LP
| |
Life Planning Partners, Inc13F | |
| Life Planning Partners, Inc | |
| Last update 2025-04-17 | 61 Stocks (3 new) |
| Value $110.00 Mil | Turnover 4 % |
Life Planning Partners, Inc Top Holdings of 2025-03-31
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| 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
| 186,237 | 22,722.7 | -0.10% | 20.570 | -0.02% | 0.040 | +17.94% | +6.66% | 70,941.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 121,729 | 9,208.8 | +1.41% | 8.340 | +0.12% | 0.010 | +15.26% | +20.32% | 142,203.0 | ||
VTI | Vanguard Total Stock Market ETF | 27,959 | 7,684.3 | +3.63% | 6.960 | +0.24% | 0.000 | +17.65% | +6.63% | 471,718.0 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 55,833 | 5,895.9 | -1.43% | 5.340 | -0.08% | 0.070 | +2.05% | +2.11% | 9,942.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 92,413 | 4,697.3 | +1.11% | 4.250 | +0.05% | 0.000 | +16.01% | +20.43% | 157,306.4 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 83,229 | 4,491.9 | +2.96% | 4.070 | +0.12% | 0.010 | +17.68% | +16.42% | 95,715.8 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 92,832 | 4,277.7 | -4.22% | 3.870 | -0.17% | 0.010 | +2.43% | +3.31% | 32,689.6 | ||
MUB | iShares National Muni Bond ETF | 38,673 | 4,077.7 | +12.07% | 3.690 | +0.40% | 0.010 | +2.43% | -0.88% | 38,400.3 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 87,061 | 3,169.9 | 0% | 2.870 | 0% | 0.010 | +16.16% | +20.35% | 27,027.8 | ||
VB | Vanguard Small Cap ETF | 10,950 | 2,428.2 | +0.64% | 2.200 | +0.01% | 0.000 | +18.12% | +1.59% | 60,849.6 |
Life Planning Partners, Inc's Historical Top Holdings Breakdowns
Life Planning Partners, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CLIP | Global X 1-3 Month T-Bill ETF | 2025-03-31 | New Buy New Buy | +1.18% | 100.08 ($100.26) 100.45 | $100.20 | -0.05% | New holding | 12,955 | 12,955 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Add Add | +0.40% | 104.71 ($106.35) 107.68 | $103.95 | -2.26% | Add 12.07% | 38,673 | 4,164 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.24% | 271.18 ($290.53) 303.12 | $307.02 | 5.68% | Add 3.63% | 27,959 | 979 | |
CVX | Chevron Corp | 2025-03-31 | New Buy New Buy | +0.23% | 146.71 ($156.54) 167.97 | $155.31 | -0.79% | New holding | 1,494 | 1,494 | |
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Add Add | +0.21% | 90.7 ($97.44) 101.57 | $102.27 | 4.96% | Add 24.93% | 12,294 | 2,453 | |
FNF | Fidelity National Financial Inc | 2025-03-31 | New Buy New Buy | +0.20% | 54.25 ($60.08) 65.27 | $52.80 | -12.12% | New holding | 3,335 | 3,335 | |
LEMB |
iShares J.P. Morgan EM Local Currency Bond ETF
iShares J.P. Morgan EM Local Currency Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.19% | 35.88 ($37.03) 37.96 | $40.33 | 8.91% | Sold Out | 0 | -5,578 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +0.18% | 28.88 ($30.87) 32.4 | $34.50 | 11.76% | Add 15.2% | 49,293 | 6,505 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Reduce Reduce | -0.17% | 44.72 ($45.57) 46.25 | $45.73 | 0.35% | Reduce -4.22% | 92,832 | -4,091 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.15% | 59.61 ($63.9) 66.74 | $67.67 | 5.90% | Add 10.21% | 30,523 | 2,827 |
Life Planning Partners, Inc Total Holding History ($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 |
|---|---|---|---|---|
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Life Planning Partners, Inc's Hypothetical Growth since 2025-03-31
Life Planning Partners, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Life Planning Partners, Inc's Holdings Heat Map
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Life Planning Partners, Inc's Holdings Bubble Chart
Life Planning Partners, Inc News
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