Filed: 7/21/2025ACC: 0001085146-25-003995
📋 What this filing means
LIFE PLANNING PARTNERS, INC filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $125.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$125.63M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
CORE S&P TTL STK$25.04M19.9%
CORE MSCI EAFE$10.45M8.3%
TOTAL STK MKT$8.62M6.9%
SHRT NAT MUN ETF$5.47M4.4%
VAN FTSE DEV MKT$5.27M4.2%
CORE MSCI EMKT$5.08M4.0%
COM$5.04M4.0%
Portfolio Concentration
Top 3$44.11M35.1%
4–10$30.32M24.1%
11–25$28.79M22.9%
Rest$22.41M17.8%
Top 3 weight
35.1%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 1.55M
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
1.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings65
Rows:
ISHARES TR
SOLEShares185.43K
TypeSH
Market value$25.04M
19.93%
Sole
0.00
Shared
0.00
None
185.43K
ISHARES TR
SOLEShares125.17K
TypeSH
Market value$10.45M
8.32%
Sole
0.00
Shared
0.00
None
125.17K
VANGUARD INDEX FDS
SOLEShares28.37K
TypeSH
Market value$8.62M
6.86%
Sole
0.00
Shared
0.00
None
28.37K
ISHARES TR
SOLEShares51.48K
TypeSH
Market value$5.47M
4.36%
Sole
0.00
Shared
0.00
None
51.48K
VANGUARD TAX-MANAGED FDS
SOLEShares92.46K
TypeSH
Market value$5.27M
4.20%
Sole
0.00
Shared
0.00
None
92.46K
ISHARES INC
SOLEShares84.55K
TypeSH
Market value$5.08M
4.04%
Sole
0.00
Shared
0.00
None
84.55K
ISHARES TR
SOLEShares39.97K
TypeSH
Market value$4.18M
3.32%
Sole
0.00
Shared
0.00
None
39.97K
ISHARES TR
SOLEShares86.46K
TypeSH
Market value$4.00M
3.18%
Sole
0.00
Shared
0.00
None
86.46K
SPDR INDEX SHS FDS
SOLEShares87.06K
TypeSH
Market value$3.53M
2.81%
Sole
0.00
Shared
0.00
None
87.06K
FIDELITY MERRIMACK STR TR
SOLEShares57.50K
TypeSH
Market value$2.80M
2.23%
Sole
0.00
Shared
0.00
None
57.50K
AMERICAN CENTY ETF TR
SOLEShares26.10K
TypeSH
Market value$2.63M
2.09%
Sole
0.00
Shared
0.00
None
26.10K
VANGUARD INTL EQUITY INDEX F
SOLEShares51.31K
TypeSH
Market value$2.54M
2.02%
Sole
0.00
Shared
0.00
None
51.31K
VANGUARD INDEX FDS
SOLEShares10.55K
TypeSH
Market value$2.50M
1.99%
Sole
0.00
Shared
0.00
None
10.55K
DIMENSIONAL ETF TRUST
SOLEShares34.93K
TypeSH
Market value$2.34M
1.86%
Sole
0.00
Shared
0.00
None
34.93K
ISHARES TR
SOLEShares24.49K
TypeSH
Market value$2.32M
1.84%
Sole
0.00
Shared
0.00
None
24.49K
VANGUARD SCOTTSDALE FDS
SOLEShares27.88K
TypeSH
Market value$2.31M
1.84%
Sole
0.00
Shared
0.00
None
27.88K
DIMENSIONAL ETF TRUST
SOLEShares53.41K
TypeSH
Market value$1.85M
1.47%
Sole
0.00
Shared
0.00
None
53.41K
VANGUARD INDEX FDS
SOLEShares6.37K
TypeSH
Market value$1.82M
1.45%
Sole
0.00
Shared
0.00
None
6.37K
GLOBAL X FDS
SOLEShares16.71K
TypeSH
Market value$1.68M
1.34%
Sole
0.00
Shared
0.00
None
16.71K
VANGUARD BD INDEX FDS
SOLEShares21.59K
TypeSH
Market value$1.67M
1.33%
Sole
0.00
Shared
0.00
None
21.59K
ISHARES TR
SOLEShares31.24K
TypeSH
Market value$1.58M
1.26%
Sole
0.00
Shared
0.00
None
31.24K
VANGUARD MUN BD FDS
SOLEShares30.56K
TypeSH
Market value$1.50M
1.19%
Sole
0.00
Shared
0.00
None
30.56K
AMERICAN CENTY ETF TR
SOLEShares18.90K
TypeSH
Market value$1.40M
1.11%
Sole
0.00
Shared
0.00
None
18.90K
DIMENSIONAL ETF TRUST
SOLEShares46.76K
TypeSH
Market value$1.37M
1.09%
Sole
0.00
Shared
0.00
None
46.76K
ISHARES TR
SOLEShares16.68K
TypeSH
Market value$1.29M
1.03%
Sole
0.00
Shared
0.00
None
16.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 185.43K | SH | $25.04M 19.93% | 0.00 | 0.00 | 185.43K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.17K | SH | $10.45M 8.32% | 0.00 | 0.00 | 125.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.37K | SH | $8.62M 6.86% | 0.00 | 0.00 | 28.37K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 51.48K | SH | $5.47M 4.36% | 0.00 | 0.00 | 51.48K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 92.46K | SH | $5.27M 4.20% | 0.00 | 0.00 | 92.46K |
ISHARES INCSOLE | CORE MSCI EMKT | 84.55K | SH | $5.08M 4.04% | 0.00 | 0.00 | 84.55K |
ISHARES TRSOLE | NATIONAL MUN ETF | 39.97K | SH | $4.18M 3.32% | 0.00 | 0.00 | 39.97K |
ISHARES TRSOLE | CORE TOTAL USD | 86.46K | SH | $4.00M 3.18% | 0.00 | 0.00 | 86.46K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 87.06K | SH | $3.53M 2.81% | 0.00 | 0.00 | 87.06K |
FIDELITY MERRIMACK STR TRSOLE | SYSTEMATIC MUN | 57.50K | SH | $2.80M 2.23% | 0.00 | 0.00 | 57.50K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 26.10K | SH | $2.63M 2.09% | 0.00 | 0.00 | 26.10K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 51.31K | SH | $2.54M 2.02% | 0.00 | 0.00 | 51.31K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.55K | SH | $2.50M 1.99% | 0.00 | 0.00 | 10.55K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 34.93K | SH | $2.34M 1.86% | 0.00 | 0.00 | 34.93K |
ISHARES TRSOLE | CORE S&P US VLU | 24.49K | SH | $2.32M 1.84% | 0.00 | 0.00 | 24.49K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 27.88K | SH | $2.31M 1.84% | 0.00 | 0.00 | 27.88K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 53.41K | SH | $1.85M 1.47% | 0.00 | 0.00 | 53.41K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 6.37K | SH | $1.82M 1.45% | 0.00 | 0.00 | 6.37K |
GLOBAL X FDSSOLE | 1-3 MONTH T-BILL | 16.71K | SH | $1.68M 1.34% | 0.00 | 0.00 | 16.71K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 21.59K | SH | $1.67M 1.33% | 0.00 | 0.00 | 21.59K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 31.24K | SH | $1.58M 1.26% | 0.00 | 0.00 | 31.24K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 30.56K | SH | $1.50M 1.19% | 0.00 | 0.00 | 30.56K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 18.90K | SH | $1.40M 1.11% | 0.00 | 0.00 | 18.90K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 46.76K | SH | $1.37M 1.09% | 0.00 | 0.00 | 46.76K |
ISHARES TRSOLE | CORE MSCI TOTAL | 16.68K | SH | $1.29M 1.03% | 0.00 | 0.00 | 16.68K |
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