Life Planning Partners, Inc
71 holdingsFiling period: 2026-06-30Current AUM: $130.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares TR | 161.7K | $26.6M | $26.0M | 19.91% | -14,823 | 2026-06-30 |
| 2 | IEFA | iShares TR | 109.8K | $10.6M | $10.4M | 7.98% | -9,177 | 2026-06-30 |
| 3 | VTI | Vanguard Index Fds | 23.1K | $8.5M | $8.3M | 6.40% | -551 | 2026-06-30 |
| 4 | IEMG | iShares Inc | 74.1K | $6.1M | $5.4M | 4.10% | -7,277 | 2026-06-30 |
| 5 | VEA | Vanguard Tax-Managed Fds | 80.9K | $5.8M | $5.5M | 4.21% | -7,303 | 2026-06-30 |
| 6 | SUB | iShares TR | 50.5K | $5.4M | $5.4M | 4.11% | -4,117 | 2026-06-30 |
| 7 | MUB | iShares TR | 41.8K | $4.5M | $4.4M | 3.37% | -336 | 2026-06-30 |
| 8 | CLIP | Global X Fds | 36.5K | $3.7M | $3.7M | 2.81% | +993 | 2026-06-30 |
| 9 | SPDW | Spdr Index Shs Fds | 67.8K | $3.4M | $3.3M | 2.51% | -- | 2026-06-30 |
| 10 | IUSB | iShares TR | 71.6K | $3.3M | $3.2M | 2.47% | -9,759 | 2026-06-30 |
| 11 | VWO | Vanguard Intl Equity Index F | 46.6K | $2.8M | $2.6M | 1.98% | -3,579 | 2026-06-30 |
| 12 | IUSV | iShares TR | 24.5K | $2.7M | $2.8M | 2.14% | -- | 2026-06-30 |
| 13 | DFUS | Dimensional ETF Trust | 31.9K | $2.6M | $2.6M | 1.96% | -1,821 | 2026-06-30 |
| 14 | SLQD | iShares TR | 50.9K | $2.6M | $2.5M | 1.94% | +1.0K | 2026-06-30 |
| 15 | AVUS | American Centy ETF TR | 19.4K | $2.5M | $2.4M | 1.85% | -1,626 | 2026-06-30 |
| 16 | VCIT | Vanguard Scottsdale Fds | 26.1K | $2.2M | $2.1M | 1.60% | -1,108 | 2026-06-30 |
| 17 | VB | Vanguard Index Fds | 6.8K | $2.1M | $1.9M | 1.50% | -1,906 | 2026-06-30 |
| 18 | DFAI | Dimensional ETF Trust | 48.1K | $2.0M | $2.0M | 1.51% | -3,602 | 2026-06-30 |
| 19 | FMUN | Fidelity Merrimack Str TR | 38.5K | $1.9M | $1.9M | 1.45% | -6,238 | 2026-06-30 |
| 20 | AVRE | American Centy ETF TR | 38.3K | $1.8M | $1.8M | 1.38% | -1,089 | 2026-06-30 |
| 21 | DFAX | Dimensional ETF Trust | 42.7K | $1.6M | $1.5M | 1.15% | -3,571 | 2026-06-30 |
| 22 | BIV | Vanguard BD Index Fds | 19.2K | $1.5M | $1.4M | 1.10% | -1,644 | 2026-06-30 |
| 23 | AVDE | American Centy ETF TR | 15.3K | $1.4M | $1.3M | 1.03% | -7,015 | 2026-06-30 |
| 24 | VV | Vanguard Index Fds | 3.9K | $1.4M | $1.3M | 1.02% | -1,215 | 2026-06-30 |
| 25 | AVIG | American Centy ETF TR | 31.8K | $1.3M | $1.3M | 0.98% | -292 | 2026-06-30 |
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