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Life Planning Partners

Latest statistics and disclosures from Life Planning Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, IEFA, VTI, SUB, IUSB, and represent 43.15% of Life Planning Partners's stock portfolio.
Added to shares of these 10 stocks: MUB, IEFA, BSV, IWY, ABBV, DFAI, DFIC, VEA, VB, DFUS.
Started 2 new stock positions in ABBV, DFIC.
Reduced shares in these 10 stocks: PHYS, SUB, EMB, VTES, AVES, WPM, NKE, VTEB, FNF, JNJ.
Sold out of its positions in AFL, T, ARKK, ABT, PPLT, DMKPQ, AEM, BABA, ALL, GOOG.
Life Planning Partners was a net seller of stock by $-5.1M.
Life Planning Partners has $100M in assets under management (AUM), dropping by -1.20%.
Central Index Key (CIK): 0001910934

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Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 61 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	16.0	$16M		139k	115.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.4	$8.4M	+5%	113k	74.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.3	$7.3M		28k	259.90	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	6.9	$6.9M	-6%	66k	104.73	View chart
Ishares Tr Core Total Usd (IUSB)	4.6	$4.6M	-2%	102k	45.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.2	$4.2M	+5%	83k	50.17	View chart
Ishares Core Msci Emkt (IEMG)	3.8	$3.9M	+4%	75k	51.60	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$3.4M	+65%	32k	107.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.1	$3.1M		87k	35.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.2	$2.2M	+10%	9.8k	228.60	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.2	$2.2M		25k	90.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$2.2M	-8%	44k	50.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$2.1M	-3%	26k	80.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$2.0M	+3%	47k	41.77	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.9	$1.9M	-6%	46k	42.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.9	$1.9M	-3%	25k	75.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$1.6M	-4%	6.7k	239.77	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.5	$1.5M		30k	49.22	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.4	$1.4M	-4%	12k	116.84	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.3	$1.4M	-39%	78k	17.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$1.2M	+9%	17k	72.63	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.2	$1.2M	+16%	21k	56.98	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$1.2M		47k	25.44	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$1.1M	+7%	42k	26.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$912k		16k	58.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$872k	-32%	9.7k	89.67	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.8	$791k		16k	49.55	View chart
Xpo Logistics Inc equity (XPO)	0.8	$785k		6.4k	122.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$771k		1.5k	525.60	View chart
Bank of America Corporation (BAC)	0.7	$736k		19k	37.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$712k		3.7k	191.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$709k	+69%	24k	30.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$671k	-5%	21k	31.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$626k	+5%	9.8k	63.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$599k	-12%	3.7k	162.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$582k	+234%	7.6k	76.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$563k	+9%	2.7k	205.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$512k	+15%	7.5k	67.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$492k	-25%	5.2k	94.62	View chart
Tesla Motors (TSLA)	0.5	$490k		2.8k	175.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$445k		5.7k	77.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$441k		4.0k	108.92	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$422k		12k	35.80	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$407k	-8%	11k	36.19	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$379k		5.6k	67.34	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$378k		6.6k	57.54	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$335k		6.0k	55.80	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$328k	+9782%	1.7k	195.10	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.3	$326k		6.1k	53.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$324k		3.2k	102.76	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$319k		3.6k	89.50	View chart
Abbvie (ABBV)	0.3	$292k	NEW	1.6k	182.10	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.3	$287k	-36%	8.0k	36.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$277k	+34%	3.2k	86.49	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$276k	NEW	10k	26.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$256k	-4%	3.9k	65.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$225k	+151%	2.3k	97.92	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$219k		2.4k	91.80	View chart
JPMorgan Chase & Co. (JPM)	0.2	$216k		1.1k	200.30	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$212k	-14%	3.9k	54.08	View chart
Chevron Corporation (CVX)	0.2	$203k		1.3k	157.74	View chart

Past Filings by Life Planning Partners

SEC 13F filings are viewable for Life Planning Partners going back to 2021

Life Planning Partners 2024 Q1 filed May 2, 2024
Life Planning Partners 2023 Q4 filed Jan. 19, 2024
Life Planning Partners 2022 Q3 filed Oct. 13, 2022
Life Planning Partners 2022 Q2 filed July 20, 2022
Life Planning Partners 2022 Q1 filed April 25, 2022
Life Planning Partners 2021 Q4 filed Feb. 11, 2022

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