Life Planning Partners, Inc Top Holdings and 13F Report (2024) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $110.45 million in total holdings as of December 31, 2023.Life Planning Partners, Inc owns shares of 61 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Life Planning Partners, Inc has purchased 59 new stocks and bought additional shares in 26 stocks.Life Planning Partners, Inc sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $22,722,734iShares Core MSCI EAFE ETF $9,208,798Vanguard Total Stock Market ETF $7,684,334iShares Short-Term National Muni Bond ETF $5,895,922Vanguard FTSE Developed Markets ETF $4,697,331 Largest New Holdings this Quarter 37960A438 - GLOBAL X FDS $1,301,238 Holding166764100 - Chevron $250,014 Holding31620R303 - Fidelity National Financial $217,042 Holding Largest Purchases this Quarter GLOBAL X FDS 12,955 shares (about $1.30M)iShares National Muni Bond ETF 4,164 shares (about $439.06K)Vanguard Total Stock Market ETF 979 shares (about $269.07K)Chevron 1,494 shares (about $250.01K)Avantis U.S. Equity ETF 2,453 shares (about $226.61K) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 4,091 shares (about $188.51K)Vanguard Total Bond Market ETF 1,890 shares (about $138.82K)iShares J.P. Morgan USD Emerging Markets Bond ETF 1,113 shares (about $100.83K)iShares Short-Term National Muni Bond ETF 811 shares (about $85.64K)Vanguard Global ex-U.S. Real Estate ETF 999 shares (about $40.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLife Planning Partners, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$22,722,734$21,718 ▼-0.1%186,23720.6%ETFIEFAiShares Core MSCI EAFE ETF$9,208,798$128,302 ▲1.4%121,7298.3%ETFVTIVanguard Total Stock Market ETF$7,684,334$269,071 ▲3.6%27,9597.0%ETFSUBiShares Short-Term National Muni Bond ETF$5,895,922$85,641 ▼-1.4%55,8335.3%ETFVEAVanguard FTSE Developed Markets ETF$4,697,331$51,592 ▲1.1%92,4134.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,491,875$129,150 ▲3.0%83,2294.1%ETFIUSBiShares Core Total USD Bond Market ETF$4,277,687$188,513 ▼-4.2%92,8323.9%ManufacturingMUBiShares National Muni Bond ETF$4,077,725$439,057 ▲12.1%38,6733.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,169,8910.0%87,0612.9%ETFVBVanguard Small-Cap ETF$2,428,182$15,523 ▲0.6%10,9502.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,425,292$74,400 ▲3.2%29,6642.2%ETFIUSViShares Core S&P U.S. Value ETF$2,260,2740.0%24,4912.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,222,209$25,572 ▲1.2%49,0992.0%ETFDFUSDimensional U.S. Equity ETF$1,846,024$170,976 ▲10.2%30,5231.7%ETFVVVanguard Large-Cap ETF$1,731,413$65,288 ▲3.9%6,7361.6%ETFBIVVanguard Intermediate-Term Bond ETF$1,707,381$11,179 ▼-0.7%22,2981.5%ETFDFAIDimensional International Core Equity Market ETF$1,539,430$203,152 ▲15.2%49,2931.4%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,427,141$38,112 ▼-2.6%28,3841.3%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$1,423,449$49,620 ▲3.6%28,6871.3%ETFGLOBAL X FDS$1,301,238$1,301,238 ▲New Holding12,9551.2%1-3 MONTH T-BILLVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,287,417$21,386 ▼-1.6%11,1371.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,224,978$11,895 ▲1.0%46,7551.1%ETFAVREAvantis Real Estate ETF$1,205,819$48,644 ▲4.2%28,0361.1%ETFFRELFidelity MSCI Real Estate Index ETF$1,177,767$494 ▲0.0%42,8751.1%ETFBNDVanguard Total Bond Market ETF$1,166,050$138,824 ▼-10.6%15,8751.1%ETFAVUSAvantis U.S. Equity ETF$1,135,709$226,606 ▲24.9%12,2941.0%ETFAVDEAvantis International Equity ETF$1,088,813$82,771 ▲8.2%16,4301.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$972,801$78,476 ▲8.8%8,9500.9%FinanceVEUVanguard FTSE All-World ex-US ETF$924,470$121 ▲0.0%15,2400.8%ETFIVViShares Core S&P 500 ETF$915,482$562 ▲0.1%1,6290.8%ETFIXUSiShares Core MSCI Total International Stock ETF$875,928$105,974 ▲13.8%12,5470.8%ManufacturingTSLATesla$800,5750.0%3,0890.7%Auto/Tires/TrucksVUSBVanguard Ultra-Short Bond ETF$715,983$16,054 ▼-2.2%14,3610.6%ETFXPOXPO$686,8980.0%6,3850.6%TransportationVBRVanguard Small-Cap Value ETF$669,713$745 ▼-0.1%3,5950.6%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$600,154$40,420 ▼-6.3%14,8330.5%ETFVTVVanguard Value ETF$586,031$8,463 ▼-1.4%3,3930.5%ETFBSVVanguard Short-Term Bond ETF$562,6770.0%7,1880.5%ETFBACBank of America$531,828$83 ▲0.0%12,7440.5%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$518,900$100,827 ▼-16.3%5,7280.5%ETFCMFiShares California Muni Bond ETF$469,2060.0%8,3370.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$443,0310.0%11,2530.4%ETFVGKVanguard FTSE Europe ETF$395,774$1,053 ▲0.3%5,6370.4%ETFSCHCSchwab International Small-Cap Equity ETF$392,4550.0%10,9380.4%ETFIWYiShares Russell Top 200 Growth ETF$354,1680.0%1,6790.3%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$339,7800.0%6,0000.3%ETFABBVAbbVie$335,8610.0%1,6030.3%MedicalVNQVanguard Real Estate ETF$300,518$4,075 ▲1.4%3,3190.3%ETFDFICDimensional International Core Equity 2 ETF$297,917$11,497 ▲4.0%10,7280.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$287,184$7,499 ▼-2.5%3,6380.3%ETFAVDVAvantis International Small Cap Value ETF$270,9400.0%3,8850.2%ETFJPMJPMorgan Chase & Co.$260,5090.0%1,0620.2%FinanceBRK.BBerkshire Hathaway$255,1060.0%4790.2%FinanceIJSiShares S&P Small-Cap 600 Value ETF$253,0580.0%2,5960.2%ETFCVXChevron$250,014$250,014 ▲New Holding1,4940.2%EnergyDFNMDimensional National Municipal Bond ETF$247,3640.0%5,2000.2%ETFGXOGXO Logistics$236,6290.0%6,0550.2%TransportationAVIVAvantis International Large Cap Value ETF$222,1860.0%3,9200.2%ETFMSFTMicrosoft$221,774$19,138 ▲9.4%5910.2%Computer and TechnologyFNFFidelity National Financial$217,042$217,042 ▲New Holding3,3350.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$209,714$21,169 ▼-9.2%2,1200.2%FinanceLEMBiShares J.P. Morgan EM Local Currency Bond ETF$0$201,305 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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