LifePlan Investment Advisors, Inc.
132 holdingsFiling period: 2026-06-30Current AUM: $282.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 17.4K | $13.0M | $13.2M | 4.68% | +6.9K | 2026-06-30 |
| 2 | AGG | iShares TR | 119.0K | $11.8M | $11.5M | 4.06% | -175 | 2026-06-30 |
| 3 | VOO | Vanguard Index Fds | 15.4K | $10.6M | $10.7M | 3.80% | +460 | 2026-06-30 |
| 4 | VUG | Vanguard Index Fds | 122.4K | $10.5M | $10.4M | 3.69% | +102.8K | 2026-06-30 |
| 5 | GSUS | Goldman Sachs ETF TR | 95.0K | $9.8M | $9.9M | 3.51% | -3,299 | 2026-06-30 |
| 6 | VEA | Vanguard Tax-Managed Fds | 135.7K | $9.7M | $9.4M | 3.34% | +9.2K | 2026-06-30 |
| 7 | IUSB | iShares TR | 175.8K | $8.1M | $7.9M | 2.79% | +55.6K | 2026-06-30 |
| 8 | VTV | Vanguard Index Fds | 36.0K | $7.9M | $8.2M | 2.91% | +1.2K | 2026-06-30 |
| 9 | VBR | Vanguard Index Fds | 25.9K | $6.3M | $6.3M | 2.23% | -346 | 2026-06-30 |
| 10 | SCHE | Schwab Strategic TR | 173.1K | $6.3M | $5.9M | 2.09% | -3,283 | 2026-06-30 |
| 11 | VBK | Vanguard Index Fds | 14.6K | $5.3M | $4.8M | 1.70% | -314 | 2026-06-30 |
| 12 | IAGG | iShares TR | 104.7K | $5.3M | $5.2M | 1.84% | -30,427 | 2026-06-30 |
| 13 | SCHP | Schwab Strategic TR | 196.6K | $5.2M | $5.1M | 1.79% | -8,353 | 2026-06-30 |
| 14 | SCHF | Schwab Strategic TR | 182.5K | $5.1M | $4.9M | 1.74% | -3,704 | 2026-06-30 |
| 15 | VOE | Vanguard Index Fds | 24.7K | $4.9M | $5.2M | 1.84% | -207 | 2026-06-30 |
| 16 | VTEB | Vanguard Mun BD Fds | 92.3K | $4.7M | $4.5M | 1.60% | -12,975 | 2026-06-30 |
| 17 | IVW | iShares TR | 33.7K | $4.6M | $4.5M | 1.60% | -1,141 | 2026-06-30 |
| 18 | DYNF | BlackRock ETF Trust | 68.0K | $4.6M | $4.6M | 1.62% | +1.3K | 2026-06-30 |
| 19 | VOT | Vanguard Index Fds | 14.7K | $4.5M | $4.2M | 1.49% | -183 | 2026-06-30 |
| 20 | SCHV | Schwab Strategic TR | 129.1K | $4.5M | $4.5M | 1.58% | -1,095 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 15.3K | $4.4M | $5.3M | 1.87% | +508 | 2026-06-30 |
| 22 | GCOR | Goldman Sachs ETF TR | 107.8K | $4.4M | $4.3M | 1.53% | -792 | 2026-06-30 |
| 23 | WDC | Western Digital Corp | 6.7K | $4.3M | $2.5M | 0.87% | +9 | 2026-06-30 |
| 24 | IEMG | iShares Inc | 51.8K | $4.3M | $3.8M | 1.36% | -16,695 | 2026-06-30 |
| 25 | SNDK | Sandisk Corp | 1.8K | $4.2M | $2.1M | 0.75% | -322 | 2026-06-30 |
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