Life Planning Partners, Inc — Q4 2024 13F Holdings

Name: Life Planning Partners, Inc — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001910934

Total reported value

$131.0M

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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	12.21%	-0.93%	+12684.42%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	7.86%	+0.06%	+6920.22%
3	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	6.35%	-0.04%	+4352.91%
4	VEA	Vanguard Ftse Developed ETF	ETF-Other	5.99%	+0.21%	+4722.86%
5	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	5.70%	+0.04%	+3313.00%
6	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	5.29%	+0.20%	+5128.85%
7	SUB	Ishares Short-term National	ETF-Other	3.71%	-0.02%	+11040.72%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	3.18%	+0.03%	+4311.02%
9	DFAX	Dimensional World Ex US Core	ETF-Other	3.03%	+0.04%	+2385.99%
10	FREL	Fidelity Msci Rl Est Indx	ETF-Other	2.81%	-0.02%	+2604.04%
11	DFAI	Dimensional International Co	ETF-Other	2.80%	+0.18%	+3077.57%
12	MUB	Ishares National Muni Bond E	ETF-Other	2.26%	+0.13%	+10274.79%
13	SLQD	Ishares 0-5 Yr Inv Grd CORP	ETF-Other	1.91%	+0.08%	+4828.49%
14	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.88%	-0.06%	+7732.24%
15	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.81%	-0.04%	+6593.38%
16	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.81%	-0.02%	+3575.62%
17	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.77%	-0.32%	+27958.88%
18	AVRE	Avantis Real Estate ETF	ETF-Other	1.76%	+0.14%	+4382.94%
19	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.60%	—	+9159.00%
20	BIV	Vanguard Intermediate-term B	ETF-Other	1.47%	-0.02%	+7045.43%
21	BND	Vanguard Total Bond Market	ETF-Other	1.16%	—	+6550.60%
22	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	1.04%	-0.05%	+3415.42%
23	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	1.00%	—	+5644.53%
24	AVDE	Avantis International Equity	ETF-Other	0.99%	+0.16%	+6282.95%
25	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.96%	—	+4730.08%
26	BAC	Bank Of America CORP	Stock-Financials	0.83%	-0.04%	+3883.18%
27	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.74%	-0.03%	+11262.51%
28	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.74%	—	+3737.00%
29	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.72%	+0.01%	+6599.07%
30	SCHC	Schwab Intl Small-cap Equity	ETF-Other	0.72%	—	+3333.00%
31	VB	Vanguard Small-cap ETF	ETF-Other	0.71%	+0.09%	+23750.10%
32	DFIC	Dimensional International Co	ETF-Other	0.68%	—	+2484.50%
33	AVUS	Avantis U.s. Equity ETF	ETF-Other	0.64%	+0.05%	+9594.11%
34	CMF	Ishares California Muni Bond	ETF-Other	0.55%	—	+6321.18%
35	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.54%	-0.02%	+11349.54%
36	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.47%	—	+7605.56%
37	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.45%	—	+7907.40%
38	RXO	Rxo INC	Stock-Other	0.43%	—	—
39	VV	Vanguard Large-cap ETF	ETF-Other	0.42%	+0.06%	+26870.95%
40	XPO	Xpo INC	Stock-Industrials	0.42%	+0.29%	+12923.22%
41	GXO	Gxo Logistics INC	Stock-Industrials	0.40%	—	+4250.01%
42	EWX	State Street Spdr S&p Emergi	ETF-Other	0.39%	—	+5761.00%
43	VGK	Vanguard Ftse Europe ETF	ETF-Other	0.37%	—	+6246.99%
44	LEMB	Ishares Jp Morgan Em Local C	ETF-Other	0.37%	—	+3508.91%
45	DFNM	Dimensional National Muni Bd	ETF-Other	0.34%	—	—
46	DFIV	Dimensional International Va	ETF-Other	0.33%	+0.15%	NEW
47	SLV	Ishares Silver Trust	ETF-Commodities	0.31%	—	—
48	AVES	Avantis Emerging Markets Val	ETF-Emerging Markets	0.27%	—	+4520.00%
49	AVIV	Avantis Int Lrg Cap Val ETF	ETF-Other	0.26%	+0.01%	+5090.00%
50	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.25%	+0.01%	+6408.01%

1–50 of 166

Holding changes this quarter

Position changes disclosed by Life Planning Partners, Inc for the quarter ending Q4 2024, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPDW	Ste Str Spdr Pt Dw EU ETF	+2.8%	+3313.00%	Add
2	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	+2.2%	+4352.91%	Add
3	DFAX	Dimensional World Ex US Core	+1.9%	+2385.99%	Add
4	VEA	Vanguard Ftse Developed ETF	+1.7%	+4722.86%	Add
5	FREL	Fidelity Msci Rl Est Indx	+1.7%	+2604.04%	Add
6	DFAI	Dimensional International Co	+1.7%	+3077.57%	Add
7	IEMG	Ishares Core Msci Emerging	+1.2%	+5128.85%	Add
8	VWO	Vanguard Ftse Emerging Marke	+1.1%	+4311.02%	Add
9	AVRE	Avantis Real Estate ETF	+0.7%	+4382.94%	Add
10	SLQD	Ishares 0-5 Yr Inv Grd CORP	+0.6%	+4828.49%	Add
11	RXO	Rxo INC	+0.4%	NEW	New buy
12	DFIC	Dimensional International Co	+0.4%	+2484.50%	Add
13	DFUS	Dimensional US Eq Mkt ETF	+0.3%	+6593.38%	Add
14	SCHC	Schwab Intl Small-cap Equity	+0.3%	+3333.00%	Add
15	DFNM	Dimensional National Muni Bd	+0.3%	NEW	New buy
16	BAC	Bank Of America CORP	+0.3%	+3883.18%	Add
17	SPEM	State Street Sp Ptf Em ETF	+0.3%	+3737.00%	Add
18	DFIV	Dimensional International Va	+0.3%	NEW	New buy
19	SLV	Ishares Silver Trust	+0.3%	NEW	New buy
20	VNQI	Vanguard Glbl Ex-us Real Est	+0.3%	+3415.42%	Add
21	VUSB	Vanguard Ultra Short Bond Et	+0.3%	+4730.08%	Add
22	LEMB	Ishares Jp Morgan Em Local C	+0.2%	+3508.91%	Add
23	CMF	Ishares California Muni Bond	+0.2%	+6321.18%	Add
24	VEU	Vanguard Ftse All-world Ex-u	+0.1%	+5644.53%	Add
25	AVDE	Avantis International Equity	+0.1%	+6282.95%	Add
26	GXO	Gxo Logistics INC	+0.1%	+4250.01%	Add
27	VTEB	Vanguard Tax-exempt Bond ETF	+0.1%	+3575.62%	Add
28	AVES	Avantis Emerging Markets Val	+0.1%	+4520.00%	Add
29	EWX	State Street Spdr S&p Emergi	+0.1%	+5761.00%	Add
30	AVIV	Avantis Int Lrg Cap Val ETF	+0.1%	+5090.00%	Add
31	IXUS	Ishares Core Intl Stock ETF	0%	+6599.07%	Add
32	VGK	Vanguard Ftse Europe ETF	0%	+6246.99%	Add
33	AVDV	Avantis Intl S/c Value ETF	—	+6408.01%	Add
34	BSV	Vanguard Short-term Bond ETF	0%	+7605.56%	Add
35	BND	Vanguard Total Bond Market	-0.1%	+6550.60%	Add
36	BIV	Vanguard Intermediate-term B	-0.2%	+7045.43%	Add
37	EMB	Ishares Jp Morgan Usd Emergi	-0.2%	+7907.40%	Add
38	AVUS	Avantis U.s. Equity ETF	-0.2%	+9594.11%	Add
39	XPO	Xpo INC	-0.2%	+12923.22%	Add
40	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.2%	+11349.54%	Add
41	VCIT	Vanguard Int-term Corporate	-0.3%	+7732.24%	Add
42	IUSV	Ishares Core S&p U.s. Value	-0.5%	+9159.00%	Add
43	IEFA	Ishares Core Msci Eafe ETF	-0.5%	+6920.22%	Add
44	VSS	Vanguard Ftse All Wo X-us Sc	-0.5%	+11262.51%	Add
45	VV	Vanguard Large-cap ETF	-1.1%	+26870.95%	Add
46	MUB	Ishares National Muni Bond E	-1.2%	+10274.79%	Add
47	SUB	Ishares Short-term National	-1.4%	+11040.72%	Add
48	VB	Vanguard Small-cap ETF	-1.6%	+23750.10%	Add
49	VTI	Vanguard Total Stock Mkt ETF	-5.3%	+27958.88%	Add
50	ITOT	Ishares Core S&p Total U.s.	-8.8%	+12684.42%	Add