$98.2 Million is the total value of Life Planning Partners, Inc's 1884 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 18.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRitot | $14,689,000 | -1.1% | 145,537 | +4.8% | 14.95% | -0.0% |
| IEFA | Buy | ISHARES TRiefa | $8,760,000 | -6.7% | 125,949 | +0.1% | 8.92% | -5.7% |
| SUB | Buy | ISHARES TRsub | $5,831,000 | -0.6% | 55,836 | +3.1% | 5.94% | +0.5% |
| IUSB | Buy | ISHARES TRiusb | $5,678,000 | -5.1% | 114,490 | +1.8% | 5.78% | -4.1% |
| VTEB | Buy | VANGUARD MUN BD FDSvteb | $5,095,000 | -0.5% | 98,813 | +5.9% | 5.19% | +0.6% |
| VTI | Buy | VANGUARD INDEX FDSvti | $4,601,000 | +4.4% | 20,203 | +10.7% | 4.68% | +5.6% |
| IEMG | Buy | ISHARES INCiemg | $3,830,000 | -6.8% | 69,049 | +0.6% | 3.90% | -5.8% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fvnqi | $3,445,000 | -1.6% | 66,240 | +2.0% | 3.51% | -0.5% |
| SPDW | Buy | SPDR INDEX SHS FDSspdw | $2,987,000 | -2.0% | 87,104 | +4.3% | 3.04% | -0.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSvcit | $2,792,000 | -6.5% | 32,403 | +0.5% | 2.84% | -5.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvea | $2,437,000 | +30.2% | 50,809 | +38.5% | 2.48% | +31.6% |
| BIV | Buy | VANGUARD BD INDEX FDSbiv | $2,154,000 | +52.9% | 25,690 | +59.7% | 2.19% | +54.5% |
| MUB | Sell | ISHARES TRmub | $2,146,000 | -10.8% | 19,583 | -5.4% | 2.18% | -9.8% |
| SLQD | Sell | ISHARES TRslqd | $2,128,000 | -9.9% | 43,012 | -6.8% | 2.17% | -9.0% |
| EMB | Sell | ISHARES TRemb | $2,105,000 | -12.1% | 21,507 | -1.9% | 2.14% | -11.1% |
| IUSV | ISHARES TRiusv | $1,876,000 | -0.6% | 24,720 | 0.0% | 1.91% | +0.5% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fvwo | $1,613,000 | +13.4% | 34,979 | +21.3% | 1.64% | +14.7% |
| VV | Sell | VANGUARD INDEX FDSvv | $1,596,000 | -8.8% | 7,649 | -3.4% | 1.62% | -7.8% |
| FREL | Sell | FIDELITY COVINGTON TRUSTfrel | $1,520,000 | -8.5% | 46,910 | -1.8% | 1.55% | -7.5% |
| VB | Buy | VANGUARD INDEX FDSvb | $1,271,000 | +10.6% | 5,971 | +17.5% | 1.29% | +11.8% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fvss | $1,229,000 | +12.4% | 9,913 | +21.4% | 1.25% | +13.7% |
| DIMENSIONAL ETF TRUSTdfax | $1,178,000 | -4.4% | 47,173 | 0.0% | 1.20% | -3.3% | ||
| BND | Buy | VANGUARD BD INDEX FDSbnd | $1,027,000 | -3.7% | 12,899 | +2.4% | 1.04% | -2.6% |
| TSLA | TESLA INCtsla | $1,001,000 | +1.9% | 929 | 0.0% | 1.02% | +3.0% | |
| MSFT | MICROSOFT CORPmsft | $915,000 | -8.3% | 2,967 | 0.0% | 0.93% | -7.4% | |
| DFUS | DIMENSIONAL ETF TRUSTdfus | $915,000 | -5.4% | 18,667 | 0.0% | 0.93% | -4.4% | |
| SPEM | Buy | SPDR INDEX SHS FDSspem | $910,000 | +2.4% | 23,535 | +9.8% | 0.93% | +3.5% |
| BAC | Buy | BK OF AMERICA CORPbac | $798,000 | -7.3% | 19,352 | +0.0% | 0.81% | -6.3% |
| IVV | Buy | ISHARES TRivv | $725,000 | -5.0% | 1,602 | +0.1% | 0.74% | -3.9% |
| LEMB | Buy | ISHARES INClemb | $708,000 | -5.6% | 19,211 | +0.9% | 0.72% | -4.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fveu | $670,000 | -5.9% | 11,649 | +0.0% | 0.68% | -4.9% |
| LQD | Sell | ISHARES TRlqd | $644,000 | -12.4% | 5,332 | -3.8% | 0.66% | -11.4% |
| AVDE | AMERICAN CENTY ETF TRavde | $563,000 | -4.9% | 9,335 | 0.0% | 0.57% | -3.9% | |
| VUSB | Sell | VANGUARD BD INDEX FDSvusb | $557,000 | -28.5% | 11,314 | -27.5% | 0.57% | -27.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSvcsh | $481,000 | +30.7% | 5,516 | +21.6% | 0.49% | +32.4% |
| SCHC | Buy | SCHWAB STRATEGIC TRschc | $448,000 | +6.4% | 11,795 | +14.5% | 0.46% | +7.5% |
| XPO | XPO LOGISTICS INCxpo | $416,000 | -6.1% | 5,716 | 0.0% | 0.42% | -5.2% | |
| VTV | Buy | VANGUARD INDEX FDSvtv | $406,000 | +113.7% | 2,751 | +112.8% | 0.41% | +116.2% |
| GXO LOGISTICS INCORPORATEDgxo | $383,000 | -21.5% | 5,368 | 0.0% | 0.39% | -20.6% | ||
| VBR | Buy | VANGUARD INDEX FDSvbr | $368,000 | +103.3% | 2,091 | +108.1% | 0.38% | +106.0% |
| EWX | SPDR INDEX SHS FDSewx | $340,000 | -4.5% | 6,000 | 0.0% | 0.35% | -3.4% | |
| DIMENSIONAL ETF TRUSTdfiv | $286,000 | +2.5% | 8,506 | 0.0% | 0.29% | +3.6% | ||
| VNQ | VANGUARD INDEX FDSvnq | $277,000 | -6.7% | 2,552 | 0.0% | 0.28% | -5.7% | |
| IXUS | Sell | ISHARES TRixus | $264,000 | -8.0% | 3,951 | -2.5% | 0.27% | -6.9% |
| NKE | NIKE INCnke | $261,000 | -19.4% | 1,942 | 0.0% | 0.27% | -18.4% | |
| ISTB | ISHARES TRistb | $229,000 | -3.8% | 4,720 | 0.0% | 0.23% | -2.9% | |
| JNJ | Buy | JOHNSON &JOHNSONjnj | $227,000 | +4.1% | 1,278 | +0.4% | 0.23% | +5.5% |
| CVX | CHEVRON CORP NEWcvx | $209,000 | +39.3% | 1,284 | 0.0% | 0.21% | +41.1% | |
| JPM | Buy | JPMORGAN CHASE &COjpm | $196,000 | +21.0% | 1,428 | +39.2% | 0.20% | +22.7% |
| COST | COSTCO WHSL CORP NEWcost | $187,000 | +1.6% | 324 | 0.0% | 0.19% | +2.7% | |
| XOM | EXXON MOBIL CORPxom | $175,000 | +34.6% | 2,129 | 0.0% | 0.18% | +35.9% | |
| FNF | FIDELITY NATIONAL FINANCIALfnf | $174,000 | -5.9% | 3,555 | 0.0% | 0.18% | -4.8% | |
| ALL | ALLSTATE CORPall | $155,000 | +19.2% | 1,114 | 0.0% | 0.16% | +20.6% | |
| VGK | VANGUARD INTL EQUITY INDEX Fvgk | $138,000 | -8.6% | 2,221 | 0.0% | 0.14% | -7.9% | |
| SCZ | Buy | ISHARES TRscz | $136,000 | +2.3% | 2,045 | +12.2% | 0.14% | +3.0% |
| VXUS | VANGUARD STAR FDSvxus | $129,000 | -7.2% | 2,179 | 0.0% | 0.13% | -6.4% | |
| PG | PROCTER AND GAMBLE COpg | $118,000 | -6.3% | 768 | 0.0% | 0.12% | -5.5% | |
| BNDX | Buy | VANGUARD CHARLOTTE FDSbndx | $117,000 | +18.2% | 2,255 | +24.9% | 0.12% | +19.0% |
| BRKB | BERKSHIRE HATHAWAY INC DELbrkb | $117,000 | +19.4% | 330 | 0.0% | 0.12% | +20.2% | |
| IVE | ISHARES TRive | $113,000 | 0.0% | 722 | 0.0% | 0.12% | +0.9% | |
| AGG | Buy | ISHARES TRagg | $110,000 | -2.7% | 1,036 | +4.0% | 0.11% | -1.8% |
| KO | COCA COLA COko | $101,000 | +4.1% | 1,629 | 0.0% | 0.10% | +5.1% | |
| IJS | ISHARES TRijs | $101,000 | -1.9% | 987 | 0.0% | 0.10% | -1.0% | |
| IBM | INTERNATIONAL BUSINESS MACHSibm | $97,000 | -3.0% | 745 | 0.0% | 0.10% | -2.0% | |
| DFAI | New | DIMENSIONAL ETF TRUSTdfai | $96,000 | – | 3,400 | +100.0% | 0.10% | – |
| NEE | NEXTERA ENERGY INCnee | $93,000 | -9.7% | 1,100 | 0.0% | 0.10% | -8.7% | |
| AOR | ISHARES TRaor | $92,000 | -5.2% | 1,701 | 0.0% | 0.09% | -4.1% | |
| STT | STATE STR CORPstt | $89,000 | -6.3% | 1,026 | 0.0% | 0.09% | -5.2% | |
| IDEV | ISHARES TRidev | $88,000 | -6.4% | 1,390 | 0.0% | 0.09% | -5.3% | |
| SCHF | SCHWAB STRATEGIC TRschf | $82,000 | -4.7% | 2,221 | 0.0% | 0.08% | -4.6% | |
| TAIL | Sell | CAMBRIA ETF TRtail | $76,000 | -26.2% | 4,560 | -20.6% | 0.08% | -26.0% |
| MCD | MCDONALDS CORPmcd | $75,000 | -8.5% | 304 | 0.0% | 0.08% | -8.4% | |
| VAW | VANGUARD WORLD FDSvaw | $75,000 | -2.6% | 388 | 0.0% | 0.08% | -2.6% | |
| VZ | VERIZON COMMUNICATIONS INCvz | $70,000 | -2.8% | 1,395 | 0.0% | 0.07% | -1.4% | |
| PFE | PFIZER INCpfe | $69,000 | -11.5% | 1,330 | 0.0% | 0.07% | -11.4% | |
| AIZ | ASSURANT INCaiz | $67,000 | +15.5% | 370 | 0.0% | 0.07% | +17.2% | |
| XBI | SPDR SER TRxbi | $65,000 | -19.8% | 720 | 0.0% | 0.07% | -19.5% | |
| SCHE | SCHWAB STRATEGIC TRsche | $65,000 | -5.8% | 2,327 | 0.0% | 0.07% | -4.3% | |
| AOA | Buy | ISHARES TRaoa | $64,000 | +156.0% | 936 | +175.3% | 0.06% | +160.0% |
| BKI | BLACK KNIGHT INCbki | $63,000 | -30.0% | 1,089 | 0.0% | 0.06% | -29.7% | |
| IJJ | ISHARES TRijj | $62,000 | -1.6% | 564 | 0.0% | 0.06% | 0.0% | |
| SCHX | Buy | SCHWAB STRATEGIC TRschx | $58,000 | -4.9% | 1,070 | +100.0% | 0.06% | -3.3% |
| BSV | New | VANGUARD BD INDEX FDSbsv | $58,000 | – | 740 | +100.0% | 0.06% | – |
| CSCO | CISCO SYS INCcsco | $54,000 | -11.5% | 963 | 0.0% | 0.06% | -9.8% | |
| V | VISA INCv | $54,000 | +1.9% | 244 | 0.0% | 0.06% | +3.8% | |
| VIG | VANGUARD SPECIALIZED FUNDSvig | $53,000 | -5.4% | 327 | 0.0% | 0.05% | -3.6% | |
| New | AMERICAN CENTY ETF TRaviv | $53,000 | – | 1,060 | +100.0% | 0.05% | – | |
| TIP | ISHARES TRtip | $51,000 | -3.8% | 410 | 0.0% | 0.05% | -1.9% | |
| VPL | VANGUARD INTL EQUITY INDEX Fvpl | $50,000 | -5.7% | 682 | 0.0% | 0.05% | -3.8% | |
| IFGL | Sell | ISHARES TRifgl | $49,000 | -27.9% | 1,797 | -24.9% | 0.05% | -26.5% |
| New | AMERICAN CENTY ETF TRaves | $49,000 | – | 980 | +100.0% | 0.05% | – | |
| TEL | TE CONNECTIVITY LTDtel | $49,000 | -19.7% | 375 | 0.0% | 0.05% | -18.0% | |
| IJR | Sell | ISHARES TRijr | $47,000 | -6.0% | 434 | -2.5% | 0.05% | -4.0% |
| AOM | ISHARES TRaom | $45,000 | -6.2% | 1,039 | 0.0% | 0.05% | -4.2% | |
| ITM | New | VANECK ETF TRUSTitm | $45,000 | – | 941 | +100.0% | 0.05% | – |
| Sell | GENERAL ELECTRIC COge | $43,000 | -6.5% | 475 | -1.9% | 0.04% | -4.3% | |
| AFL | AFLAC INCafl | $42,000 | +10.5% | 650 | 0.0% | 0.04% | +13.2% | |
| ORCL | ORACLE CORPorcl | $41,000 | -6.8% | 500 | 0.0% | 0.04% | -4.5% | |
| MGV | VANGUARD WORLD FDmgv | $40,000 | 0.0% | 376 | 0.0% | 0.04% | +2.5% | |
| BRKR | BRUKER CORPbrkr | $39,000 | -22.0% | 600 | 0.0% | 0.04% | -20.0% | |
| UPS | UNITED PARCEL SERVICE INCups | $36,000 | 0.0% | 167 | 0.0% | 0.04% | +2.8% | |
| DOV | DOVER CORPdov | $35,000 | -14.6% | 225 | 0.0% | 0.04% | -12.2% | |
| PEP | PEPSICO INCpep | $34,000 | -2.9% | 203 | 0.0% | 0.04% | 0.0% | |
| IVW | ISHARES TRivw | $33,000 | -8.3% | 424 | 0.0% | 0.03% | -5.6% | |
| GLD | SPDR GOLD TRgld | $31,000 | +6.9% | 170 | 0.0% | 0.03% | +10.3% | |
| CSX | CSX CORPcsx | $29,000 | 0.0% | 780 | 0.0% | 0.03% | +3.4% | |
| TXN | TEXAS INSTRS INCtxn | $28,000 | 0.0% | 150 | 0.0% | 0.03% | +3.6% | |
| AAP | ADVANCE AUTO PARTS INCaap | $26,000 | -13.3% | 125 | 0.0% | 0.03% | -13.3% | |
| IHDG | New | WISDOMTREE TRihdg | $25,000 | – | 593 | +100.0% | 0.02% | – |
| UL | UNILEVER PLCul | $25,000 | -16.7% | 550 | 0.0% | 0.02% | -16.7% | |
| ACWI | ISHARES TRacwi | $25,000 | -7.4% | 249 | 0.0% | 0.02% | -7.4% | |
| CNNE | CANNAE HLDGS INCcnne | $25,000 | -32.4% | 1,041 | 0.0% | 0.02% | -32.4% | |
| BMY | BRISTOL-MYERS SQUIBB CObmy | $24,000 | +14.3% | 329 | 0.0% | 0.02% | +14.3% | |
| ORCC | OWL ROCK CAPITAL CORPORATIONorcc | $24,000 | +4.3% | 1,629 | 0.0% | 0.02% | +4.3% | |
| New | AMERICAN CENTY ETF TRavlv | $23,000 | – | 430 | +100.0% | 0.02% | – | |
| SPIB | SPDR SER TRspib | $22,000 | -4.3% | 630 | 0.0% | 0.02% | -4.3% | |
| TFC | TRUIST FINL CORPtfc | $20,000 | -4.8% | 357 | 0.0% | 0.02% | -4.8% | |
| PRG | PROG HOLDINGS INCprg | $20,000 | -35.5% | 691 | 0.0% | 0.02% | -35.5% | |
| USMV | ISHARES TRusmv | $19,000 | -5.0% | 247 | 0.0% | 0.02% | -5.0% | |
| VOE | Buy | VANGUARD INDEX FDSvoe | $19,000 | +72.7% | 127 | +71.6% | 0.02% | +72.7% |
| SCHH | Buy | SCHWAB STRATEGIC TRschh | $18,000 | -10.0% | 742 | +100.0% | 0.02% | -10.0% |
| GOOG | ALPHABET INCgoog | $17,000 | 0.0% | 6 | 0.0% | 0.02% | 0.0% | |
| VUG | VANGUARD INDEX FDSvug | $14,000 | -6.7% | 48 | 0.0% | 0.01% | -6.7% | |
| BCE | BCE INCbce | $14,000 | +7.7% | 250 | 0.0% | 0.01% | +7.7% | |
| VOT | VANGUARD INDEX FDSvot | $14,000 | -12.5% | 63 | 0.0% | 0.01% | -12.5% | |
| SCHM | SCHWAB STRATEGIC TRschm | $13,000 | -7.1% | 173 | 0.0% | 0.01% | -7.1% | |
| VT | VANGUARD INTL EQUITY INDEX Fvt | $13,000 | -7.1% | 131 | 0.0% | 0.01% | -7.1% | |
| AVEM | AMERICAN CENTY ETF TRavem | $13,000 | -7.1% | 226 | 0.0% | 0.01% | -7.1% | |
| CMCSA | COMCAST CORP NEWcmcsa | $12,000 | -7.7% | 248 | 0.0% | 0.01% | -7.7% | |
| T | AT&T INCt | $12,000 | -7.7% | 517 | 0.0% | 0.01% | -7.7% | |
| SLV | ISHARES SILVER TRslv | $11,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| AOK | ISHARES TRaok | $10,000 | -9.1% | 277 | 0.0% | 0.01% | -9.1% | |
| DD | DUPONT DE NEMOURS INCdd | $10,000 | -9.1% | 133 | 0.0% | 0.01% | -9.1% | |
| NEA | NUVEEN AMT FREE QLTY MUN INCnea | $9,000 | -18.2% | 675 | 0.0% | 0.01% | -18.2% | |
| SCHB | Buy | SCHWAB STRATEGIC TRschb | $9,000 | -10.0% | 170 | +100.0% | 0.01% | -10.0% |
| BKLN | INVESCO EXCH TRADED FD TR IIbkln | $8,000 | 0.0% | 368 | 0.0% | 0.01% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUPrcl | $8,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| MGK | VANGUARD WORLD FDmgk | $8,000 | -11.1% | 33 | 0.0% | 0.01% | -11.1% | |
| AAN | THE AARONS COMPANY INCaan | $7,000 | -22.2% | 345 | 0.0% | 0.01% | -22.2% | |
| RF | REGIONS FINANCIAL CORP NEWrf | $6,000 | +20.0% | 248 | 0.0% | 0.01% | +20.0% | |
| XSOE | New | WISDOMTREE TRxsoe | $6,000 | – | 195 | +100.0% | 0.01% | – |
| VBK | VANGUARD INDEX FDSvbk | $6,000 | -14.3% | 23 | 0.0% | 0.01% | -14.3% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVqqqx | $6,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| REET | ISHARES TRreet | $5,000 | 0.0% | 179 | 0.0% | 0.01% | 0.0% | |
| VHT | New | VANGUARD WORLD FDSvht | $5,000 | – | 21 | +100.0% | 0.01% | – |
| EZM | New | WISDOMTREE TRezm | $5,000 | – | 97 | +100.0% | 0.01% | – |
| VOO | VANGUARD INDEX FDSvoo | $5,000 | 0.0% | 11 | 0.0% | 0.01% | 0.0% | |
| SJM | Sell | SMUCKER J M COsjm | $5,000 | -66.7% | 36 | -67.0% | 0.01% | -66.7% |
| IJT | New | ISHARES TRijt | $5,000 | – | 40 | +100.0% | 0.01% | – |
| BWX | SPDR SER TRbwx | $5,000 | 0.0% | 189 | 0.0% | 0.01% | 0.0% | |
| New | VANGUARD INTL EQUITY INDEX F-- | $4,000 | – | 1 | +100.0% | 0.00% | – | |
| New | VANGUARD INTL EQUITY INDEX F-- | $4,000 | – | 2 | +100.0% | 0.00% | – | |
| IWD | ISHARES TRiwd | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| HAS | HASBRO INChas | $4,000 | -20.0% | 50 | 0.0% | 0.00% | -20.0% | |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDfems | $4,000 | – | 89 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDSvwob | $4,000 | – | 64 | +100.0% | 0.00% | – |
| EBAY | EBAY INC.ebay | $4,000 | -20.0% | 73 | 0.0% | 0.00% | -20.0% | |
| CI | Sell | CIGNA CORP NEWci | $4,000 | -63.6% | 15 | -67.4% | 0.00% | -63.6% |
| ARCC | ARES CAPITAL CORParcc | $4,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| ARKK | New | ARK ETF TRarkk | $4,000 | – | 56 | +100.0% | 0.00% | – |
| PYPL | PAYPAL HLDGS INCpypl | $3,000 | -25.0% | 23 | 0.0% | 0.00% | -25.0% | |
| VTIP | New | VANGUARD MALVERN FDSvtip | $3,000 | – | 63 | +100.0% | 0.00% | – |
| VYM | VANGUARD WHITEHALL FDSvym | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INCkd | $3,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | ||
| HD | Sell | HOME DEPOT INChd | $3,000 | -82.4% | 10 | -75.0% | 0.00% | -82.4% |
| DELL | DELL TECHNOLOGIES INCdell | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| EEMV | ISHARES INCeemv | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| QRTEA | QURATE RETAIL INCqrtea | $2,000 | -50.0% | 515 | 0.0% | 0.00% | -50.0% | |
| VMW | VMWARE INCvmw | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRefav | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| IEUR | ISHARES TRieur | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| IWM | ISHARES TRiwm | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| PJT | PJT PARTNERS INCpjt | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INCauy | $1,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
| EEMS | ISHARES INCeems | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INCvtrs | $1,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| OUT | OUTFRONT MEDIA INCout | $0 | – | 4 | 0.0% | 0.00% | – | |
| GECC | Exit | GREAT ELM CAP CORPgecc | $0 | – | -19 | -100.0% | 0.00% | – |
| DIS | DISNEY WALT COdis | $0 | – | 5 | 0.0% | 0.00% | – | |
| MET | METLIFE INCmet | $0 | – | 10 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INCunit | $0 | – | 20 | 0.0% | 0.00% | – | |
| New | GREAT ELM CAP CORPgecc | $0 | – | 3 | +100.0% | 0.00% | – | |
| CCL | CARNIVAL CORPccl | $0 | – | 10 | 0.0% | 0.00% | – | |
| WAB | WABTECwab | $0 | – | 2 | 0.0% | 0.00% | – | |
| SBUX | STARBUCKS CORPsbux | $0 | – | 1 | 0.0% | 0.00% | – | |
| OGN | Exit | ORGANON &COogn | $0 | – | -24 | -100.0% | -0.00% | – |
| Exit | PROSHARES TR-- | $0 | – | -3 | -100.0% | -0.00% | – | |
| INTC | Exit | INTEL CORPintc | $0 | – | -207 | -100.0% | -0.01% | – |
| MRK | Exit | MERCK &CO INCmrk | $0 | – | -240 | -100.0% | -0.02% | – |
| Exit | SIMPLIFY EXCHANGE TRADED FUNcya | $0 | – | -2,880 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
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.