LifePlan Investment Advisors

LifePlan Investment Advisors as of June 30, 2026

Portfolio Holdings for LifePlan Investment Advisors

LifePlan Investment Advisors holds 131 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&p500 Etf (IVV) 4.5 $13M 17k 748.90
Ishares Tr Core Us Aggbd Et (AGG) 4.1 $12M 119k 98.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $11M 15k 686.83
Vanguard Index Fds Growth Etf (VUG) 3.6 $11M 122k 86.14
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 3.4 $9.8M 95k 103.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $9.7M 136k 71.25
Ishares Tr Core Univrsl Usd (IUSB) 2.8 $8.1M 176k 46.15
Vanguard Index Fds Value Etf (VTV) 2.7 $7.9M 36k 217.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $6.3M 26k 242.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $6.3M 173k 36.26
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.8 $5.3M 15k 365.71
Ishares Tr Core Intl Aggr (IAGG) 1.8 $5.3M 105k 50.60
Schwab Strategic Tr Us Tips Etf (SCHP) 1.8 $5.2M 197k 26.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $5.1M 183k 27.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.7 $4.9M 25k 197.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $4.7M 92k 50.58
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $4.6M 34k 137.53
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $4.6M 68k 68.01
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.6 $4.5M 15k 306.31
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $4.5M 129k 34.81
Apple (AAPL) 1.5 $4.4M 15k 289.37
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 1.5 $4.4M 108k 41.16
Western Digital (WDC) 1.5 $4.3M 6.7k 638.72
Ishares Core Msci Emkt (IEMG) 1.5 $4.3M 52k 82.84
Sandisk Corp (SNDK) 1.4 $4.2M 1.8k 2273.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $4.0M 117k 33.84
Goldman Sachs Etf Tr Activebeta Int (GSIE) 1.3 $3.9M 85k 45.70
Ishares Gold Tr Ishares New (IAU) 1.3 $3.9M 51k 75.51
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $3.8M 17k 227.06
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $3.5M 149k 23.68
Fidelity Covington Trust Msci Utils Index (FUTY) 1.2 $3.5M 59k 58.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.4M 57k 59.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $3.4M 43k 79.97
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $3.4M 35k 96.44
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $3.2M 72k 44.85
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $3.0M 21k 141.89
NVIDIA Corporation (NVDA) 1.0 $3.0M 15k 200.09
Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $2.8M 123k 22.78
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $2.6M 21k 124.42
Ishares Tr Mbs Etf (MBB) 0.9 $2.6M 27k 94.52
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.3M 7.6k 303.11
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.8 $2.3M 43k 52.72
Ishares Tr National Mun Etf (MUB) 0.8 $2.3M 21k 107.62
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $2.2M 46k 48.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $2.1M 27k 77.91
Texas Instruments Incorporated (TXN) 0.7 $2.0M 6.6k 298.07
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.9M 5.5k 342.83
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.6 $1.8M 35k 50.37
International Business Machines (IBM) 0.6 $1.7M 6.0k 281.23
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $1.7M 17k 100.35
Ishares Tr Eafe Value Etf (EFV) 0.6 $1.6M 21k 76.55
Ge Aerospace Com New (GE) 0.6 $1.6M 4.3k 373.73
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.5 $1.6M 43k 36.60
Abrdn Fds Emer Mkts Di Etf (AGEM) 0.5 $1.6M 32k 49.38
Ishares Tr Core Msci Intl (IDEV) 0.5 $1.5M 17k 89.01
Blackrock Etf Trust Ishares Defense (IDEF) 0.5 $1.5M 47k 31.78
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.5 $1.4M 51k 28.05
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.5 $1.4M 28k 52.00
Goldman Sachs Etf Tr Mar 1000 Gro Etf (GGUS) 0.5 $1.4M 20k 68.25
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.5 $1.4M 32k 43.11
Microsoft Corporation (MSFT) 0.5 $1.3M 3.6k 373.05
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.4 $1.3M 27k 45.91
Amazon (AMZN) 0.4 $1.2M 5.0k 238.34
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 3.6k 327.37
Goldman Sachs Etf Tr Marketbeta Intl (GSID) 0.4 $1.2M 16k 75.14
Ge Vernova (GEV) 0.4 $1.1M 970.00 1174.94
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $1.1M 23k 47.41
Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.4 $1.1M 13k 80.16
Nextera Energy (NEE) 0.4 $1.1M 12k 87.77
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $1.0M 22k 46.81
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.0M 2.9k 357.38
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1000k 13k 76.70
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $959k 14k 68.93
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $900k 5.5k 163.68
Johnson & Johnson (JNJ) 0.3 $869k 3.4k 253.94
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.3 $867k 9.5k 91.26
Ishares Tr Long Term Muni (LMUB) 0.3 $860k 17k 51.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $845k 3.8k 219.41
Ishares Tr Esg Msci Kld Etf (DSI) 0.3 $788k 5.5k 142.38
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $781k 34k 23.15
Broadcom (AVGO) 0.3 $776k 2.1k 377.74
Exxon Mobil Corporation (XOM) 0.3 $769k 5.6k 136.72
Abbvie (ABBV) 0.3 $760k 3.0k 251.63
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.2 $691k 13k 52.34
Advanced Micro Devices (AMD) 0.2 $686k 1.2k 580.91
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.2 $617k 16k 38.58
Spdr Series Trust St Lon Treas Etf (SPTL) 0.2 $605k 23k 26.23
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $584k 8.4k 69.45
Tesla Motors (TSLA) 0.2 $576k 1.4k 420.60
Goldman Sachs Etf Tr Access Inflati (GTIP) 0.2 $547k 11k 48.85
Meta Platforms Cl A (META) 0.2 $540k 959.00 563.41
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $524k 1.8k 290.62
Ishares Tr Systematic Bd Et (SYSB) 0.2 $522k 5.9k 88.72
Sterling Cap Fds National Muni Bd (SCNM) 0.2 $516k 21k 25.15
Costco Wholesale Corporation (COST) 0.2 $493k 527.00 935.31
Wal-Mart Stores (WMT) 0.2 $487k 4.3k 113.26
Eli Lilly & Co. (LLY) 0.2 $486k 405.00 1198.64
Duke Energy Corp Com New (DUK) 0.2 $470k 3.7k 126.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $456k 9.1k 50.23
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $452k 3.1k 146.41
Cisco Systems (CSCO) 0.2 $443k 3.8k 117.46
Alphabet Cap Stk Cl C (GOOG) 0.1 $426k 1.2k 353.33
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $404k 16k 24.99
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $403k 3.7k 110.35
Ishares Esg Awr Msci Em (ESGE) 0.1 $394k 7.2k 54.69
Lam Research Corp Com New (LRCX) 0.1 $393k 906.00 433.33
Micron Technology (MU) 0.1 $378k 327.00 1154.52
Ishares Tr Esg Awr Msci Usa (EVUS) 0.1 $347k 9.9k 35.11
Ciena Corp Com New (CIEN) 0.1 $343k 700.00 490.56
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $339k 3.3k 102.16
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $335k 2.0k 164.60
Home Depot (HD) 0.1 $331k 939.00 352.57
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $310k 3.7k 84.60
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $307k 2.9k 105.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $305k 610.00 500.39
Chevron Corporation (CVX) 0.1 $297k 1.8k 165.76
Delta Air Lines Com New (DAL) 0.1 $268k 2.9k 93.66
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.1 $266k 5.3k 50.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $264k 359.00 736.40
Caterpillar (CAT) 0.1 $262k 246.00 1065.91
Southern Company (SO) 0.1 $253k 2.6k 95.71
Goldman Sachs (GS) 0.1 $251k 249.00 1009.67
Mastercard Incorporated Cl A (MA) 0.1 $250k 486.00 513.60
Gra (GGG) 0.1 $236k 3.1k 75.62
Capitol Ser Tr Sterl Cap Bd Etf (SCEC) 0.1 $235k 9.4k 25.04
Intel Corporation (INTC) 0.1 $224k 1.6k 139.63
Spdr Gold Tr Gold Shs (GLD) 0.1 $216k 587.00 368.38
Procter & Gamble Company (PG) 0.1 $210k 1.4k 146.59
Ishares Tr Esg Advan Etf (EUSB) 0.1 $201k 4.6k 43.45
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.1 $146k 10k 14.55
N-able Common Stock (NABL) 0.0 $50k 14k 3.67