Life Planning Partners, Inc Top Holdings and 13F Report (2024) → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $101.63 million in total holdings as of December 31, 2023.Life Planning Partners, Inc owns shares of 263 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $14,664,871iShares Core MSCI EAFE ETF $7,553,150iShares Short-Term National Muni Bond ETF $7,496,023Vanguard Total Stock Market ETF $6,639,681iShares Core Total USD Bond Market ETF $4,806,860 Sector AllocationMap of 500 Largest Holdings ofLife Planning Partners, Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$14,664,871139,36114.4%ETFIEFAiShares Core MSCI EAFE ETF$7,553,150107,3667.4%ETFSUBiShares Short-Term National Muni Bond ETF$7,496,02371,1007.4%ETFVTIVanguard Total Stock Market ETF$6,639,68127,9906.5%ETFIUSBiShares Core Total USD Bond Market ETF$4,806,860104,3394.7%ManufacturingVEAVanguard FTSE Developed Markets ETF$3,779,52978,9053.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,620,19671,5743.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,960,94587,0612.9%ETFVTEBVanguard Tax-Exempt Bond ETF$2,431,77547,6362.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,197,90027,0422.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,098,99349,2842.1%ETFMUBiShares National Muni Bond ETF$2,088,79419,2682.1%ETFIUSViShares Core S&P U.S. Value ETF$2,084,63824,7202.1%ManufacturingSPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239$2,069,276129,8982.0%PHYSBIVVanguard Intermediate-Term Bond ETF$1,949,95925,5301.9%ETFVBVanguard Small-Cap ETF$1,892,7168,8731.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,853,59945,1001.8%ETFVVVanguard Large-Cap ETF$1,519,4656,9661.5%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,502,95130,5481.5%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,431,87312,4481.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,290,61814,4921.3%ETFBNDVanguard Total Bond Market ETF$1,140,75515,5101.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,137,99446,6011.1%ETFFRELFidelity MSCI Real Estate Index ETF$1,052,95439,5111.0%ETFDFUSDimensional U.S. Equity ETF$942,78818,1900.9%ETFVEUVanguard FTSE All-World ex-US ETF$873,23915,5550.9%ETFVUSBVanguard Ultra-Short Bond ETF$799,28016,1670.8%ETFIVViShares Core S&P 500 ETF$700,3571,4670.7%ETFGDXVanEck Gold Miners ETF$696,41522,4580.7%ETFTLTiShares 20+ Year Treasury Bond ETF$693,6447,0150.7%ETFTSLATesla$692,5142,7870.7%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$662,8303,6830.7%ETFBACBank of America$653,26919,4030.6%FinanceVTVVanguard Value ETF$625,3594,1830.6%ETFAVDEAvantis International Equity ETF$564,1159,3350.6%ETFXPOXPO$563,2046,4300.6%TransportationGLDSPDR Gold Shares$476,0142,4900.5%FinanceLEMBiShares J.P. Morgan EM Local Currency Bond ETF$461,59512,5710.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$447,5094,0440.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$444,8015,7490.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$433,87912,2530.4%ETFIXUSiShares Core MSCI Total International Stock ETF$424,7836,5430.4%ManufacturingSCHCSchwab International Small-Cap Equity ETF$413,76111,8590.4%ETFDFAIDimensional International Core Equity Market ETF$396,66413,8500.4%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$387,1843,8180.4%ETFCMFiShares California Muni Bond ETF$380,1456,5610.4%ETFGXOGXO Logistics$370,3246,0550.4%TransportationVGKVanguard FTSE Europe ETF$362,5075,6220.4%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$338,7606,0000.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$324,7743,1510.3%ETFAVUSAvantis U.S. Equity ETF$290,7263,5650.3%ETFAVDVAvantis International Small Cap Value ETF$254,3354,0700.3%ETFAVESAvantis Emerging Markets Value ETF$237,8055,1730.2%ETFAVIVAvantis International Large Cap Value ETF$235,7274,5790.2%ETFWPMWheaton Precious Metals$232,0474,7030.2%Basic MaterialsBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$217,8742,3840.2%ETFNKENIKE$212,0381,9530.2%Consumer DiscretionaryVNQVanguard Real Estate ETF$211,0042,3880.2%ETFCVXChevron$191,5221,2840.2%Oils/EnergyJPMJPMorgan Chase & Co.$181,4971,0670.2%FinanceFNFFidelity National Financial$181,3773,5550.2%FinanceJNJJohnson & Johnson$179,1751,1440.2%MedicalBSVVanguard Short-Term Bond ETF$174,8362,2700.2%ETFDFIVDimensional International Value ETF$174,3775,0750.2%ETFRXORXO$153,9586,6190.2%TransportationMSFTMicrosoft$146,2803890.1%Computer and TechnologyBNDXVanguard Total International Bond ETF$141,9372,8760.1%ETFVUGVanguard Growth ETF$141,1404540.1%ETFAAPLApple$131,8846850.1%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$126,5862,0450.1%ETFCOSTCostco Wholesale$123,4351870.1%Consumer DefensiveBRK.BBerkshire Hathaway$122,6923440.1%FinanceIBMInternational Business Machines$121,8457450.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$117,3472,0250.1%ETFXOMExxon Mobil$116,2721,1630.1%Oils/EnergyISTBiShares Core 1-5 Year USD Bond ETF$114,4772,4070.1%ManufacturingPGProcter & Gamble$112,5437680.1%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$111,3702,1720.1%ManufacturingSLViShares Silver Trust$106,7444,9010.1%ETFAORiShares Core Growth Allocation ETF$105,6361,9860.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$93,4712,2160.1%ETFIDEViShares Core MSCI International Developed Markets ETF$93,2621,4650.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$90,8439160.1%FinanceKOCoca-Cola$86,5691,4690.1%Consumer StaplesSTTState Street$79,4741,0260.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$79,3856970.1%ETFMCDMcDonald's$75,3142540.1%Retail/WholesaleVAWVanguard Materials ETF$73,6973880.1%ETFIVEiShares S&P 500 Value ETF$72,5134170.1%ETFVVisa$71,3362740.1%Business ServicesVPLVanguard FTSE Pacific ETF$70,7349820.1%ETFNEENextEra Energy$66,8141,1000.1%UtilitiesSCHXSchwab US Large-Cap ETF$66,7221,1830.1%ETFVOVanguard Mid-Cap ETF$66,5362860.1%ETFXBISPDR S&P Biotech ETF$64,2897200.1%ETFAIZAssurant$62,3423700.1%FinanceSCHESchwab Emerging Markets Equity ETF$61,1332,4660.1%ETFSCHFSchwab International Equity ETF$58,3601,5790.1%ETFALLAllstate$57,9524140.1%FinanceTELTE Connectivity$54,2333860.1%Computer and TechnologyShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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