $483k 10k 47.93
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $474k 8.3k 56.86
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $465k 5.6k 82.43
Spdr Index Shs Fds State Street Spd (EWX) 0.3 $397k 6.0k 66.12
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $389k 11k 35.53
Bank of America Corporation (BAC) 0.3 $382k 7.8k 48.75
Chevron Corporation (CVX) 0.3 $380k 1.8k 206.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $365k 4.6k 79.27
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $360k 3.6k 99.86
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $353k 3.6k 99.28
Abbvie (ABBV) 0.3 $349k 1.6k 217.49
JPMorgan Chase & Co. (JPM) 0.3 $342k 1.2k 294.16
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $314k 6.1k 51.85
Palantir Technologies Cl A (PLTR) 0.2 $300k 2.0k 146.25
American Centy Etf Tr International Lr (AVIV) 0.2 $293k 3.9k 74.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $286k 3.2k 88.70
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $284k 1.1k 248.84
Microsoft Corporation (MSFT) 0.2 $273k 739.00 370.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $250k 2.1k 118.45
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $248k 4.1k 59.98
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $241k 5.0k 48.46
Apple (AAPL) 0.2 $218k 858.00 253.78
Exxon Mobil Corporation (XOM) 0.2 $209k 1.2k 169.65
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $202k 2.0k 101.14
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $201k 3.8k 52.78