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CIK: 0001910934
Total reported value
$134.5M
$134.5M
61 檔
37.3%
The Q1 2025 SEC filing reveals that Life Planning Partners, Inc held a total portfolio value of $134.5M, covering 61 public equity positions.
In Q1 2025, Life Planning Partners, Inc adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 5 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 | 20.57% | +0.55% | -99.22% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.34% | -0.34% | -98.56% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.96% | +0.56% | -99.64% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 5.34% | -0.45% | -99.07% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.25% | -0.03% | -97.89% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.07% | +0.23% | -98.03% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.87% | -0.41% | -97.88% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.69% | -0.07% | -98.95% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.87% | +0.18% | -97.07% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.20% | -0.21% | -99.58% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.20% | -0.11% | -98.71% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.05% | +0.10% | -98.92% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.01% | — | -97.70% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.67% | +0.12% | -98.27% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.57% | -0.17% | -99.61% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.55% | -0.13% | -98.67% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.39% | -0.06% | -96.05% | |
| 18 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.29% | -0.02% | -98.04% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | -0.07% | -97.93% | |
| 20 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 1.18% | +0.01% | — | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.17% | -0.10% | -99.14% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.11% | -0.03% | -95.94% | |
| 23 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.09% | +0.03% | -97.51% | |
| 24 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.07% | -0.03% | -96.30% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 1.06% | -0.06% | -98.76% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.03% | +0.06% | -98.71% | |
| 27 | AVDE | Avantis International Equity | ETF-Other | 0.99% | -0.43% | -98.24% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.88% | +0.11% | -98.98% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.84% | +0.01% | -98.26% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.03% | -99.83% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.79% | +0.01% | -98.28% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.59% | -99.75% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.65% | -0.04% | -98.03% | |
| 34 | XPO | Xpo Inc | Stock-Industrials | 0.62% | +0.02% | -99.24% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | +0.03% | -99.50% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.54% | -0.09% | -97.63% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | +0.04% | -99.42% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.02% | -98.71% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.03% | -97.72% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.47% | — | -99.06% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.42% | +0.10% | -98.25% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.40% | +0.03% | -97.39% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.36% | +0.02% | -98.42% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.36% | — | -97.09% | |
| 45 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.32% | +0.03% | -99.58% | |
| 46 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.31% | +0.03% | -98.29% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.03% | -99.44% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.27% | +0.01% | -98.86% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.27% | — | -95.98% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.26% | -0.01% | -98.75% |
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 2025.
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 37.3% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
RXO
前期市值: $6.6M
During Q1 2025, Life Planning Partners, Inc's top holdings by market value included ITOT (20.6%)、IEFA (8.3%)、VTI (7.0%). The largest single position, ITOT, represented 20.6% of total portfolio value.
In Q1 2025, Life Planning Partners, Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 45 holdings, and fully liquidating 5 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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