Life Planning Partners, Inc Top Holdings and 13F Report (2024) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $125.63 million in total holdings as of December 31, 2023.Life Planning Partners, Inc owns shares of 65 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 7.26% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Life Planning Partners, Inc has purchased 61 new stocks and bought additional shares in 27 stocks.Life Planning Partners, Inc sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $25,040,284iShares Core MSCI EAFE ETF $10,449,390Vanguard Total Stock Market ETF $8,621,370iShares Short-Term National Muni Bond ETF $5,474,765Vanguard FTSE Developed Markets ETF $5,270,996 Largest New Holdings this Quarter 316188846 - FIDELITY MERRIMACK STR TR $2,796,753 Holding701094104 - Parker-Hannifin $1,232,800 Holding69608A108 - PALANTIR TECHNOLOGIES INC $299,700 Holding921909768 - Vanguard Total International Stock ETF $259,571 Holding459200101 - International Business Machines $240,246 Holding Largest Purchases this Quarter FIDELITY MERRIMACK STR TR 57,504 shares (about $2.80M)Avantis U.S. Equity ETF 13,805 shares (about $1.39M)Parker-Hannifin 1,765 shares (about $1.23M)GLOBAL X FDS 3,760 shares (about $377.59K)iShares Core MSCI Total International Stock ETF 4,138 shares (about $319.91K) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 4,349 shares (about $462.47K)Vanguard FTSE All-World ex-US Small-Cap ETF 2,506 shares (about $336.77K)iShares Core Total USD Bond Market ETF 6,372 shares (about $294.58K)Vanguard Intermediate-Term Corporate Bond ETF 1,784 shares (about $147.93K)iShares Core S&P Total U.S. Stock Market ETF 808 shares (about $109.11K) 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$25,040,284$109,112 ▼-0.4%185,42919.9%ETFIEFAiShares Core MSCI EAFE ETF$10,449,390$287,423 ▲2.8%125,1728.3%ETFVTIVanguard Total Stock Market ETF$8,621,370$123,701 ▲1.5%28,3666.9%ETFSUBiShares Short-Term National Muni Bond ETF$5,474,765$462,469 ▼-7.8%51,4844.4%ETFVEAVanguard FTSE Developed Markets ETF$5,270,996$2,508 ▲0.0%92,4574.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,075,754$79,539 ▲1.6%84,5544.0%ETFMUBiShares National Muni Bond ETF$4,175,986$135,407 ▲3.4%39,9693.3%ETFIUSBiShares Core Total USD Bond Market ETF$3,997,039$294,577 ▼-6.9%86,4603.2%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$3,525,1000.0%87,0612.8%ETFFIDELITY MERRIMACK STR TR$2,796,753$2,796,753 ▲New Holding57,5042.2%SYSTEMATIC MUNAVUSAvantis U.S. Equity ETF$2,631,287$1,391,813 ▲112.3%26,0992.1%ETFVWOVanguard FTSE Emerging Markets ETF$2,538,019$109,602 ▲4.5%51,3152.0%ETFVBVanguard Small-Cap ETF$2,499,360$95,500 ▼-3.7%10,5472.0%ETFDFUSDimensional U.S. Equity ETF$2,341,304$295,629 ▲14.5%34,9341.9%ETFIUSViShares Core S&P U.S. Value ETF$2,317,5830.0%24,4911.8%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$2,311,797$147,928 ▼-6.0%27,8801.8%ETFDFAIDimensional International Core Equity Market ETF$1,846,269$142,220 ▲8.3%53,4071.5%ETFVVVanguard Large-Cap ETF$1,818,283$103,568 ▼-5.4%6,3731.4%ETFGLOBAL X FDS$1,678,567$377,590 ▲29.0%16,7151.3%1-3 MONTH T-BILLBIVVanguard Intermediate-Term Bond ETF$1,669,950$54,603 ▼-3.2%21,5921.3%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,580,291$144,334 ▲10.1%31,2371.3%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$1,498,210$91,686 ▲6.5%30,5571.2%ETFAVDEAvantis International Equity ETF$1,398,457$182,504 ▲15.0%18,8961.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,373,358$176 ▲0.0%46,7611.1%ETFIXUSiShares Core MSCI Total International Stock ETF$1,289,940$319,914 ▲33.0%16,6851.0%ManufacturingAVREAvantis Real Estate ETF$1,288,853$50,784 ▲4.1%29,1861.0%ETFPHParker-Hannifin$1,232,800$1,232,800 ▲New Holding1,7651.0%IndustrialsVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,159,896$336,774 ▼-22.5%8,6310.9%ETFBNDVanguard Total Bond Market ETF$1,150,883$17,965 ▼-1.5%15,6310.9%ETFFRELFidelity MSCI Real Estate Index ETF$1,143,165$16,170 ▼-1.4%42,2770.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,024,738$336 ▲0.0%15,2450.8%ETFIVViShares Core S&P 500 ETF$1,012,174$621 ▲0.1%1,6300.8%ETFTSLATesla$999,077$17,790 ▲1.8%3,1450.8%Auto/Tires/TrucksLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$881,961$99,092 ▼-10.1%8,0460.7%FinanceXPOXPO$806,3620.0%6,3850.6%TransportationVUSBVanguard Ultra-Short Bond ETF$696,928$19,198 ▼-2.7%13,9760.6%ETFVBRVanguard Small-Cap Value ETF$687,410$13,651 ▼-1.9%3,5250.5%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$663,788$20,768 ▼-3.0%14,3830.5%ETFVTVVanguard Value ETF$658,102$58,494 ▲9.8%3,7240.5%ETFBACBank of America$573,238$29,812 ▼-4.9%12,1140.5%FinanceBSVVanguard Short-Term Bond ETF$539,961$25,735 ▼-4.5%6,8610.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$486,082$5,129 ▲1.1%11,3730.4%ETFCMFiShares California Muni Bond ETF$464,7040.0%8,3370.4%ETFSCHCSchwab International Small-Cap Equity ETF$440,295$25,554 ▼-5.5%10,3380.4%ETFVGKVanguard FTSE Europe ETF$436,8680.0%5,6370.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$425,682$104,846 ▼-19.8%4,5960.3%ETFIWYiShares Russell Top 200 Growth ETF$413,8900.0%1,6790.3%ETFDFNMDimensional National Municipal Bond ETF$373,322$126,686 ▲51.4%7,8710.3%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$372,1800.0%6,0000.3%ETFDFICDimensional International Core Equity 2 ETF$353,618$20,084 ▲6.0%11,3740.3%ETFJPMJPMorgan Chase & Co.$336,875$28,991 ▲9.4%1,1620.3%FinanceVNQVanguard Real Estate ETF$325,748$30,188 ▲10.2%3,6580.3%ETFAVDVAvantis International Small Cap Value ETF$308,0030.0%3,8850.2%ETFPALANTIR TECHNOLOGIES INC$299,700$299,700 ▲New Holding2,1990.2%CL AABBVAbbVie$297,5490.0%1,6030.2%MedicalGXOGXO Logistics$294,8790.0%6,0550.2%TransportationMSFTMicrosoft$293,9260.0%5910.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$275,547$13,674 ▼-4.7%3,4660.2%ETFCVXChevron$262,221$48,262 ▲22.6%1,8310.2%EnergyVXUSVanguard Total International Stock ETF$259,571$259,571 ▲New Holding3,7570.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$258,2760.0%2,5960.2%ETFAVIVAvantis International Large Cap Value ETF$243,9610.0%3,9200.2%ETFIBMInternational Business Machines$240,246$240,246 ▲New Holding8150.2%Computer and TechnologyAVESAvantis Emerging Markets Value ETF$221,141$221,141 ▲New Holding4,1300.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$210,701$397 ▲0.2%2,1240.2%FinanceBRK.BBerkshire Hathaway$0$255,106 ▼-100.0%00.0%FinanceFNFFidelity National Financial$0$217,042 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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