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CIK: 0001910934
Total reported value
$134.5M
$134.5M
62 檔
38.4%
During the Q2 2024 filing period, Life Planning Partners, Inc (CIK: 0001910934) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $134.5M across 62 reported positions.
Life Planning Partners, Inc executed strategic sector rebalancing during Q2 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 22.43% | +0.55% | +49.34% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.74% | -0.34% | +3.62% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.70% | +0.56% | -1.77% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 5.97% | -0.45% | -5.04% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.04% | -0.03% | +8.13% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.94% | -0.41% | -5.40% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.86% | +0.23% | +6.20% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.39% | -0.07% | +9.93% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.77% | +0.18% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.19% | -0.21% | +12.70% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.05% | -0.11% | +8.33% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.96% | +0.10% | -0.93% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.89% | — | +1.87% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.82% | -0.07% | -8.31% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.68% | -0.09% | -1.18% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.60% | -0.13% | -4.51% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.50% | -0.17% | -0.78% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.34% | +0.12% | +17.72% | |
| 19 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.29% | -0.02% | -4.90% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.06% | +10.80% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.22% | -0.10% | -4.38% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.08% | -0.03% | — | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 1.04% | -0.06% | +63.76% | |
| 24 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.98% | -0.03% | +0.51% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.87% | +0.01% | +88.54% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.83% | +0.01% | +0.03% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.03% | +13.16% | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.71% | -0.04% | -0.70% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.69% | — | -11.55% | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.68% | +0.06% | +131.73% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.65% | — | — | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.64% | +0.11% | +63.87% | |
| 33 | XPO | Xpo Inc | Stock-Industrials | 0.62% | +0.02% | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | +0.03% | -11.86% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | +0.03% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.59% | +21.60% | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.56% | -0.43% | +1.64% | |
| 38 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.54% | — | -57.92% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.04% | -3.07% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.02% | -2.99% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | — | -27.17% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.38% | +0.03% | — | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.37% | — | -2.54% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.34% | +0.02% | — | |
| 45 | CMF | Ishares California Muni Bond | ETF-Other | 0.34% | +0.10% | — | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.33% | +0.03% | — | |
| 47 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.32% | +0.03% | — | |
| 48 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.28% | -0.01% | — | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.28% | +0.02% | -0.32% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.27% | -0.01% | -32.70% |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 62 disclosed positions in Q2 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 38.4% of total reported equity market value during Q2 2024.
Top New Position Initiated
MSFT
市值: $209.6K
Top Position Liquidated / Trimmed
TLT
前期市值: $491.5K
During Q2 2024, Life Planning Partners, Inc's top holdings by market value included ITOT (22.4%)、IEFA (7.7%)、VTI (6.7%). The largest single position, ITOT, represented 22.4% of total portfolio value.
In Q2 2024, Life Planning Partners, Inc made 42 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 20 holdings, and fully liquidating 2 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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