LIFEPLAN INVESTMENT ADVISORS, INC.

Filed: 5/14/2026ACC: 0001214659-26-006150

📋 What this filing means

LIFEPLAN INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $254.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

122

Positions

$254.49M

Total AUM (reported)

3.65M

Total Shares

Allocation by class

COM$23.88M9.4%

CORE US AGGBD ET$11.84M4.7%

S&P 500 ETF SHS$8.96M3.5%

MARKETBETA US EQ$8.80M3.5%

GROWTH ETF$8.58M3.4%

VAN FTSE DEV MKT$8.11M3.2%

CORE S&P500 ETF$6.83M2.7%

Portfolio Concentration

Top 3$29.60M11.6%

4–10$48.63M19.1%

11–25$67.46M26.5%

Rest$108.81M42.8%

Top 3 weight

11.6%

Top 10 weight

30.7%

Voting Authority Distribution

Total shares with voting rights: 3.65M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.65M

% of voting shares100.0%

Investment Discretion (by position count)

Sole122

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings122

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares119.22K

TypeSH

Market value$11.84M

4.65%

Sole

0.00

Shared

0.00

None

119.22K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares14.99K

TypeSH

Market value$8.96M

3.52%

Sole

0.00

Shared

0.00

None

14.99K

GOLDMAN SACHS ETF TR

SOLE

MARKETBETA US EQ

Shares98.28K

TypeSH

Market value$8.80M

3.46%

Sole

0.00

Shared

0.00

None

98.28K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares19.65K

TypeSH

Market value$8.58M

3.37%

Sole

0.00

Shared

0.00

None

19.65K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares126.51K

TypeSH

Market value$8.11M

3.19%

Sole

0.00

Shared

0.00

None

126.51K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.46K

TypeSH

Market value$6.83M

2.68%

Sole

0.00

Shared

0.00

None

10.46K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares34.80K

TypeSH

Market value$6.83M

2.68%

Sole

0.00

Shared

0.00

None

34.80K

ISHARES TR

SOLE

CORE INTL AGGR

Shares135.17K

TypeSH

Market value$6.76M

2.66%

Sole

0.00

Shared

0.00

None

135.17K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares176.36K

TypeSH

Market value$5.81M

2.28%

Sole

0.00

Shared

0.00

None

176.36K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares26.27K

TypeSH

Market value$5.71M

2.24%

Sole

0.00

Shared

0.00

None

26.27K

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares120.20K

TypeSH

Market value$5.55M

2.18%

Sole

0.00

Shared

0.00

None

120.20K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares204.94K

TypeSH

Market value$5.45M

2.14%

Sole

0.00

Shared

0.00

None

204.94K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares105.29K

TypeSH

Market value$5.25M

2.06%

Sole

0.00

Shared

0.00

None

105.29K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares68.54K

TypeSH

Market value$4.78M

1.88%

Sole

0.00

Shared

0.00

None

68.54K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares186.20K

TypeSH

Market value$4.61M

1.81%

Sole

0.00

Shared

0.00

None

186.20K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares24.90K

TypeSH

Market value$4.59M

1.80%

Sole

0.00

Shared

0.00

None

24.90K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares14.88K

TypeSH

Market value$4.50M

1.77%

Sole

0.00

Shared

0.00

None

14.88K

GOLDMAN SACHS ETF TR

SOLE

ACCESS US AGRAT

Shares108.56K

TypeSH

Market value$4.49M

1.76%

Sole

0.00

Shared

0.00

None

108.56K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares21.24K

TypeSH

Market value$4.49M

1.76%

Sole

0.00

Shared

0.00

None

21.24K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares49.57K

TypeSH

Market value$4.37M

1.72%

Sole

0.00

Shared

0.00

None

49.57K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares130.16K

TypeSH

Market value$3.97M

1.56%

Sole

0.00

Shared

0.00

None

130.16K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares34.83K

TypeSH

Market value$3.94M

1.55%

Sole

0.00

Shared

0.00

None

34.83K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares66.71K

TypeSH

Market value$3.88M

1.53%

Sole

0.00

Shared

0.00

None

66.71K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares14.88K

TypeSH

Market value$3.83M

1.51%

Sole

0.00

Shared

0.00

None

14.88K

APPLE INC

SOLE

COM

Shares14.82K

TypeSH

Market value$3.76M

1.48%

Sole

0.00

Shared

0.00

None

14.82K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	119.22K	SH	$11.84M 4.65%	119.22K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	14.99K	SH	$8.96M 3.52%	14.99K
GOLDMAN SACHS ETF TRSOLE	MARKETBETA US EQ	98.28K	SH	$8.80M 3.46%	98.28K
VANGUARD INDEX FDSSOLE	GROWTH ETF	19.65K	SH	$8.58M 3.37%	19.65K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	126.51K	SH	$8.11M 3.19%	126.51K
ISHARES TRSOLE	CORE S&P500 ETF	10.46K	SH	$6.83M 2.68%	10.46K
VANGUARD INDEX FDSSOLE	VALUE ETF	34.80K	SH	$6.83M 2.68%	34.80K
ISHARES TRSOLE	CORE INTL AGGR	135.17K	SH	$6.76M 2.66%	135.17K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	176.36K	SH	$5.81M 2.28%	176.36K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	26.27K	SH	$5.71M 2.24%	26.27K
ISHARES TRSOLE	CORE UNIVRSL USD	120.20K	SH	$5.55M 2.18%	120.20K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	204.94K	SH	$5.45M 2.14%	204.94K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	105.29K	SH	$5.25M 2.06%	105.29K
ISHARES INCSOLE	CORE MSCI EMKT	68.54K	SH	$4.78M 1.88%	68.54K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	186.20K	SH	$4.61M 1.81%	186.20K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	24.90K	SH	$4.59M 1.80%	24.90K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	14.88K	SH	$4.50M 1.77%	14.88K
GOLDMAN SACHS ETF TRSOLE	ACCESS US AGRAT	108.56K	SH	$4.49M 1.76%	108.56K
ISHARES TRSOLE	S&P 500 VAL ETF	21.24K	SH	$4.49M 1.76%	21.24K
ISHARES GOLD TRSOLE	ISHARES NEW	49.57K	SH	$4.37M 1.72%	49.57K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	130.16K	SH	$3.97M 1.56%	130.16K
ISHARES TRSOLE	S&P 500 GRWT ETF	34.83K	SH	$3.94M 1.55%	34.83K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	66.71K	SH	$3.88M 1.53%	66.71K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	14.88K	SH	$3.83M 1.51%	14.88K
APPLE INCSOLE	COM	14.82K	SH	$3.76M 1.48%	14.82K

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