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CIK: 0001910934
Total reported value
$134.5M
$134.5M
65 檔
40.8%
According to the latest 13F quarterly dataset, Life Planning Partners, Inc managed an equity portfolio of $134.5M at the end of Q2 2025, spanning 65 distinct U.S. exchange-listed positions.
In Q2 2025, Life Planning Partners, Inc displayed an active expansion posture, initiating 6 new positions and adding to 24 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 | 19.93% | +0.55% | -0.43% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.32% | -0.34% | +2.83% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.86% | +0.56% | +1.46% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 4.36% | -0.45% | -7.79% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.20% | -0.03% | +0.05% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.04% | +0.23% | +1.59% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.32% | -0.07% | +3.35% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.18% | -0.41% | -6.86% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.81% | +0.18% | — | |
| 10 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 2.23% | -0.26% | — | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.09% | +0.06% | +112.29% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.02% | — | +4.51% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.99% | -0.21% | -3.68% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.86% | +0.12% | +14.45% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.84% | +0.10% | — | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.84% | -0.11% | -6.01% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.47% | -0.06% | +8.35% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.45% | -0.17% | -5.39% | |
| 19 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 1.34% | +0.01% | +29.02% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.33% | -0.13% | -3.17% | |
| 21 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.26% | -0.02% | +10.05% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.19% | -0.07% | +6.52% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 1.11% | -0.43% | +15.01% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.09% | -0.03% | +0.01% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.03% | +0.01% | +32.98% | |
| 26 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.03% | +0.03% | +4.10% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.98% | +0.05% | — | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.92% | -0.10% | -22.50% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.92% | -0.06% | -1.54% | |
| 30 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.91% | -0.03% | -1.39% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.82% | +0.01% | +0.03% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | +0.06% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.59% | +1.81% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | +0.11% | -10.10% | |
| 35 | XPO | Xpo Inc | Stock-Industrials | 0.64% | +0.02% | — | |
| 36 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.55% | -0.04% | -2.68% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | +0.03% | -1.95% | |
| 38 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.53% | -0.09% | -3.03% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.04% | +9.76% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.03% | -4.94% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | -0.02% | -4.55% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.39% | +0.03% | +1.07% | |
| 43 | CMF | Ishares California Muni Bond | ETF-Other | 0.37% | +0.10% | — | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.35% | — | -5.49% | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.35% | +0.02% | — | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.34% | — | -19.76% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.33% | +0.03% | — | |
| 48 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.30% | -0.02% | +51.37% | |
| 49 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.30% | +0.03% | — | |
| 50 | DFIC | Dimensional International Co | ETF-Other | 0.28% | — | +6.02% |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 65 disclosed positions in Q2 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 40.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
FMUN
市值: $2.8M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $255.1K
During Q2 2025, Life Planning Partners, Inc's top holdings by market value included ITOT (19.9%)、IEFA (8.3%)、VTI (6.9%). The largest single position, ITOT, represented 19.9% of total portfolio value.
In Q2 2025, Life Planning Partners, Inc made 44 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 12 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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