Life Planning Partners, Inc Top Holdings and 13F Report (2024) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $111.99 million in total holdings as of December 31, 2023.Life Planning Partners, Inc owns shares of 60 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About 6.90% of the portfolio was sold this quarter.This quarter, Life Planning Partners, Inc has purchased 62 new stocks and bought additional shares in 20 stocks.Life Planning Partners, Inc sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $23,559,518iShares Core MSCI EAFE ETF $9,378,918Vanguard Total Stock Market ETF $7,890,958iShares Short-Term National Muni Bond ETF $5,694,927Vanguard FTSE Developed Markets ETF $4,785,852 Largest New Holdings this Quarter Avantis Real Estate ETF $1,185,976 HoldingFidelity National Financial $220,623 Holding Largest Purchases this Quarter Avantis Real Estate ETF 25,159 shares (about $1.19M)Avantis International Equity ETF 4,611 shares (about $309.08K)iShares Core MSCI EAFE ETF 2,851 shares (about $222.52K)Fidelity National Financial 3,555 shares (about $220.62K)Avantis U.S. Equity ETF 1,579 shares (about $150.24K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 20,536 shares (about $2.58M)Vanguard Global ex-U.S. Real Estate ETF 27,700 shares (about $1.30M)iShares Short-Term National Muni Bond ETF 9,245 shares (about $981.72K)iShares Core MSCI Total International Stock ETF 3,321 shares (about $241.21K)Bank of America 3,041 shares (about $120.67K) 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$23,559,518$2,579,731 ▼-9.9%187,54621.0%ETFIEFAiShares Core MSCI EAFE ETF$9,378,918$222,520 ▲2.4%120,1668.4%ETFVTIVanguard Total Stock Market ETF$7,890,958$80,419 ▲1.0%27,8677.0%ETFSUBiShares Short-Term National Muni Bond ETF$5,694,927$981,719 ▼-14.7%53,6305.1%ETFVEAVanguard FTSE Developed Markets ETF$4,785,852$29,415 ▲0.6%90,6244.3%ETFIUSBiShares Core Total USD Bond Market ETF$4,635,789$111,250 ▲2.5%98,3834.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$4,634,690$78,422 ▲1.7%80,7304.1%ETFMUBiShares National Muni Bond ETF$3,849,953$43,561 ▲1.1%35,4413.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,270,0110.0%87,0612.9%ETFVBVanguard Small-Cap ETF$2,600,160$24,671 ▼-0.9%10,9612.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,468,058$101,590 ▲4.3%29,4692.2%ETFIUSViShares Core S&P U.S. Value ETF$2,338,6460.0%24,4912.1%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,318,659$41,486 ▲1.8%48,4572.1%ETFVTEBVanguard Tax-Exempt Bond ETF$1,930,350$110,675 ▼-5.4%37,7611.7%ETFBIVVanguard Intermediate-Term Bond ETF$1,839,583$7,445 ▼-0.4%23,4731.6%ETFVVVanguard Large-Cap ETF$1,706,706$31,069 ▼-1.8%6,4821.5%ETFDFUSDimensional U.S. Equity ETF$1,640,794$85,650 ▲5.5%26,3791.5%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,483,200$23,248 ▲1.6%29,4111.3%ManufacturingBNDVanguard Total Bond Market ETF$1,442,771$30,494 ▲2.2%19,2091.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,436,8030.0%11,4071.3%ETFFRELFidelity MSCI Real Estate Index ETF$1,262,491$6,515 ▲0.5%42,8251.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,250,587$8,103 ▼-0.6%46,3011.1%ETFDFAIDimensional International Core Equity Market ETF$1,249,601$28,094 ▲2.3%39,3201.1%ETFAVREAvantis Real Estate ETF$1,185,976$1,185,976 ▲New Holding25,1591.1%ETFAVDEAvantis International Equity ETF$978,370$309,075 ▲46.2%14,5960.9%ETFVEUVanguard FTSE All-World ex-US ETF$959,410$20,916 ▼-2.1%15,2290.9%ETFIVViShares Core S&P 500 ETF$939,062$18,458 ▼-1.9%1,6280.8%ETFAVUSAvantis U.S. Equity ETF$936,234$150,235 ▲19.1%9,8400.8%ETFTSLATesla$886,6940.0%3,3890.8%Auto/Tires/TrucksLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$867,431$118,738 ▲15.9%7,6780.8%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$835,738$1,299,391 ▼-60.9%17,8160.7%ETFIXUSiShares Core MSCI Total International Stock ETF$790,881$241,208 ▼-23.4%10,8890.7%ManufacturingVUSBVanguard Ultra-Short Bond ETF$753,280$38,553 ▼-4.9%15,0840.7%ETFVBRVanguard Small-Cap Value ETF$722,607$22,086 ▼-3.0%3,5990.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$711,865$93,019 ▼-11.6%7,6070.6%ETFXPOXPO$691,2890.0%6,4300.6%TransportationVTVVanguard Value ETF$600,870$21,123 ▼-3.4%3,4420.5%ETFBSVVanguard Short-Term Bond ETF$567,198$11,804 ▼-2.0%7,2080.5%ETFBACBank of America$557,858$120,666 ▼-17.8%14,0590.5%FinanceSPEMSPDR Portfolio Emerging Markets ETF$464,5240.0%11,2530.4%ETFCMFiShares California Muni Bond ETF$432,164$50,904 ▲13.4%7,4370.4%ETFSCHCSchwab International Small-Cap Equity ETF$421,441$21,461 ▼-4.8%10,9380.4%ETFVGKVanguard FTSE Europe ETF$399,7240.0%5,6220.4%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$374,2800.0%6,0000.3%ETFIWYiShares Russell Top 200 Growth ETF$369,6840.0%1,6800.3%ETFVNQVanguard Real Estate ETF$318,663$3,312 ▲1.1%3,2710.3%ETFABBVAbbVie$316,5600.0%1,6030.3%MedicalGXOGXO Logistics$315,2840.0%6,0550.3%TransportationVCSHVanguard Short-Term Corporate Bond ETF$307,2760.0%3,8690.3%ETFDFICDimensional International Core Equity 2 ETF$290,2360.0%10,3140.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$279,485$58,675 ▼-17.4%2,5960.2%ETFAVDVAvantis International Small Cap Value ETF$274,5530.0%3,8850.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$234,977$1,013 ▲0.4%2,3200.2%FinanceJPMJPMorgan Chase & Co.$227,0960.0%1,0770.2%FinanceMSFTMicrosoft$221,174$19,363 ▲9.6%5140.2%Computer and TechnologyFNFFidelity National Financial$220,623$220,623 ▲New Holding3,5550.2%FinanceBRK.BBerkshire Hathaway$220,465$6,904 ▼-3.0%4790.2%FinanceAVIVAvantis International Large Cap Value ETF$220,0660.0%3,9200.2%ETFAVESAvantis Emerging Markets Value ETF$215,3380.0%4,1300.2%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$214,530$65,190 ▼-23.3%5,5780.2%ETFGDXVanEck Gold Miners ETF$0$720,189 ▼-100.0%00.0%ETFSPROTT PHYSICAL GOLD TR$0$594,355 ▼-100.0%00.0%UNITGLDSPDR Gold Shares$0$428,730 ▼-100.0%00.0%FinanceCVXChevron$0$200,843 ▼-100.0%00.0%Oils/EnergyShowing 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. 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