LP
| |
Life Planning Partners, Inc13F | |
| Life Planning Partners, Inc | |
| Last update 2025-07-21 | 65 Stocks (6 new) |
| Value $126.00 Mil | Turnover 7 % |
Life Planning Partners, Inc Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 185,429 | 25,040.3 | -0.43% | 19.930 | -0.09% | 0.040 | +16.29% | +7.88% | 72,996.2 | ||
IEFA | iShares Core MSCI EAFE ETF | 125,172 | 10,449.4 | +2.83% | 8.320 | +0.23% | 0.010 | +9.13% | +20.76% | 146,414.2 | ||
VTI | Vanguard Total Stock Market ETF | 28,366 | 8,621.4 | +1.46% | 6.860 | +0.10% | 0.000 | +16.10% | +7.76% | 478,263.0 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 51,484 | 5,474.8 | -7.79% | 4.360 | -0.42% | 0.050 | +1.21% | +1.04% | 10,045.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 92,457 | 5,271.0 | +0.05% | 4.200 | 0% | 0.000 | +11.05% | +21.48% | 162,442.1 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 84,554 | 5,075.8 | +1.59% | 4.040 | +0.06% | 0.010 | +14.37% | +18.15% | 100,206.8 | ||
MUB | iShares National Muni Bond ETF | 39,969 | 4,176.0 | +3.35% | 3.320 | +0.11% | 0.010 | -0.39% | -2.87% | 37,825.3 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 86,460 | 3,997.0 | -6.86% | 3.180 | -0.27% | 0.010 | +0.26% | +1.44% | 32,821.3 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 87,061 | 3,525.1 | 0% | 2.810 | 0% | 0.010 | +10.28% | +20.98% | 27,668.4 | ||
FMUN |
Fidelity Systematic Municipal Bond Index ETF
Fidelity Systematic Municipal Bond Index ETF
| 57,504 | 2,796.8 | New Holding | 2.230 | +2.23% | 1.710 | -0.23% | 0% | 164.5 |
Life Planning Partners, Inc's Historical Top Holdings Breakdowns
Life Planning Partners, Inc's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FMUN |
Fidelity Systematic Municipal Bond Index ETF
Fidelity Systematic Municipal Bond Index ETF
| 2025-06-30 | New Buy New Buy | +2.23% | 47.94 ($48.51) 48.81 | $48.36 | -0.31% | New holding | 57,504 | 57,504 | |
AVUS | Avantis U.S. Equity ETF | 2025-06-30 | Add Add | +1.11% | 81.38 ($93.61) 100.82 | $103.65 | 10.73% | Add 112.29% | 26,099 | 13,805 | |
PH | Parker Hannifin Corp | 2025-06-30 | New Buy New Buy | +0.98% | 517.23 ($631.45) 700.54 | $729.62 | 15.55% | New holding | 1,765 | 1,765 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2025-06-30 | Reduce Reduce | -0.42% | 104.77 ($105.63) 106.34 | $106.58 | 0.90% | Reduce -7.79% | 51,484 | -4,349 | |
CLIP | Global X 1-3 Month T-Bill ETF | 2025-06-30 | Add Add | +0.30% | 100.05 ($100.24) 100.44 | $100.33 | 0.09% | Add 29.02% | 16,715 | 3,760 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-06-30 | Reduce Reduce | -0.27% | 45.12 ($45.64) 46.23 | $45.85 | 0.46% | Reduce -6.86% | 86,460 | -6,372 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-06-30 | Add Add | +0.26% | 62.37 ($72.96) 77.63 | $79.00 | 8.28% | Add 32.98% | 16,685 | 4,138 | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2025-06-30 | Reduce Reduce | -0.26% | 104.23 ($123.23) 134.39 | $137.24 | 11.37% | Reduce -22.5% | 8,631 | -2,506 | |
PLTR | Palantir Technologies Inc | 2025-06-30 | New Buy New Buy | +0.24% | 74.01 ($116.76) 144.25 | $154.86 | 32.63% | New holding | 2,199 | 2,199 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-06-30 | Add Add | +0.23% | 53.65 ($61.9) 67.02 | $68.81 | 11.16% | Add 14.45% | 34,934 | 4,411 |
Life Planning Partners, Inc Total Holding History ($B)
Life Planning Partners, Inc's Asset Allocation
Life Planning Partners, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Life Planning Partners, Inc's Hypothetical Growth since 2025-06-30
Life Planning Partners, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Life Planning Partners, Inc's Holdings Heat Map
Size field:
Life Planning Partners, Inc's Holdings Bubble Chart
Life Planning Partners, Inc News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers