Filed: 10/24/2025ACC: 0001910934-25-000002
📋 What this filing means
LIFE PLANNING PARTNERS, INC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $136.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$136.93M
Total AUM (reported)
1.61M
Total Shares
Allocation by class
CORE S&P TTL STK$26.98M19.7%
CORE MSCI EAFE$10.97M8.0%
TOTAL STK MKT$9.25M6.8%
COM$5.87M4.3%
SHRT NAT MUN ETF$5.68M4.1%
CORE MSCI EMKT$5.66M4.1%
VAN FTSE DEV MKT$5.48M4.0%
Portfolio Concentration
Top 3$47.21M34.5%
4–10$31.68M23.1%
11–25$31.88M23.3%
Rest$26.17M19.1%
Top 3 weight
34.5%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 1.61M
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
1.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings70
Rows:
ISHARES TR
SOLEShares185.24K
TypeSH
Market value$26.98M
19.70%
Sole
0.00
Shared
0.00
None
185.24K
ISHARES TR
SOLEShares125.67K
TypeSH
Market value$10.97M
8.01%
Sole
0.00
Shared
0.00
None
125.67K
VANGUARD INDEX FDS
SOLEShares28.20K
TypeSH
Market value$9.25M
6.76%
Sole
0.00
Shared
0.00
None
28.20K
ISHARES TR
SOLEShares53.15K
TypeSH
Market value$5.68M
4.14%
Sole
0.00
Shared
0.00
None
53.15K
ISHARES INC
SOLEShares85.92K
TypeSH
Market value$5.66M
4.14%
Sole
0.00
Shared
0.00
None
85.92K
VANGUARD TAX-MANAGED FDS
SOLEShares91.46K
TypeSH
Market value$5.48M
4.00%
Sole
0.00
Shared
0.00
None
91.46K
ISHARES TR
SOLEShares39.97K
TypeSH
Market value$4.26M
3.11%
Sole
0.00
Shared
0.00
None
39.97K
ISHARES TR
SOLEShares82.78K
TypeSH
Market value$3.87M
2.82%
Sole
0.00
Shared
0.00
None
82.78K
SPDR INDEX SHS FDS
SOLEShares86.44K
TypeSH
Market value$3.70M
2.70%
Sole
0.00
Shared
0.00
None
86.44K
GLOBAL X FDS
SOLEShares30.24K
TypeSH
Market value$3.04M
2.22%
Sole
0.00
Shared
0.00
None
30.24K
AMERICAN CENTY ETF TR
SOLEShares27.39K
TypeSH
Market value$2.98M
2.17%
Sole
0.00
Shared
0.00
None
27.39K
VANGUARD INTL EQUITY INDEX F
SOLEShares51.01K
TypeSH
Market value$2.76M
2.02%
Sole
0.00
Shared
0.00
None
51.01K
FIDELITY MERRIMACK STR TR
SOLEShares53.61K
TypeSH
Market value$2.67M
1.95%
Sole
0.00
Shared
0.00
None
53.61K
VANGUARD INDEX FDS
SOLEShares10.38K
TypeSH
Market value$2.64M
1.93%
Sole
0.00
Shared
0.00
None
10.38K
DIMENSIONAL ETF TRUST
SOLEShares34.92K
TypeSH
Market value$2.53M
1.85%
Sole
0.00
Shared
0.00
None
34.92K
ISHARES TR
SOLEShares24.49K
TypeSH
Market value$2.45M
1.79%
Sole
0.00
Shared
0.00
None
24.49K
VANGUARD SCOTTSDALE FDS
SOLEShares27.88K
TypeSH
Market value$2.34M
1.71%
Sole
0.00
Shared
0.00
None
27.88K
DIMENSIONAL ETF TRUST
SOLEShares55.23K
TypeSH
Market value$2.01M
1.47%
Sole
0.00
Shared
0.00
None
55.23K
VANGUARD INDEX FDS
SOLEShares6.18K
TypeSH
Market value$1.90M
1.39%
Sole
0.00
Shared
0.00
None
6.18K
ISHARES TR
SOLEShares35.99K
TypeSH
Market value$1.83M
1.34%
Sole
0.00
Shared
0.00
None
35.99K
VANGUARD BD INDEX FDS
SOLEShares21.58K
TypeSH
Market value$1.68M
1.23%
Sole
0.00
Shared
0.00
None
21.58K
AMERICAN CENTY ETF TR
SOLEShares20.63K
TypeSH
Market value$1.63M
1.19%
Sole
0.00
Shared
0.00
None
20.63K
VANGUARD MUN BD FDS
SOLEShares31.58K
TypeSH
Market value$1.58M
1.15%
Sole
0.00
Shared
0.00
None
31.58K
DIMENSIONAL ETF TRUST
SOLEShares46.76K
TypeSH
Market value$1.47M
1.07%
Sole
0.00
Shared
0.00
None
46.76K
AMERICAN CENTY ETF TR
SOLEShares31.64K
TypeSH
Market value$1.41M
1.03%
Sole
0.00
Shared
0.00
None
31.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 185.24K | SH | $26.98M 19.70% | 0.00 | 0.00 | 185.24K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.67K | SH | $10.97M 8.01% | 0.00 | 0.00 | 125.67K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.20K | SH | $9.25M 6.76% | 0.00 | 0.00 | 28.20K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 53.15K | SH | $5.68M 4.14% | 0.00 | 0.00 | 53.15K |
ISHARES INCSOLE | CORE MSCI EMKT | 85.92K | SH | $5.66M 4.14% | 0.00 | 0.00 | 85.92K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 91.46K | SH | $5.48M 4.00% | 0.00 | 0.00 | 91.46K |
ISHARES TRSOLE | NATIONAL MUN ETF | 39.97K | SH | $4.26M 3.11% | 0.00 | 0.00 | 39.97K |
ISHARES TRSOLE | CORE TOTAL USD | 82.78K | SH | $3.87M 2.82% | 0.00 | 0.00 | 82.78K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 86.44K | SH | $3.70M 2.70% | 0.00 | 0.00 | 86.44K |
GLOBAL X FDSSOLE | 1-3 MONTH T-BILL | 30.24K | SH | $3.04M 2.22% | 0.00 | 0.00 | 30.24K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 27.39K | SH | $2.98M 2.17% | 0.00 | 0.00 | 27.39K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 51.01K | SH | $2.76M 2.02% | 0.00 | 0.00 | 51.01K |
FIDELITY MERRIMACK STR TRSOLE | SYSTEMATIC MUN | 53.61K | SH | $2.67M 1.95% | 0.00 | 0.00 | 53.61K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.38K | SH | $2.64M 1.93% | 0.00 | 0.00 | 10.38K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 34.92K | SH | $2.53M 1.85% | 0.00 | 0.00 | 34.92K |
ISHARES TRSOLE | CORE S&P US VLU | 24.49K | SH | $2.45M 1.79% | 0.00 | 0.00 | 24.49K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 27.88K | SH | $2.34M 1.71% | 0.00 | 0.00 | 27.88K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 55.23K | SH | $2.01M 1.47% | 0.00 | 0.00 | 55.23K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 6.18K | SH | $1.90M 1.39% | 0.00 | 0.00 | 6.18K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 35.99K | SH | $1.83M 1.34% | 0.00 | 0.00 | 35.99K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 21.58K | SH | $1.68M 1.23% | 0.00 | 0.00 | 21.58K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 20.63K | SH | $1.63M 1.19% | 0.00 | 0.00 | 20.63K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 31.58K | SH | $1.58M 1.15% | 0.00 | 0.00 | 31.58K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 46.76K | SH | $1.47M 1.07% | 0.00 | 0.00 | 46.76K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 31.64K | SH | $1.41M 1.03% | 0.00 | 0.00 | 31.64K |
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