LifePlan Investment Advisors, Inc.
CIK 2045484 · Holdings on Jun 30, 2024 · First reported Jan 21, 2025
Top ten holdings
Q2 2024- AGG8.02%
- VOO7.04%
- IVV4.42%
- SCHE3.46%
- IAGG3.36%
- SCHP3.36%
- VBR3.32%
- IUSB2.70%
- VOE2.68%
- SCHF2.68%
Share classes counted separately41.04%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VUGWeight increased · +0.44 pp1.95% → 2.39%Shares +1.76K (+24.84%)
- VBRWeight decreased · -0.40 pp3.72% → 3.32%Shares +915 (+3.76%)
- IVWWeight increased · +0.40 pp0.97% → 1.37%Shares +6.25K (+43.59%)
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 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $11.13M | 8.02% | 114.64K shares | 8.11% → 8.02%-0.09 pp +10.65K (+10.24%) | Added | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $9.77M | 7.04% | 19.54K shares | 7.38% → 7.04%-0.34 pp +276 (+1.43%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $6.13M | 4.42% | 11.21K shares | 4.75% → 4.42%-0.33 pp -127 (-1.12%) | Reduced | ↗▾ |
| 04 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $4.80M | 3.46% | 180.85K shares | 3.53% → 3.46%-0.07 pp +5.48K (+3.12%) | Added | ↗▾ |
| 05 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $4.67M | 3.36% | 93.52K shares | 3.45% → 3.36%-0.09 pp +6.87K (+7.93%) | Added | ↗▾ |
| 06 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $4.66M | 3.36% | 89.53K shares | 3.45% → 3.36%-0.09 pp +6.49K (+7.82%) | Added | ↗▾ |
| 07 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $4.61M | 3.32% | 25.28K shares | 3.72% → 3.32%-0.40 pp +915 (+3.76%) | Added | ↗▾ |
| 08 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $3.74M | 2.70% | 82.72K shares | 2.73% → 2.70%-0.03 pp +7.52K (+10.00%) | Added | ↗▾ |
| 09 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $3.72M | 2.68% | 24.74K shares | 2.97% → 2.68%-0.29 pp +849 (+3.55%) | Added | ↗▾ |
| 10 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $3.72M | 2.68% | 96.70K shares | 2.91% → 2.68%-0.23 pp +3.26K (+3.49%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IXC ISHARES GLOBAL ENERGY ETF | Non-derivative | -4,789 | -$205.69K | SEC filing ↗ | SEC filing ↗ |
| 00951K104 AIRSPAN NETWORKS HOLDINGS IN | Non-derivative | -25,698 | -$2.90K | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2045484 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2025-01-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 138759511
}Research all 84 reported holdings.
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