Life Planning Partners

Life Planning Partners as of June 30, 2026

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 71 positions in its portfolio as reported in the June 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) 19.7 $27M 162k 164.27
Ishares Tr Core Msci Eafe (IEFA) 7.9 $11M 110k 96.58
Vanguard Index Fds Total Stk Mkt (VTI) 6.3 $8.5M 23k 370.04
Ishares Core Msci Emkt (IEMG) 4.6 $6.1M 74k 82.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $5.8M 81k 71.25
Ishares Tr Shrt Nat Mun Etf (SUB) 4.0 $5.4M 51k 106.47
Ishares Tr National Mun Etf (MUB) 3.3 $4.5M 42k 107.62
Global X Fds 1 3 Mo T Bi Et (CLIP) 2.7 $3.7M 37k 100.34
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 2.5 $3.4M 68k 50.39
Ishares Tr Core Univrsl Usd (IUSB) 2.5 $3.3M 72k 46.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.8M 47k 59.69
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $2.7M 25k 110.15
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 1.9 $2.6M 32k 81.94
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.9 $2.6M 51k 50.37
American Centy Etf Tr Us Eqt Etf (AVUS) 1.8 $2.5M 19k 128.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.6 $2.2M 26k 82.65
Vanguard Index Fds Small Cp Etf (VB) 1.5 $2.1M 6.8k 303.10
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $2.0M 48k 41.25
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 1.4 $1.9M 39k 50.41
American Centy Etf Tr Real Estate Etf (AVRE) 1.4 $1.8M 38k 47.38
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $1.6M 43k 36.84
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $1.5M 19k 76.70
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $1.4M 15k 89.20
Vanguard Index Fds Large Cap Etf (VV) 1.0 $1.4M 3.9k 343.93
American Centy Etf Tr Avantis Core Fi (AVIG) 1.0 $1.3M 32k 41.41
Xpo Logistics Inc equity (XPO) 1.0 $1.3M 6.4k 205.29
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.3M 1.7k 748.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $1.2M 14k 83.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.1M 22k 50.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.1M 10k 109.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $1.1M 15k 73.41
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.8 $1.1M 37k 29.30
Ishares Tr Core Msci Total (IXUS) 0.8 $1.1M 11k 95.44
Parker-Hannifin Corporation (PH) 0.8 $1.0M 1.1k 978.12
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $941k 19k 49.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $864k 3.6k 242.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $855k 10k 85.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.6 $852k 5.5k 154.29
Alphabet Cap Stk Cl C (GOOG) 0.6 $827k 2.3k 353.33
Vanguard Index Fds Value Etf (VTV) 0.6 $809k 3.7k 217.94
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $614k 11k 57.64
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.4 $594k 12k 51.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $525k 6.7k 77.91
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $499k 5.6k 88.54
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $498k 10k 48.12
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $473k 9.8k 48.34
Spdr Index Shs Fds St Marke Cap Etf (EWX) 0.3 $446k 6.0k 74.31
Bank of America Corporation (BAC) 0.3 $429k 7.5k 56.98
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $428k 9.5k 44.85
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $416k 4.2k 98.98
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $410k 11k 37.26
Abbvie (ABBV) 0.3 $403k 1.6k 251.64
Oracle Corporation (ORCL) 0.3 $399k 2.7k 146.55
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $372k 3.6k 103.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $365k 4.6k 79.03
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $332k 1.1k 290.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $311k 3.2k 96.44
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $307k 6.1k 50.70
American Centy Etf Tr International Lr (AVIV) 0.2 $304k 3.9k 77.42
Microsoft Corporation (MSFT) 0.2 $283k 759.00 373.19
Advanced Micro Devices (AMD) 0.2 $282k 485.00 580.90
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $279k 2.0k 136.68
Tesla Motors (TSLA) 0.2 $277k 658.00 420.67
JPMorgan Chase & Co. (JPM) 0.2 $252k 769.00 327.33
Palantir Technologies Cl A (PLTR) 0.2 $250k 2.1k 116.67
Apple (AAPL) 0.2 $248k 858.00 289.37
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $240k 5.0k 48.25
Caterpillar (CAT) 0.2 $229k 215.00 1064.90
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $206k 3.8k 54.02
Vanguard Index Fds Growth Etf (VUG) 0.2 $204k 2.4k 86.14
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $203k 2.0k 101.31