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CIK: 0002045484
Total reported value
$290.5M
$290.5M
112 檔
16.8%
According to the latest 13F quarterly dataset, LifePlan Investment Advisors, Inc. managed an equity portfolio of $290.5M at the end of Q3 2025, spanning 112 distinct U.S. exchange-listed positions.
In Q3 2025, LifePlan Investment Advisors, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.24% | +0.13% | +65.05% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.87% | -0.59% | +3.79% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.34% | +0.26% | +11.32% | |
| 4 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 3.20% | -0.09% | +10.96% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.77% | +0.14% | +13.91% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.74% | -0.40% | +51.44% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.60% | -0.84% | +4.83% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.44% | -0.12% | -3.13% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | +0.02% | +14.22% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.32% | -0.07% | +2.71% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.15% | -0.35% | +3.72% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.15% | -0.39% | +2.70% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +1.81% | -3.42% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.03% | +0.61% | -5.23% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.91% | -0.45% | +5.58% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.90% | -0.07% | -0.79% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.87% | +0.06% | +2.02% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.86% | -0.12% | +4.65% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.80% | +0.06% | +30.31% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | -0.01% | +5.19% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.65% | +0.04% | -0.79% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.62% | -0.01% | +4.35% | |
| 23 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.57% | -0.23% | +40.52% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.55% | +0.04% | +4.38% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.50% | +0.01% | -1.09% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.50% | -0.13% | +5.61% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.05% | -1.02% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.45% | -0.69% | -8.29% | |
| 29 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.43% | -0.19% | +2.79% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.39% | -0.44% | +18.94% | |
| 31 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.37% | -0.14% | -2.58% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.36% | -0.77% | +1.42% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.34% | -0.16% | +7.16% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 1.34% | -0.05% | +11.54% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.27% | — | +119.14% | |
| 36 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.26% | -0.07% | +2.79% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | +0.01% | +12.97% | |
| 38 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.05% | -0.09% | +71.36% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.02% | -0.13% | +14.44% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.91% | -0.14% | +26.91% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.80% | +0.02% | +0.96% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.73% | -0.08% | +19.16% | |
| 43 | MBB | Ishares Mbs ETF | ETF-Other | 0.72% | +0.09% | +14.53% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.69% | -0.10% | +18.12% | |
| 45 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.68% | -0.23% | +40.12% | |
| 46 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.67% | +0.07% | +260.43% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.03% | +2.59% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | +0.04% | +13.93% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.17% | +1.01% | |
| 50 | GE | General Electric | Stock-Industrials | 0.51% | +0.07% | — |
According to official SEC Form 13F filings, LifePlan Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $290.5M across 112 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AGG, VUG) accounted for 16.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
THRO
市值: $1.6M
Top Position Liquidated / Trimmed
IYW
前期市值: $913.8K
During Q3 2025, LifePlan Investment Advisors, Inc.'s top holdings by market value included VOO (6.2%)、AGG (4.9%)、VUG (3.3%). The largest single position, VOO, represented 6.2% of total portfolio value.
In Q3 2025, LifePlan Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 10 holdings, and fully liquidating 2 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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