Life Planning Partners, Inc — Q1 2025 13F 持股

Name: Life Planning Partners, Inc — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001910934

申報總市值

US$1.3億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	ITOT	Ishares Core S&p Total U.s.	ETF-其他	20.57%	+0.55%	-99.22%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	8.34%	-0.34%	-98.56%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	6.96%	+0.56%	-99.64%
4	SUB	Ishares Short-term National	ETF-其他	5.34%	-0.45%	-99.07%
5	VEA	Vanguard Ftse Developed ETF	ETF-其他	4.25%	-0.03%	-97.89%
6	IEMG	Ishares Core Msci Emerging	ETF-新興市場	4.07%	+0.23%	-98.03%
7	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	3.87%	-0.41%	-97.88%
8	MUB	Ishares National Muni Bond E	ETF-其他	3.69%	—	-98.95%
9	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	2.87%	+0.18%	-97.07%
10	VB	Vanguard Small-cap ETF	ETF-其他	2.20%	-0.21%	-99.58%
11	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	2.20%	-0.11%	-98.71%
12	IUSV	Ishares Core S&p U.s. Value	ETF-其他	2.05%	+0.10%	-98.92%
13	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	2.01%	—	-97.70%
14	DFUS	Dimensional US Eq Mkt ETF	ETF-其他	1.67%	+0.12%	-98.27%
15	VV	Vanguard Large-cap ETF	ETF-其他	1.57%	-0.17%	-99.61%
16	BIV	Vanguard Intermediate-term B	ETF-其他	1.55%	-0.13%	-98.67%
17	DFAI	Dimensional International Co	ETF-其他	1.39%	—	-96.05%
18	SLQD	Ishares 0-5 Yr Inv Grd CORP	ETF-其他	1.29%	—	-98.04%
19	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.29%	-0.07%	-97.93%
20	CLIP	Global X 1-3 Month T-bill	ETF-其他	1.18%	+0.01%	—
21	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	1.17%	-0.10%	-99.14%
22	DFAX	Dimensional World Ex US Core	ETF-其他	1.11%	—	-95.94%
23	AVRE	Avantis Real Estate ETF	ETF-其他	1.09%	+0.03%	-97.51%
24	FREL	Fidelity Msci Rl Est Indx	ETF-其他	1.07%	—	-96.30%
25	BND	Vanguard Total Bond Market	ETF-其他	1.06%	-0.06%	-98.76%
26	AVUS	Avantis U.s. Equity ETF	ETF-其他	1.03%	+0.06%	-98.71%
27	AVDE	Avantis International Equity	ETF-其他	0.99%	-0.43%	-98.24%
28	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.88%	+0.11%	-98.98%
29	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.84%	+0.01%	-98.26%
30	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.83%	+0.03%	-99.83%
31	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.79%	—	-98.28%
32	TSLA	Tesla INC	股票-循環性消費	0.72%	-0.59%	-99.75%
33	VUSB	Vanguard Ultra Short Bond Et	ETF-其他	0.65%	—	-98.03%
34	XPO	Xpo INC	股票-工業	0.62%	+0.02%	-99.24%
35	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.61%	+0.03%	-99.50%
36	VNQI	Vanguard Glbl Ex-us Real Est	ETF-其他	0.54%	-0.09%	-97.63%
37	VTV	Vanguard Value ETF	ETF-其他	0.53%	+0.04%	-99.42%
38	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.51%	—	-98.71%
39	BAC	Bank Of America CORP	股票-金融	0.48%	+0.03%	-97.72%
40	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.47%	—	-99.06%
41	CMF	Ishares California Muni Bond	ETF-其他	0.42%	+0.10%	-98.25%
42	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.40%	+0.03%	-97.39%
43	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.36%	—	-98.42%
44	SCHC	Schwab Intl Small-cap Equity	ETF-其他	0.36%	—	-97.09%
45	IWY	Ishares Russell Top 200 Grow	ETF-其他	0.32%	+0.03%	-99.58%
46	EWX	State Street Spdr S&p Emergi	ETF-其他	0.31%	+0.03%	-98.29%
47	ABBV	Abbvie INC	股票-醫療保健	0.30%	+0.03%	-99.44%
48	VNQ	Vanguard Real Estate ETF	ETF-其他	0.27%	—	-98.86%
49	DFIC	Dimensional International Co	ETF-其他	0.27%	—	-95.98%
50	VCSH	Vanguard S/t CORP Bond ETF	ETF-投資等級公司債	0.26%	—	-98.75%

1–50 of 61

本季持股變動

Life Planning Partners, Inc 於截至 Q1 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	ITOT	Ishares Core S&p Total U.s.	+8.4%	-99.22%	減碼
2	VTI	Vanguard Total Stock Mkt ETF	+5.2%	-99.64%	減碼
3	SUB	Ishares Short-term National	+1.6%	-99.07%	減碼
4	VB	Vanguard Small-cap ETF	+1.5%	-99.58%	減碼
5	MUB	Ishares National Muni Bond E	+1.4%	-98.95%	減碼
6	VV	Vanguard Large-cap ETF	+1.2%	-99.61%	減碼
7	IEFA	Ishares Core Msci Eafe ETF	+0.5%	-98.56%	減碼
8	IUSV	Ishares Core S&p U.s. Value	+0.5%	-98.92%	減碼
9	VSS	Vanguard Ftse All Wo X-us Sc	+0.4%	-99.14%	減碼
10	AVUS	Avantis U.s. Equity ETF	+0.4%	-98.71%	減碼
11	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.3%	-98.98%	減碼
12	VCIT	Vanguard Int-term Corporate	+0.3%	-98.71%	減碼
13	XPO	Xpo INC	+0.2%	-99.24%	減碼
14	BIV	Vanguard Intermediate-term B	+0.1%	-98.67%	減碼
15	IXUS	Ishares Core Intl Stock ETF	+0.1%	-98.28%	減碼
16	BSV	Vanguard Short-term Bond ETF	0%	-98.71%	減碼
17	EMB	Ishares Jp Morgan Usd Emergi	0%	-99.06%	減碼
18	AVDE	Avantis International Equity	—	-98.24%	減碼
19	AVDV	Avantis Intl S/c Value ETF	—	-98.46%	減碼
20	VGK	Vanguard Ftse Europe ETF	0%	-98.42%	減碼
21	AVIV	Avantis Int Lrg Cap Val ETF	-0.1%	-98.07%	減碼
22	EWX	State Street Spdr S&p Emergi	-0.1%	-98.29%	減碼
23	BND	Vanguard Total Bond Market	-0.1%	-98.76%	減碼
24	DFNM	Dimensional National Muni Bd	-0.1%	-97.91%	減碼
25	CMF	Ishares California Muni Bond	-0.1%	-98.25%	減碼
26	DFUS	Dimensional US Eq Mkt ETF	-0.1%	-98.27%	減碼
27	VEU	Vanguard Ftse All-world Ex-u	-0.2%	-98.26%	減碼
28	GXO	Gxo Logistics INC	-0.2%	-97.70%	減碼
29	AVES	Avantis Emerging Markets Val	-0.3%	EXIT	清倉
30	VUSB	Vanguard Ultra Short Bond Et	-0.3%	-98.03%	減碼
31	SLV	Ishares Silver Trust	-0.3%	EXIT	清倉
32	DFIV	Dimensional International Va	-0.3%	EXIT	清倉
33	SPEM	State Street Sp Ptf Em ETF	-0.3%	-97.39%	減碼
34	BAC	Bank Of America CORP	-0.4%	-97.72%	減碼
35	SCHC	Schwab Intl Small-cap Equity	-0.4%	-97.09%	減碼
36	LEMB	Ishares Jp Morgan Em Local C	-0.4%	EXIT	清倉
37	DFIC	Dimensional International Co	-0.4%	-95.98%	減碼
38	RXO	Rxo INC	-0.4%	EXIT	清倉
39	VNQI	Vanguard Glbl Ex-us Real Est	-0.5%	-97.63%	減碼
40	VTEB	Vanguard Tax-exempt Bond ETF	-0.5%	-97.93%	減碼
41	SLQD	Ishares 0-5 Yr Inv Grd CORP	-0.6%	-98.04%	減碼
42	AVRE	Avantis Real Estate ETF	-0.7%	-97.51%	減碼
43	VWO	Vanguard Ftse Emerging Marke	-1.2%	-97.70%	減碼
44	IEMG	Ishares Core Msci Emerging	-1.2%	-98.03%	減碼
45	DFAI	Dimensional International Co	-1.4%	-96.05%	減碼
46	VEA	Vanguard Ftse Developed ETF	-1.7%	-97.89%	減碼
47	FREL	Fidelity Msci Rl Est Indx	-1.7%	-96.30%	減碼
48	DFAX	Dimensional World Ex US Core	-1.9%	-95.94%	減碼
49	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-2.5%	-97.88%	減碼
50	SPDW	Ste Str Spdr Pt Dw EU ETF	-2.8%	-97.07%	減碼