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CIK: 0002045484
Total reported value
$290.5M
$290.5M
93 檔
13.4%
In Q3 2024, LifePlan Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $290.5M, distributed across 93 disclosed stock positions.
During Q3 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 | 7.55% | -0.59% | +1.70% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.43% | +0.13% | -2.44% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.23% | +1.81% | +2.39% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.41% | -0.12% | +1.08% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.30% | -0.07% | +1.84% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.23% | -0.35% | +5.23% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.23% | -0.84% | +4.20% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.92% | +0.61% | +17.20% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.65% | -0.12% | -0.07% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.64% | +0.06% | +5.83% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.63% | +0.26% | +20.78% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.59% | -0.07% | +1.92% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.32% | +0.14% | +24.61% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.31% | +0.04% | +5.25% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.29% | -0.01% | +1.01% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 2.20% | -0.39% | -6.21% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.13% | -0.45% | +12.65% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 2.06% | +0.02% | +21.55% | |
| 19 | FUTY | Fidelity Msci US Utilities | ETF-Other | 2.05% | -0.19% | -8.11% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.04% | +0.01% | -0.61% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.02% | -0.13% | +4.30% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.96% | -0.14% | -0.11% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-Other | 1.94% | -0.05% | -1.99% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.90% | -0.16% | +5.18% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.35% | -0.69% | +7.08% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.32% | +0.06% | +8.56% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.31% | +0.04% | +3.71% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.05% | -1.11% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.03% | -0.09% | -1.49% | |
| 30 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 0.97% | -0.09% | +17.80% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.94% | +0.02% | +10.86% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.92% | +0.04% | +5.32% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.88% | -0.77% | +56.66% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.03% | +1.71% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.83% | +0.01% | +26.04% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.75% | -0.40% | -6.39% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.44% | +6.55% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.01% | -1.47% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.70% | +0.09% | +12.51% | |
| 40 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.68% | -0.23% | -4.34% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.67% | -0.08% | +24.22% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | -0.10% | +24.16% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.17% | +0.46% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | — | +2.38% | |
| 45 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.52% | -0.07% | +16.26% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.51% | +0.04% | +23.33% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | — | +29.70% | |
| 48 | GE | General Electric | Stock-Industrials | 0.49% | +0.07% | +0.47% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.04% | +0.90% | |
| 50 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.41% | -0.05% | -7.94% |
According to official SEC Form 13F filings, LifePlan Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $290.5M across 93 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, IVV) accounted for 13.4% of total reported equity market value during Q3 2024.
During Q3 2024, LifePlan Investment Advisors, Inc.'s top holdings by market value included AGG (7.5%)、VOO (6.4%)、IVV (4.2%). The largest single position, AGG, represented 7.5% of total portfolio value.
In Q3 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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