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Lifeplan Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Lifeplan Investment Advisors, Inc.

Investment Activity

  • Lifeplan Investment Advisors, Inc. has $201.38 million in total holdings as of June 30, 2025.
  • Lifeplan Investment Advisors, Inc. owns shares of 105 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 10.65% of the portfolio was purchased this quarter.
  • About 3.35% of the portfolio was sold this quarter.
  • This quarter, Lifeplan Investment Advisors, Inc. has purchased 100 new stocks and bought additional shares in 59 stocks.
  • Lifeplan Investment Advisors, Inc. sold shares of 35 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

09290C806 - BlackRock Future U.S. Themes ETF
$1,093,516 Holding
46429B747 - iShares 0-5 Year TIPS Bond ETF
$445,189 Holding
09290C780 - BLACKROCK ETF TRUST
$376,406 Holding
92206C102 - Vanguard Short-Term Treasury ETF
$341,629 Holding

Largest Purchases this Quarter

Goldman Sachs MarketBeta U.S. Equity ETF
19,976 shares (about $1.71M)
NVIDIA
9,226 shares (about $1.46M)
iShares Core MSCI Emerging Markets ETF
20,535 shares (about $1.23M)
Vanguard Growth ETF
2,738 shares (about $1.20M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
3,506 shares (about $2.18M)
Vanguard S&P 500 ETF
2,113 shares (about $1.20M)
iShares MSCI Emerging Markets ex China ETF
12,187 shares (about $769.49K)
SPDR Portfolio Long Term Treasury ETF
12,214 shares (about $324.65K)
iShares ESG Advanced MSCI USA ETF
5,297 shares (about $285.67K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLifeplan Investment Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$11,076,275$124,992 1.1%111,6565.5%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,365,946$1,200,247 -12.5%14,7284.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,544,438$1,200,340 22.5%14,9283.2%ETF
Goldman Sachs MarketBeta U.S. Equity ETF stock logo
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
$6,361,958$1,709,346 36.7%74,3483.2%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$5,901,104$962,077 19.5%115,5042.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,519,252$592,448 12.0%96,8122.7%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,424,164$75,531 -1.4%179,9662.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$5,043,647$94,448 1.9%109,0992.5%Manufacturing
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,027,755$12,286 0.2%25,7822.5%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$4,897,757$40,927 0.8%183,5742.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,762,924$2,176,875 -31.4%7,6712.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,648,207$801,506 20.8%26,3002.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,326,060$57,615 -1.3%195,7492.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,278,021$253,805 -5.6%68,6022.1%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,218,778$24,221 0.6%86,0452.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$4,065,804$14,124 -0.3%14,6812.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$4,000,164$7,236 -0.2%24,3232.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,923,561$1,232,716 45.8%65,3601.9%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$3,833,349$40,953 -1.1%13,4791.9%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,537,820$282,828 8.7%19,3511.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$3,514,234$14,001 -0.4%127,0051.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$3,320,111$32,072 -1.0%113,6641.6%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$3,294,477$33,806 1.0%35,5701.6%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$3,246,532$51,227 -1.6%70,3471.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,223,398$89,511 -2.7%29,2771.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,184,408$1,457,598 84.4%20,1561.6%Computer and Technology
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$3,086,915$28,877 -0.9%58,6871.5%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$3,032,442$212,993 7.6%55,6821.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$2,982,481$915,064 44.3%46,9831.5%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$2,964,511$22,501 -0.8%36,7581.5%ETF
Apple Inc. stock logo
AAPL
Apple
$2,905,839$1,138,290 64.4%14,1631.4%Computer and Technology
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$2,820,857$751,279 36.3%71,1261.4%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$2,805,737$7,237 0.3%132,5961.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,642,274$418,590 18.8%13,5211.3%ETF
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
$2,632,821$1,456,863 123.9%63,6871.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,032,262$254,719 14.3%41,0891.0%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$1,980,800$587,843 42.2%16,3191.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,848,042$109,077 6.3%17,6880.9%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$1,689,100$582,270 52.6%16,6250.8%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,486,560$199,610 15.5%15,8330.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,460,615$77,110 -5.0%2,9360.7%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$1,452,970$48,866 3.5%29,3470.7%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,448,272$83,888 6.1%12,9310.7%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,395,508$46,118 3.4%17,7320.7%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$1,379,213$130,485 -8.6%18,1380.7%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,365,309$40,486 -2.9%6,5760.7%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,269,562$294,343 30.2%5,3570.6%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$1,267,313$434,003 52.1%4,1640.6%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,259,300$884 -0.1%4,2720.6%Computer and Technology
BTHM
BlackRock Future U.S. Themes ETF
$1,093,516$1,093,516 New Holding30,7340.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,088,136$39,332 -3.5%6,2800.5%Manufacturing
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$1,060,072$10,091 1.0%15,7580.5%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,040,113$1,030 -0.1%4,0410.5%Aerospace
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$1,037,312$133,805 14.8%44,6540.5%Manufacturing
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$990,327$146,261 17.3%18,7420.5%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$976,901$38,692 4.1%4,0650.5%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$962,828$65,748 7.3%20,2530.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$950,615$672,301 241.6%3,2790.5%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$923,413$24,791 2.8%4,2090.5%Retail/Wholesale
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$805,671$226,200 39.0%21,6520.4%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$727,162$18,469 -2.5%6,2600.4%ETF
Goldman Sachs Access Investment Grade Corporate Bond ETF stock logo
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
$720,489$95,906 15.4%15,6560.4%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$688,010$27,063 4.1%14,8470.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$666,129$25,986 4.1%8,6130.3%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$655,465$285,667 -30.4%12,1540.3%Manufacturing
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$646,792$24,756 4.0%9,3010.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$591,985$27,311 4.8%8020.3%Computer and Technology
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$543,591$58,575 12.1%12,4820.3%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$533,623$16,507 3.2%3,9440.3%Manufacturing
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$507,846$4,635 -0.9%4,7110.3%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$489,480$742 0.2%2,6370.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$447,710$9,623 2.2%2,9310.2%Medical
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$445,189$445,189 New Holding4,3260.2%ETF
GE VERNOVA INC
$438,665$529 -0.1%8290.2%COM
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF stock logo
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
$437,732$124,664 39.8%6,3800.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$410,682$19,917 5.1%2,3300.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$409,065$8,821 2.2%1,4840.2%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$381,5380.0%3,9020.2%Retail/Wholesale
GOLDMAN SACHS ETF TR
$379,613$118,538 45.4%6,5490.2%MARKETBETA RUSS
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$377,348$416 0.1%2,7210.2%ETF
BLACKROCK ETF TRUST
$376,406$376,406 New Holding13,0470.2%ISHARES A I INNO
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$361,3520.0%3650.2%Retail/Wholesale
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$361,137$42,893 -10.6%1,4650.2%ETF
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF stock logo
GLOV
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
$360,058$95,683 36.2%6,5740.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$341,629$341,629 New Holding5,8120.2%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$335,799$50,024 -13.0%4,5110.2%Manufacturing
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$328,529$324,648 -49.7%12,3600.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$323,010$6,966 -2.1%8810.2%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$318,613$53,049 20.0%1,0030.2%Auto/Tires/Trucks
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$311,245$10,537 3.5%7,9460.2%Manufacturing
Intuit Inc. stock logo
INTU
Intuit
$310,326$1,575 -0.5%3940.2%Computer and Technology
GTIP
Goldman Sachs Access Inflation Protected USD Bond ETF
$304,455$84,073 38.1%6,1490.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$289,548$46,328 19.0%12,6000.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$270,790$833 -0.3%3,9030.1%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$263,546$769,486 -74.5%4,1740.1%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$261,302$1,124 -0.4%4650.1%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$250,6570.0%5160.1%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$248,221$2,868 -1.1%1,5580.1%Consumer Staples
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$241,748$241,748 New Holding4,8090.1%Manufacturing
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$239,611$3,902 -1.6%3070.1%Medical

Showing largest 100 holdings. View all holdings.
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