LifePlan Investment Advisors, Inc.
123 holdingsFiling period: 2026-03-31Current AUM: $279.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 119.2K | $11.8M | $11.6M | 4.15% | -899 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 15.0K | $9.0M | $10.3M | 3.68% | -1,184 | 2026-03-31 |
| 3 | GSUS | GOLDMAN SACHS ETF TR | 98.3K | $8.8M | $10.1M | 3.62% | +2.6K | 2026-03-31 |
| 4 | VUG | VANGUARD INDEX FDS | 19.6K | $8.6M | $10.0M | 3.59% | +1.5K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 126.5K | $8.1M | $8.9M | 3.19% | +4.8K | 2026-03-31 |
| 6 | IVV | ISHARES TR | 10.5K | $6.8M | $7.8M | 2.81% | +2.7K | 2026-03-31 |
| 7 | VTV | VANGUARD INDEX FDS | 34.8K | $6.8M | $7.7M | 2.74% | +1.5K | 2026-03-31 |
| 8 | IAGG | ISHARES TR | 135.2K | $6.8M | $6.7M | 2.40% | +9.6K | 2026-03-31 |
| 9 | SCHE | SCHWAB STRATEGIC TR | 176.4K | $5.8M | $6.4M | 2.27% | +1.1K | 2026-03-31 |
| 10 | VBR | VANGUARD INDEX FDS | 26.3K | $5.7M | $6.4M | 2.30% | -647 | 2026-03-31 |
| 11 | IUSB | ISHARES TR | 120.2K | $5.6M | $5.5M | 1.95% | +11.3K | 2026-03-31 |
| 12 | SCHP | SCHWAB STRATEGIC TR | 204.9K | $5.5M | $5.3M | 1.91% | +8.0K | 2026-03-31 |
| 13 | VTEB | VANGUARD MUN BD FDS | 105.3K | $5.3M | $5.2M | 1.87% | +13.3K | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 68.5K | $4.8M | $5.3M | 1.90% | +1.6K | 2026-03-31 |
| 15 | SCHF | SCHWAB STRATEGIC TR | 186.2K | $4.6M | $5.1M | 1.83% | -8,950 | 2026-03-31 |
| 16 | VOE | VANGUARD INDEX FDS | 24.9K | $4.6M | $5.1M | 1.82% | -927 | 2026-03-31 |
| 17 | VBK | VANGUARD INDEX FDS | 14.9K | $4.5M | $5.1M | 1.81% | -271 | 2026-03-31 |
| 18 | GCOR | GOLDMAN SACHS ETF TR | 108.6K | $4.5M | $4.4M | 1.57% | +11.9K | 2026-03-31 |
| 19 | IVE | ISHARES TR | 21.2K | $4.5M | $4.9M | 1.76% | +4.1K | 2026-03-31 |
| 20 | IAU | ISHARES GOLD TR | 49.6K | $4.4M | $3.8M | 1.35% | -19,719 | 2026-03-31 |
| 21 | SCHV | SCHWAB STRATEGIC TR | 130.2K | $4.0M | $4.4M | 1.58% | -4,589 | 2026-03-31 |
| 22 | IVW | ISHARES TR | 34.8K | $3.9M | $4.7M | 1.68% | +3.1K | 2026-03-31 |
| 23 | DYNF | BLACKROCK ETF TRUST | 66.7K | $3.9M | $4.5M | 1.61% | -8,705 | 2026-03-31 |
| 24 | VOT | VANGUARD INDEX FDS | 14.9K | $3.8M | $4.4M | 1.57% | +1.2K | 2026-03-31 |
| 25 | AAPL | APPLE INC | 14.8K | $3.8M | $4.6M | 1.64% | +292 | 2026-03-31 |
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