Life Planning Partners, Inc Top Holdings and 13F Report (2024) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $108.13 million in total holdings as of December 31, 2023.Life Planning Partners, Inc owns shares of 59 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 0.96% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Life Planning Partners, Inc has purchased 60 new stocks and bought additional shares in 17 stocks.Life Planning Partners, Inc sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $23,976,670iShares Core MSCI EAFE ETF $8,435,918Vanguard Total Stock Market ETF $7,819,168iShares Short-Term National Muni Bond ETF $5,974,766iShares Core Total USD Bond Market ETF $4,380,903 Largest New Holdings this Quarter Dimensional National Municipal Bond ETF $248,404 Holding Largest Purchases this Quarter iShares Short-Term National Muni Bond ETF 3,014 shares (about $317.91K)Dimensional National Municipal Bond ETF 5,200 shares (about $248.40K)Dimensional International Core Equity Market ETF 3,468 shares (about $101.27K)Dimensional U.S. Equity ETF 1,317 shares (about $83.96K)Avantis Real Estate ETF 1,746 shares (about $73.19K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 10,074 shares (about $505.01K)Vanguard Total Stock Market ETF 887 shares (about $257.06K)iShares Core S&P Total U.S. Stock Market ETF 1,131 shares (about $145.47K)Tesla 300 shares (about $121.16K)Vanguard Total Bond Market ETF 1,444 shares (about $103.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLife Planning Partners, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$23,976,670$145,469 ▼-0.6%186,41522.2%ETFIEFAiShares Core MSCI EAFE ETF$8,435,918$9,347 ▼-0.1%120,0337.8%ETFVTIVanguard Total Stock Market ETF$7,819,168$257,065 ▼-3.2%26,9807.2%ETFSUBiShares Short-Term National Muni Bond ETF$5,974,766$317,914 ▲5.6%56,6445.5%ETFIUSBiShares Core Total USD Bond Market ETF$4,380,903$65,992 ▼-1.5%96,9234.1%ManufacturingVEAVanguard FTSE Developed Markets ETF$4,370,665$37,013 ▲0.9%91,3984.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,221,251$5,535 ▲0.1%80,8363.9%ETFMUBiShares National Muni Bond ETF$3,676,931$99,305 ▼-2.6%34,5093.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,971,3920.0%87,0612.7%ETFVBVanguard Small-Cap ETF$2,614,209$19,462 ▼-0.7%10,8802.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,308,083$57,393 ▼-2.4%28,7542.1%ETFIUSViShares Core S&P U.S. Value ETF$2,267,6220.0%24,4912.1%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,137,450$3,391 ▲0.2%48,5342.0%ETFDFUSDimensional U.S. Equity ETF$1,765,647$83,960 ▲5.0%27,6961.6%ETFVVVanguard Large-Cap ETF$1,748,2570.0%6,4821.6%ETFBIVVanguard Intermediate-Term Bond ETF$1,677,246$76,897 ▼-4.4%22,4441.6%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,449,518$13,380 ▼-0.9%29,1421.3%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$1,387,949$505,010 ▼-26.7%27,6871.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,296,122$9,731 ▼-0.7%11,3221.2%ETFBNDVanguard Total Bond Market ETF$1,277,514$103,841 ▼-7.5%17,7651.2%ETFDFAIDimensional International Core Equity Market ETF$1,249,421$101,267 ▲8.8%42,7881.2%ETFTSLATesla$1,247,508$121,156 ▼-8.9%3,0891.2%Auto/Tires/TrucksFRELFidelity MSCI Real Estate Index ETF$1,158,005$865 ▲0.1%42,8571.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,151,0400.0%46,3011.1%ETFAVREAvantis Real Estate ETF$1,127,863$73,193 ▲6.9%26,9051.0%ETFIVViShares Core S&P 500 ETF$958,5790.0%1,6280.9%ETFAVUSAvantis U.S. Equity ETF$953,900$97 ▲0.0%9,8410.9%ETFAVDEAvantis International Equity ETF$931,655$35,901 ▲4.0%15,1810.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$879,096$58,763 ▲7.2%8,2280.8%FinanceVEUVanguard FTSE All-World ex-US ETF$874,834$517 ▲0.1%15,2380.8%ETFXPOXPO$837,393$5,902 ▼-0.7%6,3850.8%TransportationIXUSiShares Core MSCI Total International Stock ETF$729,462$9,260 ▲1.3%11,0290.7%ManufacturingVUSBVanguard Ultra-Short Bond ETF$728,570$19,898 ▼-2.7%14,6830.7%ETFVBRVanguard Small-Cap Value ETF$713,2500.0%3,5990.7%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$626,307$78,486 ▼-11.1%15,8320.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$609,123$68,205 ▼-10.1%6,8410.6%ETFVTVVanguard Value ETF$582,7310.0%3,4420.5%ETFBACBank of America$559,995$57,881 ▼-9.4%12,7420.5%FinanceBSVVanguard Short-Term Bond ETF$555,417$1,545 ▼-0.3%7,1880.5%ETFCMFiShares California Muni Bond ETF$477,543$51,552 ▲12.1%8,3370.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$431,7780.0%11,2530.4%ETFIWYiShares Russell Top 200 Growth ETF$395,018$235 ▼-0.1%1,6790.4%ETFSCHCSchwab International Small-Cap Equity ETF$375,5020.0%10,9380.3%ETFVGKVanguard FTSE Europe ETF$356,8280.0%5,6220.3%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$351,6600.0%6,0000.3%ETFVNQVanguard Real Estate ETF$291,616$267 ▲0.1%3,2740.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$291,211$10,609 ▼-3.5%3,7330.3%ETFABBVAbbVie$284,8530.0%1,6030.3%MedicalIJSiShares S&P Small-Cap 600 Value ETF$281,9520.0%2,5960.3%ETFDFICDimensional International Core Equity 2 ETF$266,5650.0%10,3140.2%ETFGXOGXO Logistics$263,3930.0%6,0550.2%TransportationJPMJPMorgan Chase & Co.$254,572$3,596 ▼-1.4%1,0620.2%FinanceAVDVAvantis International Small Cap Value ETF$252,8360.0%3,8850.2%ETFDFNMDimensional National Municipal Bond ETF$248,404$248,404 ▲New Holding5,2000.2%ETFMSFTMicrosoft$227,543$10,956 ▲5.1%5400.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$226,174$1,357 ▲0.6%2,3340.2%FinanceBRK.BBerkshire Hathaway$217,1210.0%4790.2%FinanceAVIVAvantis International Large Cap Value ETF$203,4480.0%3,9200.2%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$201,3050.0%5,5780.2%ETFFNFFidelity National Financial$0$220,623 ▼-100.0%00.0%FinanceAVESAvantis Emerging Markets Value ETF$0$215,338 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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