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CIK: 0001910934
Total reported value
$134.5M
$134.5M
61 檔
32.2%
In Q1 2024, Life Planning Partners, Inc's U.S. equity holdings reached a combined market value of $134.5M, distributed across 61 disclosed stock positions.
In Q1 2024, Life Planning Partners, Inc adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 16.00% | +0.55% | -0.02% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.37% | -0.34% | +5.45% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.27% | +0.56% | +0.33% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 6.91% | -0.45% | -6.87% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.61% | -0.41% | -2.72% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.16% | -0.03% | +5.57% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.84% | +0.23% | +4.41% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.42% | -0.07% | +65.43% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.11% | +0.18% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.24% | -0.21% | +10.65% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.23% | +0.10% | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.19% | -0.07% | -8.59% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.09% | -0.11% | -3.55% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | — | +3.58% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.93% | -0.09% | -6.54% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.85% | -0.13% | -3.32% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.59% | -0.17% | -4.51% | |
| 18 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.49% | -0.02% | -0.34% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.39% | -0.10% | -4.16% | |
| 20 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.35% | — | -39.80% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.06% | +9.41% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.21% | +0.12% | +16.76% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.18% | -0.03% | — | |
| 24 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.10% | -0.03% | +7.28% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.91% | +0.01% | +0.01% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.87% | — | -32.90% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.79% | -0.04% | -1.24% | |
| 28 | XPO | Xpo Inc | Stock-Industrials | 0.78% | +0.02% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | — | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | +0.03% | -0.01% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | +0.03% | +0.71% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.71% | -0.06% | +69.47% | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.67% | — | -5.49% | |
| 34 | AVDE | Avantis International Equity | ETF-Other | 0.62% | -0.43% | +5.24% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | +0.04% | -12.12% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.58% | -0.02% | +234.14% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | — | +9.96% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.51% | +0.01% | +15.19% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.49% | — | -25.96% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.59% | — | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.01% | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.44% | +0.11% | — | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.42% | — | -0.54% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | +0.03% | -8.16% | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.38% | +0.02% | — | |
| 46 | CMF | Ishares California Muni Bond | ETF-Other | 0.38% | +0.10% | — | |
| 47 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.33% | +0.03% | — | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.33% | +0.03% | +9782.35% | |
| 49 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.32% | -0.01% | — | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.32% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +1.6% | -0.02% | Trim |
| 2 | MUB | Ishares National Muni Bond E | +1.4% | +65.43% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +5.45% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +0.33% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +5.57% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.4% | +234.14% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.4% | +10.65% | Add |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.3% | +9782.35% | Add |
| 9 | DFAI | Dimensional International Co | +0.3% | +69.47% | Add |
| 10 | ABBV | Abbvie Inc | +0.3% | NEW | New buy |
| 11 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +16.76% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.3% | +4.41% | Add |
| 13 | DFIC | Dimensional International Co | +0.3% | NEW | New buy |
| 14 | XPO | Xpo Inc | +0.2% | — | Unchanged |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | — | Unchanged |
| 16 | IUSV | Ishares Core S&p U.s. Value | +0.2% | — | Unchanged |
| 17 | AGG | Ishares Core U.s. Aggregate | +0.1% | +151.20% | Add |
| 18 | VCIT | Vanguard Int-term Corporate | -0.1% | -3.55% | Trim |
| 19 | SLV | Ishares Silver Trust | -0.1% | EXIT | Sold out |
| 20 | AOR | Ishares Core 60/40 Balanced | -0.1% | EXIT | Sold out |
| 21 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.1% | EXIT | Sold out |
| 23 | PG | Procter & Gamble Co/the | -0.1% | EXIT | Sold out |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | EXIT | Sold out |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -2.72% | Trim |
| 26 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | EXIT | Sold out |
| 27 | COST | Costco Wholesale CORP | -0.1% | EXIT | Sold out |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | Sold out |
| 29 | IBM | Intl Business Machines CORP | -0.1% | EXIT | Sold out |
| 30 | VXUS | Vanguard Total Intl Stock | -0.1% | EXIT | Sold out |
| 31 | AAPL | Apple Inc | -0.1% | EXIT | Sold out |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -6.54% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | EXIT | Sold out |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | EXIT | Sold out |
| 35 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
| 36 | RXO | Rxo Inc | -0.2% | EXIT | Sold out |
| 37 | LEMB | Ishares Jp Morgan Em Local C | -0.2% | -36.65% | Trim |
| 38 | DFIV | Dimensional International Va | -0.2% | EXIT | Sold out |
| 39 | FNF | Fidelity National Financial | -0.2% | EXIT | Sold out |
| 40 | JNJ | Johnson & Johnson | -0.2% | EXIT | Sold out |
| 41 | TSLA | Tesla Inc | -0.2% | — | Unchanged |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -25.96% | Trim |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -8.59% | Trim |
| 44 | NKE | Nike Inc -cl B | -0.2% | EXIT | Sold out |
| 45 | AVES | Avantis Emerging Markets Val | -0.2% | EXIT | Sold out |
| 46 | WPM | Wheaton Precious Metals CORP | -0.2% | EXIT | Sold out |
| 47 | VTES | Vanguard Sh Term Tax-ex Bond | -0.4% | EXIT | Sold out |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | -0.4% | -32.90% | Trim |
| 49 | SUB | Ishares Short-term National | -0.5% | -6.87% | Trim |
| 50 | PHYS | Sprott Physical Gold Trust | -0.7% | -39.80% | Trim |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 61 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, IEFA, VTI) accounted for 32.2% of total reported equity market value during Q1 2024.
Top New Position Initiated
ABBV
市值: $291.9K
Top Position Liquidated / Trimmed
VTES
前期市值: $387.2K
During Q1 2024, Life Planning Partners, Inc's top holdings by market value included ITOT (16.0%)、IEFA (8.4%)、VTI (7.3%). The largest single position, ITOT, represented 16.0% of total portfolio value.
In Q1 2024, Life Planning Partners, Inc made 46 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 10 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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