LifePlan Investment Advisors, Inc.
CIK 2045484 · Holdings on Sep 30, 2023 · First reported Jan 21, 2025
Top ten holdings
Q3 2023- AGG9.67%
- VOO6.55%
- VBR5.50%
- IVV4.99%
- VOE4.66%
- SCHE4.24%
- IAGG4.18%
- SCHP4.13%
- FUTY3.72%
- SCHF3.41%
Share classes counted separately51.05%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $9.10M | 9.67% | 96.76K shares | — | ↗▾ | |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $6.16M | 6.55% | 15.68K shares | — | ↗▾ | |
| 03 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $5.18M | 5.50% | 32.46K shares | — | ↗▾ | |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $4.69M | 4.99% | 10.92K shares | — | ↗▾ | |
| 05 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $4.39M | 4.66% | 33.50K shares | — | ↗▾ | |
| 06 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $3.99M | 4.24% | 166.83K shares | — | ↗▾ | |
| 07 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $3.94M | 4.18% | 80.69K shares | — | ↗▾ | |
| 08 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $3.89M | 4.13% | 77.02K shares | — | ↗▾ | |
| 09 | FUTYFIDELITY MSCI US UTILITIESMSCI UTILS INDEX View history and evidence | $3.50M | 3.72% | 92.35K shares | — | ↗▾ | |
| 10 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $3.21M | 3.41% | 94.61K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2045484 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2025-01-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 94085399
}Research all 63 reported holdings.
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