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CIK: 0002045484
Total reported value
$290.5M
$290.5M
81 檔
11.9%
At the close of Q1 2024, LifePlan Investment Advisors, Inc. disclosed equity holdings valued at approximately $290.5M, spread across 81 reported holdings.
During Q1 2024, LifePlan Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.11% | -0.59% | +4.35% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.38% | +0.13% | +1.26% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +1.81% | -16.71% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.72% | -0.07% | -26.93% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.53% | -0.12% | +1.86% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.45% | -0.35% | +5.32% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.45% | -0.84% | +5.53% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.97% | -0.12% | -30.75% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.91% | +0.06% | +56.60% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.91% | -0.07% | -3.11% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.73% | +0.61% | +36.44% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.58% | -0.01% | -3.37% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.55% | +0.04% | +72.80% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.43% | -0.39% | -2.01% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.24% | -0.13% | +4.56% | |
| 16 | FUTY | Fidelity Msci US Utilities | ETF-Other | 2.23% | -0.19% | -31.07% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.23% | -0.45% | +8.06% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.21% | +0.01% | -11.53% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.12% | -0.14% | +132.26% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.09% | -0.16% | +1.53% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-Other | 2.07% | -0.05% | -0.01% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.95% | +0.26% | +96.73% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.63% | +0.14% | +156.91% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | +0.02% | +118.34% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.34% | -0.69% | +2.24% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.25% | +0.06% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.05% | +7.48% | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.16% | -0.09% | +1.10% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.03% | +9.61% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.04% | +186.23% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.93% | -0.40% | -22.21% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.76% | -0.77% | -32.87% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.75% | +0.04% | -13.12% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.44% | — | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.69% | +0.09% | +5.93% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.01% | +2.36% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | +0.02% | -18.24% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.17% | +0.76% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | — | +17.68% | |
| 40 | GE | General Electric | Stock-Industrials | 0.55% | +0.07% | +1.25% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | +0.01% | +146.70% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.55% | -0.08% | +160.43% | |
| 43 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.55% | -0.05% | +7.28% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.04% | +16.29% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | -0.10% | +160.83% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.51% | — | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.10% | +3.01% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.43% | -0.20% | +14.79% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.41% | — | -11.65% | |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | — | — |
According to official SEC Form 13F filings, LifePlan Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $290.5M across 81 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, IVV) accounted for 11.9% of total reported equity market value during Q1 2024.
During Q1 2024, LifePlan Investment Advisors, Inc.'s top holdings by market value included AGG (8.1%)、VOO (7.4%)、IVV (4.8%). The largest single position, AGG, represented 8.1% of total portfolio value.
In Q1 2024, LifePlan Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 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.
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