Life Planning Partners, Inc Top Holdings and 13F Report (2024)

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About Life Planning Partners, Inc

Investment Activity

Life Planning Partners, Inc has $100.41 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 4.77% of the portfolio was purchased this quarter.
About 9.88% of the portfolio was sold this quarter.
This quarter, Life Planning Partners, Inc has purchased 263 new stocks and bought additional shares in 21 stocks.
Life Planning Partners, Inc sold shares of 22 stocks and completely divested from 204 stocks this quarter.

Largest Holdings

iShares Core S&P Total U.S. Stock Market ETF: $16,065,411
iShares Core MSCI EAFE ETF: $8,402,766
Vanguard Total Stock Market ETF: $7,298,256
iShares Short-Term National Muni Bond ETF: $6,934,475
iShares Core Total USD Bond Market ETF: $4,627,292

Largest New Holdings this Quarter

AbbVie: $291,906 Holding
Dimensional International Core Equity 2 ETF: $275,900 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF: 12,608 shares (about $1.36M)
iShares Core MSCI EAFE ETF: 5,848 shares (about $434.04K)
Vanguard Short-Term Bond ETF: 5,315 shares (about $407.50K)
iShares Russell Top 200 Growth ETF: 1,663 shares (about $324.45K)
AbbVie: 1,603 shares (about $291.91K)

Largest Sales this Quarter

SPROTT PHYSICAL GOLD TR: 51,693 shares (about $894.29K)
iShares Short-Term National Muni Bond ETF: 4,887 shares (about $511.81K)
iShares J.P. Morgan USD Emerging Markets Bond ETF: 4,768 shares (about $427.55K)
Vanguard Tax-Exempt Bond ETF: 4,090 shares (about $206.95K)
iShares 20+ Year Treasury Bond ETF: 1,821 shares (about $172.30K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ITOT iShares Core S&P Total U.S. Stock Market ETF	$16,065,411	$2,882 ▼	0.0%	139,336	16.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$8,402,766	$434,040 ▲	5.4%	113,214	8.4%	ETF
VTI Vanguard Total Stock Market ETF	$7,298,256	$23,651 ▲	0.3%	28,081	7.3%	ETF
SUB iShares Short-Term National Muni Bond ETF	$6,934,475	$511,815 ▼	-6.9%	66,213	6.9%	ETF
IUSB iShares Core Total USD Bond Market ETF	$4,627,292	$129,521 ▼	-2.7%	101,498	4.6%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$4,178,989	$220,346 ▲	5.6%	83,297	4.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,855,947	$162,746 ▲	4.4%	74,728	3.8%	ETF
MUB iShares National Muni Bond ETF	$3,429,804	$1,356,600 ▲	65.4%	31,876	3.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,120,266		0.0%	87,061	3.1%	ETF
VB Vanguard Small-Cap ETF	$2,244,404	$216,028 ▲	10.7%	9,818	2.2%	ETF
IUSV iShares Core S&P U.S. Value ETF	$2,235,677		0.0%	24,720	2.2%	Manufacturing
VTEB Vanguard Tax-Exempt Bond ETF	$2,203,435	$206,955 ▼	-8.6%	43,546	2.2%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,099,911	$77,208 ▼	-3.5%	26,083	2.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,951,278	$67,458 ▲	3.6%	46,715	1.9%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$1,940,997	$135,816 ▼	-6.5%	46,061	1.9%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$1,860,988	$63,938 ▼	-3.3%	24,682	1.9%	ETF
VV Vanguard Large-Cap ETF	$1,594,939	$75,287 ▼	-4.5%	6,652	1.6%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$1,498,395	$5,168 ▼	-0.3%	30,443	1.5%	Manufacturing
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$1,393,880	$60,522 ▼	-4.2%	11,930	1.4%	ETF
SPROTT PHYSICAL GOLD TR	$1,352,947	$894,289 ▼	-39.8%	78,205	1.3%	UNIT
BND Vanguard Total Bond Market ETF	$1,232,512	$106,038 ▲	9.4%	16,970	1.2%	ETF
DFUS Dimensional U.S. Equity ETF	$1,210,141	$173,675 ▲	16.8%	21,238	1.2%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,185,526		0.0%	46,601	1.2%	ETF
FREL Fidelity MSCI Real Estate Index ETF	$1,105,851	$75,009 ▲	7.3%	42,386	1.1%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$912,407	$117 ▲	0.0%	15,557	0.9%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$871,953	$427,548 ▼	-32.9%	9,724	0.9%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$791,150	$9,910 ▼	-1.2%	15,967	0.8%	ETF
XPO XPO	$784,653		0.0%	6,430	0.8%	Transportation
IVV iShares Core S&P 500 ETF	$771,049		0.0%	1,467	0.8%	ETF
BAC Bank of America	$735,728	$38 ▼	0.0%	19,402	0.7%	Finance
VBR Vanguard Small-Cap Value ETF	$711,683	$4,989 ▲	0.7%	3,709	0.7%	ETF
DFAI Dimensional International Core Equity Market ETF	$709,294	$290,747 ▲	69.5%	23,471	0.7%	ETF
GDX VanEck Gold Miners ETF	$671,158	$38,955 ▼	-5.5%	21,226	0.7%	ETF
AVDE Avantis International Equity ETF	$626,182	$31,169 ▲	5.2%	9,824	0.6%	ETF
VTV Vanguard Value ETF	$598,673	$82,570 ▼	-12.1%	3,676	0.6%	ETF
BSV Vanguard Short-Term Bond ETF	$581,542	$407,501 ▲	234.1%	7,585	0.6%	ETF
GLD SPDR Gold Shares	$563,261	$51,019 ▲	10.0%	2,738	0.6%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$511,472	$67,454 ▲	15.2%	7,537	0.5%	Manufacturing
TLT iShares 20+ Year Treasury Bond ETF	$491,456	$172,303 ▼	-26.0%	5,194	0.5%	ETF
TSLA Tesla	$489,927		0.0%	2,787	0.5%	Auto/Tires/Trucks
VCSH Vanguard Short-Term Corporate Bond ETF	$444,455		0.0%	5,749	0.4%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$440,472		0.0%	4,044	0.4%	Finance
SCHC Schwab International Small-Cap Equity ETF	$422,261	$2,291 ▼	-0.5%	11,795	0.4%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$407,246	$36,190 ▼	-8.2%	11,253	0.4%	ETF
VGK Vanguard FTSE Europe ETF	$378,585		0.0%	5,622	0.4%	ETF
CMF iShares California Muni Bond ETF	$377,520		0.0%	6,561	0.4%	ETF
EWX SPDR S&P Emerging Markets SmallCap ETF	$334,800		0.0%	6,000	0.3%	ETF
IWY iShares Russell Top 200 Growth ETF	$327,768	$324,451 ▲	9,782.4%	1,680	0.3%	ETF
GXO GXO Logistics	$325,517		0.0%	6,055	0.3%	Transportation
IJS iShares S&P Small-Cap 600 Value ETF	$323,797		0.0%	3,151	0.3%	ETF
AVUS Avantis U.S. Equity ETF	$319,068		0.0%	3,565	0.3%	ETF
ABBV AbbVie	$291,906	$291,906 ▲	New Holding	1,603	0.3%	Medical
LEMB iShares J.P. Morgan EM Local Currency Bond ETF	$287,301	$166,197 ▼	-36.6%	7,964	0.3%	ETF
VNQ Vanguard Real Estate ETF	$277,362	$70,832 ▲	34.3%	3,207	0.3%	ETF
DFIC Dimensional International Core Equity 2 ETF	$275,900	$275,900 ▲	New Holding	10,314	0.3%	ETF
AVDV Avantis International Small Cap Value ETF	$255,866	$12,184 ▼	-4.5%	3,885	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$225,311	$135,617 ▲	151.2%	2,301	0.2%	Finance
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$218,851		0.0%	2,384	0.2%	ETF
JPM JPMorgan Chase & Co.	$215,723	$2,003 ▲	0.9%	1,077	0.2%	Finance
AVIV Avantis International Large Cap Value ETF	$211,994	$35,639 ▼	-14.4%	3,920	0.2%	ETF
CVX Chevron	$202,538		0.0%	1,284	0.2%	Oils/Energy
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$0	$387,184 ▼	-100.0%	0	0.0%	ETF
AVES Avantis Emerging Markets Value ETF	$0	$237,805 ▼	-100.0%	0	0.0%	ETF
WPM Wheaton Precious Metals	$0	$232,047 ▼	-100.0%	0	0.0%	Basic Materials
NKE NIKE	$0	$212,038 ▼	-100.0%	0	0.0%	Consumer Discretionary
FNF Fidelity National Financial	$0	$181,377 ▼	-100.0%	0	0.0%	Finance
JNJ Johnson & Johnson	$0	$179,175 ▼	-100.0%	0	0.0%	Medical
DFIV Dimensional International Value ETF	$0	$174,377 ▼	-100.0%	0	0.0%	ETF
RXO RXO	$0	$153,958 ▼	-100.0%	0	0.0%	Transportation
MSFT Microsoft	$0	$146,280 ▼	-100.0%	0	0.0%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$0	$141,937 ▼	-100.0%	0	0.0%	ETF
VUG Vanguard Growth ETF	$0	$141,140 ▼	-100.0%	0	0.0%	ETF
AAPL Apple	$0	$131,884 ▼	-100.0%	0	0.0%	Computer and Technology
SCZ iShares MSCI EAFE Small-Cap ETF	$0	$126,586 ▼	-100.0%	0	0.0%	ETF
COST Costco Wholesale	$0	$123,435 ▼	-100.0%	0	0.0%	Retail/Wholesale
BRK.B Berkshire Hathaway	$0	$122,692 ▼	-100.0%	0	0.0%	Finance
IBM International Business Machines	$0	$121,845 ▼	-100.0%	0	0.0%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$0	$117,347 ▼	-100.0%	0	0.0%	ETF
XOM Exxon Mobil	$0	$116,272 ▼	-100.0%	0	0.0%	Oils/Energy
ISTB iShares Core 1-5 Year USD Bond ETF	$0	$114,477 ▼	-100.0%	0	0.0%	Manufacturing
PG Procter & Gamble	$0	$112,543 ▼	-100.0%	0	0.0%	Consumer Staples
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$0	$111,370 ▼	-100.0%	0	0.0%	Manufacturing
SLV iShares Silver Trust	$0	$106,744 ▼	-100.0%	0	0.0%	ETF
AOR iShares Core Growth Allocation ETF	$0	$105,636 ▼	-100.0%	0	0.0%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$0	$93,471 ▼	-100.0%	0	0.0%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$0	$93,262 ▼	-100.0%	0	0.0%	ETF
KO Coca-Cola	$0	$86,569 ▼	-100.0%	0	0.0%	Consumer Staples
STT State Street	$0	$79,474 ▼	-100.0%	0	0.0%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$0	$79,385 ▼	-100.0%	0	0.0%	ETF
MCD McDonald's	$0	$75,314 ▼	-100.0%	0	0.0%	Retail/Wholesale
VAW Vanguard Materials ETF	$0	$73,697 ▼	-100.0%	0	0.0%	ETF
IVE iShares S&P 500 Value ETF	$0	$72,513 ▼	-100.0%	0	0.0%	ETF
V Visa	$0	$71,336 ▼	-100.0%	0	0.0%	Business Services
VPL Vanguard FTSE Pacific ETF	$0	$70,734 ▼	-100.0%	0	0.0%	ETF
NEE NextEra Energy	$0	$66,814 ▼	-100.0%	0	0.0%	Utilities
SCHX Schwab US Large-Cap ETF	$0	$66,722 ▼	-100.0%	0	0.0%	ETF
VO Vanguard Mid-Cap ETF	$0	$66,536 ▼	-100.0%	0	0.0%	ETF
XBI SPDR S&P Biotech ETF	$0	$64,289 ▼	-100.0%	0	0.0%	ETF
AIZ Assurant	$0	$62,342 ▼	-100.0%	0	0.0%	Finance
SCHE Schwab Emerging Markets Equity ETF	$0	$61,133 ▼	-100.0%	0	0.0%	ETF
SCHF Schwab International Equity ETF	$0	$58,360 ▼	-100.0%	0	0.0%	ETF
ALL Allstate	$0	$57,952 ▼	-100.0%	0	0.0%	Finance
TEL TE Connectivity	$0	$54,233 ▼	-100.0%	0	0.0%	Computer and Technology
AFL Aflac	$0	$53,625 ▼	-100.0%	0	0.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$0	$53,151 ▼	-100.0%	0	0.0%	ETF
ORCL Oracle	$0	$52,715 ▼	-100.0%	0	0.0%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury Index ETF	$0	$52,024 ▼	-100.0%	0	0.0%	ETF
IWS iShares Russell Mid-Cap Value ETF	$0	$51,284 ▼	-100.0%	0	0.0%	ETF
CSCO Cisco Systems	$0	$48,651 ▼	-100.0%	0	0.0%	Computer and Technology
SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5	$0	$46,178 ▼	-100.0%	0	0.0%	PSLV
VZ Verizon Communications	$0	$45,052 ▼	-100.0%	0	0.0%	Computer and Technology
BRKR Bruker	$0	$44,088 ▼	-100.0%	0	0.0%	Computer and Technology
AVLV Avantis U.S. Large Cap Value ETF	$0	$43,320 ▼	-100.0%	0	0.0%	ETF
VIG Vanguard Dividend Appreciation ETF	$0	$42,260 ▼	-100.0%	0	0.0%	ETF
IFGL iShares International Developed Real Estate ETF	$0	$39,103 ▼	-100.0%	0	0.0%	Manufacturing
PFE Pfizer	$0	$39,097 ▼	-100.0%	0	0.0%	Medical
GDXJ VanEck Junior Gold Miners ETF	$0	$36,697 ▼	-100.0%	0	0.0%	ETF
DOV Dover	$0	$34,608 ▼	-100.0%	0	0.0%	Industrial Products
PEP PepsiCo	$0	$34,478 ▼	-100.0%	0	0.0%	Consumer Staples
AVUV Avantis U.S. Small Cap Value ETF	$0	$32,418 ▼	-100.0%	0	0.0%	ETF
IVW iShares S&P 500 Growth ETF	$0	$31,843 ▼	-100.0%	0	0.0%	ETF
TIP iShares TIPS Bond ETF	$0	$30,098 ▼	-100.0%	0	0.0%	ETF
AOM iShares Core Moderate Allocation ETF	$0	$29,888 ▼	-100.0%	0	0.0%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$0	$29,772 ▼	-100.0%	0	0.0%	ETF
UPS United Parcel Service	$0	$27,987 ▼	-100.0%	0	0.0%	Transportation
CSX CSX	$0	$27,043 ▼	-100.0%	0	0.0%	Transportation
UL Unilever	$0	$26,664 ▼	-100.0%	0	0.0%	Consumer Staples
NEM Newmont	$0	$25,786 ▼	-100.0%	0	0.0%	Basic Materials
TXN Texas Instruments	$0	$25,569 ▼	-100.0%	0	0.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$0	$25,335 ▼	-100.0%	0	0.0%	ETF
MGV Vanguard Mega Cap Value ETF	$0	$25,265 ▼	-100.0%	0	0.0%	ETF
OBDC Blue Owl Capital	$0	$24,045 ▼	-100.0%	0	0.0%	Finance
AOA iShares Core Aggressive Allocation ETF	$0	$23,477 ▼	-100.0%	0	0.0%	ETF
GOOG Alphabet	$0	$23,113 ▼	-100.0%	0	0.0%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$0	$22,670 ▼	-100.0%	0	0.0%	Manufacturing
PRG PROG	$0	$21,370 ▼	-100.0%	0	0.0%	Finance
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$0	$20,683 ▼	-100.0%	0	0.0%	ETF
CNNE Cannae	$0	$20,310 ▼	-100.0%	0	0.0%	Finance
AVEM Avantis Emerging Markets Equity ETF	$0	$18,891 ▼	-100.0%	0	0.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$0	$18,417 ▼	-100.0%	0	0.0%	ETF
BMY Bristol-Myers Squibb	$0	$16,881 ▼	-100.0%	0	0.0%	Medical
SCHH Schwab U.S. REIT ETF	$0	$16,320 ▼	-100.0%	0	0.0%	ETF
AMZN Amazon.com	$0	$15,194 ▼	-100.0%	0	0.0%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$0	$14,589 ▼	-100.0%	0	0.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$0	$14,396 ▼	-100.0%	0	0.0%	Finance
VT Vanguard Total World Stock ETF	$0	$14,075 ▼	-100.0%	0	0.0%	ETF
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN	$0	$13,968 ▼	-100.0%	0	0.0%	Finance
VOT Vanguard Mid-Cap Growth ETF	$0	$13,833 ▼	-100.0%	0	0.0%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$0	$13,031 ▼	-100.0%	0	0.0%	ETF
RCL Royal Caribbean Cruises	$0	$12,949 ▼	-100.0%	0	0.0%	Consumer Discretionary
VMBS Vanguard Mortgage-Backed Securities ETF	$0	$12,749 ▼	-100.0%	0	0.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$0	$12,749 ▼	-100.0%	0	0.0%	ETF
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$0	$12,117 ▼	-100.0%	0	0.0%	ETF
UNH UnitedHealth Group	$0	$12,109 ▼	-100.0%	0	0.0%	Medical
SCHI Schwab 5-10 Year Corporate Bond ETF	$0	$11,685 ▼	-100.0%	0	0.0%	ETF
TWLO Twilio	$0	$11,305 ▼	-100.0%	0	0.0%	Computer and Technology
FG F&G Annuities & Life	$0	$11,086 ▼	-100.0%	0	0.0%	Finance
MRK Merck & Co., Inc.	$0	$10,902 ▼	-100.0%	0	0.0%	Medical
CMCSA Comcast	$0	$10,875 ▼	-100.0%	0	0.0%	Consumer Discretionary
DD DuPont de Nemours	$0	$10,232 ▼	-100.0%	0	0.0%	Basic Materials
LLY Eli Lilly and Company	$0	$9,910 ▼	-100.0%	0	0.0%	Medical
SCHB Schwab US Broad Market ETF	$0	$9,464 ▼	-100.0%	0	0.0%	ETF
TXG 10x Genomics	$0	$9,234 ▼	-100.0%	0	0.0%	Medical
T AT&T	$0	$8,676 ▼	-100.0%	0	0.0%	Computer and Technology
MGK Vanguard Mega Cap Growth ETF	$0	$8,564 ▼	-100.0%	0	0.0%	ETF
FNDX Schwab Fundamental U.S. Large Company Index ETF	$0	$8,300 ▼	-100.0%	0	0.0%	ETF
MELI MercadoLibre	$0	$7,858 ▼	-100.0%	0	0.0%	Retail/Wholesale
BKLN Invesco Senior Loan ETF	$0	$7,795 ▼	-100.0%	0	0.0%	ETF
META Meta Platforms	$0	$7,788 ▼	-100.0%	0	0.0%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$0	$7,567 ▼	-100.0%	0	0.0%	ETF
SQQQ ProShares UltraPro Short QQQ	$0	$7,492 ▼	-100.0%	0	0.0%	ETF
FNDA Schwab Fundamental U.S. Small Company Index ETF	$0	$6,698 ▼	-100.0%	0	0.0%	ETF
AVGO Broadcom	$0	$6,698 ▼	-100.0%	0	0.0%	Computer and Technology
ROKU Roku	$0	$6,600 ▼	-100.0%	0	0.0%	Consumer Discretionary
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$0	$6,464 ▼	-100.0%	0	0.0%	ETF
WMT Walmart	$0	$6,306 ▼	-100.0%	0	0.0%	Retail/Wholesale
ABT Abbott Laboratories	$0	$6,164 ▼	-100.0%	0	0.0%	Medical
HSY Hershey	$0	$5,594 ▼	-100.0%	0	0.0%	Consumer Staples
EZM WisdomTree U.S. MidCap Fund	$0	$5,567 ▼	-100.0%	0	0.0%	Finance
FNDF Schwab Fundamental International Large Company Index ETF	$0	$5,566 ▼	-100.0%	0	0.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$0	$5,561 ▼	-100.0%	0	0.0%	ETF
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$0	$5,510 ▼	-100.0%	0	0.0%	ETF
SCHA Schwab US Small-Cap ETF	$0	$5,055 ▼	-100.0%	0	0.0%	ETF
LCID Lucid Group	$0	$4,926 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund	$0	$4,630 ▼	-100.0%	0	0.0%	Finance
CI The Cigna Group	$0	$4,601 ▼	-100.0%	0	0.0%	Medical
MTTR Matterport	$0	$4,517 ▼	-100.0%	0	0.0%	Business Services
PANW Palo Alto Networks	$0	$4,424 ▼	-100.0%	0	0.0%	Computer and Technology
BWX SPDR Bloomberg Barclays International Treasury Bond ETF	$0	$4,382 ▼	-100.0%	0	0.0%	Finance
RF Regions Financial	$0	$4,371 ▼	-100.0%	0	0.0%	Finance
VIXY ProShares VIX Short-Term Futures ETF	$0	$4,359 ▼	-100.0%	0	0.0%	ETF
UNG United States Natural Gas Fund	$0	$4,259 ▼	-100.0%	0	0.0%	ETF
VXF Vanguard Extended Market ETF	$0	$4,111 ▼	-100.0%	0	0.0%	ETF
EVGO EVgo	$0	$3,921 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
ARCC Ares Capital	$0	$3,706 ▼	-100.0%	0	0.0%	Finance
IWD iShares Russell 1000 Value ETF	$0	$3,636 ▼	-100.0%	0	0.0%	ETF
SPXS Direxion Daily S&P 500 Bear 3X Shares	$0	$3,465 ▼	-100.0%	0	0.0%	ETF
ETN Eaton	$0	$3,372 ▼	-100.0%	0	0.0%	Industrial Products
VYM Vanguard High Dividend Yield ETF	$0	$3,238 ▼	-100.0%	0	0.0%	ETF
FNDC Schwab Fundamental International Small Cap Company Index ETF	$0	$3,103 ▼	-100.0%	0	0.0%	ETF
KD Kyndryl	$0	$3,055 ▼	-100.0%	0	0.0%	Business Services
DELL Dell Technologies	$0	$2,984 ▼	-100.0%	0	0.0%	Computer and Technology
IWX iShares Russell Top 200 Value ETF	$0	$2,807 ▼	-100.0%	0	0.0%	ETF
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	$0	$2,804 ▼	-100.0%	0	0.0%	ETF
BX Blackstone	$0	$2,488 ▼	-100.0%	0	0.0%	Finance
GOOGL Alphabet	$0	$2,096 ▼	-100.0%	0	0.0%	Computer and Technology
BABA Alibaba Group	$0	$2,016 ▼	-100.0%	0	0.0%	Retail/Wholesale
WFC Wells Fargo & Company	$0	$1,969 ▼	-100.0%	0	0.0%	Finance
IDNA iShares Genomics Immunology and Healthcare ETF	$0	$1,887 ▼	-100.0%	0	0.0%	ETF
SCHP Schwab U.S. TIPS ETF	$0	$1,827 ▼	-100.0%	0	0.0%	ETF
TBT ProShares UltraShort 20+ Year Treasury	$0	$1,812 ▼	-100.0%	0	0.0%	ETF
MDLZ Mondelez International	$0	$1,811 ▼	-100.0%	0	0.0%	Consumer Staples
SDS ProShares UltraShort S&P500	$0	$1,796 ▼	-100.0%	0	0.0%	ETF
ISRG Intuitive Surgical	$0	$1,687 ▼	-100.0%	0	0.0%	Medical
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$0	$1,668 ▼	-100.0%	0	0.0%	ETF
PUBM PubMatic	$0	$1,631 ▼	-100.0%	0	0.0%	Computer and Technology
AMAT Applied Materials	$0	$1,621 ▼	-100.0%	0	0.0%	Computer and Technology
WM Waste Management	$0	$1,612 ▼	-100.0%	0	0.0%	Business Services
IEUR iShares Core MSCI Europe ETF	$0	$1,596 ▼	-100.0%	0	0.0%	ETF
UNP Union Pacific	$0	$1,474 ▼	-100.0%	0	0.0%	Transportation
SYY Sysco	$0	$1,463 ▼	-100.0%	0	0.0%	Consumer Staples
EFAV iShares MSCI EAFE Min Vol Factor ETF	$0	$1,457 ▼	-100.0%	0	0.0%	ETF
SPY SPDR S&P 500 ETF Trust	$0	$1,426 ▼	-100.0%	0	0.0%	Finance
PYPL PayPal	$0	$1,413 ▼	-100.0%	0	0.0%	Computer and Technology
SOXS Direxion Daily Semiconductors Bear 3x Shares	$0	$1,397 ▼	-100.0%	0	0.0%	ETF
COP ConocoPhillips	$0	$1,393 ▼	-100.0%	0	0.0%	Oils/Energy
GEHC GE HealthCare Technologies	$0	$1,392 ▼	-100.0%	0	0.0%	Medical
MQ Marqeta	$0	$1,285 ▼	-100.0%	0	0.0%	Business Services
FDVV Fidelity High Dividend ETF	$0	$1,269 ▼	-100.0%	0	0.0%	ETF
PLUG Plug Power	$0	$1,211 ▼	-100.0%	0	0.0%	Industrial Products
SMR NuScale Power	$0	$1,165 ▼	-100.0%	0	0.0%	Computer and Technology
CHPT ChargePoint	$0	$1,140 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
TGT Target	$0	$1,140 ▼	-100.0%	0	0.0%	Retail/Wholesale
EEMS iShares MSCI Emerging Markets Small-Cap ETF	$0	$1,099 ▼	-100.0%	0	0.0%	ETF
TMO Thermo Fisher Scientific	$0	$1,062 ▼	-100.0%	0	0.0%	Medical
CFLT Confluent	$0	$1,030 ▼	-100.0%	0	0.0%	Business Services
PJT PJT Partners	$0	$1,019 ▼	-100.0%	0	0.0%	Finance
EBAY eBay	$0	$1,004 ▼	-100.0%	0	0.0%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$0	$1,004 ▼	-100.0%	0	0.0%	Finance
IAU iShares Gold Trust	$0	$976 ▼	-100.0%	0	0.0%	Finance
VTRS Viatris	$0	$975 ▼	-100.0%	0	0.0%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$0	$849 ▼	-100.0%	0	0.0%	ETF
BLK BlackRock	$0	$812 ▼	-100.0%	0	0.0%	Finance
LRCX Lam Research	$0	$784 ▼	-100.0%	0	0.0%	Computer and Technology
HYLB X-trackers USD High Yield Corporate Bond ETF	$0	$783 ▼	-100.0%	0	0.0%	ETF
ARKK ARK Innovation ETF	$0	$734 ▼	-100.0%	0	0.0%	ETF
LITHIUM AMERICAS CORP COM NPV ISIN #CA53681J1030 SEDOL #BRBS357	$0	$717 ▼	-100.0%	0	0.0%	LAC
MET MetLife	$0	$662 ▼	-100.0%	0	0.0%	Finance
PAAS Pan American Silver	$0	$621 ▼	-100.0%	0	0.0%	Basic Materials
DSTL Distillate U.S. Fundamental Stability & Value ETF	$0	$593 ▼	-100.0%	0	0.0%	ETF
AEM Agnico Eagle Mines	$0	$494 ▼	-100.0%	0	0.0%	Basic Materials
DIS Walt Disney	$0	$452 ▼	-100.0%	0	0.0%	Consumer Discretionary
HAUZ X-trackers International Real Estate ETF	$0	$372 ▼	-100.0%	0	0.0%	ETF
WAB Westinghouse Air Brake Technologies	$0	$254 ▼	-100.0%	0	0.0%	Transportation
DMK DMK Pharmaceuticals	$0	$213 ▼	-100.0%	0	0.0%	Medical
WBD Warner Bros. Discovery	$0	$194 ▼	-100.0%	0	0.0%	Consumer Discretionary
CCL Carnival Co. &	$0	$186 ▼	-100.0%	0	0.0%	Consumer Discretionary
DARE Daré Bioscience	$0	$119 ▼	-100.0%	0	0.0%	Medical
UNIT Uniti Group	$0	$116 ▼	-100.0%	0	0.0%	Finance
MULLEN AUTOMOTIVE INC COM NEW	$0	$101 ▼	-100.0%	0	0.0%	MULN
PPLT Aberdeen Standard Physical Platinum Shares ETF	$0	$92 ▼	-100.0%	0	0.0%	ETF
OUT OUTFRONT Media	$0	$56 ▼	-100.0%	0	0.0%	Finance
PXH Invesco FTSE RAFI Emerging Markets ETF	$0	$39 ▼	-100.0%	0	0.0%	ETF
GECC Great Elm Capital	$0	$32 ▼	-100.0%	0	0.0%	Finance
F Ford Motor	$0	$25 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

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Life Planning Partners, Inc Top Holdings and 13F Report (2024)

About Life Planning Partners, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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Life Planning Partners, Inc Top Holdings and 13F Report (2024)

About Life Planning Partners, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLife Planning Partners, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information