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CIK: 0001910934
Total reported value
$134.5M
$134.5M
60 檔
38.1%
At the close of Q3 2024, Life Planning Partners, Inc disclosed equity holdings valued at approximately $134.5M, spread across 60 reported holdings.
Life Planning Partners, Inc executed strategic sector rebalancing during Q3 2024, establishing 2 new positions while fully exiting 4 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 21.04% | +0.55% | -9.87% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.37% | -0.34% | +2.43% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.05% | +0.56% | +1.03% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 5.09% | -0.45% | -14.70% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.27% | -0.03% | +0.62% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.14% | -0.41% | +2.46% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.14% | +0.23% | +1.72% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.44% | -0.07% | +1.14% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.92% | +0.18% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.32% | -0.21% | -0.94% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.20% | -0.11% | +4.29% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.09% | +0.10% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.07% | — | +1.82% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.72% | -0.07% | -5.42% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.64% | -0.13% | -0.40% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.52% | -0.17% | -1.79% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.47% | +0.12% | +5.51% | |
| 18 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.32% | -0.02% | +1.59% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.29% | -0.06% | +2.16% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.28% | -0.10% | — | |
| 21 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.13% | -0.03% | +0.52% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.12% | -0.03% | -0.64% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 1.12% | -0.06% | +2.30% | |
| 24 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.06% | +0.03% | — | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.87% | -0.43% | +46.18% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.86% | +0.01% | -2.13% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.03% | -1.93% | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.84% | +0.06% | +19.11% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | -0.59% | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.77% | +0.11% | +15.86% | |
| 31 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.75% | -0.09% | -60.86% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.71% | +0.01% | -23.37% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.67% | -0.04% | -4.87% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.65% | +0.03% | -2.97% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.64% | — | -11.56% | |
| 36 | XPO | Xpo Inc | Stock-Industrials | 0.62% | +0.02% | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.04% | -3.40% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.02% | -2.04% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.03% | -17.78% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | +0.03% | — | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.39% | +0.10% | +13.35% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.38% | — | -4.85% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.36% | +0.02% | — | |
| 44 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.33% | +0.03% | — | |
| 45 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.33% | +0.03% | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | +0.01% | +1.05% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.03% | — | |
| 48 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.28% | -0.01% | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.27% | -0.01% | — | |
| 50 | DFIC | Dimensional International Co | ETF-Other | 0.26% | — | — |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 60 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IEFA, VTI) accounted for 38.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVRE
市值: $1.2M
Top Position Liquidated / Trimmed
GDX
前期市值: $720.2K
During Q3 2024, Life Planning Partners, Inc's top holdings by market value included ITOT (21.0%)、IEFA (8.4%)、VTI (7.0%). The largest single position, ITOT, represented 21.0% of total portfolio value.
In Q3 2024, Life Planning Partners, Inc made 42 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 4 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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