| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2022 | 15.0% |
| ISHARES TR | 4 | Q3 2022 | 9.5% |
| ISHARES TR | 4 | Q3 2022 | 9.1% |
| ISHARES TR | 4 | Q3 2022 | 6.0% |
| VANGUARD MUN BD FDS | 4 | Q3 2022 | 5.2% |
| VANGUARD INDEX FDS | 4 | Q3 2022 | 5.8% |
| ISHARES INC | 4 | Q3 2022 | 4.1% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2022 | 3.5% |
| SPDR INDEX SHS FDS | 4 | Q3 2022 | 3.1% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2022 | 3.0% |
View Life Planning Partners, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.