Life Planning Partners, Inc — Q3 2025 13F Holdings

Name: Life Planning Partners, Inc — 13F Holdings, Q3 2025
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	19.70%	-0.93%	-0.10%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	8.01%	+0.06%	+0.40%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	6.76%	-0.32%	-0.60%
4	SUB	Ishares Short-term National	ETF-Other	4.14%	-0.02%	+3.23%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	4.14%	+0.20%	+1.61%
6	VEA	Vanguard Ftse Developed ETF	ETF-Other	4.00%	+0.21%	-1.08%
7	MUB	Ishares National Muni Bond E	ETF-Other	3.11%	+0.13%	+0.00%
8	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	2.82%	-0.04%	-4.26%
9	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	2.70%	+0.04%	-0.72%
10	CLIP	Global X 1-3 Month T-bill	ETF-Other	2.22%	—	+80.92%
11	AVUS	Avantis U.s. Equity ETF	ETF-Other	2.17%	+0.05%	+4.93%
12	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.02%	+0.03%	-0.59%
13	FMUN	Fidelity System Muni Bnd ETF	ETF-Other	1.95%	-0.14%	-6.77%
14	VB	Vanguard Small-cap ETF	ETF-Other	1.93%	+0.09%	-1.60%
15	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.85%	-0.04%	-0.05%
16	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.79%	—	—
17	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.71%	-0.06%	-0.02%
18	DFAI	Dimensional International Co	ETF-Other	1.47%	+0.18%	+3.41%
19	VV	Vanguard Large-cap ETF	ETF-Other	1.39%	+0.06%	-3.06%
20	SLQD	Ishares 0-5 Yr Inv Grd CORP	ETF-Other	1.34%	+0.08%	+15.21%
21	BIV	Vanguard Intermediate-term B	ETF-Other	1.23%	-0.02%	-0.07%
22	AVDE	Avantis International Equity	ETF-Other	1.19%	+0.16%	+9.15%
23	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.15%	-0.02%	+3.34%
24	DFAX	Dimensional World Ex US Core	ETF-Other	1.07%	+0.04%	+0.00%
25	AVRE	Avantis Real Estate ETF	ETF-Other	1.03%	+0.14%	+8.41%
26	TSLA	Tesla INC	Stock-Consumer Disc	1.02%	-0.17%	—
27	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.95%	+0.01%	-5.60%
28	AVIG	Avantis Core Fixed Income	ETF-Other	0.93%	+0.01%	—
29	BND	Vanguard Total Bond Market	ETF-Other	0.89%	—	+4.36%
30	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.88%	-0.03%	-1.62%
31	PH	Parker Hannifin CORP	Stock-Industrials	0.88%	-0.16%	-10.09%
32	FREL	Fidelity Msci Rl Est Indx	ETF-Other	0.86%	-0.02%	+0.28%
33	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.79%	—	+0.02%
34	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.78%	-0.04%	-1.96%
35	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.70%	-0.02%	+6.29%
36	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.62%	—	+21.52%
37	XPO	Xpo INC	Stock-Industrials	0.60%	+0.29%	—
38	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.54%	+0.02%	—
39	VTV	Vanguard Value ETF	ETF-Other	0.51%	+0.01%	—
40	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	0.48%	-0.05%	-5.12%
41	BAC	Bank Of America CORP	Stock-Financials	0.46%	-0.04%	+0.02%
42	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.40%	—	—
43	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.39%	—	+0.82%
44	DFNM	Dimensional National Muni Bd	ETF-Other	0.35%	—	+28.62%
45	CMF	Ishares California Muni Bond	ETF-Other	0.35%	—	—
46	SCHC	Schwab Intl Small-cap Equity	ETF-Other	0.34%	—	—
47	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.34%	-0.02%	—
48	VGK	Vanguard Ftse Europe ETF	ETF-Other	0.33%	—	—
49	JPM	Jpmorgan Chase & Co	Stock-Financials	0.31%	-0.08%	+17.56%
50	EWX	State Street Spdr S&p Emergi	ETF-Other	0.29%	—	—

1–50 of 70

Holding changes this quarter

Position changes disclosed by Life Planning Partners, Inc for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVUS	Avantis U.s. Equity ETF	+1.1%	+4.93%	Add
2	CLIP	Global X 1-3 Month T-bill	+1%	+80.92%	Add
3	TSLA	Tesla INC	+0.3%	—	Add
4	AVDE	Avantis International Equity	+0.2%	+9.15%	Add
5	DFUS	Dimensional US Eq Mkt ETF	+0.2%	-0.05%	Add
6	IXUS	Ishares Core Intl Stock ETF	+0.2%	-5.60%	Add
7	DFNM	Dimensional National Muni Bd	+0.1%	+28.62%	Add
8	DFAI	Dimensional International Co	+0.1%	+3.41%	Add
9	IEMG	Ishares Core Msci Emerging	+0.1%	+1.61%	Add
10	JPM	Jpmorgan Chase & Co	+0.1%	+17.56%	Add
11	SLQD	Ishares 0-5 Yr Inv Grd CORP	+0.1%	+15.21%	Add
12	IWY	Ishares Russell Top 200 Grow	0%	—	Unchanged
13	MSFT	Microsoft CORP	0%	—	Unchanged
14	GXO	Gxo Logistics INC	0%	—	Unchanged
15	VWO	Vanguard Ftse Emerging Marke	0%	-0.59%	Add
16	SPEM	State Street Sp Ptf Em ETF	0%	+0.82%	Add
17	XPO	Xpo INC	0%	—	Unchanged
18	VTV	Vanguard Value ETF	0%	—	Add
19	BAC	Bank Of America CORP	0%	+0.02%	Trim
20	VUSB	Vanguard Ultra Short Bond Et	0%	+21.52%	Add
21	DFAX	Dimensional World Ex US Core	0%	+0.00%	Add
22	VEU	Vanguard Ftse All-world Ex-u	-0.1%	+0.02%	Add
23	IVV	Ishares Core S&p 500 ETF	-0.1%	-1.96%	Trim
24	AVRE	Avantis Real Estate ETF	-0.1%	+8.41%	Add
25	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	+3.34%	Add
26	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.2%	-0.72%	Trim
27	VV	Vanguard Large-cap ETF	-0.2%	-3.06%	Trim
28	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-0.60%	Add
29	VEA	Vanguard Ftse Developed ETF	-0.3%	-1.08%	Trim
30	IUSV	Ishares Core S&p U.s. Value	-0.3%	—	Unchanged
31	VB	Vanguard Small-cap ETF	-0.3%	-1.60%	Trim
32	IEFA	Ishares Core Msci Eafe ETF	-0.3%	+0.40%	Add
33	VCIT	Vanguard Int-term Corporate	-0.5%	-0.02%	Trim
34	MUB	Ishares National Muni Bond E	-0.6%	+0.00%	Add
35	ITOT	Ishares Core S&p Total U.s.	-0.9%	-0.10%	Trim
36	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-1.1%	-4.26%	Trim
37	SUB	Ishares Short-term National	-1.2%	+3.23%	Trim
38	FMUN	Fidelity System Muni Bnd ETF	—	NEW	New buy
39	AVIG	Avantis Core Fixed Income	—	NEW	New buy
40	PH	Parker Hannifin CORP	—	NEW	New buy
41	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	Sold out
42	PLTR	Palantir Technologies Inc-a	—	NEW	New buy
43	VXUS	Vanguard Total Intl Stock	—	NEW	New buy
44	VTES	Vanguard Sh Term Tax-ex Bond	—	NEW	New buy
45	SLV	Ishares Silver Trust	—	NEW	New buy
46	AVES	Avantis Emerging Markets Val	—	NEW	New buy
47	AAPL	Apple INC	—	NEW	New buy
48	FNF	Fidelity National Financial	—	EXIT	Sold out
49	IBM	Intl Business Machines CORP	—	NEW	New buy
50	IWB	Ishares Russell 1000 ETF	—	NEW	New buy