Life Planning Partners, Inc
69 holdingsFiling period: 2026-03-31Current AUM: $141.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 176.5K | $25.1M | $28.9M | 20.38% | -112 | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 119.0K | $10.8M | $11.7M | 8.25% | -70 | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 23.6K | $7.6M | $8.7M | 6.13% | -155 | 2026-03-31 |
| 4 | SUB | ISHARES TR | 54.6K | $5.8M | $5.8M | 4.09% | -42 | 2026-03-31 |
| 5 | IEMG | ISHARES INC | 81.4K | $5.7M | $6.3M | 4.46% | +1.2K | 2026-03-31 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 88.2K | $5.7M | $6.2M | 4.39% | +2.6K | 2026-03-31 |
| 7 | MUB | ISHARES TR | 42.2K | $4.5M | $4.5M | 3.14% | +2.1K | 2026-03-31 |
| 8 | IUSB | ISHARES TR | 81.4K | $3.8M | $3.7M | 2.61% | -191 | 2026-03-31 |
| 9 | CLIP | GLOBAL X FDS | 35.5K | $3.6M | $3.6M | 2.52% | +74 | 2026-03-31 |
| 10 | SPDW | SPDR INDEX SHS FDS | 67.8K | $3.1M | $3.4M | 2.39% | -460 | 2026-03-31 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | 50.2K | $2.7M | $2.9M | 2.08% | +672 | 2026-03-31 |
| 12 | SLQD | ISHARES TR | 49.9K | $2.5M | $2.5M | 1.76% | +2.6K | 2026-03-31 |
| 13 | IUSV | ISHARES TR | 24.5K | $2.5M | $2.7M | 1.94% | -- | 2026-03-31 |
| 14 | DFUS | DIMENSIONAL ETF TRUST | 33.7K | $2.4M | $2.7M | 1.94% | +962 | 2026-03-31 |
| 15 | AVUS | AMERICAN CENTY ETF TR | 21.0K | $2.3M | $2.7M | 1.89% | +830 | 2026-03-31 |
| 16 | VB | VANGUARD INDEX FDS | 8.7K | $2.3M | $2.6M | 1.82% | +354 | 2026-03-31 |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | 27.2K | $2.3M | $2.2M | 1.56% | -567 | 2026-03-31 |
| 18 | FMUN | FIDELITY MERRIMACK STR TR | 44.8K | $2.2M | $2.2M | 1.56% | -2,938 | 2026-03-31 |
| 19 | DFAI | DIMENSIONAL ETF TRUST | 51.7K | $2.0M | $2.2M | 1.54% | +5.0K | 2026-03-31 |
| 20 | AVDE | AMERICAN CENTY ETF TR | 22.3K | $1.9M | $2.0M | 1.43% | +2.0K | 2026-03-31 |
| 21 | AVRE | AMERICAN CENTY ETF TR | 39.4K | $1.7M | $1.9M | 1.35% | +4.0K | 2026-03-31 |
| 22 | BIV | VANGUARD BD INDEX FDS | 20.9K | $1.6M | $1.6M | 1.11% | -41 | 2026-03-31 |
| 23 | DFAX | DIMENSIONAL ETF TRUST | 46.3K | $1.6M | $1.7M | 1.19% | -- | 2026-03-31 |
| 24 | VV | VANGUARD INDEX FDS | 5.1K | $1.5M | $1.8M | 1.25% | +550 | 2026-03-31 |
| 25 | AVIG | AMERICAN CENTY ETF TR | 32.1K | $1.3M | $1.3M | 0.92% | +742 | 2026-03-31 |
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