Filed: 4/17/2025ACC: 0001085146-25-002167
📋 What this filing means
LIFE PLANNING PARTNERS, INC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $110.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$110.45M
Total AUM (reported)
1.46M
Total Shares
Allocation by class
CORE S&P TTL STK$22.72M20.6%
CORE MSCI EAFE$9.21M8.3%
TOTAL STK MKT$7.68M7.0%
SHRT NAT MUN ETF$5.90M5.3%
VAN FTSE DEV MKT$4.70M4.3%
CORE MSCI EMKT$4.49M4.1%
CORE TOTAL USD$4.28M3.9%
Portfolio Concentration
Top 3$39.62M35.9%
4–10$29.04M26.3%
11–25$23.95M21.7%
Rest$17.85M16.2%
Top 3 weight
35.9%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
ISHARES TR
SOLEShares186.24K
TypeSH
Market value$22.72M
20.57%
Sole
0.00
Shared
0.00
None
186.24K
ISHARES TR
SOLEShares121.73K
TypeSH
Market value$9.21M
8.34%
Sole
0.00
Shared
0.00
None
121.73K
VANGUARD INDEX FDS
SOLEShares27.96K
TypeSH
Market value$7.68M
6.96%
Sole
0.00
Shared
0.00
None
27.96K
ISHARES TR
SOLEShares55.83K
TypeSH
Market value$5.90M
5.34%
Sole
0.00
Shared
0.00
None
55.83K
VANGUARD TAX-MANAGED FDS
SOLEShares92.41K
TypeSH
Market value$4.70M
4.25%
Sole
0.00
Shared
0.00
None
92.41K
ISHARES INC
SOLEShares83.23K
TypeSH
Market value$4.49M
4.07%
Sole
0.00
Shared
0.00
None
83.23K
ISHARES TR
SOLEShares92.83K
TypeSH
Market value$4.28M
3.87%
Sole
0.00
Shared
0.00
None
92.83K
ISHARES TR
SOLEShares38.67K
TypeSH
Market value$4.08M
3.69%
Sole
0.00
Shared
0.00
None
38.67K
SPDR INDEX SHS FDS
SOLEShares87.06K
TypeSH
Market value$3.17M
2.87%
Sole
0.00
Shared
0.00
None
87.06K
VANGUARD INDEX FDS
SOLEShares10.95K
TypeSH
Market value$2.43M
2.20%
Sole
0.00
Shared
0.00
None
10.95K
VANGUARD SCOTTSDALE FDS
SOLEShares29.66K
TypeSH
Market value$2.43M
2.20%
Sole
0.00
Shared
0.00
None
29.66K
ISHARES TR
SOLEShares24.49K
TypeSH
Market value$2.26M
2.05%
Sole
0.00
Shared
0.00
None
24.49K
VANGUARD INTL EQUITY INDEX F
SOLEShares49.10K
TypeSH
Market value$2.22M
2.01%
Sole
0.00
Shared
0.00
None
49.10K
DIMENSIONAL ETF TRUST
SOLEShares30.52K
TypeSH
Market value$1.85M
1.67%
Sole
0.00
Shared
0.00
None
30.52K
VANGUARD INDEX FDS
SOLEShares6.74K
TypeSH
Market value$1.73M
1.57%
Sole
0.00
Shared
0.00
None
6.74K
VANGUARD BD INDEX FDS
SOLEShares22.30K
TypeSH
Market value$1.71M
1.55%
Sole
0.00
Shared
0.00
None
22.30K
DIMENSIONAL ETF TRUST
SOLEShares49.29K
TypeSH
Market value$1.54M
1.39%
Sole
0.00
Shared
0.00
None
49.29K
ISHARES TR
SOLEShares28.38K
TypeSH
Market value$1.43M
1.29%
Sole
0.00
Shared
0.00
None
28.38K
VANGUARD MUN BD FDS
SOLEShares28.69K
TypeSH
Market value$1.42M
1.29%
Sole
0.00
Shared
0.00
None
28.69K
GLOBAL X FDS
SOLEShares12.96K
TypeSH
Market value$1.30M
1.18%
Sole
0.00
Shared
0.00
None
12.96K
VANGUARD INTL EQUITY INDEX F
SOLEShares11.14K
TypeSH
Market value$1.29M
1.17%
Sole
0.00
Shared
0.00
None
11.14K
DIMENSIONAL ETF TRUST
SOLEShares46.76K
TypeSH
Market value$1.22M
1.11%
Sole
0.00
Shared
0.00
None
46.76K
AMERICAN CENTY ETF TR
SOLEShares28.04K
TypeSH
Market value$1.21M
1.09%
Sole
0.00
Shared
0.00
None
28.04K
FIDELITY COVINGTON TRUST
SOLEShares42.88K
TypeSH
Market value$1.18M
1.07%
Sole
0.00
Shared
0.00
None
42.88K
VANGUARD BD INDEX FDS
SOLEShares15.88K
TypeSH
Market value$1.17M
1.06%
Sole
0.00
Shared
0.00
None
15.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 186.24K | SH | $22.72M 20.57% | 0.00 | 0.00 | 186.24K |
ISHARES TRSOLE | CORE MSCI EAFE | 121.73K | SH | $9.21M 8.34% | 0.00 | 0.00 | 121.73K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.96K | SH | $7.68M 6.96% | 0.00 | 0.00 | 27.96K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 55.83K | SH | $5.90M 5.34% | 0.00 | 0.00 | 55.83K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 92.41K | SH | $4.70M 4.25% | 0.00 | 0.00 | 92.41K |
ISHARES INCSOLE | CORE MSCI EMKT | 83.23K | SH | $4.49M 4.07% | 0.00 | 0.00 | 83.23K |
ISHARES TRSOLE | CORE TOTAL USD | 92.83K | SH | $4.28M 3.87% | 0.00 | 0.00 | 92.83K |
ISHARES TRSOLE | NATIONAL MUN ETF | 38.67K | SH | $4.08M 3.69% | 0.00 | 0.00 | 38.67K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 87.06K | SH | $3.17M 2.87% | 0.00 | 0.00 | 87.06K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.95K | SH | $2.43M 2.20% | 0.00 | 0.00 | 10.95K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 29.66K | SH | $2.43M 2.20% | 0.00 | 0.00 | 29.66K |
ISHARES TRSOLE | CORE S&P US VLU | 24.49K | SH | $2.26M 2.05% | 0.00 | 0.00 | 24.49K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 49.10K | SH | $2.22M 2.01% | 0.00 | 0.00 | 49.10K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 30.52K | SH | $1.85M 1.67% | 0.00 | 0.00 | 30.52K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 6.74K | SH | $1.73M 1.57% | 0.00 | 0.00 | 6.74K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 22.30K | SH | $1.71M 1.55% | 0.00 | 0.00 | 22.30K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 49.29K | SH | $1.54M 1.39% | 0.00 | 0.00 | 49.29K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 28.38K | SH | $1.43M 1.29% | 0.00 | 0.00 | 28.38K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 28.69K | SH | $1.42M 1.29% | 0.00 | 0.00 | 28.69K |
GLOBAL X FDSSOLE | 1-3 MONTH T-BILL | 12.96K | SH | $1.30M 1.18% | 0.00 | 0.00 | 12.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 11.14K | SH | $1.29M 1.17% | 0.00 | 0.00 | 11.14K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 46.76K | SH | $1.22M 1.11% | 0.00 | 0.00 | 46.76K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 28.04K | SH | $1.21M 1.09% | 0.00 | 0.00 | 28.04K |
FIDELITY COVINGTON TRUSTSOLE | MSCI RL EST ETF | 42.88K | SH | $1.18M 1.07% | 0.00 | 0.00 | 42.88K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 15.88K | SH | $1.17M 1.06% | 0.00 | 0.00 | 15.88K |
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