LI

LifePlan Investment Advisors, Inc.

13F
LifePlan Investment Advisors, Inc.
Last update 2025-05-13 100 Stocks (9 new)
Value $174.00 Mil Turnover 10 %
Countries:
Top Holdings: AGG(6.28%)VOO(4.98%)IVV(3.61%)SCHE(2.89%)IUSB(2.84%)
Summary Stock Picks Current Portfolio
LifePlan Investment Advisors, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
110,396
10,920.4
+1.79%
6.280
+0.11%
0.010
+0.05%
+1.43%
128,074.0
 
VOO
Vanguard S&P 500 ETF
16,841
8,654.8
-11.60%
4.980
-0.74%
0.000
+16.09%
+8.25%
664,077.8
 
IVV
iShares Core S&P 500 ETF
11,177
6,280.4
+4.76%
3.610
+0.16%
0.000
+16.09%
+8.31%
642,461.0
 
SCHE
Schwab Emerging Markets Equity ETF
182,472
5,030.8
+2.49%
2.890
+0.07%
0.050
+13.05%
+16.82%
10,608.5
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
107,056
4,933.1
+15.25%
2.840
+0.38%
0.010
+0.26%
+1.44%
32,821.3
 
SCHP
Schwab U.S. Tips ETF
182,040
4,895.1
+0.72%
2.820
+0.02%
0.040
-0.08%
+2.98%
13,108.5
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
96,673
4,832.7
+4.18%
2.780
+0.11%
0.070
+0.35%
+1.94%
10,564.6
 
VBR
Vanguard Small Cap Value ETF
25,719
4,791.2
+3.38%
2.760
+0.09%
0.020
+12.57%
+2.09%
28,859.7
 
VUG
Vanguard Growth ETF
12,190
4,520.3
+9.91%
2.600
+0.23%
0.000
+21.93%
+10.19%
166,080.2
 
VEA
Vanguard FTSE Developed Markets ETF
86,420
4,392.7
+13.53%
2.530
+0.30%
0.000
+11.05%
+21.48%
162,442.1
 

LifePlan Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

LifePlan Investment Advisors, 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
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
Goldman Sachs MarketBeta U.S. Equity ETF
2025-03-31
Add
Add
+1.09%
●
75.92 ($81.1) 84.67
$87.81
8.27%
Add 82.73%
54,372
24,616
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.74%
●
507.05 ($540.58) 563.67
$583.26
7.90%
Reduce -11.6%
16,841
-2,210
TXN
Texas Instruments Inc
2025-03-31
New Buy
New Buy
+0.70%
●
173.6 ($187.2) 203.96
$185.69
-0.81%
New holding
6,771
6,771
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.54%
●
185.78 ($193.5) 198.58
$199.92
3.32%
Add 74.85%
11,379
4,871
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.51%
●
97.25 ($101.36) 104.79
$99.56
-1.78%
Add 379.91%
10,894
8,624
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.49%
●
168.16 ($179.03) 186.21
$186.15
3.98%
Add 38.96%
17,804
4,992
OEF
iShares S&P 100 ETF
2025-03-31
New Buy
New Buy
+0.43%
●
268.35 ($287.14) 300.35
$313.02
9.01%
New holding
2,738
2,738
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.43%
●
96.1 ($101.94) 106.32
$112.29
10.15%
Reduce -37.1%
12,182
-7,185
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+0.38%
●
44.72 ($45.57) 46.25
$45.85
0.61%
Add 15.25%
107,056
14,165
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+0.33%
●
108.02 ($115.65) 120.45
$124.47
7.63%
Add 82.65%
11,476
5,193

LifePlan Investment Advisors, Inc. Total Holding History ($B)

To

LifePlan Investment Advisors, Inc.'s Asset Allocation

To

LifePlan Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LifePlan Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31

LifePlan Investment Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

LifePlan Investment Advisors, Inc.'s Holdings Heat Map

Size field:

LifePlan Investment Advisors, Inc.'s Holdings Bubble Chart

LifePlan Investment Advisors, Inc. News

  • 1

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