Filer Name: LIFEPLAN INVESTMENT ADVISORS, INC.
CIK: 2045484
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 97
Portfolio Value: $0.16B

Lifeplan Investment Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AGG US ISHARES CORE U.S. AGGREGATE 108,452 $11M 6.50% - -
VOO US VANGUARD S&P 500 ETF 19,051 $10M 6.35% - -
IVV US ISHARES CORE S&P 500 ETF 10,669 $6M 3.89% - -
VBR US VANGUARD SMALL-CAP VALUE ETF 24,878 $5M 3.05% - -
SCHE US SCHWAB EMRG MRKTS EQTY ETF 178,044 $5M 2.93% - -
SCHP US SCHWAB U.S. TIPS ETF 180,740 $5M 2.89% - -
IAGG US ISHARES INTL AGGREGATE BOND 92,794 $5M 2.87% - -
VUG US VANGUARD GROWTH ETF 11,091 $5M 2.82% - -
IUSB US ISHARES CORE TOTAL BOND ETF 92,891 $4M 2.60% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 83,230 $4M 2.58% - -
VBK US VANGUARD SMALL-CAP GRWTH ETF 14,693 $4M 2.55% - -
VOE US VANGUARD MID-CAP VALUE ETF 23,968 $4M 2.40% - -
VEA US VANGUARD FTSE DEVELOPED ETF 76,122 $4M 2.25% - -
SCHF US SCHWAB INTL EQUITY ETF 194,664 $4M 2.23% - -
VOT US VANGUARD MID-CAP GROWTH ETF 14,129 $4M 2.22% - -
IAU US ISHARES GOLD TRUST 72,056 $4M 2.21% - -
SCHV US SCHWAB US LARGE-CAP VALUE 128,873 $3M 2.08% - -
VTV US VANGUARD VALUE ETF 19,742 $3M 2.07% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 116,678 $3M 2.01% - -
EMB US ISHARES JP MORGAN USD EMERGI 33,038 $3M 1.82% - -
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