LIFE PLANNING PARTNERS, INC

Filed: 1/30/2025ACC: 0001085146-25-000629

📋 What this filing means

LIFE PLANNING PARTNERS, INC filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

166

Positions

$1.53B

Total AUM (reported)

115.21M

Total Shares

Allocation by class

CORE S&P TTL STK$186.41M12.2%

CORE MSCI EAFE$120.03M7.9%

CORE TOTAL USD$96.92M6.3%

VAN FTSE DEV MKT$91.40M6.0%

PORTFOLIO DEVLPD$87.06M5.7%

CORE MSCI EMKT$80.84M5.3%

SHRT NAT MUN ETF$56.64M3.7%

Portfolio Concentration

Top 3$403.37M26.4%

4–10$453.63M29.7%

11–25$370.10M24.2%

Rest$299.86M19.6%

Top 3 weight

26.4%

Top 10 weight

56.1%

Voting Authority Distribution

Total shares with voting rights: 115.21M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

115.21M

% of voting shares100.0%

Investment Discretion (by position count)

Sole166

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings166

Rows:

ISHARES TR

SOLE

CORE S&P TTL STK

Shares23.98M

TypeSH

Market value$186.41M

12.21%

Sole

0.00

Shared

0.00

None

23.98M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares8.44M

TypeSH

Market value$120.03M

7.86%

Sole

0.00

Shared

0.00

None

8.44M

ISHARES TR

SOLE

CORE TOTAL USD

Shares4.38M

TypeSH

Market value$96.92M

6.35%

Sole

0.00

Shared

0.00

None

4.38M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares4.37M

TypeSH

Market value$91.40M

5.99%

Sole

0.00

Shared

0.00

None

4.37M

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares2.97M

TypeSH

Market value$87.06M

5.70%

Sole

0.00

Shared

0.00

None

2.97M

ISHARES INC

SOLE

CORE MSCI EMKT

Shares4.22M

TypeSH

Market value$80.84M

5.29%

Sole

0.00

Shared

0.00

None

4.22M

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares5.97M

TypeSH

Market value$56.64M

3.71%

Sole

0.00

Shared

0.00

None

5.97M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares2.14M

TypeSH

Market value$48.53M

3.18%

Sole

0.00

Shared

0.00

None

2.14M

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares1.15M

TypeSH

Market value$46.30M

3.03%

Sole

0.00

Shared

0.00

None

1.15M

FIDELITY COVINGTON TRUST

SOLE

MSCI RL EST ETF

Shares1.16M

TypeSH

Market value$42.86M

2.81%

Sole

0.00

Shared

0.00

None

1.16M

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares1.25M

TypeSH

Market value$42.79M

2.80%

Sole

0.00

Shared

0.00

None

1.25M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares3.68M

TypeSH

Market value$34.51M

2.26%

Sole

0.00

Shared

0.00

None

3.68M

ISHARES TR

SOLE

0-5YR INVT GR CP

Shares1.45M

TypeSH

Market value$29.14M

1.91%

Sole

0.00

Shared

0.00

None

1.45M

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares2.31M

TypeSH

Market value$28.75M

1.88%

Sole

0.00

Shared

0.00

None

2.31M

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares1.77M

TypeSH

Market value$27.70M

1.81%

Sole

0.00

Shared

0.00

None

1.77M

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares1.39M

TypeSH

Market value$27.69M

1.81%

Sole

0.00

Shared

0.00

None

1.39M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares7.82M

TypeSH

Market value$26.98M

1.77%

Sole

0.00

Shared

0.00

None

7.82M

AMERICAN CENTY ETF TR

SOLE

REAL ESTATE ETF

Shares1.13M

TypeSH

Market value$26.91M

1.76%

Sole

0.00

Shared

0.00

None

1.13M

ISHARES TR

SOLE

CORE S&P US VLU

Shares2.27M

TypeSH

Market value$24.49M

1.60%

Sole

0.00

Shared

0.00

None

2.27M

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares1.68M

TypeSH

Market value$22.44M

1.47%

Sole

0.00

Shared

0.00

None

1.68M

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.28M

TypeSH

Market value$17.77M

1.16%

Sole

0.00

Shared

0.00

None

1.28M

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares626.31K

TypeSH

Market value$15.83M

1.04%

Sole

0.00

Shared

0.00

None

626.31K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares874.83K

TypeSH

Market value$15.24M

1.00%

Sole

0.00

Shared

0.00

None

874.83K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares931.65K

TypeSH

Market value$15.18M

0.99%

Sole

0.00

Shared

0.00

None

931.65K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares728.57K

TypeSH

Market value$14.68M

0.96%

Sole

0.00

Shared

0.00

None

728.57K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P TTL STK	23.98M	SH	$186.41M 12.21%	23.98M
ISHARES TRSOLE	CORE MSCI EAFE	8.44M	SH	$120.03M 7.86%	8.44M
ISHARES TRSOLE	CORE TOTAL USD	4.38M	SH	$96.92M 6.35%	4.38M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	4.37M	SH	$91.40M 5.99%	4.37M
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	2.97M	SH	$87.06M 5.70%	2.97M
ISHARES INCSOLE	CORE MSCI EMKT	4.22M	SH	$80.84M 5.29%	4.22M
ISHARES TRSOLE	SHRT NAT MUN ETF	5.97M	SH	$56.64M 3.71%	5.97M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	2.14M	SH	$48.53M 3.18%	2.14M
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	1.15M	SH	$46.30M 3.03%	1.15M
FIDELITY COVINGTON TRUSTSOLE	MSCI RL EST ETF	1.16M	SH	$42.86M 2.81%	1.16M
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	1.25M	SH	$42.79M 2.80%	1.25M
ISHARES TRSOLE	NATIONAL MUN ETF	3.68M	SH	$34.51M 2.26%	3.68M
ISHARES TRSOLE	0-5YR INVT GR CP	1.45M	SH	$29.14M 1.91%	1.45M
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	2.31M	SH	$28.75M 1.88%	2.31M
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	1.77M	SH	$27.70M 1.81%	1.77M
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	1.39M	SH	$27.69M 1.81%	1.39M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	7.82M	SH	$26.98M 1.77%	7.82M
AMERICAN CENTY ETF TRSOLE	REAL ESTATE ETF	1.13M	SH	$26.91M 1.76%	1.13M
ISHARES TRSOLE	CORE S&P US VLU	2.27M	SH	$24.49M 1.60%	2.27M
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	1.68M	SH	$22.44M 1.47%	1.68M
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.28M	SH	$17.77M 1.16%	1.28M
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	626.31K	SH	$15.83M 1.04%	626.31K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	874.83K	SH	$15.24M 1.00%	874.83K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	931.65K	SH	$15.18M 0.99%	931.65K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	728.57K	SH	$14.68M 0.96%	728.57K

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