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CIK: 0002045484
Total reported value
$290.5M
$290.5M
116 檔
16.4%
In Q4 2025, LifePlan Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $290.5M, distributed across 116 disclosed stock positions.
In Q4 2025, LifePlan Investment Advisors, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.89% | -0.59% | +3.65% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.13% | +0.13% | -33.47% | |
| 3 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 3.68% | -0.09% | +15.96% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.61% | +0.26% | +9.29% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.10% | +0.14% | +10.37% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.59% | +0.02% | +10.99% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.56% | -0.84% | +3.70% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.34% | -0.12% | +0.50% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.32% | -0.07% | +1.65% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.29% | -0.39% | -1.66% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +1.81% | +4.45% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.12% | -0.35% | +3.45% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.06% | +0.61% | +5.36% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.91% | -0.07% | +0.48% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.88% | -0.45% | +1.21% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.87% | +0.06% | +3.94% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.87% | -0.12% | +1.46% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.86% | +0.06% | +1.13% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.83% | -0.40% | -32.41% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.64% | -0.69% | +13.96% | |
| 21 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.63% | -0.23% | +8.00% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.63% | -0.01% | +1.68% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.05% | +3.67% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | +0.04% | +3.76% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.55% | +0.04% | +2.22% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.51% | -0.13% | +2.62% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.50% | +0.01% | +0.25% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.48% | -0.44% | +6.76% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.45% | -0.77% | +4.64% | |
| 30 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.37% | -0.19% | +1.14% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.33% | -0.16% | +2.85% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.32% | — | +3.31% | |
| 33 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.31% | -0.07% | +2.25% | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.30% | -0.14% | +1.47% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-Other | 1.30% | -0.05% | +2.95% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.14% | +0.01% | +12.34% | |
| 37 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.12% | -0.13% | +11.60% | |
| 38 | AGEM | Abrdn Emerging Mar Div A ETF | ETF-Emerging Markets | 1.00% | +0.03% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.01% | -40.63% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.91% | -0.14% | +4.27% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | +0.02% | +6.65% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.77% | -0.08% | +11.22% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.75% | -0.10% | +11.96% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | +0.09% | +6.58% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | +0.04% | +12.57% | |
| 46 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.70% | -0.23% | +3.52% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.68% | -0.09% | -34.64% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.03% | +12.58% | |
| 49 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.65% | +0.07% | +2.52% | |
| 50 | GE | General Electric | Stock-Industrials | 0.56% | +0.07% | +11.04% |
According to official SEC Form 13F filings, LifePlan Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $290.5M across 116 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, GSUS) accounted for 16.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
AGEM
市值: $2.4M
Top Position Liquidated / Trimmed
GSWO
前期市值: $444.7K
During Q4 2025, LifePlan Investment Advisors, Inc.'s top holdings by market value included AGG (4.9%)、VOO (4.1%)、GSUS (3.7%). The largest single position, AGG, represented 4.9% of total portfolio value.
In Q4 2025, LifePlan Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 8 holdings, and fully liquidating 3 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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