Life Planning Partners

Life Planning Partners as of March 31, 2024

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