Life Planning Partners, Inc
CIK 1910934 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- ITOT19.74%
- IEFA7.88%
- VTI6.34%
- IEMG4.56%
- VEA4.28%
- SUB3.99%
- MUB3.35%
- CLIP2.73%
- SPDW2.54%
- IUSB2.46%
Share classes counted separately57.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +0.56 pp5.78% → 6.34%Shares -551 (-2.33%)
- ITOTWeight increased · +0.55 pp19.19% → 19.74%Shares -14.82K (-8.40%)
- SUBWeight decreased · -0.45 pp4.44% → 3.99%Shares -4.12K (-7.54%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $26.56M | 19.74% | 161.69K shares | 19.19% → 19.74%+0.55 pp -14.82K (-8.40%) | Reduced | ▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $10.61M | 7.88% | 109.81K shares | 8.22% → 7.88%-0.34 pp -9.18K (-7.71%) | Reduced | ▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $8.53M | 6.34% | 23.05K shares | 5.78% → 6.34%+0.56 pp -551 (-2.33%) | Reduced | ▾ |
| 04 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $6.14M | 4.56% | 74.13K shares | 4.33% → 4.56%+0.23 pp -7.28K (-8.94%) | Reduced | ▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.77M | 4.28% | 80.91K shares | 4.31% → 4.28%-0.03 pp -7.30K (-8.28%) | Reduced | ▾ |
| 06 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $5.37M | 3.99% | 50.47K shares | 4.44% → 3.99%-0.45 pp -4.12K (-7.54%) | Reduced | ▾ |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $4.50M | 3.35% | 41.84K shares | 3.42% → 3.35%-0.07 pp -336 (-0.80%) | Reduced | ▾ |
| 08 | CLIPGLOBAL X 1-3 MONTH T-BILL1 3 MO T BI ET View history and evidence | $3.67M | 2.73% | 36.54K shares | 2.72% → 2.73%+0.01 pp +993 (+2.79%) | Added | ▾ |
| 09 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $3.41M | 2.54% | 67.75K shares | 2.36% → 2.54%+0.18 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $3.31M | 2.46% | 71.64K shares | 2.87% → 2.46%-0.41 pp -9.76K (-11.99%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CVX CHEVRON CORP | Non-derivative | -1,839 | -$380.44K | SEC filing ↗ | SEC filing ↗ |
| AVES AVANTIS EMERGING MARKETS VAL | Non-derivative | -4,130 | -$247.72K | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -1,234 | -$209.35K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910934 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134543381
}Research all 71 reported holdings.
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