| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q2 2024 | 22.4% |
| ISHARES TRUST CORE MSCI EAFE ETF | 7 | Q2 2024 | 9.5% |
| ISHARES TR | 7 | Q2 2024 | 9.1% |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 7 | Q2 2024 | 7.3% |
| ISHARES TR CORE TOTAL USD | 7 | Q2 2024 | 6.0% |
| VANGUARD MUN BD FDS TAX EXEMPT BD | 7 | Q2 2024 | 5.2% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 7 | Q2 2024 | 4.1% |
| VANGUARD TAX-MANAGED INTL FD | 7 | Q2 2024 | 4.2% |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7 | Q2 2024 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 3.5% |
View Life Planning Partners, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-11 |
View Life Planning Partners, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.