Life Planning Partners, Inc — Q1 2022 13F Holdings

Name: Life Planning Partners, Inc — 13F Holdings, Q1 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001910934

Total reported value

$134.5M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ITOT	Ishares Core S&p Total U.s.	ETF-Other	14.95%	+0.55%	+4.79%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	8.92%	-0.34%	+0.06%
3	SUB	Ishares Short-term National	ETF-Other	5.94%	-0.45%	+3.07%
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	5.78%	-0.41%	+1.76%
5	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	5.19%	-0.07%	+5.95%
6	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	4.68%	+0.56%	+10.75%
7	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.90%	+0.23%	+0.61%
8	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	3.51%	-0.09%	+1.98%
9	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	3.04%	+0.18%	+4.28%
10	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	2.84%	-0.11%	+0.50%
11	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.48%	-0.03%	+38.46%
12	BIV	Vanguard Intermediate-term B	ETF-Other	2.19%	-0.13%	+59.74%
13	MUB	Ishares National Muni Bond E	ETF-Other	2.18%	—	-5.38%
14	SLQD	Ishares 0-5 Yr Inv Grd CORP	ETF-Other	2.17%	—	-6.80%
15	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	2.14%	—	-1.89%
16	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.91%	+0.10%	—
17	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.64%	—	+21.32%
18	VV	Vanguard Large-cap ETF	ETF-Other	1.62%	-0.17%	-3.41%
19	FREL	Fidelity Msci Rl Est Indx	ETF-Other	1.55%	—	-1.80%
20	VB	Vanguard Small-cap ETF	ETF-Other	1.29%	-0.21%	+17.52%
21	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.25%	-0.10%	+21.41%
22	DFAX	Dimensional World Ex US Core	ETF-Other	1.20%	—	—
23	BND	Vanguard Total Bond Market	ETF-Other	1.05%	-0.06%	+2.44%
24	TSLA	Tesla INC	Stock-Consumer Disc	1.02%	-0.59%	—
25	MSFT	Microsoft CORP	Stock-Tech	0.93%	—	—
26	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.93%	+0.12%	—
27	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.93%	+0.03%	+9.80%
28	BAC	Bank Of America CORP	Stock-Financials	0.81%	+0.03%	+0.01%
29	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.74%	+0.03%	+0.06%
30	LEMB	Ishares Jp Morgan Em Local C	ETF-Other	0.72%	—	+0.89%
31	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.68%	+0.01%	+0.01%
32	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.66%	+0.11%	-3.84%
33	AVDE	Avantis International Equity	ETF-Other	0.57%	-0.43%	—
34	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.57%	—	-27.48%
35	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.49%	—	+21.58%
36	SCHC	Schwab Intl Small-cap Equity	ETF-Other	0.46%	—	+14.51%
37	XPO	Xpo INC	Stock-Industrials	0.42%	+0.02%	—
38	VTV	Vanguard Value ETF	ETF-Other	0.41%	+0.04%	+112.76%
39	GXO	Gxo Logistics INC	Stock-Industrials	0.39%	—	—
40	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.37%	+0.03%	+108.06%
41	EWX	State Street Spdr S&p Emergi	ETF-Other	0.35%	+0.03%	—
42	DFIV	Dimensional International Va	ETF-Other	0.29%	—	—
43	VNQ	Vanguard Real Estate ETF	ETF-Other	0.28%	—	—
44	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.27%	—	-2.47%
45	NKE	Nike INC -cl B	Stock-Consumer Disc	0.27%	—	—
46	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	0.23%	—	—
47	JNJ	Johnson & Johnson	Stock-Healthcare	0.23%	—	+0.39%
48	CVX	Chevron CORP	Stock-Energy	0.21%	-0.29%	EXIT
49	JPM	Jpmorgan Chase & Co	Stock-Financials	0.20%	-0.07%	+39.18%
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.19%	—	—

1–50 of 184

Holding changes this quarter

Position changes disclosed by Life Planning Partners, Inc for the quarter ending Q1 2022, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BIV	Vanguard Intermediate-term B	+0.8%	+59.74%	Add
2	VEA	Vanguard Ftse Developed ETF	+0.6%	+38.46%	Add
3	VTI	Vanguard Total Stock Mkt ETF	+0.3%	+10.75%	Add
4	VTV	Vanguard Value ETF	+0.2%	+112.76%	Add
5	VWO	Vanguard Ftse Emerging Marke	+0.2%	+21.32%	Add
6	VBR	Vanguard Small-cap Value ETF	+0.2%	+108.06%	Add
7	VSS	Vanguard Ftse All Wo X-us Sc	+0.2%	+21.41%	Add
8	VB	Vanguard Small-cap ETF	+0.1%	+17.52%	Add
9	VCSH	Vanguard S/t CORP Bond ETF	+0.1%	+21.58%	Add
10	DFAI	Dimensional International Co	+0.1%	NEW	New buy
11	CVX	Chevron CORP	+0.1%	—	Unchanged
12	BSV	Vanguard Short-term Bond ETF	+0.1%	NEW	New buy
13	AVIV	Avantis Int Lrg Cap Val ETF	+0.1%	NEW	New buy
14	AVES	Avantis Emerging Markets Val	+0.1%	NEW	New buy
15	XOM	Exxon Mobil CORP	+0.1%	—	Unchanged
16	ITM	Vaneck Intermediate Muni ETF	+0.1%	NEW	New buy
17	AOA	Ishares Core 80/20 Aggressiv	0%	+175.29%	Add
18	JPM	Jpmorgan Chase & Co	0%	+39.18%	Add
19	SUB	Ishares Short-term National	0%	+3.07%	Add
20	SCHC	Schwab Intl Small-cap Equity	0%	+14.51%	Add
21	IHDG	Wisdomtree International Hed	0%	NEW	New buy
22	ITOT	Ishares Core S&p Total U.s.	0%	+4.79%	Add
23	VNQI	Vanguard Glbl Ex-us Real Est	0%	+1.98%	Add
24	BND	Vanguard Total Bond Market	0%	+2.44%	Add
25	TAIL	Cambria Tail Risk ETF	0%	-20.63%	Trim
26	SPDW	Ste Str Spdr Pt Dw EU ETF	0%	+4.28%	Add
27	IVV	Ishares Core S&p 500 ETF	0%	+0.06%	Add
28	AVDE	Avantis International Equity	0%	—	Unchanged
29	XPO	Xpo INC	0%	—	Unchanged
30	BKIEUR	Black Knight INC	0%	—	Unchanged
31	DFAX	Dimensional World Ex US Core	0%	—	Unchanged
32	DFUS	Dimensional US Eq Mkt ETF	0%	—	Unchanged
33	VEU	Vanguard Ftse All-world Ex-u	0%	+0.01%	Add
34	LEMB	Ishares Jp Morgan Em Local C	0%	+0.89%	Add
35	BAC	Bank Of America CORP	-0.1%	+0.01%	Add
36	NKE	Nike INC -cl B	-0.1%	—	Unchanged
37	MSFT	Microsoft CORP	-0.1%	—	Unchanged
38	✓	Simplify Exchange Traded Fun	-0.1%	EXIT	Sold out
39	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.1%	-3.84%	Trim
40	GXO	Gxo Logistics INC	-0.1%	—	Unchanged
41	FREL	Fidelity Msci Rl Est Indx	-0.1%	-1.80%	Trim
42	VV	Vanguard Large-cap ETF	-0.1%	-3.41%	Trim
43	VCIT	Vanguard Int-term Corporate	-0.2%	+0.50%	Add
44	SLQD	Ishares 0-5 Yr Inv Grd CORP	-0.2%	-6.80%	Trim
45	VUSB	Vanguard Ultra Short Bond Et	-0.2%	-27.48%	Trim
46	IEMG	Ishares Core Msci Emerging	-0.2%	+0.61%	Add
47	MUB	Ishares National Muni Bond E	-0.2%	-5.38%	Trim
48	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.3%	+1.76%	Add
49	EMB	Ishares Jp Morgan Usd Emergi	-0.3%	-1.89%	Trim
50	IEFA	Ishares Core Msci Eafe ETF	-0.5%	+0.06%	Add