13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910934
Total reported value
$134.5M
$134.5M
166 檔
432.4%
In Q4 2024, Life Planning Partners, Inc's U.S. equity holdings reached a combined market value of $134.5M, distributed across 166 disclosed stock positions.
In Q4 2024, Life Planning Partners, Inc displayed an active expansion posture, initiating 4 new positions and adding to 46 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 12.21% | +0.55% | +12684.42% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.86% | -0.34% | +6920.22% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.35% | -0.41% | +4352.91% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.99% | -0.03% | +4722.86% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.70% | +0.18% | +3313.00% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.29% | +0.23% | +5128.85% | |
| 7 | SUB | Ishares Short-term National | ETF-Other | 3.71% | -0.45% | +11040.72% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.18% | — | +4311.02% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.03% | -0.03% | +2385.99% | |
| 10 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 2.81% | -0.03% | +2604.04% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 2.80% | -0.06% | +3077.57% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.26% | -0.07% | +10274.79% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.91% | -0.02% | +4828.49% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.88% | -0.11% | +7732.24% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.81% | +0.12% | +6593.38% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.81% | -0.07% | +3575.62% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | +0.56% | +27958.88% | |
| 18 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.76% | +0.03% | +4382.94% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.60% | +0.10% | +9159.00% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.47% | -0.13% | +7045.43% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.16% | -0.06% | +6550.60% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.04% | -0.09% | +3415.42% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.00% | +0.01% | +5644.53% | |
| 24 | AVDE | Avantis International Equity | ETF-Other | 0.99% | -0.43% | +6282.95% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.96% | -0.04% | +4730.08% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | +0.03% | +3883.18% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.74% | -0.10% | +11262.51% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | +0.03% | +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% | -0.21% | +23750.10% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.68% | — | +2484.50% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.64% | +0.06% | +9594.11% | |
| 34 | CMF | Ishares California Muni Bond | ETF-Other | 0.55% | +0.10% | +6321.18% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.54% | +0.11% | +11349.54% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.02% | +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% | -0.17% | +26870.95% | |
| 40 | XPO | Xpo Inc | Stock-Industrials | 0.42% | +0.02% | +12923.22% | |
| 41 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.40% | -0.01% | +4250.01% | |
| 42 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.39% | +0.03% | +5761.00% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.37% | +0.02% | +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% | -0.02% | — | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.33% | — | — | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.31% | — | — | |
| 48 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.27% | -0.19% | EXIT | |
| 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% |
| # | 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 |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 166 disclosed positions in Q4 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, IUSB) accounted for 432.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
RXO
市值: $6.6M
During Q4 2024, Life Planning Partners, Inc's top holdings by market value included ITOT (12.2%)、IEFA (7.9%)、IUSB (6.3%). The largest single position, ITOT, represented 12.2% of total portfolio value.
In Q4 2024, Life Planning Partners, Inc made 50 total portfolio adjustments, initiating 4 new buys, adding to 46 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.