Filed: 11/13/2025ACC: 0001214659-25-016403
📋 What this filing means
LIFEPLAN INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $238.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$238.38M
Total AUM (reported)
3.24M
Total Shares
Allocation by class
COM$20.00M8.4%
S&P 500 ETF SHS$14.89M6.2%
CORE US AGGBD ET$11.62M4.9%
GROWTH ETF$7.97M3.3%
MARKETBETA US EQ$7.62M3.2%
VAN FTSE DEV MKT$6.61M2.8%
CORE MSCI EMKT$6.52M2.7%
Portfolio Concentration
Top 3$34.47M14.5%
4–10$43.91M18.4%
11–25$65.07M27.3%
Rest$94.93M39.8%
Top 3 weight
14.5%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 3.24M
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
3.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings112
Rows:
VANGUARD INDEX FDS
SOLEShares24.31K
TypeSH
Market value$14.89M
6.24%
Sole
0.00
Shared
0.00
None
24.31K
ISHARES TR
SOLEShares115.89K
TypeSH
Market value$11.62M
4.87%
Sole
0.00
Shared
0.00
None
115.89K
VANGUARD INDEX FDS
SOLEShares16.62K
TypeSH
Market value$7.97M
3.34%
Sole
0.00
Shared
0.00
None
16.62K
GOLDMAN SACHS ETF TR
SOLEShares82.50K
TypeSH
Market value$7.62M
3.20%
Sole
0.00
Shared
0.00
None
82.50K
VANGUARD TAX-MANAGED FDS
SOLEShares110.28K
TypeSH
Market value$6.61M
2.77%
Sole
0.00
Shared
0.00
None
110.28K
ISHARES INC
SOLEShares98.98K
TypeSH
Market value$6.52M
2.74%
Sole
0.00
Shared
0.00
None
98.98K
ISHARES TR
SOLEShares121.08K
TypeSH
Market value$6.20M
2.60%
Sole
0.00
Shared
0.00
None
121.08K
SCHWAB STRATEGIC TR
SOLEShares174.34K
TypeSH
Market value$5.82M
2.44%
Sole
0.00
Shared
0.00
None
174.34K
VANGUARD INDEX FDS
SOLEShares30.04K
TypeSH
Market value$5.60M
2.35%
Sole
0.00
Shared
0.00
None
30.04K
VANGUARD INDEX FDS
SOLEShares26.48K
TypeSH
Market value$5.53M
2.32%
Sole
0.00
Shared
0.00
None
26.48K
SCHWAB STRATEGIC TR
SOLEShares190.40K
TypeSH
Market value$5.13M
2.15%
Sole
0.00
Shared
0.00
None
190.40K
ISHARES GOLD TR
SOLEShares70.46K
TypeSH
Market value$5.13M
2.15%
Sole
0.00
Shared
0.00
None
70.46K
ISHARES TR
SOLEShares7.41K
TypeSH
Market value$4.96M
2.08%
Sole
0.00
Shared
0.00
None
7.41K
ISHARES TR
SOLEShares103.39K
TypeSH
Market value$4.83M
2.03%
Sole
0.00
Shared
0.00
None
103.39K
VANGUARD MUN BD FDS
SOLEShares90.84K
TypeSH
Market value$4.55M
1.91%
Sole
0.00
Shared
0.00
None
90.84K
SCHWAB STRATEGIC TR
SOLEShares194.21K
TypeSH
Market value$4.52M
1.90%
Sole
0.00
Shared
0.00
None
194.21K
VANGUARD INDEX FDS
SOLEShares14.98K
TypeSH
Market value$4.46M
1.87%
Sole
0.00
Shared
0.00
None
14.98K
VANGUARD INDEX FDS
SOLEShares25.45K
TypeSH
Market value$4.44M
1.86%
Sole
0.00
Shared
0.00
None
25.45K
BLACKROCK ETF TRUST
SOLEShares72.56K
TypeSH
Market value$4.30M
1.80%
Sole
0.00
Shared
0.00
None
72.56K
NVIDIA CORPORATION
SOLEShares21.20K
TypeSH
Market value$3.96M
1.66%
Sole
0.00
Shared
0.00
None
21.20K
VANGUARD INDEX FDS
SOLEShares13.37K
TypeSH
Market value$3.93M
1.65%
Sole
0.00
Shared
0.00
None
13.37K
SCHWAB STRATEGIC TR
SOLEShares132.53K
TypeSH
Market value$3.86M
1.62%
Sole
0.00
Shared
0.00
None
132.53K
GOLDMAN SACHS ETF TR
SOLEShares89.49K
TypeSH
Market value$3.74M
1.57%
Sole
0.00
Shared
0.00
None
89.49K
ISHARES TR
SOLEShares30.56K
TypeSH
Market value$3.69M
1.55%
Sole
0.00
Shared
0.00
None
30.56K
SCHWAB STRATEGIC TR
SOLEShares112.42K
TypeSH
Market value$3.59M
1.50%
Sole
0.00
Shared
0.00
None
112.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.31K | SH | $14.89M 6.24% | 0.00 | 0.00 | 24.31K |
ISHARES TRSOLE | CORE US AGGBD ET | 115.89K | SH | $11.62M 4.87% | 0.00 | 0.00 | 115.89K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 16.62K | SH | $7.97M 3.34% | 0.00 | 0.00 | 16.62K |
GOLDMAN SACHS ETF TRSOLE | MARKETBETA US EQ | 82.50K | SH | $7.62M 3.20% | 0.00 | 0.00 | 82.50K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 110.28K | SH | $6.61M 2.77% | 0.00 | 0.00 | 110.28K |
ISHARES INCSOLE | CORE MSCI EMKT | 98.98K | SH | $6.52M 2.74% | 0.00 | 0.00 | 98.98K |
ISHARES TRSOLE | CORE INTL AGGR | 121.08K | SH | $6.20M 2.60% | 0.00 | 0.00 | 121.08K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 174.34K | SH | $5.82M 2.44% | 0.00 | 0.00 | 174.34K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 30.04K | SH | $5.60M 2.35% | 0.00 | 0.00 | 30.04K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 26.48K | SH | $5.53M 2.32% | 0.00 | 0.00 | 26.48K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 190.40K | SH | $5.13M 2.15% | 0.00 | 0.00 | 190.40K |
ISHARES GOLD TRSOLE | ISHARES NEW | 70.46K | SH | $5.13M 2.15% | 0.00 | 0.00 | 70.46K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.41K | SH | $4.96M 2.08% | 0.00 | 0.00 | 7.41K |
ISHARES TRSOLE | CORE TOTAL USD | 103.39K | SH | $4.83M 2.03% | 0.00 | 0.00 | 103.39K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 90.84K | SH | $4.55M 1.91% | 0.00 | 0.00 | 90.84K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 194.21K | SH | $4.52M 1.90% | 0.00 | 0.00 | 194.21K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 14.98K | SH | $4.46M 1.87% | 0.00 | 0.00 | 14.98K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 25.45K | SH | $4.44M 1.86% | 0.00 | 0.00 | 25.45K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 72.56K | SH | $4.30M 1.80% | 0.00 | 0.00 | 72.56K |
NVIDIA CORPORATIONSOLE | COM | 21.20K | SH | $3.96M 1.66% | 0.00 | 0.00 | 21.20K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 13.37K | SH | $3.93M 1.65% | 0.00 | 0.00 | 13.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 132.53K | SH | $3.86M 1.62% | 0.00 | 0.00 | 132.53K |
GOLDMAN SACHS ETF TRSOLE | ACCESS US AGRAT | 89.49K | SH | $3.74M 1.57% | 0.00 | 0.00 | 89.49K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 30.56K | SH | $3.69M 1.55% | 0.00 | 0.00 | 30.56K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 112.42K | SH | $3.59M 1.50% | 0.00 | 0.00 | 112.42K |
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