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Size ($ in 1000's)
At 12/31/2023: $101,629
At 09/30/2023: $0
Life Planning Partners Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Life Planning Partners Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Life Planning Partners Inc top holdings by largest position size, as per the latest 13f filing made by Life Planning Partners Inc.
In the Life Planning Partners Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Life Planning Partners Inc in that top holding, then the share count change between reporting periods, and finally the Life Planning Partners Inc top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) |
139,361 |
+139,361 |
$14,665 | | ITOT | 139,361 | +139,361 | $14,665 | | ISHARES TRUST CORE MSCI EAFE ETF (IEFA) |
107,366 |
+107,366 |
$7,553 | | IEFA | 107,366 | +107,366 | $7,553 | | ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) |
71,100 |
+71,100 |
$7,496 | | SUB | 71,100 | +71,100 | $7,496 | | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) |
27,990 |
+27,990 |
$6,640 | | VTI | 27,990 | +27,990 | $6,640 | | ISHARES TR CORE TOTAL USD (IUSB) |
104,339 |
+104,339 |
$4,807 | | IUSB | 104,339 | +104,339 | $4,807 | | VANGUARD DEVELOPED MARKETS INDEX FUND ETF (VEA) |
78,905 |
+78,905 |
$3,780 | | VEA | 78,905 | +78,905 | $3,780 | | ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) |
71,574 |
+71,574 |
$3,620 | | IEMG | 71,574 | +71,574 | $3,620 | | SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) |
87,061 |
+87,061 |
$2,961 | | SPDW | 87,061 | +87,061 | $2,961 | | VANGUARD MUN BD FDS TAX EXEMPT BD (VTEB) |
47,636 |
+47,636 |
$2,432 | | VTEB | 47,636 | +47,636 | $2,432 | | VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) |
27,042 |
+27,042 |
$2,198 | | VCIT | 27,042 | +27,042 | $2,198 | | VANGUARD GLOBAL EX US REAL ESTATE INDEX FD ETF (VNQI) |
49,284 |
+49,284 |
$2,099 | | VNQI | 49,284 | +49,284 | $2,099 | | ISHARES NATIONAL MUNI BOND ETF (MUB) |
19,268 |
+19,268 |
$2,089 | | MUB | 19,268 | +19,268 | $2,089 | | ISHARES CORE S&P US VALUE ETF (IUSV) |
24,720 |
+24,720 |
$2,085 | | IUSV | 24,720 | +24,720 | $2,085 | | SPROTT PHYSICAL GOLD TRUST UNIT |
129,898 |
+129,898 |
$2,069 | | PHYS | 129,898 | +129,898 | $2,069 | | VANGUARD BD INDEX FDS INTERMED TERM (BIV) |
25,530 |
+25,530 |
$1,950 | | BIV | 25,530 | +25,530 | $1,950 | | VANGUARD SMALL CAP INDEX FUND (VB) |
8,873 |
+8,873 |
$1,893 | | VB | 8,873 | +8,873 | $1,893 | | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF (VWO) |
45,100 |
+45,100 |
$1,854 | | VWO | 45,100 | +45,100 | $1,854 | | VANGUARD LARGE CAP INDEX FUND (VV) |
6,966 |
+6,966 |
$1,519 | | VV | 6,966 | +6,966 | $1,519 | | ISHARES 0 5 YEAR INVESTMENT GRADE CORPORATE BD ETF (SLQD) |
30,548 |
+30,548 |
$1,503 | | SLQD | 30,548 | +30,548 | $1,503 | | VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF (VSS) |
12,448 |
+12,448 |
$1,432 | | VSS | 12,448 | +12,448 | $1,432 | | ISHARES TR JP MOR EM MK ETF (EMB) |
14,492 |
+14,492 |
$1,291 | | EMB | 14,492 | +14,492 | $1,291 | | VANGUARD BD INDEX FDS TOTAL BND MRKT (BND) |
15,510 |
+15,510 |
$1,141 | | BND | 15,510 | +15,510 | $1,141 | | DIMENSIONAL ETF TRUST WORLD EX US CORE (DFAX) |
46,601 |
+46,601 |
$1,138 | | DFAX | 46,601 | +46,601 | $1,138 | | FIDELITY MSCI REAL ESTATE INDEX ETF (FREL) |
39,511 |
+39,511 |
$1,053 | | FREL | 39,511 | +39,511 | $1,053 | | DIMENSIONAL ETF TRUST US EQUITY ETF (DFUS) |
18,190 |
+18,190 |
$943 | | DFUS | 18,190 | +18,190 | $943 | | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US (VEU) |
15,555 |
+15,555 |
$873 | | VEU | 15,555 | +15,555 | $873 | | VANGUARD BD INDEX FDS VANGUARD ULTRA (VUSB) |
16,167 |
+16,167 |
$799 | | VUSB | 16,167 | +16,167 | $799 | | ISHARES CORE S&P 500 ETF (IVV) |
1,467 |
+1,467 |
$700 | | IVV | 1,467 | +1,467 | $700 | | VANECK ETF TR VANECK GOLD MINERS ETF (GDX) |
22,458 |
+22,458 |
$696 | | GDX | 22,458 | +22,458 | $696 | | ISHARES TR 20 YR TR BD ETF (TLT) |
7,015 |
+7,015 |
$694 | | TLT | 7,015 | +7,015 | $694 | | TESLA INC COM |
2,787 |
+2,787 |
$693 | | TSLA | 2,787 | +2,787 | $693 | | VANGUARD SMALL CAP VALUE ETF (VBR) |
3,683 |
+3,683 |
$663 | | VBR | 3,683 | +3,683 | $663 | | BANK AMERICA CORP COM |
19,403 |
+19,403 |
$653 | | BAC | 19,403 | +19,403 | $653 | | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) |
4,183 |
+4,183 |
$625 | | VTV | 4,183 | +4,183 | $625 | | AMERICAN CENTY ETF TR AVANTIS INTL EQT (AVDE) |
9,335 |
+9,335 |
$564 | | AVDE | 9,335 | +9,335 | $564 | | XPO INC |
6,430 |
+6,430 |
$563 | | XPO | 6,430 | +6,430 | $563 | | SPDR GOLD TR GOLD SHS (GLD) |
2,490 |
+2,490 |
$476 | | GLD | 2,490 | +2,490 | $476 | | ISHARES INC JP MORGAN EM ETF (LEMB) |
12,571 |
+12,571 |
$462 | | LEMB | 12,571 | +12,571 | $462 | | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) |
4,044 |
+4,044 |
$448 | | LQD | 4,044 | +4,044 | $448 | | VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM CORPORATE BD INDEX FD ETF SHS (VCSH) |
5,749 |
+5,749 |
$445 | | VCSH | 5,749 | +5,749 | $445 | | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) |
12,253 |
+12,253 |
$434 | | SPEM | 12,253 | +12,253 | $434 | | ISHARES TR CORE MSCI TOTAL (IXUS) |
6,543 |
+6,543 |
$425 | | IXUS | 6,543 | +6,543 | $425 | | SCHWAB STRATEGIC TR INTL SCEQT ETF (SCHC) |
11,859 |
+11,859 |
$414 | | SCHC | 11,859 | +11,859 | $414 | | DIMENSIONAL ETF TRUST INTL CORE EQT MK (DFAI) |
13,850 |
+13,850 |
$397 | | DFAI | 13,850 | +13,850 | $397 | | VANGUARD WELLINGTON FUND SHORT TERM TAX EXEMPT BOND ETF (VTES) |
3,818 |
+3,818 |
$387 | | VTES | 3,818 | +3,818 | $387 | | ISHARES CALIFORNIA MUNI BOND ETF (CMF) |
6,561 |
+6,561 |
$380 | | CMF | 6,561 | +6,561 | $380 | | GXO LOGISTICS INCORPORATED COMMON STOCK |
6,055 |
+6,055 |
$370 | | GXO | 6,055 | +6,055 | $370 | | VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF (VGK) |
5,622 |
+5,622 |
$363 | | VGK | 5,622 | +5,622 | $363 | | SPDR S&P EMERGING MARKETS SMALL CAP ETF (EWX) |
6,000 |
+6,000 |
$339 | | EWX | 6,000 | +6,000 | $339 | | ISHARES S&P SMALLCAP 600 VALUE INDEX FUND (IJS) |
3,151 |
+3,151 |
$325 | | IJS | 3,151 | +3,151 | $325 |
See Full List: All Stocks Held By Life Planning Partners Inc
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Life Planning Partners Inc
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