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Life Planning Partners, Inc 13F holdings

Filed 2026-07-22 · Life Planning Partners, Inc · 71 positions · $134.5M

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TickerCompanySharesValue% of portfolio
ITOTISHARES TR161.7K$26.6M19.7%
IEFAISHARES TR109.8K$10.6M7.9%
VTIVANGUARD INDEX FDS23.1K$8.5M6.3%
ACWIISHARES INC74.1K$6.1M4.6%
VEAVANGUARD TAX-MANAGED FDS80.9K$5.8M4.3%
SUBISHARES TR50.5K$5.4M4.0%
MUBISHARES TR41.8K$4.5M3.3%
CLIPGLOBAL X FDS36.5K$3.7M2.7%
SPDWSPDR INDEX SHS FDS67.8K$3.4M2.5%
IUSBISHARES TR71.6K$3.3M2.5%
VWOVANGUARD INTL EQUITY INDEX F46.6K$2.8M2.1%
IUSVISHARES TR24.5K$2.7M2.0%
DFUSDIMENSIONAL ETF TRUST31.9K$2.6M1.9%
SLQDISHARES TR50.9K$2.6M1.9%
AVUSAMERICAN CENTY ETF TR19.4K$2.5M1.8%
VCITVANGUARD SCOTTSDALE FDS26.1K$2.2M1.6%
VBVANGUARD INDEX FDS6.8K$2.1M1.5%
DFAIDIMENSIONAL ETF TRUST48.1K$2.0M1.5%
—FIDELITY MERRIMACK STR TR38.5K$1.9M1.4%
AVREAMERICAN CENTY ETF TR38.3K$1.8M1.4%
DFAXDIMENSIONAL ETF TRUST42.7K$1.6M1.2%
BIVVANGUARD BD INDEX FDS19.2K$1.5M1.1%
AVDEAMERICAN CENTY ETF TR15.2K$1.4M1.0%
VVVANGUARD INDEX FDS3.9K$1.4M1.0%
AVIGAMERICAN CENTY ETF TR31.8K$1.3M1.0%
XPOXPO INC6.4K$1.3M1.0%
IVVISHARES TR1.7K$1.3M0.9%
VEUVANGUARD INTL EQUITY INDEX F13.9K$1.2M0.9%
VTEBVANGUARD MUN BD FDS22.3K$1.1M0.8%
LQDISHARES TR10.2K$1.1M0.8%
BNDVANGUARD BD INDEX FDS15.0K$1.1M0.8%
FRELFIDELITY COVINGTON TRUST37.2K$1.1M0.8%
IXUSISHARES TR11.1K$1.1M0.8%
PHPARKER-HANNIFIN CORP1.1K$1.0M0.8%
VUSBVANGUARD BD INDEX FDS18.9K$940,8950.7%
VBRVANGUARD INDEX FDS3.6K$864,3150.6%
VXUSVANGUARD STAR FDS10.0K$854,6440.6%
VSSVANGUARD INTL EQUITY INDEX F5.5K$851,9890.6%
GOOGALPHABET INC2.3K$827,1460.6%
VTVVANGUARD INDEX FDS3.7K$809,1930.6%
CMFISHARES TR10.6K$613,5200.5%
SPEMSPDR INDEX SHS FDS11.5K$593,7090.4%
BSVVANGUARD BD INDEX FDS6.7K$524,5680.4%
VGKVANGUARD INTL EQUITY INDEX F5.6K$499,1000.4%
SCHCSCHWAB STRATEGIC TR10.3K$497,4650.4%
DFNMDIMENSIONAL ETF TRUST9.8K$472,9100.4%
EWXSPDR INDEX SHS FDS6.0K$445,8310.3%
BACBANK OF AMER CORP7.5K$428,5050.3%
VNQIVANGUARD INTL EQUITY INDEX F9.5K$428,2320.3%
AGGISHARES TR4.2K$415,6040.3%
DFICDIMENSIONAL ETF TRUST11.0K$409,5620.3%
ABBVABBVIE INC1.6K$403,3790.3%
ORCLORACLE CORP2.7K$398,6160.3%
AVDVAMERICAN CENTY ETF TR3.6K$371,4950.3%
VCSHVANGUARD SCOTTSDALE FDS4.6K$365,2190.3%
IWYISHARES TR1.1K$331,8880.2%
VNQVANGUARD INDEX FDS3.2K$311,1300.2%
GXOGXO LOGISTICS INCORPORATED6.1K$306,9890.2%
AVIVAMERICAN CENTY ETF TR3.9K$303,4860.2%
MSFTMICROSOFT CORP759$283,2550.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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