 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| ABBV |
+1,603 | +$292 | | DFIC |
+10,314 | +$276 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| VTES |
-3,818 | -$387 | | AVES |
-5,173 | -$238 | | WPM |
-4,703 | -$232 | | NKE |
-1,953 | -$212 | | FNF |
-3,555 | -$181 | | JNJ |
-1,144 | -$179 | | DFIV |
-5,075 | -$174 | | RXO |
-6,619 | -$154 | | MSFT |
-389 | -$146 | | BNDX |
-2,876 | -$142 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| MUB |
+12,608 | +$1,341 | | DFAI |
+9,621 | +$312 | | IEFA |
+5,848 | +$850 | | BSV |
+5,315 | +$407 | | VEA |
+4,392 | +$399 | | IEMG |
+3,154 | +$236 | | DFUS |
+3,048 | +$267 | | FREL |
+2,875 | +$53 | | IWY |
+1,663 | +$325 | | VWO |
+1,615 | +$97 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| PHYS |
-51,693 | -$716 | | SUB |
-4,887 | -$562 | | EMB |
-4,768 | -$419 | | LEMB |
-4,607 | -$175 | | VTEB |
-4,090 | -$229 | | VNQI |
-3,223 | -$158 | | IUSB |
-2,841 | -$180 | | TLT |
-1,821 | -$203 | | GDX |
-1,232 | -$25 |
Size ($ in 1000's)
At 03/31/2024: $100,409
At 12/31/2023: $101,629
Life Planning Partners Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Life Planning Partners Inc 13F filings.
Link to 13F filings: SEC filings
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|
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As of 03/31/2024, we find all stocks held by Life Planning Partners Inc to be as follows, presented in the
table below with each row detailing each Life Planning Partners Inc position, ordered by largest to smallest position size.
The all-stocks-held-by-Life Planning Partners Inc table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Life Planning Partners Inc as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (ITOT) |
139,336 |
-25 |
$16,065 | | ITOT | 139,336 | -25 | $16,065 | | ISHARES TR (IEFA) |
113,214 |
+5,848 |
$8,403 | | IEFA | 113,214 | +5,848 | $8,403 | | VANGUARD INDEX FDS (VTI) |
28,081 |
+91 |
$7,298 | | VTI | 28,081 | +91 | $7,298 | | ISHARES TR (SUB) |
66,213 |
-4,887 |
$6,934 | | SUB | 66,213 | -4,887 | $6,934 | | ISHARES TR (IUSB) |
101,498 |
-2,841 |
$4,627 | | IUSB | 101,498 | -2,841 | $4,627 | | VANGUARD TAX MANAGED FDS (VEA) |
83,297 |
+4,392 |
$4,179 | | VEA | 83,297 | +4,392 | $4,179 | | ISHARES INC (IEMG) |
74,728 |
+3,154 |
$3,856 | | IEMG | 74,728 | +3,154 | $3,856 | | ISHARES TR (MUB) |
31,876 |
+12,608 |
$3,430 | | MUB | 31,876 | +12,608 | $3,430 | | SPDR INDEX SHS FDS (SPDW) |
87,061 |
UNCH |
$3,120 | | SPDW | 87,061 | UNCH | $3,120 | | VANGUARD INDEX FDS (VB) |
9,818 |
+945 |
$2,244 | | VB | 9,818 | +945 | $2,244 | | ISHARES TR (IUSV) |
24,720 |
UNCH |
$2,236 | | IUSV | 24,720 | UNCH | $2,236 | | VANGUARD MUN BD FDS (VTEB) |
43,546 |
-4,090 |
$2,203 | | VTEB | 43,546 | -4,090 | $2,203 | | VANGUARD SCOTTSDALE FDS (VCIT) |
26,083 |
-959 |
$2,100 | | VCIT | 26,083 | -959 | $2,100 | | VANGUARD INTL EQUITY INDEX F (VWO) |
46,715 |
+1,615 |
$1,951 | | VWO | 46,715 | +1,615 | $1,951 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
46,061 |
-3,223 |
$1,941 | | VNQI | 46,061 | -3,223 | $1,941 | | VANGUARD BD INDEX FDS (BIV) |
24,682 |
-848 |
$1,861 | | BIV | 24,682 | -848 | $1,861 | | VANGUARD INDEX FDS (VV) |
6,652 |
-314 |
$1,595 | | VV | 6,652 | -314 | $1,595 | | ISHARES TR (SLQD) |
30,443 |
-105 |
$1,498 | | SLQD | 30,443 | -105 | $1,498 | | VANGUARD INTL EQUITY INDEX F (VSS) |
11,930 |
-518 |
$1,394 | | VSS | 11,930 | -518 | $1,394 | | SPROTT PHYSICAL GOLD TR |
78,205 |
-51,693 |
$1,353 | | PHYS | 78,205 | -51,693 | $1,353 | | VANGUARD BD INDEX FDS (BND) |
16,970 |
+1,460 |
$1,233 | | BND | 16,970 | +1,460 | $1,233 | | DIMENSIONAL ETF TRUST (DFUS) |
21,238 |
+3,048 |
$1,210 | | DFUS | 21,238 | +3,048 | $1,210 | | DIMENSIONAL ETF TRUST (DFAX) |
46,601 |
UNCH |
$1,186 | | DFAX | 46,601 | UNCH | $1,186 | | FIDELITY COVINGTON TRUST |
42,386 |
+2,875 |
$1,106 | | FREL | 42,386 | +2,875 | $1,106 | | VANGUARD INTL EQUITY INDEX F (VEU) |
15,557 |
+2 |
$912 | | VEU | 15,557 | +2 | $912 | | ISHARES TR (EMB) |
9,724 |
-4,768 |
$872 | | EMB | 9,724 | -4,768 | $872 | | VANGUARD BD INDEX FDS (VUSB) |
15,967 |
-200 |
$791 | | VUSB | 15,967 | -200 | $791 | | XPO INC |
6,430 |
UNCH |
$785 | | XPO | 6,430 | UNCH | $785 | | ISHARES TR (IVV) |
1,467 |
UNCH |
$771 | | IVV | 1,467 | UNCH | $771 | | BANK AMERICA CORP |
19,402 |
-1 |
$736 | | BAC | 19,402 | -1 | $736 | | VANGUARD INDEX FDS (VBR) |
3,709 |
+26 |
$712 | | VBR | 3,709 | +26 | $712 | | DIMENSIONAL ETF TRUST (DFAI) |
23,471 |
+9,621 |
$709 | | DFAI | 23,471 | +9,621 | $709 | | VANECK ETF TRUST (GDX) |
21,226 |
-1,232 |
$671 | | GDX | 21,226 | -1,232 | $671 | | AMERICAN CENTY ETF TR (AVDE) |
9,824 |
+489 |
$626 | | AVDE | 9,824 | +489 | $626 | | VANGUARD INDEX FDS (VTV) |
3,676 |
-507 |
$599 | | VTV | 3,676 | -507 | $599 | | VANGUARD BD INDEX FDS (BSV) |
7,585 |
+5,315 |
$582 | | BSV | 7,585 | +5,315 | $582 | | SPDR GOLD TR (GLD) |
2,738 |
+248 |
$563 | | GLD | 2,738 | +248 | $563 | | ISHARES TR (IXUS) |
7,537 |
+994 |
$511 | | IXUS | 7,537 | +994 | $511 | | ISHARES TR (TLT) |
5,194 |
-1,821 |
$491 | | TLT | 5,194 | -1,821 | $491 | | TESLA INC |
2,787 |
UNCH |
$490 | | TSLA | 2,787 | UNCH | $490 | | VANGUARD SCOTTSDALE FDS (VCSH) |
5,749 |
UNCH |
$444 | | VCSH | 5,749 | UNCH | $444 | | ISHARES TR (LQD) |
4,044 |
UNCH |
$440 | | LQD | 4,044 | UNCH | $440 | | SCHWAB STRATEGIC TR |
11,795 |
-64 |
$422 | | SCHC | 11,795 | -64 | $422 | | SPDR INDEX SHS FDS (SPEM) |
11,253 |
-1,000 |
$407 | | SPEM | 11,253 | -1,000 | $407 | | VANGUARD INTL EQUITY INDEX F (VGK) |
5,622 |
UNCH |
$379 | | VGK | 5,622 | UNCH | $379 | | ISHARES TR (CMF) |
6,561 |
UNCH |
$378 | | CMF | 6,561 | UNCH | $378 | | SPDR INDEX SHS FDS (EWX) |
6,000 |
UNCH |
$335 | | EWX | 6,000 | UNCH | $335 | | ISHARES TR (IWY) |
1,680 |
+1,663 |
$328 | | IWY | 1,680 | +1,663 | $328 | | GXO LOGISTICS INCORPORATED |
6,055 |
UNCH |
$326 | | GXO | 6,055 | UNCH | $326 | | ISHARES TR (IJS) |
3,151 |
UNCH |
$324 | | IJS | 3,151 | UNCH | $324 | | AMERICAN CENTY ETF TR (AVUS) |
3,565 |
UNCH |
$319 | | AVUS | 3,565 | UNCH | $319 | | ABBVIE INC |
1,603 |
+1,603 |
$292 | | ABBV | 1,603 | +1,603 | $292 | | ISHARES INC (LEMB) |
7,964 |
-4,607 |
$287 | | LEMB | 7,964 | -4,607 | $287 | | VANGUARD INDEX FDS (VNQ) |
3,207 |
+819 |
$277 | | VNQ | 3,207 | +819 | $277 | | DIMENSIONAL ETF TRUST (DFIC) |
10,314 |
+10,314 |
$276 | | DFIC | 10,314 | +10,314 | $276 | | AMERICAN CENTY ETF TR (AVDV) |
3,885 |
-185 |
$256 | | AVDV | 3,885 | -185 | $256 | | ISHARES TR (AGG) |
2,301 |
+1,385 |
$225 | | AGG | 2,301 | +1,385 | $225 | | SPDR SER TR (BIL) |
2,384 |
UNCH |
$219 | | BIL | 2,384 | UNCH | $219 | | JPMORGAN CHASE & CO |
1,077 |
+10 |
$216 | | JPM | 1,077 | +10 | $216 | | AMERICAN CENTY ETF TR (AVIV) |
3,920 |
-659 |
$212 | | AVIV | 3,920 | -659 | $212 | | CHEVRON CORP NEW |
1,284 |
+0 |
$203 | | CVX | 1,284 | UNCH | $203 |  APPLE INC |
|
|
$0 (exited) | | AAPL | 0 | -685 | $0 | | ABBOTT LABORATORIES |
|
|
$0 (exited) | | ABT | 0 | -56 | $0 | | ISHARES TR MSCI ACWI ETF |
|
|
$0 (exited) | | ACWI | 0 | -223 | $0 | | DMK PHARMACEUTICALS CORPORATIO COM |
|
|
$0 (exited) | | ADMP | 0 | -304 | $0 | | AGNICO EAGLE MINES LTD COM |
|
|
$0 (exited) | | AEM | 0 | -9 | $0 | | AFLAC INC COM USD0.10 |
|
|
$0 (exited) | | AFL | 0 | -650 | $0 | | ASSURANT INC |
|
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$0 (exited) | | AIZ | 0 | -370 | $0 | | ALLSTATE CORP COM USD0.01 |
|
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$0 (exited) | | ALL | 0 | -414 | $0 | | APPLIED MATERIALS INC COM USD0.01 |
|
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$0 (exited) | | AMAT | 0 | -10 | $0 | | AMAZON.COM INC |
|
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$0 (exited) | | AMZN | 0 | -100 | $0 | | ISHARES CORE AGGRESSIVE ALLOCATION ETF |
|
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$0 (exited) | | AOA | 0 | -340 | $0 | | ISHARES CORE MODERATE ALLOCATION ETF |
|
|
$0 (exited) | | AOM | 0 | -720 | $0 | | ISHARES CORE GROWTH ALLOCATION ETF |
|
|
$0 (exited) | | AOR | 0 | -1,986 | $0 | | ARES CAPITAL CORP COM |
|
|
$0 (exited) | | ARCC | 0 | -185 | $0 | | ARK ETF TRUST INNOVATION ETF |
|
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$0 (exited) | | ARKK | 0 | -14 | $0 | | AMERICAN CENTY ETF TR AVANTIS EMGMKT |
|
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$0 (exited) | | AVEM | 0 | -335 | $0 | | AMERICAN CENTURY ETF TRUST AVANTIS EMERGING MKTS VALUE ETF USD |
|
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$0 (exited) | | AVES | 0 | -5,173 | $0 | | BROADCOM INC COM |
|
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$0 (exited) | | AVGO | 0 | -6 | $0 | | AMERICAN CENTURY ETF TRUST AVANTIS U S LARGE CAP VALUE ETF USD |
|
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$0 (exited) | | AVLV | 0 | -750 | $0 | | AMERICAN CENTY ETF TR AVANTIS US SMALL CAP VALUE |
|
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$0 (exited) | | AVUV | 0 | -361 | $0 | | ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS |
|
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$0 (exited) | | BABA | 0 | -26 | $0 | | INVESCO EXCH TRADED FD TR II SR LN ETF |
|
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$0 (exited) | | BKLN | 0 | -368 | $0 | | BLACKROCK INC COM USD0.01 |
|
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$0 (exited) | | BLK | 0 | -1 | $0 | | BRISTOL MYERS SQUIBB CO COM |
|
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$0 (exited) | | BMY | 0 | -329 | $0 | | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF |
|
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$0 (exited) | | BNDX | 0 | -2,876 | $0 | | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B |
|
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$0 (exited) | | BRK.B | 0 | -344 | $0 | | BRUKER CORP |
|
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$0 (exited) | | BRKR | 0 | -600 | $0 | | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF |
|
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$0 (exited) | | BWX | 0 | -189 | $0 | | BLACKSTONE INC |
|
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$0 (exited) | | BX | 0 | -19 | $0 | | CARNIVAL CORP COM USD0.01 |
|
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$0 (exited) | | CCL | 0 | -10 | $0 | | CONFLUENT INC CLASS A COM |
|
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$0 (exited) | | CFLT | 0 | -44 | $0 | | CHARGEPOINT HOLDINGS INC COM CL A |
|
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$0 (exited) | | CHPT | 0 | -487 | $0 | | THE CIGNA GROUP COM |
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$0 (exited) | | CI | 0 | -16 | $0 | | COMCAST CORP |
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$0 (exited) | | CMCSA | 0 | -248 | $0 | | CANNAE HLDGS INC COM |
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$0 (exited) | | CNNE | 0 | -1,041 | $0 | | CONOCOPHILLIPS COM |
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$0 (exited) | | COP | 0 | -12 | $0 | | COSTCO WHOLESALE CORP COM USD0.01 |
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$0 (exited) | | COST | 0 | -187 | $0 | | CISCO SYSTEMS INC |
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$0 (exited) | | CSCO | 0 | -963 | $0 | | CSX CORP COM USD1 |
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$0 (exited) | | CSX | 0 | -780 | $0 | | DARE BIOSCIENCE INC COM |
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$0 (exited) | | DARE | 0 | -385 | $0 | | DUPONT DE NEMOURS INC COM |
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$0 (exited) | | DD | 0 | -133 | $0 | | DELL TECHNOLOGIES INC CL C |
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$0 (exited) | | DELL | 0 | -39 | $0 | | DIMENSIONAL ETF TRUST INTERNATNAL VAL |
|
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$0 (exited) | | DFIV | 0 | -5,075 | $0 | | DISNEY WALT CO COM |
|
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$0 (exited) | | DIS | 0 | -5 | $0 | | DOVER CORP COM USD1.00 |
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$0 (exited) | | DOV | 0 | -225 | $0 | | ETF SER SOLUTIONS DISTILLATE US |
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$0 (exited) | | DSTL | 0 | -12 | $0 | | EBAY INC. COM |
|
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$0 (exited) | | EBAY | 0 | -23 | $0 | | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF |
|
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$0 (exited) | | EBND | 0 | -132 | $0 | | ISHARES TRUST MSCI EMG MKTS ETF USD DIS |
|
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$0 (exited) | | EEM | 0 | -358 | $0 | | ISHARES INC EM MKT SM CP ETF |
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$0 (exited) | | EEMS | 0 | -19 | $0 | | ISHARES INC MSCI EMERG MRKT |
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$0 (exited) | | EEMV | 0 | -30 | $0 | | ISHARES TR MSCI EAFE MIN VL |
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$0 (exited) | | EFAV | 0 | -21 | $0 | | EATON CORPORATION PLC |
|
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$0 (exited) | | ETN | 0 | -14 | $0 | | EVGO INC CL A COM |
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$0 (exited) | | EVGO | 0 | -1,095 | $0 | | WISDOMTREE TR US MIDCAP FUND |
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$0 (exited) | | EZM | 0 | -97 | $0 | | FORD MTR CO DEL COM |
|
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$0 (exited) | | F | 0 | -2 | $0 | | FIDELITY HIGH DIVIDEND ETF |
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$0 (exited) | | FDVV | 0 | -30 | $0 | | F&G ANNUITIES &LIFE INC COMMON STOCK |
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$0 (exited) | | FG | 0 | -241 | $0 | | SCHWAB STRATEGIC TR SCHWAB FDT US SC |
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$0 (exited) | | FNDA | 0 | -121 | $0 | | SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX ETF |
|
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$0 (exited) | | FNDC | 0 | -89 | $0 | | SCHWAB FUNDAMENTAL EM L C |
|
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$0 (exited) | | FNDE | 0 | -203 | $0 | | SCHWAB STRATEGIC TR FUNDAMENTAL INTL LARGE CO INDEX ETF |
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$0 (exited) | | FNDF | 0 | -165 | $0 | | SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF |
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$0 (exited) | | FNDX | 0 | -134 | $0 | | FIDELITY NATIONAL FINANCIAL FNF GROUP COM USD0.0001 |
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$0 (exited) | | FNF | 0 | -3,555 | $0 | | VANECK ETF TRUST JUNIOR GOLD MINE |
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$0 (exited) | | GDXJ | 0 | -968 | $0 | | GREAT ELM CAP CORP COM NEW |
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$0 (exited) | | GECC | 0 | -3 | $0 | | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK |
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$0 (exited) | | GEHC | 0 | -18 | $0 | | ALPHABET INC CAP STK CL C |
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$0 (exited) | | GOOG | 0 | -164 | $0 | | ALPHABET INC CAP STK CL A |
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$0 (exited) | | GOOGL | 0 | -15 | $0 | | DBX ETF TR XTRACK INTL REAL |
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$0 (exited) | | HAUZ | 0 | -17 | $0 | | HERSHEY COMPANY COM USD1.00 |
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$0 (exited) | | HSY | 0 | -30 | $0 | | DBX ETF TR XTRACK USD HIGH |
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$0 (exited) | | HYLB | 0 | -22 | $0 | | ISHARES GOLD TR ISHARES NEW |
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$0 (exited) | | IAU | 0 | -25 | $0 | | INTERNATIONAL BUS MACH CORP COM USD0.20 |
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$0 (exited) | | IBM | 0 | -745 | $0 | | ISHARES TR CORE MSCI INTL |
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$0 (exited) | | IDEV | 0 | -1,465 | $0 | | ISHARES TR GENOMICS IMMUN |
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$0 (exited) | | IDNA | 0 | -82 | $0 | | ISHARES CORE MSCI EUROPE ETF |
|
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$0 (exited) | | IEUR | 0 | -29 | $0 | | ISHARES TR INTL DEV RE ETF |
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$0 (exited) | | IFGL | 0 | -1,797 | $0 | | ISHARES TR ISHS 1 5YR INVS |
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$0 (exited) | | IGSB | 0 | -2,172 | $0 | | ISHARES CORE S&P MID CAP ETF |
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$0 (exited) | | IJH | 0 | -46 | $0 | | ISHARES TRUST S & P MID CAPITAL |
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$0 (exited) | | IJJ | 0 | -697 | $0 | | ISHARES CORE S&P SMALL CAP E |
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$0 (exited) | | IJR | 0 | -491 | $0 | | INTUITIVE SURGICAL INC |
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$0 (exited) | | ISRG | 0 | -5 | $0 | | ISHARES CORE 1 5 YEAR USD BOND ETF |
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$0 (exited) | | ISTB | 0 | -2,407 | $0 | | ISHARES S&P 500 VALUE ETF |
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$0 (exited) | | IVE | 0 | -417 | $0 | | ISHARES S&P 500 GROWTH ETF |
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$0 (exited) | | IVW | 0 | -424 | $0 | | ISHARES RUSSELL 1000 VALUE ETF |
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$0 (exited) | | IWD | 0 | -22 | $0 | | ISHARES RUSSELL 2000 ETF |
|
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$0 (exited) | | IWM | 0 | -5 | $0 | | ISHARES TR RUS 2000 GRW ETF |
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$0 (exited) | | IWO | 0 | -30 | $0 | | ISHARES TR RUS MD CP GR ETF |
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$0 (exited) | | IWP | 0 | -285 | $0 | | ISHARES RUSSELL MID CAP VALUE ETF |
|
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$0 (exited) | | IWS | 0 | -441 | $0 | | ISHARES TR RUS TP200 VL ETF |
|
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$0 (exited) | | IWX | 0 | -40 | $0 | | JOHNSON &JOHNSON COM USD1.00 |
|
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$0 (exited) | | JNJ | 0 | -1,144 | $0 | | KYNDRYL HLDGS INC COMMON STOCK |
|
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$0 (exited) | | KD | 0 | -147 | $0 | | COCA COLA CO |
|
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$0 (exited) | | KO | 0 | -1,469 | $0 | | LITHIUM AMERICAS CORP COM NPV |
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$0 (exited) | | LAC | 0 | -112 | $0 | | LUCID GROUP INC COM |
|
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$0 (exited) | | LCID | 0 | -1,170 | $0 | | ELI LILLY &CO COM |
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$0 (exited) | | LLY | 0 | -17 | $0 | | LAM RESEARCH CORP COM USD0.001 |
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$0 (exited) | | LRCX | 0 | -1 | $0 | | MCDONALD S CORP |
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$0 (exited) | | MCD | 0 | -254 | $0 | | MONDELEZ INTL INC COM NPV |
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$0 (exited) | | MDLZ | 0 | -25 | $0 | | MERCADOLIBRE INC COM USD0.001 |
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$0 (exited) | | MELI | 0 | -5 | $0 | | METLIFE INC COM USD0.01 |
|
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$0 (exited) | | MET | 0 | -10 | $0 | | META PLATFORMS INC CLASS A COMMON STOCK |
|
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$0 (exited) | | META | 0 | -22 | $0 | | VANGUARD MEGA CAP GROWTH INDEX FUND |
|
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$0 (exited) | | MGK | 0 | -33 | $0 | | VANGUARD MEGA CAP VALUE INDEX FUND |
|
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$0 (exited) | | MGV | 0 | -231 | $0 | | VANECK ETF TRUST MRNGSTR WDE MOAT |
|
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$0 (exited) | | MOAT | 0 | -10 | $0 | | MARQETA INC CLASS A COM |
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$0 (exited) | | MQ | 0 | -184 | $0 | | MERCK &CO. INC COM |
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$0 (exited) | | MRK | 0 | -100 | $0 | | MICROSOFT CORP |
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$0 (exited) | | MSFT | 0 | -389 | $0 | | MATTERPORT INC COM CL A |
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$0 (exited) | | MTTR | 0 | -1,679 | $0 | | MULLEN AUTOMOTIVE INC COM NEW |
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$0 (exited) | | MULN | 0 | -7 | $0 | | NEXTERA ENERGY INC COM USD0.01 |
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$0 (exited) | | NEE | 0 | -1,100 | $0 | | NEWMONT CORP COM |
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$0 (exited) | | NEM | 0 | -623 | $0 | | NIKE INC CLASS B COM NPV |
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$0 (exited) | | NKE | 0 | -1,953 | $0 | | BLUE OWL CAPITAL CORPORATION COM USD0.01 |
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$0 (exited) | | OBDC | 0 | -1,629 | $0 | | ORACLE CORP |
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$0 (exited) | | ORCL | 0 | -500 | $0 | | OUTFRONT MEDIA INC |
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$0 (exited) | | OUT | 0 | -4 | $0 | | PAN AMERN SILVER CORP COM |
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$0 (exited) | | PAAS | 0 | -38 | $0 | | PALO ALTO NETWORKS INC COM USD0.0001 |
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$0 (exited) | | PANW | 0 | -15 | $0 | | PEPSICO INC |
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$0 (exited) | | PEP | 0 | -203 | $0 | | PFIZER INC |
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$0 (exited) | | PFE | 0 | -1,358 | $0 | | PROCTER AND GAMBLE CO COM |
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$0 (exited) | | PG | 0 | -768 | $0 | | PJT PARTNERS INC COM CL A |
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$0 (exited) | | PJT | 0 | -10 | $0 | | PLUG POWER INC |
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$0 (exited) | | PLUG | 0 | -269 | $0 | | ABRDN PLATINUM ETF TR ABRDN PHYSICAL PLATINUM SHARES ETF |
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$0 (exited) | | PPLT | 0 | -1 | $0 | | PROG HOLDINGS INC COM NPV |
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$0 (exited) | | PRG | 0 | -692 | $0 | | SPROTT PHYSICAL SILVER TRUST TRUST UNIT |
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$0 (exited) | | PSLV | 0 | -5,715 | $0 | | PUBMATIC INC COM CL A |
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$0 (exited) | | PUBM | 0 | -100 | $0 | | INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG |
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$0 (exited) | | PXH | 0 | -2 | $0 | | PAYPAL HLDGS INC COM |
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$0 (exited) | | PYPL | 0 | -23 | $0 | | NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND |
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$0 (exited) | | QQQX | 0 | -200 | $0 | | ROYAL CARIBBEAN GROUP COM USD0.01 |
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$0 (exited) | | RCL | 0 | -100 | $0 | | REGIONS FINANCIAL CORP NEW COM |
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$0 (exited) | | RF | 0 | -226 | $0 | | ROKU INC COM CL A |
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$0 (exited) | | ROKU | 0 | -72 | $0 | | RXO INC COMMON STOCK |
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$0 (exited) | | RXO | 0 | -6,619 | $0 | | SCHWAB STRATEGIC TR US SMALL CAP ETF |
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$0 (exited) | | SCHA | 0 | -107 | $0 | | SCHWAB US BROAD MARKET ETF |
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$0 (exited) | | SCHB | 0 | -170 | $0 | | SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF |
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$0 (exited) | | SCHE | 0 | -2,466 | $0 | | SCHWAB STRATEGIC TR INTL EQUITY ETF |
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$0 (exited) | | SCHF | 0 | -1,579 | $0 | | SCHWAB STRATEGIC TR US REIT ETF |
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$0 (exited) | | SCHH | 0 | -788 | $0 | | SCHWAB STRATEGIC TR 5 10YR CORP BD |
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$0 (exited) | | SCHI | 0 | -260 | $0 | | SCHWAB STRATEGIC TR US MID CAP ETF |
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$0 (exited) | | SCHM | 0 | -173 | $0 | | SCHWAB STRATEGIC TR US TIPS ETF |
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$0 (exited) | | SCHP | 0 | -35 | $0 | | SCHWAB STRATEGIC TR INT TRM U.S TRES |
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$0 (exited) | | SCHR | 0 | -130 | $0 | | SCHWAB STRATEGIC TR US LARGE CAP ETF |
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$0 (exited) | | SCHX | 0 | -1,183 | $0 | | ISHARES TR EAFE SML CP ETF |
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$0 (exited) | | SCZ | 0 | -2,045 | $0 | | PROSHARES TR ULTRASHRT S&P500 |
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$0 (exited) | | SDS | 0 | -60 | $0 | | ISHARES SILVER TR ISHARES |
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$0 (exited) | | SLV | 0 | -4,901 | $0 | | NUSCALE PWR CORP CL A COM |
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$0 (exited) | | SMR | 0 | -354 | $0 | | DIREXION SHS ETF TR DLY SEMICNDTR BR |
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$0 (exited) | | SOXS | 0 | -240 | $0 | | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF |
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$0 (exited) | | SPIB | 0 | -630 | $0 | | SPDR PORTFOLIO S&P 600 SMALL CAP ETF |
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$0 (exited) | | SPSM | 0 | -2,216 | $0 | | DIREXION SHS ETF TR DLY S&P500 BR 3X |
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$0 (exited) | | SPXS | 0 | -300 | $0 | | SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT |
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$0 (exited) | | SPY | 0 | -3 | $0 | | PROSHARES TR ULTRAPRO SHT QQQ |
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$0 (exited) | | SQQQ | 0 | -557 | $0 | | STATE STREET CORP |
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$0 (exited) | | STT | 0 | -1,026 | $0 | | SYSCO CORP |
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$0 (exited) | | SYY | 0 | -20 | $0 | | AT&T INC COM USD1 |
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$0 (exited) | | T | 0 | -517 | $0 | | PROSHARES ULTRASHORT 20 YEAR TREASURY |
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$0 (exited) | | TBT | 0 | -60 | $0 | | TE CONNECTIVITY LTD COM CHF0.57 |
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$0 (exited) | | TEL | 0 | -386 | $0 | | TARGET CORP |
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$0 (exited) | | TGT | 0 | -8 | $0 | | ISHARES TIPS BOND ETF |
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$0 (exited) | | TIP | 0 | -280 | $0 | | THERMO FISHER SCIENTIFIC INC |
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$0 (exited) | | TMO | 0 | -2 | $0 | | TWILIO INC CL A |
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$0 (exited) | | TWLO | 0 | -149 | $0 | | 10X GENOMICS INC CL A COM |
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$0 (exited) | | TXG | 0 | -165 | $0 | | TEXAS INSTRUMENTS INC COM USD1.00 |
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$0 (exited) | | TXN | 0 | -150 | $0 | | UNILEVER PLC SPON ADR NEW |
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$0 (exited) | | UL | 0 | -550 | $0 | | UNITED STS NAT GAS FD LP UNIT PAR |
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$0 (exited) | | UNG | 0 | -840 | $0 | | UNITEDHEALTH GROUP INC |
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$0 (exited) | | UNH | 0 | -23 | $0 | | UNITI GROUP INC COM |
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$0 (exited) | | UNIT | 0 | -20 | $0 | | UNION PAC CORP COM |
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$0 (exited) | | UNP | 0 | -6 | $0 | | UNITED PARCEL SERVICE INC CL B |
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$0 (exited) | | UPS | 0 | -178 | $0 | | VISA INC |
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$0 (exited) | | V | 0 | -274 | $0 | | VANGUARD MATERIALS INDEX FUND |
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$0 (exited) | | VAW | 0 | -388 | $0 | | VANGUARD SMALL CAP GROWTH INDEX FUND |
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$0 (exited) | | VBK | 0 | -23 | $0 | | VANGUARD SCOTTSDALE FDS INTER TERM TREAS |
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$0 (exited) | | VGIT | 0 | -877 | $0 | | VANGUARD SPECIALIZED FUNDS DIV APP ETF |
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$0 (exited) | | VIG | 0 | -248 | $0 | | PROSHARES TR II VIX SH TRM FUTRS |
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$0 (exited) | | VIXY | 0 | -281 | $0 | | VANGUARD SCOTTSDALE FDS MTG BKD SECS ETF |
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$0 (exited) | | VMBS | 0 | -275 | $0 | | VANGUARD MID CAP INDEX FUND |
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$0 (exited) | | VO | 0 | -286 | $0 | | VANGUARD MID CAP VALUE INDEX FUND |
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$0 (exited) | | VOE | 0 | -127 | $0 | | VANGUARD INDEX FUNDS S&P 500 ETF USD |
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$0 (exited) | | VOO | 0 | -58 | $0 | | VANGUARD MID CAP GROWTH INDEX FUND |
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$0 (exited) | | VOT | 0 | -63 | $0 | | VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF |
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$0 (exited) | | VPL | 0 | -982 | $0 | | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF |
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$0 (exited) | | VT | 0 | -137 | $0 | | VANGUARD WELLINGTON FUND SHORT TERM TAX EXEMPT BOND ETF |
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$0 (exited) | | VTES | 0 | -3,818 | $0 | | VIATRIS INC COM |
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$0 (exited) | | VTRS | 0 | -90 | $0 | | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS |
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$0 (exited) | | VUG | 0 | -454 | $0 | | VANGUARD EXTENDED MARKETS INDEX FUND |
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$0 (exited) | | VXF | 0 | -25 | $0 | | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND |
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$0 (exited) | | VXUS | 0 | -2,025 | $0 | | BARCLAYS BK PLC IPATH SER B S&P 500 |
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$0 (exited) | | VXX | 0 | -900 | $0 | | VANGUARD WHITEHALL FDS HIGH DIV YLD |
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$0 (exited) | | VYM | 0 | -29 | $0 | | VERIZON COMMUNICATIONS INC |
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$0 (exited) | | VZ | 0 | -1,195 | $0 | | WABTEC COM |
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$0 (exited) | | WAB | 0 | -2 | $0 | | WARNER BROS DISCOVERY INC COM SER A |
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$0 (exited) | | WBD | 0 | -17 | $0 | | WELLS FARGO CO NEW COM |
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$0 (exited) | | WFC | 0 | -40 | $0 | | WASTE MANAGEMENT INC |
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$0 (exited) | | WM | 0 | -9 | $0 | | WALMART INC COM |
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$0 (exited) | | WMT | 0 | -40 | $0 | | WHEATON PRECIOUS METALS CORP COM NPV |
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$0 (exited) | | WPM | 0 | -4,703 | $0 | | SPDR SER TR S&P BIOTECH |
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$0 (exited) | | XBI | 0 | -720 | $0 | | SELECT SECTOR SPDR TR ENERGY |
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$0 (exited) | | XLE | 0 | -174 | $0 | | EXXON MOBIL CORP |
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$0 (exited) | | XOM | 0 | -1,163 | $0 | | PIMCO 25 YR ZERO CPN US TIF |
0 |
-142 |
$0 (exited) | | ZROZ | 0 | -142 | $0 |
See Summary: Life Planning Partners Inc Top Holdings
See Details: Top 10 Stocks Held By Life Planning Partners Inc
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