LifePlan Investment Advisors, Inc. — Q1 2025 13F Holdings

Name: LifePlan Investment Advisors, Inc. — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002045484

Total reported value

$254.5M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AGG	Ishares Core U.s. Aggregate	ETF-Other	6.28%	—	+1.79%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	4.98%	-0.61%	-11.60%
3	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.61%	+0.52%	+4.76%
4	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	2.89%	—	+2.49%
5	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	2.84%	+0.12%	+15.25%
6	SCHP	Schwab U.s. Tips ETF	ETF-Other	2.82%	+0.02%	+0.72%
7	IAGG	Ishares Intl Aggregate Bond	ETF-Other	2.78%	+0.10%	+4.18%
8	VBR	Vanguard Small-cap Value ETF	ETF-Other	2.76%	—	+3.38%
9	VUG	Vanguard Growth ETF	ETF-Other	2.60%	-0.24%	+9.91%
10	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.53%	+0.09%	+13.53%
11	IAU	Ishares Gold Trust	ETF-Commodities	2.46%	-0.57%	+0.85%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.44%	+0.18%	+2.79%
13	GSUS	Goldman Sachs Marketbeta US	ETF-Commodities	2.41%	—	+82.73%
14	SCHF	Schwab Intl Equity ETF	ETF-Other	2.26%	—	+1.90%
15	VOE	Vanguard Mid-cap Value ETF	ETF-Other	2.25%	—	+1.66%
16	VTV	Vanguard Value ETF	ETF-Other	2.16%	+0.09%	+10.25%
17	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	2.13%	—	+0.27%
18	SCHV	Schwab US Large-cap Value	ETF-Other	1.95%	—	-1.06%
19	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	1.92%	—	-3.58%
20	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	1.83%	-0.21%	+6.56%
21	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.75%	-0.66%	+38.96%
22	FUTY	Fidelity Msci US Utilities	ETF-Other	1.74%	—	-1.17%
23	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	1.68%	—	+2.07%
24	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	1.66%	—	+10.11%
25	SCHG	Schwab US Large-cap Growth	ETF-Other	1.65%	-0.15%	-1.64%
26	SCHH	Schwab US Reit ETF	ETF-Other	1.64%	—	+2.82%
27	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.61%	—	+20.64%
28	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	1.45%	-0.34%	+20.54%
29	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.39%	+0.05%	+15.30%
30	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	1.25%	+0.28%	+74.85%
31	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.10%	—	-9.73%
32	AAPL	Apple INC	Stock-Tech	1.10%	—	-4.68%
33	GSIE	Goldman Sachs Activebeta Int	ETF-Commodities	1.07%	+0.09%	+43.48%
34	MUB	Ishares National Muni Bond E	ETF-Other	1.01%	—	+8.68%
35	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.94%	—	+19.69%
36	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.80%	+0.08%	+12.36%
37	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.79%	—	-13.28%
38	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.77%	+0.07%	+12.81%
39	MBB	Ishares Mbs ETF	ETF-Other	0.74%	—	+13.28%
40	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	0.73%	—	+82.65%
41	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.70%	+0.66%	-37.10%
42	TXN	Texas Instruments INC	Stock-Tech	0.70%	—	—
43	NVDA	Nvidia CORP	Stock-Tech	0.68%	+0.08%	-7.77%
44	GCOR	Goldman Sachs Access US Agg	ETF-Commodities	0.67%	+0.13%	-0.45%
45	MSFT	Microsoft CORP	Stock-Tech	0.67%	-0.18%	-3.38%
46	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.65%	-0.19%	+379.91%
47	IBM	Intl Business Machines CORP	Stock-Tech	0.61%	-0.11%	+3.39%
48	LCTU	Ishares U.s. Carbon Transiti	ETF-Other	0.54%	—	+15.35%
49	IYW	Ishares Ustechnology ETF	ETF-Tech	0.53%	—	+21.08%
50	VB	Vanguard Small-cap ETF	ETF-Other	0.52%	—	+13.71%

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