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CIK: 0002045484
Total reported value
$290.5M
$290.5M
100 檔
12.3%
As reported in its official Q1 2025 Form 13F filing, LifePlan Investment Advisors, Inc.'s tracked investment portfolio stood at $290.5M with 100 total positions.
During Q1 2025, 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 | 6.28% | -0.59% | +1.79% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.98% | +0.13% | -11.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | +1.81% | +4.76% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.89% | -0.12% | +2.49% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.84% | +0.61% | +15.25% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.82% | -0.35% | +0.72% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.78% | -0.84% | +4.18% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.76% | -0.07% | +3.38% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.60% | +0.26% | +9.91% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.53% | +0.14% | +13.53% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.46% | -0.39% | +0.85% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.44% | -0.45% | +2.79% | |
| 13 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 2.41% | -0.09% | +82.73% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.26% | -0.07% | +1.90% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.25% | -0.12% | +1.66% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 2.16% | +0.02% | +10.25% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.13% | +0.06% | +0.27% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.95% | -0.01% | -1.06% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.92% | +0.04% | -3.58% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.83% | -0.13% | +6.56% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.75% | -0.69% | +38.96% | |
| 22 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.74% | -0.19% | -1.17% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.68% | -0.16% | +2.07% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.66% | -0.14% | +10.11% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.65% | +0.01% | -1.64% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-Other | 1.64% | -0.05% | +2.82% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.61% | +0.04% | +20.64% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.45% | +0.06% | +20.54% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.39% | -0.40% | +15.30% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.25% | -0.44% | +74.85% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.10% | -0.77% | -9.73% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.05% | -4.68% | |
| 33 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.07% | -0.07% | +43.48% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | +0.02% | +8.68% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.94% | +0.01% | +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% | -0.09% | -13.28% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.77% | -0.10% | +12.81% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.74% | +0.09% | +13.28% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.73% | -0.13% | +82.65% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.70% | +0.04% | -37.10% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.70% | +0.18% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.01% | -7.77% | |
| 44 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.67% | -0.23% | -0.45% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.03% | -3.38% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.65% | -0.14% | +379.91% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | +0.17% | +3.39% | |
| 48 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.54% | -0.05% | +15.35% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.53% | — | +21.08% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | +0.04% | +13.71% |
According to official SEC Form 13F filings, LifePlan Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $290.5M across 100 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, IVV) accounted for 12.3% of total reported equity market value during Q1 2025.
During Q1 2025, LifePlan Investment Advisors, Inc.'s top holdings by market value included AGG (6.3%)、VOO (5.0%)、IVV (3.6%). The largest single position, AGG, represented 6.3% of total portfolio value.
In Q1 2025, 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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