Filer Name: LIFE PLANNING PARTNERS, INC
CIK: 1910934
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 166
Portfolio Value: $1.53B

Life Planning Partners, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ITOT US ISHARES CORE S&P TOTAL U.S. 23,976,670 $186M 12.21% 12684.4% -
IEFA US ISHARES CORE MSCI EAFE ETF 8,435,918 $120M 7.86% 6920.2% -
IUSB US ISHARES CORE TOTAL BOND ETF 4,380,903 $97M 6.35% 4352.9% -
VEA US VANGUARD FTSE DEVELOPED ETF 4,370,665 $91M 5.99% 4722.9% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 2,971,392 $87M 5.70% 3313.0% -
IEMG US ISHARES CORE MSCI EMERGING 4,221,251 $81M 5.29% 5128.9% -
SUB US ISHARES SHORT-TERM NATIONAL 5,974,766 $57M 3.71% 11040.7% -
VWO US VANGUARD FTSE EMERGING MARKE 2,137,450 $49M 3.18% 4311.0% -
DFAX US DIMENSIONAL WORLD EX US CORE 1,151,040 $46M 3.03% 2386.0% -
FREL US FIDELITY REAL ESTATE ETF 1,158,005 $43M 2.81% 2604.0% -
DFAI US DIMENSIONAL INTERNATIONAL CO 1,249,421 $43M 2.80% 3077.6% -
MUB US ISHARES NATIONAL MUNI BOND E 3,676,931 $35M 2.26% 10274.8% -
SLQD US ISHARES 0-5 YR INV GRD CORP 1,449,518 $29M 1.91% 4828.5% -
VCIT US VANGUARD INT-TERM CORPORATE 2,308,083 $29M 1.88% 7732.2% -
DFUS US DIMENSIONAL US EQ MKT ETF 1,765,647 $28M 1.81% 6593.4% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 1,387,949 $28M 1.81% 3575.6% -
VTI US VANGUARD TOTAL STOCK MKT ETF 7,819,168 $27M 1.77% 27958.9% -
AVRE US AVANTIS REAL ESTATE ETF 1,127,863 $27M 1.76% 4382.9% -
IUSV US ISHARES CORE S&P U.S. VALUE 2,267,622 $24M 1.60% 9159.0% -
BIV US VANGUARD INTERMEDIATE-TERM B 1,677,246 $22M 1.47% 7045.4% -
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